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DWS Strategic Municipal Income Trust (KSM) Institutional Ownership

DWS Strategic Municipal Income Trust logo

Institutional Ownership Changes (13F Filings) for DWS Strategic Municipal Income Trust (NYSE:KSM)

Current
Institutional Ownership
Percentage
53.77%
Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$5.41M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$120.20K
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KSM Institutional Buying and Selling by Quarter

DWS Strategic Municipal Income Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024XTX Topco Ltd10,454$107K0.0%N/A0.095%
11/15/2024Quarry LP77,473$789K0.2%N/A0.701%
10/24/2024Ackerman Capital Advisors LLC47,533$484K0.1%N/A0.430%
10/22/2024 International Assets Investment Management LLC42,961$4.22M0.0%N/A0.389%
10/3/2024 Park Avenue Securities LLC74,277$757K0.0%-5.2%0.672%
9/5/2024Sanctuary Advisors LLC22,120$211K0.0%N/A0.200%
8/16/2024Almitas Capital LLC276,617$2.73M1.1%+111.2%2.504%
8/15/2024Logan Stone Capital LLC211,297$2.08M0.5%+4.0%1.913%
7/31/2024Rothschild Investment LLC7,000$69K0.0%N/A0.063%
7/24/2024Catalina Capital Group LLC13,072$129K0.0%+8.8%0.118%
7/9/2024 Park Avenue Securities LLC78,369$773K0.0%-5.0%0.709%
5/15/2024Whitebox Advisors LLC34,777$311K0.0%N/A0.315%
4/26/2024 Riverbridge Partners LLC64,081$573K0.0%-1.9%0.580%
4/24/2024Blue Bell Private Wealth Management LLC10,319$92K0.0%+110.4%0.093%
2/15/2024Bulldog Investors LLP430,664$3.73M1.2%+46.5%3.897%
2/13/20241607 Capital Partners LLC521,275$4.51M0.3%-0.6%4.717%
2/1/2024Wolverine Asset Management LLC20,109$174K0.0%+113.1%0.182%
1/25/2024Blue Bell Private Wealth Management LLC4,905$42K0.0%N/A0.044%
1/23/2024Camelot Portfolios LLC11,394$99K0.1%N/A0.103%
1/5/2024 Capital Investment Advisors LLC27,184$235K0.0%-26.6%0.246%
11/21/2023Almitas Capital LLC148,543$1.12M0.5%+61.3%1.345%
11/14/2023Saba Capital Management L.P.1,195,188$9M0.2%+57.8%10.816%
11/13/2023Wolverine Asset Management LLC9,438$71K0.0%N/A0.085%
11/8/2023Fort Point Capital Partners LLC15,861$119K0.0%N/A0.144%
10/27/2023 Hennion & Walsh Asset Management Inc.72,422$545K0.0%-78.0%0.655%
10/16/2023 Riverbridge Partners LLC64,738$487K0.0%+8.2%0.586%
10/16/2023 Capital Investment Advisors LLC37,021$279K0.0%-9.7%0.335%
8/15/2023Bulldog Investors LLP150,403$1.28M0.4%N/A0.000%
8/11/2023Almitas Capital LLC92,106$784K0.3%+195.7%0.000%
8/10/2023Sit Investment Associates Inc.396,927$3.37M0.1%+1.0%0.000%
8/9/2023Robinson Capital Management LLC238,499$2.02M0.9%-17.3%0.000%
7/31/2023LPL Financial LLC62,870$533K0.0%+2.0%0.000%
7/26/2023 Riverbridge Partners LLC59,831$508K0.0%-7.9%0.000%
7/21/2023Ackerman Capital Advisors LLC62,759$533K0.1%-41.0%0.000%
7/14/2023 Park Avenue Securities LLC86,245$732K0.0%-9.0%0.000%
7/11/2023 Capital Investment Advisors LLC40,999$348K0.0%-3.4%0.000%
5/11/2023Ackerman Capital Advisors LLC106,320$902K0.2%-13.6%0.000%
5/11/2023Guggenheim Capital LLC102,331$868K0.0%-4.0%0.000%
5/10/2023Robinson Capital Management LLC288,499$2.43M1.1%+2.3%0.000%
4/20/2023 Hennion & Walsh Asset Management Inc.370,088$3.14M0.2%-3.0%0.000%
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4/18/2023 Park Avenue Securities LLC94,821$804K0.0%-7.5%0.000%
2/15/2023Almitas Capital LLC43,696$357K0.2%N/A0.390%
2/10/2023Sit Investment Associates Inc.243,333$1.99M0.1%+4.6%0.000%
2/7/2023LPL Financial LLC71,234$582K0.0%+10.1%0.000%
2/7/2023Envestnet Asset Management Inc.120,650$986K0.0%-10.8%0.000%
2/1/2023Wolverine Asset Management LLC35,791$292K0.0%-11.0%0.000%
1/31/2023 Melfa Wealth Management LLC33,336$272K0.3%N/A0.000%
