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BNY Mellon Strategic Municipal Bond Fund (DSM) Institutional Ownership

BNY Mellon Strategic Municipal Bond Fund logo
$5.60 +0.06 (+1.08%)
Closing price 08/22/2025 03:57 PM Eastern
Extended Trading
$5.60 0.00 (0.00%)
As of 08/22/2025 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
32
Total
Institutional Outflows
(last 12 months)
$9.22M
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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
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%
5/19/2025 Palogic Value Management L.P.48,475$280K0.1%+23.4%0.098%
5/16/2025 AQR Arbitrage LLC66,816$386K0.0%-64.9%0.135%
5/16/2025 Advisors Asset Management Inc.353,086$2.04M0.0%+40.8%0.714%
5/16/2025 Almitas Capital LLC851,087$4.91M1.6%+36.1%1.722%
5/15/2025 Palogic Value Management L.P.48,475$280K0.1%+23.4%0.098%
5/15/2025 Landscape Capital Management L.L.C.21,262$123K0.0%+46.4%0.043%
5/14/2025 Thomas J. Herzfeld Advisors Inc.127,724$737K0.3%+19.1%0.258%
5/13/2025 Sit Investment Associates Inc.472,364$2.73M0.1%-8.7%0.956%
5/13/2025 HighTower Advisors LLC118,599$684K0.0%-7.3%0.240%
5/12/2025 Invesco Ltd.41,405$239K0.0%+5.3%0.084%
5/12/2025 Benjamin Edwards Inc.38,649$223K0.0%-16.6%0.078%
5/12/2025 Wolverine Asset Management LLC24,409$141K0.0%-31.4%0.049%
5/12/2025 Savvy Advisors Inc.86,523$499K0.1%+11.8%0.175%
5/9/2025 Ackerman Capital Advisors LLC171,986$992K0.3%+16.5%0.348%
5/7/2025 LPL Financial LLC712,095$4.11M0.0%+7.3%1.441%
5/5/2025 Blue Bell Private Wealth Management LLC126,235$728K0.1%-4.0%0.255%
5/2/2025 Bridgewater Advisors Inc.92,770$520K0.0%+36.9%0.188%
4/29/2025 Aviance Capital Partners LLC30,172$174K0.0%+11.2%0.061%
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4/25/2025Smallwood Wealth Investment Management LLC6,460$37K0.0%N/A0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.26,370$152K0.0%-10.9%0.000%
4/21/2025 Avior Wealth Management LLC46,581$269K0.0%+33.5%0.000%
4/21/2025 Riverbridge Partners LLC153,113$883K0.0%+18.5%0.000%
4/17/2025 Janney Montgomery Scott LLC19,206$111K0.0%N/A0.000%
4/15/2025Noble Wealth Management PBC135,978$785K0.5%-4.0%0.000%
4/14/2025 CJM Wealth Advisers Ltd.14,922$86K0.0%N/A0.000%
4/14/2025 Capital Investment Advisors LLC290,241$1.68M0.0%-3.4%0.000%
4/14/2025 Park Avenue Securities LLC159,112$918K0.0%-1.8%0.000%
4/10/2025 Hennion & Walsh Asset Management Inc.1,135,009$6.55M0.3%-0.9%0.000%
4/9/2025 Integrated Capital Management Inc.33,293$192K0.2%+7.5%0.000%
2/18/2025 Elequin Capital LP6,232$36K0.0%N/A0.000%
2/17/2025 Saba Capital Management L.P.4,127,582$23.98M0.6%+2.9%0.000%
2/17/2025 Pathstone Holdings LLC2,474,029$14.40M0.1%+15.5%0.000%
2/17/2025 Nomura Holdings Inc.10,000$58K0.0%-46.3%0.000%
2/17/2025 Logan Stone Capital LLC401,528$2.33M0.8%-39.6%0.000%
2/17/2025 Bulldog Investors LLP2,101,361$12.22M3.3%+156.2%0.000%
2/17/2025 Capstone Investment Advisors LLC149,590$869K0.0%N/A0.000%
