Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
354K+ 14.83% |
$2.78M - $2.98M
|
2.74M
$16.5M
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
137K+ 33.05% |
$1.07M - $1.15M
|
552K
$3.32M
|
|
Jul 13, 2022
Q4 2021
|
Crown Wealth Group, LLC
|
BUY
|
- |
84.4KNew |
$662K - $709K
|
84.4K
$507K
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
72.6K+ 68.44% |
$569K - $610K
|
179K
$1.07M
|
|
Feb 07, 2022
Q4 2021
|
Capital Market Strategies LLC
|
BUY
|
- |
57.5KNew |
$451K - $483K
|
57.5K
$345K
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
50.3K+ 14.6% |
$395K - $423K
|
395K
$2.37M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45.4K+ 20.16% |
$356K - $381K
|
270K
$1.62M
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
36.8KNew |
$288K - $309K
|
36.8K
$221K
|
|
Feb 14, 2022
Q4 2021
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
30.4K+ 15.0% |
$238K - $255K
|
233K
$1.4M
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21KNew |
$165K - $177K
|
21K
$126K
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
19.9KNew |
$156K - $167K
|
19.9K
$119K
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
18.4KNew |
$144K - $154K
|
18.4K
$111K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
17.9KNew |
$141K - $151K
|
17.9K
$108K
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.1K+ 264.05% |
$126K - $135K
|
22.1K
$133K
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
BUY
|
- |
15.3KNew |
$120K - $129K
|
15.3K
$92K
|
|
Feb 03, 2022
Q4 2021
|
Wealth Management Solutions, LLC
|
BUY
|
- |
13.8KNew |
$108K - $116K
|
13.8K
$83K
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
13K+ 10.94% |
$102K - $109K
|
131K
$790K
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
12.8K+ 11.07% |
$100K - $107K
|
128K
$769K
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.8K+ 16.9% |
$100K - $107K
|
88.2K
$530K
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12.5K+ 8.11% |
$98K - $105K
|
167K
$1M
|
|
Feb 11, 2022
Q4 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
9.8K+ 3.15% |
$76.9K - $82.3K
|
321K
$1.93M
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
7.5KNew |
$58.8K - $63K
|
7.5K
$45.1K
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.19K+ 9.62% |
$40.7K - $43.6K
|
59.1K
$355K
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.29K+ 5.8% |
$33.6K - $36K
|
78.2K
$470K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.69KNew |
$28.9K - $31K
|
3.69K
$22.1K
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
3.01KNew |
$23.6K - $25.3K
|
3.01K
$18.1K
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.64K+ 2.09% |
$20.7K - $22.1K
|
129K
$774K
|
|
Jan 25, 2022
Q4 2021
|
Integrated Capital Management, Inc.
|
BUY
|
- |
1.69K+ 7.59% |
$13.2K - $14.2K
|
23.9K
$144K
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
1.6KNew |
$12.5K - $13.4K
|
1.6K
$9.62K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.55K+ 44.93% |
$12.2K - $13K
|
5K
$30.1K
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
1.33K+ 0.23% |
$10.4K - $11.1K
|
579K
$3.48M
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.01KNew |
$7.93K - $8.5K
|
1.01K
$6.08K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
750New |
$5.88K - $6.3K
|
750
$4.51K
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
551+ 1.1% |
$4.32K - $4.63K
|
50.5K
$303K
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
126New |
$988 - $1.06K
|
126
$757
|
|
Feb 15, 2022
Q4 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
89+ 0.73% |
$698 - $748
|
12.2K
$73.4K
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
25+ 1.13% |
$196 - $210
|
2.25K
$13.5K
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13+ 0.08% |
$102 - $109
|
15.4K
$92.8K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-90Closed |
$706 - $756
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-123- 0.04% |
$964 - $1.03K
|
280K
$1.68M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.55K- 0.77% |
$12.2K - $13.1K
|
200K
$1.2M
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.7K- 1.83% |
$13.3K - $14.3K
|
91.3K
$549K
|
|
Feb 09, 2022
Q4 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-2.17KClosed |
$17K - $18.2K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-2.71K- 15.45% |
$21.2K - $22.7K
|
14.8K
$89K
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-7.5KClosed |
$58.8K - $63K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.1KClosed |
$79.3K - $85K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.2KClosed |
$87.6K - $93.8K
|
0
$0
|
|
Feb 17, 2022
Q4 2021
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-11.4KClosed |
$89.6K - $96K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-12.3KClosed |
$96.4K - $103K
|
0
$0
|