1/30/2023Wakefield Asset Management LLLP67,578$552K0.2%+8.5%0.000%
1/30/2023 International Assets Investment Management LLC20,826$170K0.0%N/A0.000%
1/25/2023Camelot Portfolios LLC11,505$94K0.1%-44.4%0.103%
1/24/2023Matisse Capital22,808$186K0.2%N/A0.204%
1/24/2023 Park Avenue Securities LLC102,516$838K0.0%+6.9%0.915%
1/20/2023Matisse Capital22,808$186K0.2%N/A0.204%
1/12/2023Ackerman Capital Advisors LLC123,045$1.01M0.3%+36.6%1.099%
1/12/2023 Hennion & Walsh Asset Management Inc.381,456$3.12M0.2%-4.8%3.406%
1/11/2023 Riverbridge Partners LLC65,399$534K0.0%+7.4%0.584%
1/5/2023 Capital Investment Advisors LLC43,119$352K0.0%-23.9%0.385%
11/15/2022Logan Stone Capital LLC48,596$384K0.3%N/A0.000%
11/15/20221607 Capital Partners LLC552,255$4.37M0.3%+1.9%0.000%
11/14/2022Guggenheim Capital LLC166,279$1.32M0.0%-16.1%1.485%
11/14/2022 Hennion & Walsh Asset Management Inc.400,800$3.17M0.2%-1.6%3.579%
11/10/2022Wolverine Asset Management LLC40,199$317K0.0%+4,856.7%0.000%
11/8/2022Robinson Capital Management LLC156,695$1.26M1.0%+85.8%1.399%
11/7/2022Wakefield Asset Management LLLP62,306$493K0.2%+6.6%0.556%
11/1/2022 Park Avenue Securities LLC95,864$758K0.0%-1.8%0.000%
10/31/2022Camelot Portfolios LLC20,682$164K0.2%-19.6%0.185%
10/21/2022Rothschild Investment Corp IL17,000$134K0.0%+70.0%0.152%
10/5/2022 Capital Investment Advisors LLC56,644$448K0.0%+33.8%0.506%
8/29/2022 Riverbridge Partners LLC60,363$551K0.0%N/A0.539%
8/13/2022Wakefield Asset Management LLLP58,437$533K0.2%+3.7%0.522%
8/11/2022Sit Investment Associates Inc.191,817$1.75M0.1%+7.5%1.713%
8/9/2022 SeaCrest Wealth Management LLC5,000$46K0.0%N/A0.045%
8/8/2022Baird Financial Group Inc.50,457$460K0.0%-3.2%0.450%
8/8/2022Lokken Investment Group LLC10,964$100K0.1%N/A0.098%
8/4/2022Robinson Capital Management LLC84,315$777K0.6%+8.1%0.753%
8/3/2022Envestnet Asset Management Inc.136,818$1.25M0.0%+5.0%1.221%
7/27/2022 Park Avenue Securities LLC97,611$890K0.0%+7.8%0.872%
7/22/2022Ackerman Capital Advisors LLC80,566$735K0.2%+119.1%0.719%
7/19/2022 Hennion & Walsh Asset Management Inc.407,261$3.71M0.2%-2.9%3.636%
7/19/2022 Integrated Capital Management Inc.16,260$148K0.1%+9.9%0.145%
7/12/2022Rothschild Investment Corp IL10,000$91K0.0%N/A0.089%
7/6/2022 Capital Investment Advisors LLC42,324$386K0.0%+3.0%0.378%
5/17/20221607 Capital Partners LLC465,501$4.81M0.3%+15.3%4.156%
5/12/2022Sit Investment Associates Inc.178,499$1.85M0.0%+12.7%1.593%
5/4/2022Advisor Group Holdings Inc.67,350$696K0.0%+2.3%0.601%
5/4/2022Envestnet Asset Management Inc.130,347$1.35M0.0%+4.2%1.164%
5/2/2022Wakefield Asset Management LLLP56,378$583K0.2%+6.9%0.503%
4/29/2022 Park Avenue Securities LLC90,526$936K0.0%+9.0%0.808%
4/26/2022 Hennion & Walsh Asset Management Inc.419,633$4.34M0.2%-0.5%3.745%
4/20/2022Camelot Portfolios LLC26,360$273K0.1%-9.0%0.235%
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4/19/2022Ackerman Capital Advisors LLC36,774$380K0.1%N/A0.328%
4/13/2022 Capital Investment Advisors LLC41,094$425K0.0%+7.8%0.367%
2/14/2022Guggenheim Capital LLC235,015$2.86M0.0%+22.7%2.098%
2/9/2022Baird Financial Group Inc.45,142$549K0.0%+9.3%0.403%
2/8/2022Robinson Capital Management LLC14,299$174K0.1%-88.6%0.128%
2/7/2022Concourse Financial Group Securities Inc.8,132$99K0.0%+30.7%0.073%
2/4/2022Envestnet Asset Management Inc.125,054$1.52M0.0%+10.0%1.116%
2/3/2022Advisor Group Holdings Inc.65,807$800K0.0%-6.5%0.587%
2/1/2022Wakefield Asset Management LLLP52,763$642K0.2%+9.8%0.471%
1/25/2022 Integrated Capital Management Inc.14,955$181K0.1%+7.3%0.133%
(Data available from 1/1/2016 forward)

