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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)
4
Total
Institutional Outflows
(last 12 months)
$205.29K
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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
11/15/2024 XTX Topco Ltd10,454$107K0.0%N/A0.095%
11/15/2024 Quarry LP77,473$789K0.2%N/A0.701%
10/24/2024 Ackerman 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%
9/5/2024 Sanctuary Advisors LLC22,120$211K0.0%N/A0.200%
8/16/2024 Almitas Capital LLC276,617$2.73M1.1%+111.2%2.504%
8/15/2024 Logan Stone Capital LLC211,297$2.08M0.5%+4.0%1.913%
7/31/2024Rothschild Investment LLC7,000$69K0.0%N/A0.063%
7/24/2024 Catalina Capital Group LLC13,072$129K0.0%+8.8%0.118%
7/9/2024 Park Avenue Securities LLC78,369$773K0.0%-5.0%0.709%
5/15/2024 Whitebox Advisors LLC34,777$311K0.0%N/A0.315%
4/26/2024 Riverbridge Partners LLC64,081$573K0.0%-1.9%0.580%
4/24/2024 Blue Bell Private Wealth Management LLC10,319$92K0.0%+110.4%0.093%
2/15/2024 Bulldog Investors LLP430,664$3.73M1.2%+46.5%3.897%
2/13/2024 1607 Capital Partners LLC521,275$4.51M0.3%-0.6%4.717%
2/1/2024 Wolverine Asset Management LLC20,109$174K0.0%+113.1%0.182%
1/25/2024 Blue Bell Private Wealth Management LLC4,905$42K0.0%N/A0.044%
1/23/2024 Camelot Portfolios LLC11,394$99K0.1%N/A0.103%
1/5/2024Capital Investment Advisors LLC27,184$235K0.0%-26.6%0.246%
11/21/2023 Almitas Capital LLC148,543$1.12M0.5%+61.3%1.345%
11/14/2023 Saba Capital Management L.P.1,195,188$9M0.2%+57.8%10.816%
11/13/2023 Wolverine Asset Management LLC9,438$71K0.0%N/A0.085%
11/8/2023 Fort 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%
10/16/2023Capital Investment Advisors LLC37,021$279K0.0%-9.7%0.335%
8/15/2023 Bulldog Investors LLP150,403$1.28M0.4%N/A0.000%
8/11/2023 Almitas Capital LLC92,106$784K0.3%+195.7%0.000%
8/10/2023 Sit Investment Associates Inc.396,927$3.37M0.1%+1.0%0.000%
8/9/2023 Robinson Capital Management LLC238,499$2.02M0.9%-17.3%0.000%
7/31/2023 LPL Financial LLC62,870$533K0.0%+2.0%0.000%
7/26/2023 Riverbridge Partners LLC59,831$508K0.0%-7.9%0.000%
7/21/2023 Ackerman Capital Advisors LLC62,759$533K0.1%-41.0%0.000%
7/14/2023 Park Avenue Securities LLC86,245$732K0.0%-9.0%0.000%
7/11/2023Capital Investment Advisors LLC40,999$348K0.0%-3.4%0.000%
5/11/2023 Ackerman Capital Advisors LLC106,320$902K0.2%-13.6%0.000%
5/11/2023 Guggenheim Capital LLC102,331$868K0.0%-4.0%0.000%
5/10/2023 Robinson 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%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

