Free Trial
→ $30 stock to buy before Starlink goes public (WATCH NOW!) (From Paradigm Press) (Ad)tc pixel Free DSM Stock Alerts

BNY Mellon Strategic Municipal Bond Fund (DSM) Institutional Ownership

BNY Mellon Strategic Municipal Bond Fund logo
$6.14 +0.02 (+0.39%)
As of 03:24 PM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$26.34M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$13.93M
Get DSM Insider Trade Alerts

Want to know when executives and insiders are buying or selling BNY Mellon Strategic Municipal Bond Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

DSM Institutional Buying and Selling by Quarter

BNY Mellon Strategic Municipal Bond Fund Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2026 Arete Wealth Advisors LLC34,066$203K0.0%-9.2%0.069%
5/19/2026 Arete Wealth Advisors LLC34,066$203K0.0%-9.2%0.069%
5/18/2026 Rivernorth Capital Management LLC1,660,357$9.98M0.5%+98.7%3.359%
5/8/2026 Bulldog Investors LLP3,373,942$20.28M4.6%+2.0%6.826%
5/5/2026 Bank 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%
2/25/2026 Sit Investment Associates Inc.1,862,381$11.49M0.2%+11.8%3.706%
2/19/2026 Invesco Ltd.103,417$638K0.0%-2.0%0.206%
2/18/2026 Saba Capital Management L.P.5,179,441$31.96M1.0%+0.5%10.307%
2/18/2026 Rivernorth Capital Management LLC835,592$5.16M0.2%-32.4%1.663%
2/18/2026 Evolve Private Wealth LLC28,035$173K0.0%N/A0.056%
2/17/2026 Guggenheim Capital LLC1,239,418$7.65M0.1%+29.0%2.467%
2/17/2026 Almitas Capital LLC926,301$5.72M1.3%+8.8%1.843%
2/17/2026 Osaic Holdings Inc.25,722$159K0.0%-15.0%0.051%
2/17/2026 &PARTNERS44,305$273K0.0%N/A0.088%
2/13/2026 Arete Wealth Advisors LLC37,504$231K0.0%-17.3%0.075%
2/13/2026 Thomas J. Herzfeld Advisors Inc.341,091$2.11M0.7%+0.7%0.679%
2/13/2026 Stifel Financial Corp60,728$375K0.0%-9.7%0.121%
2/13/2026 Bulldog Investors LLP3,308,091$20.41M4.6%+26.0%6.583%
2/13/2026 Van ECK Associates Corp369,531$2.28M0.0%+13.4%0.735%
2/13/2026 Wells Fargo & Company MN404,626$2.50M0.0%+1.2%0.805%
2/13/2026 Lord Abbett & CO. LLC200,000$1.23M0.0%N/A0.398%
2/12/2026 Advisors Asset Management Inc.330,711$2.04M0.0%-1.4%0.658%
2/12/2026 Jane Street Group LLC21,907$135K0.0%+114.5%0.044%
2/11/2026 Janney Montgomery Scott LLC15,331$95K0.0%+22.0%0.031%
2/11/2026 LPL 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%
2/10/2026 Novak & Powell Financial Services Inc.18,030$111K0.1%N/A0.036%
2/9/2026 Blue 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%
2/3/2026 BOKF 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%
1/13/2026 Capital Investment Advisors LLC261,588$1.61M0.0%-6.0%0.521%
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%
$30 stock to buy before Starlink goes public (WATCH NOW!) (Ad)

In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s known for playing his cards “close to the vest”… Is going to give you the name and ticker symbol of a company he believes will skyrocket thanks to the coming Starlink IPO…tc pixel

Click here to watch this short 3-minute video now.
11/17/2025 NewEdge Advisors LLC14,242$84K0.0%-11.7%0.028%
11/17/2025 Whitebox Advisors LLC335,217$1.98M0.0%-11.6%0.667%
11/17/2025 Nomura Holdings Inc.12,500$74K0.0%N/A0.025%
11/17/2025 Bulldog Investors LLP2,624,438$15.54M3.6%+1.1%5.223%
11/17/2025 1607 Capital Partners LLC159,401$944K0.1%-13.6%0.317%
11/17/2025 Ameriprise Financial Inc.18,484$109K0.0%-70.4%0.037%
11/13/2025 Pathstone Holdings LLC3,559,421$21.07M0.1%+2.1%7.083%
11/13/2025 Van 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%
11/6/2025 Advisors 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%
10/29/2025 Matisse 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%
10/22/2025 Blue 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%
9/4/2025 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%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
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%


DSM Institutional Ownership - Frequently Asked Questions

During the previous two years, 86 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), Guggenheim Capital LLC ($7.65M), and Almitas Capital LLC ($5.72M).Learn more on BNY Mellon Strategic Municipal Bond Fund's institutional investors.

Of the 70 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), Whitebox Advisors LLC ($619.95K), and Guggenheim Capital LLC ($313.55K).

Institutional investors have bought a total of 4,445,131 shares in the last 24 months. This purchase volume represents approximately $26.34M 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 Ackerman Capital Advisors LLC ($49.74K).

Institutional investors have sold a total of 2,341,088 shares in the last 24 months. This volume of shares sold represents approximately $13.93M in transactions.


Related Companies

This page (NYSE:DSM) was last updated on 5/29/2026 by MarketBeat.com Staff.
From Our Partners
The 1934 playbook
In 1934, a legal government maneuver transferred billions in wealth overnight. Most Americans never saw it com...
American Alternative | Sponsoredtc pixel
SpaceX eyes a 1.75 trillion valuation - here's what to know
Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a...
Brownstone Research | Sponsoredtc pixel
$30 stock to buy before Starlink goes public (WATCH NOW!)
In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s kno...
Paradigm Press | Sponsoredtc pixel
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
SpaceX just filed. The clock is ticking.
Reuters reports Elon Musk filed secretly. Barron's says it's being finalized behind closed doors. CNBC just re...
The Oxford Club | Sponsoredtc pixel
SpaceX will mint billionaires. You won't be one of them.
By the time a company goes public, 95% of profits have already been made. Insiders bought SpaceX at $20 billio...
Behind the Markets | Sponsoredtc pixel