BNY Mellon Strategic Municipal Bond Fund (DSM) Institutional Ownership

$5.75
+0.05 (+0.88%)
(As of 05/15/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
46
Total
Institutional Inflows
(last 12 months)
$24.50M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$2.15M
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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
5/14/2024 Robinson Capital Management LLC164,148$930K0.3%N/A0.000%
5/9/2024 Camelot Portfolios LLC26,749$157K0.2%-38.0%0.000%
5/1/2024 Janney Montgomery Scott LLC85,842$503K0.0%+9.6%0.000%
5/1/2024 Matisse Capital32,630$191K0.1%N/A0.000%
4/30/2024 Van ECK Associates Corp428,946$2.51M0.0%+13.9%0.000%
4/26/2024 Riverbridge Partners LLC101,106$592K0.0%-1.9%0.000%
4/24/2024 Blue Bell Private Wealth Management LLC13,899$81K0.0%N/A0.000%
4/24/2024 Ackerman Capital Advisors LLC78,642$461K0.1%-2.2%0.000%
4/18/2024 Aviance 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%
4/15/2024 Kingswood 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%
2/15/2024 Bulldog Investors LLP468,928$2.68M0.9%+12.5%0.000%
2/12/2024 Gridiron Partners LLC48,891$279K0.2%N/A0.000%
2/12/2024 Weiss Asset Management LP31,445$180K0.0%N/A0.000%
2/9/2024 ProVise 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%
2/5/2024 Van ECK Associates Corp376,578$2.15M0.0%+14.7%0.000%
2/1/2024 Wolverine Asset Management LLC42,556$243K0.0%+9.3%0.000%
1/29/2024 PFS Partners LLC83,800$478K0.3%N/A0.000%
1/26/2024 Indie Asset Partners LLC10,789$62K0.1%N/A0.000%
1/23/2024 Camelot Portfolios LLC43,137$246K0.1%+43.6%0.000%
1/22/2024 Melfa Wealth Management LLC31,879$182K0.2%N/A0.000%
1/19/2024 Ackerman Capital Advisors LLC80,439$459K0.1%+26.3%0.000%
1/18/2024 Relyea Zuckerberg Hanson LLC23,953$137K0.0%N/A0.000%
1/16/2024 Kingswood Wealth Advisors LLC14,200$81K0.0%N/A0.000%
1/16/2024 Raymond James Financial Services Advisors Inc.10,979$63K0.0%N/A0.000%
1/16/2024 Raymond James & Associates101,154$578K0.0%-3.7%0.000%
1/12/2024 Cedar 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%
11/21/2023 Almitas 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%
11/14/2023 Robinson Capital Management LLC901,145$4.47M2.0%+26.6%0.000%
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11/13/2023 Wolverine Asset Management LLC38,934$194K0.0%+38.4%0.000%
11/8/2023 Van ECK Associates Corp328,319$1.63M0.0%-3.3%0.000%
11/8/2023 ProVise Management Group LLC36,440$182K0.0%-9.5%0.000%
11/8/2023 Janney Montgomery Scott LLC84,781$421K0.0%-3.5%0.000%
11/8/2023 Landscape Capital Management L.L.C.41,010$204K0.0%+26.9%0.000%
11/8/2023 Moors & Cabot Inc.90,000$447K0.0%+20.0%0.000%
11/6/2023 RPO LLC23,502$117K0.1%N/A0.000%
11/3/2023 Advisor OS LLC18,426$92K0.0%+56.6%0.000%
11/1/2023 Ironsides Asset Advisors LLC14,263$71K0.0%+34.0%0.000%
10/30/2023Arete Wealth Advisors LLC76,427$380K0.1%-3.9%0.000%
10/30/2023 Ackerman 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%
10/20/2023 Camelot Portfolios LLC30,037$149K0.1%-29.3%0.000%
10/18/2023 Capital Market Strategies LLC43,659$217K0.2%-10.3%0.000%
10/16/2023 Riverbridge Partners LLC102,024$507K0.0%+8.0%0.000%
10/16/2023 Capital Investment Advisors LLC286,468$1.42M0.0%+10.4%0.000%
10/12/2023 Wealthcare Advisory Partners LLC15,616$78K0.0%-18.1%0.000%
10/11/2023AE Wealth Management LLC47,063$234K0.0%-22.4%0.000%
9/26/2023 M Holdings Securities Inc.10,483$60K0.0%-48.4%0.000%
9/12/2023Farther Finance Advisors LLC30,269$173K0.0%N/A0.000%
8/15/2023Rivernorth Capital Management LLC1,166,160$6.65M0.3%+123.1%0.000%
8/15/2023 Ironsides Asset Advisors LLC10,645$60K0.0%N/A0.000%
8/15/2023 Bulldog Investors LLP100,689$574K0.2%N/A0.000%
8/11/2023 Smith Moore & CO.16,000$91K0.0%+60.0%0.000%
8/11/2023 Landscape Capital Management L.L.C.32,322$184K0.0%+41.1%0.000%
8/11/2023 Fairhaven Wealth Management LLC12,488$71K0.0%N/A0.000%
