Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
1.54M+ 158.14% |
$7.28M - $8.81M
|
2.52M
$14.9M
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.39MNew |
$6.55M - $7.92M
|
1.39M
$8.23M
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
234K+ 43.02% |
$1.1M - $1.34M
|
778K
$4.61M
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
211KNew |
$997K - $1.21M
|
211K
$1.25M
|
|
Feb 14, 2024
Q4 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
182K+ 23.26% |
$859K - $1.04M
|
965K
$5.72M
|
|
Feb 14, 2024
Q4 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
122K+ 762.44% |
$577K - $698K
|
138K
$820K
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
99K+ 241.31% |
$467K - $565K
|
140K
$830K
|
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
94.6K+ 7.74% |
$446K - $540K
|
1.32M
$7.81M
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
91.2K+ 26.1% |
$430K - $521K
|
440K
$2.61M
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
83.8KNew |
$396K - $478K
|
83.8K
$497K
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
77.2KNew |
$365K - $441K
|
77.2K
$458K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
71.5K+ 78.55% |
$338K - $408K
|
163K
$964K
|
|
Feb 14, 2024
Q4 2023
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
52K+ 12.46% |
$245K - $297K
|
469K
$2.78M
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
48.9KNew |
$231K - $279K
|
48.9K
$290K
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
48.3K+ 14.7% |
$228K - $276K
|
377K
$2.23M
|
|
Feb 14, 2024
Q4 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
39KNew |
$184K - $223K
|
39K
$231K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
37.9K+ 9.89% |
$179K - $217K
|
422K
$2.5M
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
31.9KNew |
$150K - $182K
|
31.9K
$189K
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
31.4KNew |
$148K - $180K
|
31.4K
$186K
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
24KNew |
$113K - $137K
|
24K
$142K
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
24KNew |
$113K - $137K
|
24K
$142K
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
19.6KNew |
$92.7K - $112K
|
19.6K
$116K
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
18K+ 100.0% |
$85K - $103K
|
36K
$213K
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
17.7KNew |
$83.5K - $101K
|
17.7K
$105K
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
16.8K+ 26.35% |
$79.2K - $95.8K
|
80.4K
$477K
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
16.7K+ 5.84% |
$78.9K - $95.5K
|
303K
$1.8M
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
16.6KNew |
$78.4K - $94.8K
|
16.6K
$98.5K
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15K+ 20.92% |
$71K - $85.8K
|
86.9K
$515K
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
14.2KNew |
$67K - $81.1K
|
14.2K
$84.2K
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
13.1K+ 43.61% |
$61.8K - $74.8K
|
43.1K
$256K
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
BUY
|
- |
11KNew |
$52K - $62.9K
|
11K
$65.3K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11KNew |
$51.8K - $62.7K
|
11K
$65.1K
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
10.8KNew |
$50.9K - $61.6K
|
10.8K
$64K
|
|
Feb 14, 2024
Q4 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
9.91K+ 2.08% |
$46.8K - $56.6K
|
487K
$2.89M
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
9.59K+ 6.32% |
$45.3K - $54.8K
|
161K
$957K
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.67K+ 16.28% |
$31.5K - $38.1K
|
47.6K
$282K
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.47K+ 12.31% |
$25.8K - $31.2K
|
49.9K
$296K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.5K+ 27.71% |
$21.2K - $25.7K
|
20.7K
$123K
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
3.62K+ 9.3% |
$17.1K - $20.7K
|
42.6K
$252K
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.55K+ 1.65% |
$16.8K - $20.3K
|
218K
$1.29M
|
|
Feb 12, 2024
Q4 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
1.93K+ 13.54% |
$9.11K - $11K
|
16.2K
$96K
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.87K+ 98.78% |
$8.83K - $10.7K
|
3.76K
$22.3K
|
|
Jan 24, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
1.06K+ 1.04% |
$5K - $6.05K
|
103K
$611K
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
1.06K+ 1.04% |
$5K - $6.05K
|
103K
$611K
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
998+ 1.4% |
$4.71K - $5.7K
|
72.4K
$430K
|
|
Jan 09, 2024
Q4 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
607+ 2.27% |
$2.87K - $3.47K
|
27.4K
$162K
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
449New |
$2.12K - $2.56K
|
449
$2.66K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
365New |
$1.72K - $2.08K
|
365
$2.16K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
280+ 62.36% |
$1.32K - $1.6K
|
729
$4.32K
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
194New |
$916 - $1.11K
|
194
$1.15K
|