KSM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KSM shares?

During the previous two years, 29 institutional investors and hedge funds held shares of DWS Strategic Municipal Income Trust. The most heavily invested institutionals were Saba Capital Management L.P. ($9M), 1607 Capital Partners LLC ($4.51M), International Assets Investment Management LLC ($4.22M), Bulldog Investors LLP ($3.73M), Sit Investment Associates Inc. ($3.37M), Almitas Capital LLC ($2.73M), and Logan Stone Capital LLC ($2.08M).Learn more on KSM's institutional investors.

What percentage of DWS Strategic Municipal Income Trust stock is owned by institutional investors?

53.77% of DWS Strategic Municipal Income Trust stock is owned by institutional investors. Learn more on KSM's institutional investor holdings.

Which institutional investors have been buying DWS Strategic Municipal Income Trust stock?

Of the 24 institutional investors that purchased DWS Strategic Municipal Income Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Saba Capital Management L.P. ($437.59K), Almitas Capital LLC ($306.72K), Bulldog Investors LLP ($287.09K), Quarry LP ($77.47K), International Assets Investment Management LLC ($63.79K), Ackerman Capital Advisors LLC ($47.53K), and Whitebox Advisors LLC ($34.78K).

How much institutional buying is happening at DWS Strategic Municipal Income Trust?

Institutional investors have bought a total of 1,463,549 shares in the last 24 months. This purchase volume represents approximately $12.47M in transactions.

Which DWS Strategic Municipal Income Trust major shareholders have been selling company stock?

Of the 11 institutional investors that sold DWS Strategic Municipal Income Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Hennion & Walsh Asset Management Inc. ($267.40K), Ackerman Capital Advisors LLC ($60.29K), Robinson Capital Management LLC ($50K), Park Avenue Securities LLC ($24.47K), Capital Investment Advisors LLC ($15.26K), Envestnet Asset Management Inc. ($14.57K), and Camelot Portfolios LLC ($9.18K).

How much institutional selling is happening at DWS Strategic Municipal Income Trust?

Institutional investors have sold a total of 459,274 shares in the last 24 months. This volume of shares sold represents approximately $3.65M in transactions.



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