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BNY Mellon Strategic Municipal Bond Fund (DSM) Institutional Ownership

BNY Mellon Strategic Municipal Bond Fund logo
$5.48 +0.01 (+0.18%)
As of 03:58 PM Eastern

Institutional Ownership Changes (13F Filings) for BNY Mellon Strategic Municipal Bond Fund (NYSE:DSM)

Number of
Institutional Buyers
(last 12 months)
45
Total
Institutional Inflows
(last 12 months)
$35.15M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$6.20M
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DSM Institutional Buying and Selling by Quarter

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BNY Mellon Strategic Municipal Bond Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025 Noble Wealth Management PBC135,978$785K0.5%-4.0%0.000%
4/14/2025 CJM Wealth Advisers Ltd.14,922$86K0.0%N/A0.000%
4/14/2025 Capital Investment Advisors LLC290,241$1.68M0.0%-3.4%0.000%
4/14/2025 Park Avenue Securities LLC159,112$918K0.0%-1.8%0.000%
4/10/2025 Hennion & Walsh Asset Management Inc.1,135,009$6.55M0.3%-0.9%0.000%
4/9/2025 Integrated Capital Management Inc.33,293$192K0.2%+7.5%0.000%
2/18/2025Elequin Capital LP6,232$36K0.0%N/A0.000%
2/17/2025Saba Capital Management L.P.4,127,582$23.98M0.6%+2.9%0.000%
2/17/2025Pathstone Holdings LLC2,474,029$14.40M0.1%+15.5%0.000%
2/17/2025Nomura Holdings Inc.10,000$58K0.0%-46.3%0.000%
2/17/2025Logan Stone Capital LLC401,528$2.33M0.8%-39.6%0.000%
2/17/2025Bulldog Investors LLP2,101,361$12.22M3.3%+156.2%0.000%
2/17/2025Capstone Investment Advisors LLC149,590$869K0.0%N/A0.000%
2/17/2025Citadel Advisors LLC13,699$80K0.0%-19.5%0.000%
2/17/2025Bank of America Corp DE34,264$199K0.0%+2,269.6%0.000%
2/17/2025Benjamin Edwards Inc.46,361$269K0.0%+94.4%0.000%
2/17/2025Almitas Capital LLC625,461$3.63M0.8%N/A0.000%
2/14/2025AQR Arbitrage LLC190,615$1.11M0.0%-37.5%0.000%
2/14/2025Mercer Global Advisors Inc. ADV30,507$177K0.0%N/A0.000%
2/14/2025Whitebox Advisors LLC619,946$3.60M0.1%+222.7%0.000%
2/14/2025Arkos Global Advisors34,002$198K0.0%-5.6%0.000%
2/13/20251607 Capital Partners LLC184,401$1.07M0.1%-5.4%0.000%
2/13/2025Guggenheim Capital LLC909,118$5.28M0.0%+4.0%0.000%
2/13/2025Savvy Advisors Inc.77,406$450K0.1%N/A0.000%
2/13/2025Rockefeller Capital Management L.P.66,466$386K0.0%-10.5%0.000%
2/13/2025Raymond James Financial Inc.59,040$343K0.0%N/A0.000%
2/13/2025Envestnet Asset Management Inc.174,019$1.01M0.0%+2.1%0.000%
2/13/2025Sit Investment Associates Inc.517,439$3.01M0.1%-17.4%0.000%
2/13/2025Wells Fargo & Company MN531,115$3.09M0.0%+15.6%0.000%
2/12/2025Landscape Capital Management L.L.C.14,527$84K0.0%N/A0.000%
2/12/2025Arete Wealth Advisors LLC46,924$273K0.0%-22.9%0.000%
2/12/2025Thomas J. Herzfeld Advisors Inc.107,273$623K0.2%+7.6%0.000%
2/11/2025Signature Estate & Investment Advisors LLC14,040$82K0.0%-11.0%0.000%
2/11/2025LPL Financial LLC663,945$3.86M0.0%-8.7%0.000%
2/10/2025 Farther Finance Advisors LLC9,800$57K0.0%-89.7%0.000%
2/7/2025HighTower Advisors LLC127,956$743K0.0%+15.3%0.000%
2/7/2025Blue Bell Private Wealth Management LLC131,521$764K0.1%+6.6%0.000%
2/6/2025Raymond James Financial Inc.59,040$343K0.0%N/A0.000%
2/5/2025 Noble Wealth Management PBC141,628$823K0.6%N/A0.000%
2/4/2025Ackerman Capital Advisors LLC147,644$858K0.2%+25.9%0.000%
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2/3/2025Wolverine Asset Management LLC35,568$207K0.0%+229.1%0.000%
1/29/2025Van ECK Associates Corp419,830$2.44M0.0%+5.8%0.000%
1/17/2025Riverbridge Partners LLC129,180$751K0.0%-9.5%0.000%
1/17/2025Melfa Wealth Management Inc.44,111$256K0.2%+39.5%0.000%
1/15/2025 Hennion & Walsh Asset Management Inc.1,144,784$6.65M0.3%-0.8%0.000%
