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BNY Mellon Strategic Municipal Bond Fund (DSM) Institutional Ownership

BNY Mellon Strategic Municipal Bond Fund logo
$5.94 +0.04 (+0.59%)
Closing price 09/15/2025 03:58 PM Eastern
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$5.94 0.00 (0.00%)
As of 09/15/2025 04:10 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)
48
Total
Institutional Inflows
(last 12 months)
$38.19M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$9.25M
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DSM Institutional Buying and Selling by Quarter

BNY Mellon Strategic Municipal Bond Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.30,246$169K0.0%-13.5%0.061%
8/18/2025 Geneos Wealth Management Inc.42,860$240K0.0%+51.8%0.087%
8/15/2025 Bank of America Corp DE73,353$411K0.0%+7,654.0%0.148%
8/14/2025 Whitebox Advisors LLC378,993$2.12M0.0%-49.9%0.767%
8/14/2025 Karpus Management Inc.856,403$4.80M0.2%+3,220.3%1.733%
8/14/2025 NewEdge Advisors LLC16,136$90K0.0%-29.2%0.033%
8/14/2025 Cerity Partners LLC10,000$56K0.0%N/A0.020%
8/13/2025 Thomas J. Herzfeld Advisors Inc.366,054$2.05M0.7%+186.6%0.741%
8/13/2025 Guggenheim Capital LLC709,944$3.98M0.0%-19.5%1.436%
8/13/2025 Invesco Ltd.137,174$768K0.0%+231.3%0.278%
8/12/2025 Advisors Asset Management Inc.340,613$1.91M0.0%-3.5%0.689%
8/11/2025 Traub Capital Management LLC53,029$297K0.3%N/A0.107%
8/5/2025 Aviance Capital Partners LLC37,491$210K0.0%+24.3%0.076%
8/4/2025 Savvy Advisors Inc.83,531$468K0.0%-3.5%0.169%
8/1/2025 Envestnet Asset Management Inc.196,010$1.10M0.0%+11.9%0.397%
7/31/2025 Ranch Capital Advisors Inc.29,031$163K0.1%-8.5%0.059%
7/25/2025 Integrated Capital Management Inc.40,069$224K0.2%+20.4%0.081%
7/25/2025 Ackerman Capital Advisors LLC156,966$879K0.2%-8.7%0.318%
7/21/2025 Catalina Capital Group LLC36,500$204K0.1%N/A0.074%
7/17/2025 Capital Investment Advisors LLC279,846$1.57M0.0%-3.6%0.566%
7/17/2025 Camelot Portfolios LLC41,854$234K0.1%+7.4%0.085%
7/15/2025 Riverbridge Partners LLC159,974$896K0.0%+4.5%0.324%
7/14/2025 Park Avenue Securities LLC174,448$977K0.0%+9.6%0.353%
5/19/2025Palogic Value Management L.P.48,475$280K0.1%+23.4%0.098%
5/16/2025AQR Arbitrage LLC66,816$386K0.0%-64.9%0.135%
5/16/2025Advisors Asset Management Inc.353,086$2.04M0.0%+40.8%0.714%
5/16/2025Almitas Capital LLC851,087$4.91M1.6%+36.1%1.722%
5/15/2025Palogic Value Management L.P.48,475$280K0.1%+23.4%0.098%
5/15/2025Landscape Capital Management L.L.C.21,262$123K0.0%+46.4%0.043%
5/14/2025Thomas J. Herzfeld Advisors Inc.127,724$737K0.3%+19.1%0.258%
5/13/2025Sit Investment Associates Inc.472,364$2.73M0.1%-8.7%0.956%
5/13/2025HighTower Advisors LLC118,599$684K0.0%-7.3%0.240%
5/12/2025Invesco Ltd.41,405$239K0.0%+5.3%0.084%
5/12/2025Benjamin Edwards Inc.38,649$223K0.0%-16.6%0.078%
5/12/2025Wolverine Asset Management LLC24,409$141K0.0%-31.4%0.049%
5/12/2025Savvy Advisors Inc.86,523$499K0.1%+11.8%0.175%
5/9/2025Ackerman Capital Advisors LLC171,986$992K0.3%+16.5%0.348%
5/7/2025LPL Financial LLC712,095$4.11M0.0%+7.3%1.441%
5/5/2025Blue Bell Private Wealth Management LLC126,235$728K0.1%-4.0%0.255%
5/2/2025Bridgewater Advisors Inc.92,770$520K0.0%+36.9%0.188%
4/29/2025Aviance Capital Partners LLC30,172$174K0.0%+11.2%0.061%
4/25/2025Smallwood Wealth Investment Management LLC6,460$37K0.0%N/A0.000%
4/22/2025Cambridge Investment Research Advisors Inc.26,370$152K0.0%-10.9%0.000%
4/21/2025Avior Wealth Management LLC46,581$269K0.0%+33.5%0.000%
4/21/2025Riverbridge Partners LLC153,113$883K0.0%+18.5%0.000%
4/17/2025Janney Montgomery Scott LLC19,206$111K0.0%N/A0.000%
4/15/2025Noble Wealth Management PBC135,978$785K0.5%-4.0%0.000%
4/14/2025CJM Wealth Advisers Ltd.14,922$86K0.0%N/A0.000%
4/14/2025Capital Investment Advisors LLC290,241$1.68M0.0%-3.4%0.000%
4/14/2025Park Avenue Securities LLC159,112$918K0.0%-1.8%0.000%
4/10/2025Hennion & Walsh Asset Management Inc.1,135,009$6.55M0.3%-0.9%0.000%
4/9/2025Integrated 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%
2/10/2025Farther 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%
2/5/2025Noble Wealth Management PBC141,628$823K0.6%N/A0.000%
2/4/2025Ackerman Capital Advisors LLC147,644$858K0.2%+25.9%0.000%
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%
1/15/2025Hennion & Walsh Asset Management Inc.1,144,784$6.65M0.3%-0.8%0.000%
1/14/2025Park Avenue Securities LLC162,065$942K0.0%+6.3%0.000%
1/13/2025Capital Investment Advisors LLC300,599$1.75M0.0%-4.2%0.000%
1/6/2025Capital 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%
(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, 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), Almitas Capital LLC ($4.91M), and Karpus Management Inc. ($4.80M).Learn more on BNY Mellon Strategic Municipal Bond Fund's institutional investors.

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

Of the 75 institutional investors that purchased BNY Mellon Strategic Municipal Bond Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bulldog Investors LLP ($1.33M), Almitas Capital LLC ($1.20M), Saba Capital Management L.P. ($851.07K), Karpus Management Inc. ($830.61K), Pathstone Holdings LLC ($760.68K), Whitebox Advisors LLC ($619.95K), and Hennion & Walsh Asset Management Inc. ($384.39K).

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

Institutional investors have bought a total of 6,550,437 shares in the last 24 months. This purchase volume represents approximately $38.19M in transactions.

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

Of the 33 institutional investors that sold BNY Mellon Strategic Municipal Bond Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Whitebox Advisors LLC ($377.81K), Logan Stone Capital LLC ($263.21K), AQR Arbitrage LLC ($238.20K), Guggenheim Capital LLC ($172.42K), Sit Investment Associates Inc. ($153.88K), Farther Finance Advisors LLC ($85.29K), and LPL Financial LLC ($63.12K).

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

Institutional investors have sold a total of 1,608,489 shares in the last 24 months. This volume of shares sold represents approximately $9.25M in transactions.


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This page (NYSE:DSM) was last updated on 9/16/2025 by MarketBeat.com Staff
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