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BNY Mellon Strategic Municipal Bond Fund (DSM) Institutional Ownership

BNY Mellon Strategic Municipal Bond Fund logo
$5.88 +0.04 (+0.68%)
Closing price 03:59 PM Eastern
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$5.88 0.00 (0.00%)
As of 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)
34
Total
Institutional Inflows
(last 12 months)
$30.08M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$13.78M
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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
7/9/2026 Hennion & Walsh Asset Management Inc.1,476,212$9.08M0.3%+87.7%2.986%
7/8/2026 Integrated Capital Management Inc.27,796$171K0.1%-16.4%0.056%
7/1/2026 Noble Wealth Management PBC65,733$404K0.2%+7.2%0.133%
5/20/2026Arete Wealth Advisors LLC34,066$203K0.0%-9.2%0.069%
5/19/2026Arete Wealth Advisors LLC34,066$203K0.0%-9.2%0.069%
5/18/2026Rivernorth Capital Management LLC1,660,357$9.98M0.5%+98.7%3.359%
5/8/2026Bulldog Investors LLP3,373,942$20.28M4.6%+2.0%6.826%
5/5/2026Bank of New York Mellon Corp70,372$423K0.0%N/A0.142%
4/23/2026 Traub Capital Management LLC24,031$144K0.1%-36.4%0.048%
4/22/2026 Janney Montgomery Scott LLC12,517$75K0.0%-18.4%0.025%
2/25/2026Sit Investment Associates Inc.1,862,381$11.49M0.2%+11.8%3.706%
2/19/2026Invesco Ltd.103,417$638K0.0%-2.0%0.206%
2/18/2026Saba Capital Management L.P.5,179,441$31.96M1.0%+0.5%10.307%
2/18/2026Rivernorth Capital Management LLC835,592$5.16M0.2%-32.4%1.663%
2/18/2026Evolve Private Wealth LLC28,035$173K0.0%N/A0.056%
2/17/2026Guggenheim Capital LLC1,239,418$7.65M0.1%+29.0%2.467%
2/17/2026Almitas Capital LLC926,301$5.72M1.3%+8.8%1.843%
2/17/2026Osaic Holdings Inc.25,722$159K0.0%-15.0%0.051%
2/17/2026&PARTNERS44,305$273K0.0%N/A0.088%
2/13/2026Arete Wealth Advisors LLC37,504$231K0.0%-17.3%0.075%
2/13/2026Thomas J. Herzfeld Advisors Inc.341,091$2.11M0.7%+0.7%0.679%
2/13/2026Stifel Financial Corp60,728$375K0.0%-9.7%0.121%
2/13/2026Bulldog Investors LLP3,308,091$20.41M4.6%+26.0%6.583%
2/13/2026Van ECK Associates Corp369,531$2.28M0.0%+13.4%0.735%
2/13/2026Wells Fargo & Company MN404,626$2.50M0.0%+1.2%0.805%
2/13/2026Lord Abbett & CO. LLC200,000$1.23M0.0%N/A0.398%
2/12/2026Advisors Asset Management Inc.330,711$2.04M0.0%-1.4%0.658%
2/12/2026Jane Street Group LLC21,907$135K0.0%+114.5%0.044%
2/11/2026 Janney Montgomery Scott LLC15,331$95K0.0%+22.0%0.031%
2/11/2026LPL Financial LLC583,166$3.60M0.0%-10.5%1.161%
2/11/2026 Ackerman Capital Advisors LLC122,251$754K0.2%-3.8%0.243%
2/11/2026 Closed End Fund Advisors Inc.100,339$619K0.4%N/A0.200%
2/11/2026 Petersen Hastings Wealth Advisors Inc.28,930$178K0.0%N/A0.058%
2/10/2026Novak & Powell Financial Services Inc.18,030$111K0.1%N/A0.036%
2/9/2026Blue Bell Private Wealth Management LLC123,005$759K0.1%-3.2%0.245%
2/6/2026 HighTower Advisors LLC42,452$262K0.0%+15.9%0.084%
2/3/2026BOKF NA12,831$79K0.0%N/A0.026%
1/26/2026 Opal Wealth Advisors LLC81,005$500K0.1%N/A0.161%
1/14/2026 Hennion & Walsh Asset Management Inc.388,511$2.40M0.1%-38.2%0.773%
1/13/2026Capital Investment Advisors LLC261,588$1.61M0.0%-6.0%0.521%
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1/13/2026 Riverbridge Partners LLC237,540$1.47M0.0%+44.3%0.473%
1/8/2026 Gridiron Partners LLC48,891$302K0.2%-86.7%0.097%
11/17/2025 Camelot Portfolios LLC38,135$226K0.1%-8.9%0.076%
11/17/2025NewEdge Advisors LLC14,242$84K0.0%-11.7%0.028%
11/17/2025Whitebox Advisors LLC335,217$1.98M0.0%-11.6%0.667%
11/17/2025Nomura Holdings Inc.12,500$74K0.0%N/A0.025%
11/17/2025Bulldog Investors LLP2,624,438$15.54M3.6%+1.1%5.223%
11/17/20251607 Capital Partners LLC159,401$944K0.1%-13.6%0.317%
11/17/2025Ameriprise Financial Inc.18,484$109K0.0%-70.4%0.037%
11/13/2025Pathstone Holdings LLC3,559,421$21.07M0.1%+2.1%7.083%
11/13/2025Van ECK Associates Corp325,935$1.93M0.0%-3.8%0.649%
11/12/2025 Advisor OS LLC16,341$97K0.0%-24.1%0.033%
11/6/2025 Savvy Advisors Inc.72,059$427K0.0%-13.7%0.143%
11/6/2025Advisors Asset Management Inc.335,271$1.99M0.0%-1.6%0.667%
11/4/2025 Lee Financial Co29,000$172K0.0%N/A0.058%
10/30/2025 Traub Capital Management LLC37,810$224K0.2%-28.7%0.075%
10/29/2025 Root Financial Partners LLC8,191$48K0.0%N/A0.016%
10/29/2025Matisse Capital19,352$115K0.1%-40.7%0.039%
10/29/2025 Aviance Capital Partners LLC33,282$197K0.0%-11.2%0.066%
10/22/2025 Ackerman Capital Advisors LLC127,024$752K0.2%-19.1%0.253%
10/22/2025 Hennion & Walsh Asset Management Inc.629,018$3.72M0.1%-39.7%1.252%
10/22/2025Blue Bell Private Wealth Management LLC127,082$752K0.1%-2.6%0.253%
10/14/2025 Riverbridge Partners LLC164,586$974K0.0%+2.9%0.328%
9/4/2025Osaic Holdings Inc.30,246$169K0.0%-13.5%0.061%
8/18/2025Geneos Wealth Management Inc.42,860$240K0.0%+51.8%0.087%
8/15/2025Bank of America Corp DE73,353$411K0.0%+7,654.0%0.148%
8/14/2025Whitebox Advisors LLC378,993$2.12M0.0%-49.9%0.767%
8/14/2025Karpus Management Inc.856,403$4.80M0.2%+3,220.3%1.733%
8/14/2025NewEdge Advisors LLC16,136$90K0.0%-29.2%0.033%
8/14/2025Cerity Partners LLC10,000$56K0.0%N/A0.020%
8/13/2025Thomas J. Herzfeld Advisors Inc.366,054$2.05M0.7%+186.6%0.741%
8/13/2025Guggenheim Capital LLC709,944$3.98M0.0%-19.5%1.436%
8/13/2025Invesco Ltd.137,174$768K0.0%+231.3%0.278%
8/12/2025Advisors 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%
7/21/2025Catalina Capital Group LLC36,500$204K0.1%N/A0.074%
7/17/2025Capital 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%
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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%