1/14/2025 Park Avenue Securities LLC162,065$942K0.0%+6.3%0.000%
1/13/2025 Capital Investment Advisors LLC300,599$1.75M0.0%-4.2%0.000%
1/6/2025 Capital Market Strategies LLC17,219$100K0.1%-39.5%0.000%
12/3/2024Rivernorth Capital Management LLC1,666,877$10.39M0.5%+13.7%0.000%
11/18/2024Arete Wealth Advisors LLC60,825$380K0.0%-4.2%0.000%
11/15/2024MidWestOne Financial Group Inc.12,214$76K0.0%N/A0.000%
11/15/2024Whitebox Advisors LLC192,127$1.20M0.0%+15.9%0.000%
11/15/2024Stifel Financial Corp61,442$383K0.0%+4.4%0.000%
11/15/2024Rivernorth Capital Management LLC1,611,789$10.04M0.5%+10.0%0.000%
11/15/2024HighTower Advisors LLC110,992$689K0.0%+220.5%0.000%
11/15/2024Benjamin Edwards Inc.23,843$149K0.0%N/A0.000%
11/8/2024Avior Wealth Management LLC35,258$220K0.0%+24.9%0.000%
11/7/2024Pathstone Holdings LLC2,141,763$13.34M0.1%+25.0%0.000%
11/7/2024Aviance Capital Partners LLC27,091$169K0.0%+6.6%0.000%
10/31/2024Bridgewater Advisors Inc.67,770$405K0.0%-12.2%0.000%
10/29/2024Van ECK Associates Corp396,695$2.39M0.0%-2.9%0.000%
10/29/2024 Farther Finance Advisors LLC95,089$592K0.0%+9.9%0.000%
10/24/2024Ackerman Capital Advisors LLC117,282$731K0.2%+18.9%0.000%
10/23/2024 Hennion & Walsh Asset Management Inc.1,153,851$7.19M0.3%-0.7%0.000%
10/18/2024 Capital Investment Advisors LLC313,890$1.96M0.0%+1.0%0.000%
10/3/2024 Park Avenue Securities LLC152,399$949K0.0%-4.2%0.000%
8/16/2024Almitas Capital LLC559,398$3.32M1.4%+144.1%0.000%
8/15/2024Logan Stone Capital LLC730,727$4.34M1.1%-21.6%0.000%
8/14/2024Whitebox Advisors LLC165,808$985K0.0%N/A0.000%
8/13/2024AE Wealth Management LLC26,550$158K0.0%+68.6%0.000%
8/12/2024ProVise Management Group LLC22,870$136K0.0%-11.6%0.000%
8/6/2024Advisor OS LLC20,966$125K0.0%+10.3%0.000%
8/5/2024Blue Bell Private Wealth Management LLC41,405$246K0.1%+197.9%0.000%
8/2/2024Arbor Trust Wealth Advisors LLC13,000$77K0.0%N/A0.000%
8/2/2024Wolverine Asset Management LLC11,232$67K0.0%+220.9%0.000%
7/31/2024Van ECK Associates Corp408,395$2.43M0.0%-4.8%0.000%
7/31/2024 Rothschild Investment LLC40,485$240K0.0%N/A0.000%
7/30/2024WMG Financial Advisors LLC14,620$87K0.0%N/A0.000%
7/26/2024Signature Estate & Investment Advisors LLC15,768$94K0.0%N/A0.000%
7/26/2024Ackerman Capital Advisors LLC98,643$586K0.2%+25.4%0.000%
7/20/2024 Hennion & Walsh Asset Management Inc.1,162,255$6.90M0.4%+10.9%0.000%
7/19/2024Hoylecohen LLC50,000$297K0.0%N/A0.000%
7/12/2024 Integrated Capital Management Inc.31,519$187K0.1%+14.3%0.000%
7/12/2024 Capital Investment Advisors LLC310,890$1.85M0.0%-1.2%0.000%
7/9/2024 Park Avenue Securities LLC159,152$945K0.0%-1.4%0.000%
7/1/2024 Capital Market Strategies LLC28,459$169K0.1%-26.4%0.000%
5/14/2024Robinson Capital Management LLC164,148$930K0.3%N/A0.000%
5/9/2024Camelot Portfolios LLC26,749$157K0.2%-38.0%0.000%
5/1/2024Janney Montgomery Scott LLC85,842$503K0.0%+9.6%0.000%
5/1/2024Matisse Capital32,630$191K0.1%N/A0.000%
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4/30/2024Van ECK Associates Corp428,946$2.51M0.0%+13.9%0.000%
4/26/2024Riverbridge Partners LLC101,106$592K0.0%-1.9%0.000%
4/24/2024Blue Bell Private Wealth Management LLC13,899$81K0.0%N/A0.000%
4/24/2024Ackerman Capital Advisors LLC78,642$461K0.1%-2.2%0.000%
4/18/2024Aviance Capital Partners LLC20,246$119K0.0%+78.8%0.000%
4/17/2024 Hennion & Walsh Asset Management Inc.1,048,473$6.14M0.3%+34.8%0.000%
4/15/2024Kingswood Wealth Advisors LLC31,000$182K0.0%+118.3%0.000%
4/10/2024 LexAurum Advisors LLC17,234$101K0.0%N/A0.000%
3/27/2024Nomura Holdings Inc.17,700$101K0.0%N/A0.000%
2/21/2024Novak & Powell Financial Services Inc.16,609$95K0.1%N/A0.000%
(Data available from 1/1/2016 forward)

