Purchases and Sales Made in Q3 2024 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 2024. 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 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
428K+ 25.0% |
$2.51M - $2.71M
|
2.14M
$12.9M
|
|
Nov 14, 2024
Q3 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
346K+ 73.0% |
$2.02M - $2.19M
|
820K
$4.93M
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
195KNew |
$1.14M - $1.23M
|
195K
$1.17M
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
149K+ 20.5% |
$870K - $941K
|
874K
$5.25M
|
|
Nov 14, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
146K+ 9.96% |
$854K - $924K
|
1.61M
$9.69M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
128K+ 322.3% |
$746K - $808K
|
167K
$1M
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
82K+ 198.09% |
$480K - $519K
|
123K
$742K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
76.4K+ 220.51% |
$447K - $483K
|
111K
$667K
|
|
Nov 12, 2024
Q3 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
75.9KNew |
$444K - $480K
|
75.9K
$456K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
68.9K+ 10.47% |
$403K - $436K
|
727K
$4.37M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
60K+ 15.0% |
$351K - $379K
|
460K
$2.76M
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
53.5K+ 9.34% |
$313K - $339K
|
626K
$3.76M
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
41.1K+ 40.35% |
$240K - $260K
|
143K
$858K
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
31KNew |
$181K - $196K
|
31K
$186K
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
29KNew |
$170K - $184K
|
29K
$174K
|
|
Nov 14, 2024
Q3 2024
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
- |
26.3K+ 15.87% |
$154K - $167K
|
192K
$1.15M
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
23.8KNew |
$139K - $151K
|
23.8K
$143K
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
22.1KNew |
$129K - $140K
|
22.1K
$133K
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
18.6K+ 18.9% |
$109K - $118K
|
117K
$705K
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
12.2KNew |
$71.5K - $77.3K
|
12.2K
$73.4K
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
9.75K+ 44.6% |
$57K - $61.7K
|
31.6K
$190K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.55K+ 9.89% |
$50K - $54.1K
|
95.1K
$571K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.03K+ 24.89% |
$41.1K - $44.5K
|
35.3K
$212K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.77K+ 19.12% |
$22K - $23.9K
|
23.5K
$141K
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3K+ 0.96% |
$17.6K - $19K
|
314K
$1.89M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.6K+ 4.42% |
$15.2K - $16.5K
|
61.4K
$369K
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
2.14K+ 10.2% |
$12.5K - $13.5K
|
23.1K
$139K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.9KNew |
$11.1K - $12K
|
1.9K
$11.4K
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.67K+ 6.57% |
$9.76K - $10.6K
|
27.1K
$163K
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
1.5KNew |
$8.78K - $9.5K
|
1.5K
$9.02K
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
1.22K+ 1.23% |
$7.11K - $7.69K
|
99.7K
$599K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1KNew |
$5.85K - $6.33K
|
1K
$6.01K
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
611+ 1.58% |
$3.57K - $3.87K
|
39.2K
$236K
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
512+ 0.6% |
$3K - $3.24K
|
85.9K
$516K
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
442+ 0.6% |
$2.59K - $2.8K
|
74.3K
$446K
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
239+ 35.99% |
$1.4K - $1.51K
|
903
$5.43K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
193New |
$1.13K - $1.22K
|
193
$1.16K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
172+ 0.55% |
$1.01K - $1.09K
|
31.6K
$190K
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
129New |
$755 - $817
|
129
$775
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
102+ 0.6% |
$597 - $646
|
17K
$102K
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
30+ 0.09% |
$176 - $190
|
31.6K
$190K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12+ 0.03% |
$70.2 - $76
|
35.4K
$213K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-26- -0.0% |
$152 - $165
|
660K
$3.97M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-153- 0.23% |
$895 - $968
|
66.8K
$402K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-171- 3.37% |
$1K - $1.08K
|
4.9K
$29.4K
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-425- 3.78% |
$2.49K - $2.69K
|
10.8K
$65K
|
|
Oct 07, 2024
Q3 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-1.2K- 3.81% |
$7.02K - $7.6K
|
30.3K
$182K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.91K- 1.11% |
$11.2K - $12.1K
|
171K
$1.02M
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.64K- 4.16% |
$15.5K - $16.7K
|
60.8K
$366K
|