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BNY Mellon Strategic Municipal Bond Fund (DSM) Institutional Ownership

BNY Mellon Strategic Municipal Bond Fund logo
$5.86 0.00 (0.00%)
As of 01/17/2025 03:56 PM Eastern
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Institutional Ownership Changes (13F Filings) for BNY Mellon Strategic Municipal Bond Fund (NYSE:DSM)

Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$16.84M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$2.19M
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DSM Institutional Buying and Selling by Quarter

BNY Mellon Strategic Municipal Bond Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Riverbridge Partners LLC129,180$751K0.0%-9.5%0.000%
1/17/2025 Melfa 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%
11/8/2024 Avior 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%
10/31/2024 Bridgewater Advisors Inc.67,770$405K0.0%-12.2%0.000%
10/29/2024Van ECK Associates Corp396,695$2.39M0.0%-2.9%0.000%
10/29/2024Farther 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%
8/2/2024 Arbor 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%
7/31/2024Rothschild 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%
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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%
5/1/2024 Janney Montgomery Scott LLC85,842$503K0.0%+9.6%0.000%
5/1/2024Matisse Capital32,630$191K0.1%N/A0.000%
4/30/2024Van ECK Associates Corp428,946$2.51M0.0%+13.9%0.000%
4/26/2024 Riverbridge 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%
4/10/2024LexAurum 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%
2/15/2024Bulldog Investors LLP468,928$2.68M0.9%+12.5%0.000%
2/12/2024 Gridiron Partners LLC48,891$279K0.2%N/A0.000%
2/12/2024Weiss Asset Management LP31,445$180K0.0%N/A0.000%
2/9/2024ProVise Management Group LLC24,370$139K0.0%-33.1%0.000%
2/8/2024 Janney Montgomery Scott LLC78,312$447K0.0%-7.6%0.000%
2/6/2024 Wealthcare Advisory Partners LLC11,886$68K0.0%-23.9%0.000%
2/5/2024 Bridgewater Advisors Inc.77,225$441K0.1%N/A0.000%
2/5/2024Van ECK Associates Corp376,578$2.15M0.0%+14.7%0.000%
2/1/2024Wolverine Asset Management LLC42,556$243K0.0%+9.3%0.000%
1/29/2024PFS Partners LLC83,800$478K0.3%N/A0.000%
1/26/2024Indie Asset Partners LLC10,789$62K0.1%N/A0.000%
1/23/2024Camelot Portfolios LLC43,137$246K0.1%+43.6%0.000%
1/22/2024 Melfa Wealth Management LLC31,879$182K0.2%N/A0.000%
1/19/2024Ackerman Capital Advisors LLC80,439$459K0.1%+26.3%0.000%
1/18/2024 Relyea Zuckerberg Hanson LLC23,953$137K0.0%N/A0.000%
1/16/2024Kingswood Wealth Advisors LLC14,200$81K0.0%N/A0.000%
1/16/2024Raymond James Financial Services Advisors Inc.10,979$63K0.0%N/A0.000%
1/16/2024Raymond James & Associates101,154$578K0.0%-3.7%0.000%
1/12/2024Cedar Brook Financial Partners LLC12,300$71K0.0%-22.0%0.000%
1/8/2024 Capital Market Strategies LLC38,659$221K0.2%-11.5%0.000%
1/5/2024 Capital Investment Advisors LLC303,190$1.73M0.0%+5.8%0.000%
1/2/2024 Park National Corp OH11,019$63K0.0%N/A0.000%
11/21/2023Almitas Capital LLC16,024$80K0.0%N/A0.000%
11/14/2023AQR Arbitrage LLC477,392$2.37M0.1%+85.9%0.000%
11/14/2023Saba Capital Management L.P.975,745$4.85M0.1%+304.9%0.000%
11/14/2023Robinson Capital Management LLC901,145$4.47M2.0%+26.6%0.000%
11/13/2023Wolverine Asset Management LLC38,934$194K0.0%+38.4%0.000%
11/8/2023Van ECK Associates Corp328,319$1.63M0.0%-3.3%0.000%
11/8/2023ProVise Management Group LLC36,440$182K0.0%-9.5%0.000%
11/8/2023 Janney Montgomery Scott LLC84,781$421K0.0%-3.5%0.000%
11/8/2023Landscape Capital Management L.L.C.41,010$204K0.0%+26.9%0.000%
11/8/2023Moors & Cabot Inc.90,000$447K0.0%+20.0%0.000%
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11/6/2023RPO LLC23,502$117K0.1%N/A0.000%
11/3/2023Advisor OS LLC18,426$92K0.0%+56.6%0.000%
11/1/2023Ironsides Asset Advisors LLC14,263$71K0.0%+34.0%0.000%
10/30/2023Arete Wealth Advisors LLC76,427$380K0.1%-3.9%0.000%
10/30/2023Ackerman Capital Advisors LLC63,664$316K0.1%N/A0.000%
10/27/2023 Hennion & Walsh Asset Management Inc.543,888$2.70M0.2%-11.3%0.000%
10/26/2023 Park Avenue Securities LLC151,727$754K0.0%+5.8%0.000%
10/26/2023Advisor Partners II LLC325,171$1.62M0.1%N/A0.000%
10/20/2023Camelot Portfolios LLC30,037$149K0.1%-29.3%0.000%
10/18/2023 Capital Market Strategies LLC43,659$217K0.2%-10.3%0.000%
(Data available from 1/1/2016 forward)

DSM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DSM shares?

During the previous two years, 83 institutional investors and hedge funds held shares of BNY Mellon Strategic Municipal Bond Fund. The most heavily invested institutionals were Pathstone Holdings LLC ($13.34M), Rivernorth Capital Management LLC ($10.39M), Hennion & Walsh Asset Management Inc. ($6.65M), Guggenheim Capital LLC ($6.36M), Saba Capital Management L.P. ($4.85M), Logan Stone Capital LLC ($4.34M), and Advisor Group Holdings Inc. ($3.86M).Learn more on DSM's institutional investors.

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

Of the 72 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: Rivernorth Capital Management LLC ($990.67K), Saba Capital Management L.P. ($734.75K), Robinson Capital Management LLC ($461.16K), Pathstone Holdings LLC ($428.41K), Hennion & Walsh Asset Management Inc. ($384.39K), Almitas Capital LLC ($346.21K), and Advisor Partners II LLC ($325.17K).

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

Institutional investors have bought a total of 7,247,847 shares in the last 24 months. This purchase volume represents approximately $41.13M in transactions.

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

Of the 32 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. ($538.40K), LPL Financial LLC ($221.32K), Logan Stone Capital LLC ($200.78K), Raymond James & Associates ($95.78K), AE Wealth Management LLC ($73.39K), Ackerman Capital Advisors LLC ($65.91K), and Van ECK Associates Corp ($63.82K).

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

Institutional investors have sold a total of 1,650,826 shares in the last 24 months. This volume of shares sold represents approximately $9.61M in transactions.



This page (NYSE:DSM) was last updated on 1/21/2025 by MarketBeat.com Staff
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