8/11/2023 Guggenheim Capital LLC1,116,406$6.36M0.0%+28.0%0.000%
8/10/2023 Sit Investment Associates Inc.533,351$3.04M0.1%-1.0%0.000%
8/10/2023Cetera Investment Advisers36,241$207K0.0%-20.5%0.000%
8/9/2023 Robinson Capital Management LLC711,931$4.08M1.8%+16.7%0.000%
8/8/2023 Chicago Partners Investment Group LLC13,853$78K0.0%-59.3%0.000%
8/8/2023 Ieq Capital LLC26,754$152K0.0%N/A0.000%
8/7/2023 Wolverine Asset Management LLC28,128$160K0.0%N/A0.000%
8/4/2023 Envestnet Asset Management Inc.222,684$1.27M0.0%-4.9%0.000%
8/4/2023 Aviance Capital Partners LLC10,252$58K0.0%N/A0.000%
8/3/2023 Van ECK Associates Corp339,513$1.94M0.0%-5.7%0.000%
8/1/2023 Truist Financial Corp12,052$69K0.0%-28.5%0.000%
7/31/2023 LPL Financial LLC238,080$1.36M0.0%+14.5%0.000%
7/31/2023 Integrated Capital Management Inc.25,976$148K0.1%-60.8%0.000%
7/26/2023 Janney Montgomery Scott LLC87,890$501K0.0%N/A0.000%
7/26/2023 Riverbridge Partners LLC94,438$538K0.0%-7.9%0.000%
7/25/2023 Raymond James Financial Services Advisors Inc.11,085$63K0.0%-57.1%0.000%
7/25/2023 Raymond James & Associates105,770$603K0.0%-2.2%0.000%
7/17/2023 Wealthcare Advisory Partners LLC19,058$109K0.0%N/A0.000%
7/14/2023 Park Avenue Securities LLC143,406$817K0.0%-3.9%0.000%
7/13/2023 Cambridge Investment Research Advisors Inc.41,194$235K0.0%+37.4%0.000%
7/11/2023 Capital Investment Advisors LLC259,468$1.48M0.0%N/A0.000%
7/10/2023AE Wealth Management LLC60,635$346K0.0%-49.7%0.000%
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5/22/2023Arete Wealth Advisors LLC80,095$481K0.0%N/A0.000%
5/12/2023 Palogic Value Management L.P.30,000$180K0.1%-11.8%0.000%
5/11/2023RMB Capital Management LLC106,166$638K0.0%N/A0.000%
5/11/2023 Ackerman Capital Advisors LLC46,664$280K0.1%-57.9%0.000%
5/11/2023 Guggenheim Capital LLC872,249$5.24M0.0%+5.1%0.000%
5/10/2023 Landscape Capital Management L.L.C.22,900$138K0.0%-55.9%0.000%
5/10/2023 Robinson Capital Management LLC610,111$3.54M1.7%+1.0%0.000%
5/9/2023 US Bancorp DE7,007$42K0.0%N/A0.000%
5/3/2023 Van ECK Associates Corp359,885$2.16M0.0%+29.8%0.000%
5/3/2023Integrated Wealth Concepts LLC39,875$240K0.0%N/A0.000%
(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, 81 institutional investors and hedge funds held shares of BNY Mellon Strategic Municipal Bond Fund. The most heavily invested institutionals were Rivernorth Capital Management LLC ($6.65M), Guggenheim Capital LLC ($6.36M), Hennion & Walsh Asset Management Inc. ($6.14M), Saba Capital Management L.P. ($4.85M), Advisor Group Holdings Inc. ($3.86M), Sit Investment Associates Inc. ($3.04M), and Bulldog Investors LLP ($2.68M).Learn more on DSM's institutional investors.

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

Of the 68 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: Saba Capital Management L.P. ($734.75K), Rivernorth Capital Management LLC ($643.55K), Robinson Capital Management LLC ($461.16K), Guggenheim Capital LLC ($330.54K), Advisor Partners II LLC ($325.17K), Capital Investment Advisors LLC ($323.23K), and Hennion & Walsh Asset Management Inc. ($270.61K).

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

Institutional investors have bought a total of 6,220,330 shares in the last 24 months. This purchase volume represents approximately $34.77M in transactions.

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

Of the 36 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. ($1.97M), LPL Financial LLC ($221.32K), Robinson Capital Management LLC ($99.46K), Raymond James & Associates ($98.36K), Van ECK Associates Corp ($78.38K), 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 3,114,175 shares in the last 24 months. This volume of shares sold represents approximately $18.37M in transactions.


This page (NYSE:DSM) was last updated on 5/16/2024 by MarketBeat.com Staff

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