Purchases and Sales Made in Q3 2023 in Bny Mellon Strategic Municipal Bond Fund, Inc. (DSM)
This table provides information about the institutional ownership of Bny Mellon Strategic Municipal Bond Fund, Inc. (DSM) during Q3 2023. The information is specifically focused on institutions that hold shares of BNY MELLON STRATEGIC MUNICIPAL BOND FUND, INC..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
735K+ 304.88% |
$3.65M - $4.24M
|
976K
$5.79M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
604K+ 91.82% |
$3M - $3.49M
|
1.26M
$7.49M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
336K+ 27.31% |
$1.67M - $1.94M
|
1.57M
$9.29M
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
325KNew |
$1.62M - $1.88M
|
325K
$1.93M
|
|
Nov 13, 2023
Q3 2023
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
316K+ 314.11% |
$1.57M - $1.82M
|
417K
$2.47M
|
|
Nov 14, 2023
Q3 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
302K+ 62.83% |
$1.5M - $1.74M
|
783K
$4.64M
|
|
Nov 14, 2023
Q3 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
221K+ 85.88% |
$1.1M - $1.27M
|
477K
$2.83M
|
|
Nov 13, 2023
Q3 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
189K+ 26.58% |
$940K - $1.09M
|
901K
$5.34M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
111K+ 46.68% |
$552K - $641K
|
349K
$2.07M
|
|
Oct 30, 2023
Q3 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
63.7KNew |
$316K - $367K
|
63.7K
$378K
|
|
Nov 14, 2023
Q3 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
55.5K+ 4.76% |
$276K - $320K
|
1.22M
$7.24M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
44.4KNew |
$221K - $256K
|
44.4K
$263K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
41.6K+ 137.4% |
$207K - $240K
|
71.9K
$426K
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
27K+ 10.41% |
$134K - $156K
|
286K
$1.7M
|
|
Nov 06, 2023
Q3 2023
|
Rpo LLC
Stamford, CT |
BUY
|
- |
23.5KNew |
$117K - $136K
|
23.5K
$139K
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
18KNew |
$89.5K - $104K
|
18K
$107K
|
|
Nov 21, 2023
Q3 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
16KNew |
$79.6K - $92.5K
|
16K
$95K
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
15K+ 20.0% |
$74.6K - $86.6K
|
90K
$534K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.8K+ 19.33% |
$73.3K - $85.1K
|
91K
$540K
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
10.8K+ 38.42% |
$53.7K - $62.4K
|
38.9K
$231K
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
10.6KNew |
$52.6K - $61K
|
10.6K
$62.7K
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
8.69K+ 26.88% |
$43.2K - $50.1K
|
41K
$243K
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
8.32K+ 5.8% |
$41.4K - $48K
|
152K
$900K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
8.02KNew |
$39.9K - $46.3K
|
8.02K
$47.6K
|
|
Oct 16, 2023
Q3 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
7.59K+ 8.03% |
$37.7K - $43.8K
|
102K
$605K
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
6.66K+ 56.64% |
$33.1K - $38.4K
|
18.4K
$109K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.9K+ 12.6% |
$29.3K - $34K
|
52.7K
$313K
|
|
Nov 01, 2023
Q3 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
3.62K+ 33.99% |
$18K - $20.9K
|
14.3K
$84.6K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.04KNew |
$15.1K - $17.6K
|
3.04K
$18K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.33KNew |
$11.6K - $13.4K
|
2.33K
$13.8K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.39KNew |
$6.91K - $8.03K
|
1.39K
$8.25K
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.07K+ 10.41% |
$5.3K - $6.16K
|
11.3K
$67.1K
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
874New |
$4.34K - $5.04K
|
874
$5.18K
|
|
Oct 10, 2023
Q3 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
820+ 3.16% |
$4.08K - $4.73K
|
26.8K
$159K
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
511+ 0.72% |
$2.54K - $2.95K
|
71.4K
$424K
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
296+ 0.33% |
$1.47K - $1.71K
|
90.3K
$535K
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
193+ 0.72% |
$959 - $1.11K
|
26.9K
$160K
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
35+ 5.18% |
$174 - $202
|
711
$4.22K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
3+ 0.02% |
$14.9 - $17.3
|
12.1K
$71.5K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-169- 0.38% |
$840 - $975
|
44K
$261K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-257- 0.62% |
$1.28K - $1.48K
|
40.9K
$243K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-678- 0.64% |
$3.37K - $3.91K
|
105K
$623K
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1K- 6.25% |
$4.97K - $5.77K
|
15K
$89K
|
|
Feb 15, 2024
Q3 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-1.06K- 1.03% |
$5.27K - $6.12K
|
102K
$605K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.11K- 3.54% |
$15.5K - $17.9K
|
84.8K
$503K
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.11K- 3.91% |
$15.5K - $18K
|
76.4K
$453K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.44K- 18.06% |
$17.1K - $19.9K
|
15.6K
$92.6K
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.83K- 9.51% |
$19K - $22.1K
|
36.4K
$216K
|