2/17/2025 Citadel Advisors LLC13,699$80K0.0%-19.5%0.000%
2/17/2025 Bank of America Corp DE34,264$199K0.0%+2,269.6%0.000%
2/17/2025 Benjamin Edwards Inc.46,361$269K0.0%+94.4%0.000%
2/17/2025 Almitas Capital LLC625,461$3.63M0.8%N/A0.000%
2/14/2025 AQR Arbitrage LLC190,615$1.11M0.0%-37.5%0.000%
2/14/2025 Mercer Global Advisors Inc. ADV30,507$177K0.0%N/A0.000%
2/14/2025 Whitebox Advisors LLC619,946$3.60M0.1%+222.7%0.000%
2/14/2025 Arkos Global Advisors34,002$198K0.0%-5.6%0.000%
2/13/2025 1607 Capital Partners LLC184,401$1.07M0.1%-5.4%0.000%
2/13/2025 Guggenheim Capital LLC909,118$5.28M0.0%+4.0%0.000%
2/13/2025 Savvy Advisors Inc.77,406$450K0.1%N/A0.000%
2/13/2025 Rockefeller Capital Management L.P.66,466$386K0.0%-10.5%0.000%
2/13/2025 Raymond James Financial Inc.59,040$343K0.0%N/A0.000%
2/13/2025 Envestnet Asset Management Inc.174,019$1.01M0.0%+2.1%0.000%
2/13/2025 Sit Investment Associates Inc.517,439$3.01M0.1%-17.4%0.000%
2/13/2025 Wells Fargo & Company MN531,115$3.09M0.0%+15.6%0.000%
2/12/2025 Landscape Capital Management L.L.C.14,527$84K0.0%N/A0.000%
2/12/2025 Arete Wealth Advisors LLC46,924$273K0.0%-22.9%0.000%
2/12/2025 Thomas J. Herzfeld Advisors Inc.107,273$623K0.2%+7.6%0.000%
2/11/2025 Signature Estate & Investment Advisors LLC14,040$82K0.0%-11.0%0.000%
2/11/2025 LPL Financial LLC663,945$3.86M0.0%-8.7%0.000%
2/10/2025 Farther Finance Advisors LLC9,800$57K0.0%-89.7%0.000%
2/7/2025 HighTower Advisors LLC127,956$743K0.0%+15.3%0.000%
2/7/2025 Blue Bell Private Wealth Management LLC131,521$764K0.1%+6.6%0.000%
2/6/2025 Raymond James Financial Inc.59,040$343K0.0%N/A0.000%
2/5/2025Noble Wealth Management PBC141,628$823K0.6%N/A0.000%
2/4/2025 Ackerman Capital Advisors LLC147,644$858K0.2%+25.9%0.000%
2/3/2025 Wolverine Asset Management LLC35,568$207K0.0%+229.1%0.000%
1/29/2025 Van ECK Associates Corp419,830$2.44M0.0%+5.8%0.000%
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%
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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%
12/3/2024 Rivernorth Capital Management LLC1,666,877$10.39M0.5%+13.7%0.000%
11/18/2024 Arete Wealth Advisors LLC60,825$380K0.0%-4.2%0.000%
11/15/2024 MidWestOne Financial Group Inc.12,214$76K0.0%N/A0.000%
11/15/2024 Whitebox Advisors LLC192,127$1.20M0.0%+15.9%0.000%
11/15/2024 Stifel Financial Corp61,442$383K0.0%+4.4%0.000%
11/15/2024 Rivernorth Capital Management LLC1,611,789$10.04M0.5%+10.0%0.000%
11/15/2024 HighTower Advisors LLC110,992$689K0.0%+220.5%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, 91 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 32 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 1,603,749 shares in the last 24 months. This volume of shares sold represents approximately $9.22M in transactions.


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This page (NYSE:DSM) was last updated on 8/24/2025 by MarketBeat.com Staff
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