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DSM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DSM shares?

During the previous two years, 92 institutional investors and hedge funds held shares of BNY Mellon Strategic Municipal Bond Fund. The most heavily invested institutionals were Saba Capital Management L.P. ($23.98M), Pathstone Holdings LLC ($14.40M), Bulldog Investors LLP ($12.22M), Rivernorth Capital Management LLC ($10.39M), Hennion & Walsh Asset Management Inc. ($6.55M), Guggenheim Capital LLC ($5.28M), and LPL Financial LLC ($3.86M).Learn more on DSM's institutional investors.

Which institutional investors have been buying BNY Mellon Strategic Municipal Bond Fund stock?

Of the 77 institutional investors that purchased BNY Mellon Strategic Municipal Bond Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bulldog Investors LLP ($1.43M), Rivernorth Capital Management LLC ($990.67K), Almitas Capital LLC ($971.67K), Saba Capital Management L.P. ($851.07K), Pathstone Holdings LLC ($760.68K), Whitebox Advisors LLC ($619.95K), and Robinson Capital Management LLC ($461.16K).

How much institutional buying is happening at BNY Mellon Strategic Municipal Bond Fund?

Institutional investors have bought a total of 10,340,330 shares in the last 24 months. This purchase volume represents approximately $59.12M in transactions.

Which BNY Mellon Strategic Municipal Bond Fund major shareholders have been selling company stock?

Of the 37 institutional investors that sold BNY Mellon Strategic Municipal Bond Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Hennion & Walsh Asset Management Inc. ($548.18K), Logan Stone Capital LLC ($463.99K), AQR Arbitrage LLC ($114.40K), Sit Investment Associates Inc. ($114.37K), Farther Finance Advisors LLC ($85.29K), AE Wealth Management LLC ($73.39K), and Ackerman Capital Advisors LLC ($65.91K).

How much institutional selling is happening at BNY Mellon Strategic Municipal Bond Fund?

Institutional investors have sold a total of 1,987,159 shares in the last 24 months. This volume of shares sold represents approximately $11.58M in transactions.



This page (NYSE:DSM) was last updated on 4/16/2025 by MarketBeat.com Staff
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