4/18/2023 Park Avenue Securities LLC94,821$804K0.0%-7.5%0.000%
2/15/2023 Almitas Capital LLC43,696$357K0.2%N/A0.390%
2/10/2023 Sit Investment Associates Inc.243,333$1.99M0.1%+4.6%0.000%
2/7/2023 LPL Financial LLC71,234$582K0.0%+10.1%0.000%
2/7/2023 Envestnet Asset Management Inc.120,650$986K0.0%-10.8%0.000%
2/1/2023 Wolverine Asset Management LLC35,791$292K0.0%-11.0%0.000%
1/31/2023 Melfa Wealth Management LLC33,336$272K0.3%N/A0.000%
1/30/2023 Wakefield Asset Management LLLP67,578$552K0.2%+8.5%0.000%
1/30/2023 International Assets Investment Management LLC20,826$170K0.0%N/A0.000%
1/25/2023 Camelot 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%
1/12/2023 Ackerman 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%
1/5/2023Capital Investment Advisors LLC43,119$352K0.0%-23.9%0.385%
11/15/2022 Logan Stone Capital LLC48,596$384K0.3%N/A0.000%
11/15/2022 1607 Capital Partners LLC552,255$4.37M0.3%+1.9%0.000%
11/14/2022 Guggenheim 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%
11/10/2022 Wolverine Asset Management LLC40,199$317K0.0%+4,856.7%0.000%
11/8/2022 Robinson Capital Management LLC156,695$1.26M1.0%+85.8%1.399%
11/7/2022 Wakefield Asset Management LLLP62,306$493K0.2%+6.6%0.556%
11/1/2022 Park Avenue Securities LLC95,864$758K0.0%-1.8%0.000%
10/31/2022 Camelot Portfolios LLC20,682$164K0.2%-19.6%0.185%
10/21/2022Rothschild Investment Corp IL17,000$134K0.0%+70.0%0.152%
10/5/2022Capital Investment Advisors LLC56,644$448K0.0%+33.8%0.506%
8/29/2022 Riverbridge Partners LLC60,363$551K0.0%N/A0.539%
8/13/2022 Wakefield Asset Management LLLP58,437$533K0.2%+3.7%0.522%
8/11/2022 Sit 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%
8/8/2022 Baird Financial Group Inc.50,457$460K0.0%-3.2%0.450%
8/8/2022 Lokken Investment Group LLC10,964$100K0.1%N/A0.098%
8/4/2022 Robinson Capital Management LLC84,315$777K0.6%+8.1%0.753%
8/3/2022 Envestnet 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%
7/22/2022 Ackerman 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%
7/6/2022Capital Investment Advisors LLC42,324$386K0.0%+3.0%0.378%
5/17/2022 1607 Capital Partners LLC465,501$4.81M0.3%+15.3%4.156%
5/12/2022 Sit Investment Associates Inc.178,499$1.85M0.0%+12.7%1.593%
5/4/2022 Advisor Group Holdings Inc.67,350$696K0.0%+2.3%0.601%
5/4/2022 Envestnet Asset Management Inc.130,347$1.35M0.0%+4.2%1.164%
5/2/2022 Wakefield 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%
4/20/2022 Camelot Portfolios LLC26,360$273K0.1%-9.0%0.235%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

4/19/2022 Ackerman Capital Advisors LLC36,774$380K0.1%N/A0.328%
4/13/2022Capital Investment Advisors LLC41,094$425K0.0%+7.8%0.367%
2/14/2022 Guggenheim Capital LLC235,015$2.86M0.0%+22.7%2.098%
2/9/2022 Baird Financial Group Inc.45,142$549K0.0%+9.3%0.403%
2/8/2022 Robinson Capital Management LLC14,299$174K0.1%-88.6%0.128%
2/7/2022 Concourse Financial Group Securities Inc.8,132$99K0.0%+30.7%0.073%
2/4/2022 Envestnet Asset Management Inc.125,054$1.52M0.0%+10.0%1.116%
2/3/2022 Advisor Group Holdings Inc.65,807$800K0.0%-6.5%0.587%
2/1/2022 Wakefield 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), Ackerman Capital Advisors LLC ($80.49K), Quarry LP ($77.47K), International Assets Investment Management LLC ($63.79K), and Matisse Capital ($45.62K).

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

Institutional investors have bought a total of 1,523,811 shares in the last 24 months. This purchase volume represents approximately $12.97M 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. ($286.75K), Ackerman Capital Advisors LLC ($60.29K), Robinson Capital Management LLC ($50K), Capital Investment Advisors LLC ($28.79K), Park Avenue Securities LLC ($24.47K), 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 492,143 shares in the last 24 months. This volume of shares sold represents approximately $3.92M in transactions.



This page (NYSE:KSM) was last updated on 12/21/2024 by MarketBeat.com Staff
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