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 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
160+ 22.5% |
$755 - $914
|
871
$5.17K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
116+ 0.48% |
$548 - $662
|
24.3K
$144K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
115+ 0.62% |
$543 - $657
|
18.5K
$110K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21+ 0.06% |
$99.1 - $120
|
35.3K
$210K
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
4+ 0.04% |
$18.9 - $22.8
|
11.3K
$67.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.24K- 7.54% |
$5.87K - $7.1K
|
15.2K
$90.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.03K- 3.85% |
$9.58K - $11.6K
|
50.7K
$301K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.63K- 5.97% |
$12.4K - $15K
|
41.3K
$245K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.96K- 97.34% |
$14K - $16.9K
|
81
$480
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-3.47K- 21.99% |
$16.4K - $19.8K
|
12.3K
$72.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.73K- 23.89% |
$17.6K - $21.3K
|
11.9K
$70.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.94K- 3.75% |
$18.6K - $22.5K
|
101K
$600K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.17K- 12.56% |
$19.7K - $23.8K
|
29K
$172K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.3K- 3.22% |
$20.3K - $24.5K
|
129K
$767K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-5K- 11.45% |
$23.6K - $28.6K
|
38.7K
$229K
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-5.03K- 13.73% |
$23.7K - $28.7K
|
31.6K
$187K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-5.79K- 72.19% |
$27.3K - $33.1K
|
2.23K
$13.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.47K- 7.63% |
$30.5K - $36.9K
|
78.3K
$464K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.33K- 39.96% |
$34.6K - $41.8K
|
11K
$65.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-12.1K- 33.12% |
$57K - $68.9K
|
24.4K
$145K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-16.1K- 34.27% |
$76.1K - $92.1K
|
30.9K
$183K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.7K- 27.07% |
$97.7K - $118K
|
55.7K
$331K
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-22.2K- 4.38% |
$105K - $127K
|
484K
$2.87M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-49.6K- 7.51% |
$234K - $283K
|
610K
$3.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-56.2K- 53.48% |
$265K - $321K
|
48.9K
$290K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-80K- 88.89% |
$378K - $457K
|
10K
$59.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-125K- 11.54% |
$588K - $711K
|
955K
$5.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-593K- 46.96% |
$2.8M - $3.39M
|
670K
$3.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-956K- 61.02% |
$4.51M - $5.46M
|
610K
$3.62M
|