DSM Institutional Ownership - Frequently Asked Questions

During the previous two years, 82 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. ($31.96M), Pathstone Holdings LLC ($21.07M), Bulldog Investors LLP ($20.28M), Sit Investment Associates Inc. ($11.49M), Rivernorth Capital Management LLC ($9.98M), Hennion & Walsh Asset Management Inc. ($9.08M), and Guggenheim Capital LLC ($7.65M).Learn more on BNY Mellon Strategic Municipal Bond Fund's institutional investors.

Of the 65 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 ($2.06M), Almitas Capital LLC ($1.26M), Rivernorth Capital Management LLC ($1.17M), Pathstone Holdings LLC ($833.99K), Karpus Management Inc. ($830.61K), Hennion & Walsh Asset Management Inc. ($689.84K), and Whitebox Advisors LLC ($619.95K).

Institutional investors have bought a total of 5,042,832 shares in the last 24 months. This purchase volume represents approximately $30.08M in transactions.

Of the 26 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: Hennion & Walsh Asset Management Inc. ($654.18K), Whitebox Advisors LLC ($421.58K), Rivernorth Capital Management LLC ($400.53K), Gridiron Partners LLC ($318.90K), Guggenheim Capital LLC ($172.42K), LPL Financial LLC ($68.26K), and Ameriprise Financial Inc. ($43.91K).

Institutional investors have sold a total of 2,315,441 shares in the last 24 months. This volume of shares sold represents approximately $13.78M in transactions.


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Institutional ownership data for NYSE:DSM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
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