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BNY Mellon Strategic Municipal Bond Fund (DSM) Institutional Ownership

$5.96
+0.03 (+0.51%)
(As of 07/26/2024 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)
$23.07M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$1.73M
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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
7/26/2024Signature Estate & Investment Advisors LLC15,768$94K0.0%N/A0.000%
7/26/2024 Ackerman Capital Advisors LLC98,643$586K0.2%+25.4%0.000%
7/20/2024 Hennion & Walsh Asset Management Inc.1,162,255$6.90M0.4%+10.9%0.000%
7/19/2024 Hoylecohen LLC50,000$297K0.0%N/A0.000%
7/12/2024 Integrated Capital Management Inc.31,519$187K0.1%+14.3%0.000%
7/12/2024 Capital Investment Advisors LLC310,890$1.85M0.0%-1.2%0.000%
7/9/2024 Park Avenue Securities LLC159,152$945K0.0%-1.4%0.000%
7/1/2024 Capital Market Strategies LLC28,459$169K0.1%-26.4%0.000%
5/14/2024Robinson Capital Management LLC164,148$930K0.3%N/A0.000%
5/9/2024Camelot Portfolios LLC26,749$157K0.2%-38.0%0.000%
5/1/2024 Janney Montgomery Scott LLC85,842$503K0.0%+9.6%0.000%
5/1/2024Matisse Capital32,630$191K0.1%N/A0.000%
4/30/2024Van ECK Associates Corp428,946$2.51M0.0%+13.9%0.000%
4/26/2024 Riverbridge Partners LLC101,106$592K0.0%-1.9%0.000%
4/24/2024Blue 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%
4/18/2024Aviance 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%
2/15/2024Bulldog Investors LLP468,928$2.68M0.9%+12.5%0.000%
2/12/2024 Gridiron Partners LLC48,891$279K0.2%N/A0.000%
2/12/2024Weiss Asset Management LP31,445$180K0.0%N/A0.000%
2/9/2024ProVise Management Group LLC24,370$139K0.0%-33.1%0.000%
2/8/2024 Janney Montgomery Scott LLC78,312$447K0.0%-7.6%0.000%
2/6/2024Wealthcare Advisory Partners LLC11,886$68K0.0%-23.9%0.000%
2/5/2024Bridgewater Advisors Inc.77,225$441K0.1%N/A0.000%
2/5/2024Van ECK Associates Corp376,578$2.15M0.0%+14.7%0.000%
2/1/2024Wolverine Asset Management LLC42,556$243K0.0%+9.3%0.000%
1/29/2024 PFS Partners LLC83,800$478K0.3%N/A0.000%
1/26/2024Indie Asset Partners LLC10,789$62K0.1%N/A0.000%
1/23/2024Camelot 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%
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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%
11/21/2023Almitas 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%
11/14/2023Robinson Capital Management LLC901,145$4.47M2.0%+26.6%0.000%
11/13/2023Wolverine Asset Management LLC38,934$194K0.0%+38.4%0.000%
11/8/2023Van ECK Associates Corp328,319$1.63M0.0%-3.3%0.000%
11/8/2023ProVise Management Group LLC36,440$182K0.0%-9.5%0.000%
11/8/2023 Janney Montgomery Scott LLC84,781$421K0.0%-3.5%0.000%
11/8/2023Landscape Capital Management L.L.C.41,010$204K0.0%+26.9%0.000%
11/8/2023Moors & Cabot Inc.90,000$447K0.0%+20.0%0.000%
11/6/2023RPO LLC23,502$117K0.1%N/A0.000%
11/3/2023Advisor OS LLC18,426$92K0.0%+56.6%0.000%
11/1/2023Ironsides 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%
10/20/2023Camelot 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%
10/12/2023Wealthcare Advisory Partners LLC15,616$78K0.0%-18.1%0.000%
10/11/2023AE Wealth Management LLC47,063$234K0.0%-22.4%0.000%
9/26/2023M 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%
8/15/2023Ironsides Asset Advisors LLC10,645$60K0.0%N/A0.000%
8/15/2023Bulldog Investors LLP100,689$574K0.2%N/A0.000%
8/11/2023Smith Moore & CO.16,000$91K0.0%+60.0%0.000%
8/11/2023Landscape Capital Management L.L.C.32,322$184K0.0%+41.1%0.000%
8/11/2023Fairhaven Wealth Management LLC12,488$71K0.0%N/A0.000%
8/11/2023Guggenheim Capital LLC1,116,406$6.36M0.0%+28.0%0.000%
8/10/2023Sit Investment Associates Inc.533,351$3.04M0.1%-1.0%0.000%
8/10/2023Cetera Investment Advisers36,241$207K0.0%-20.5%0.000%
8/9/2023Robinson Capital Management LLC711,931$4.08M1.8%+16.7%0.000%
8/8/2023Chicago Partners Investment Group LLC13,853$78K0.0%-59.3%0.000%
8/8/2023Ieq Capital LLC26,754$152K0.0%N/A0.000%
8/7/2023Wolverine Asset Management LLC28,128$160K0.0%N/A0.000%
8/4/2023Envestnet Asset Management Inc.222,684$1.27M0.0%-4.9%0.000%
8/4/2023Aviance Capital Partners LLC10,252$58K0.0%N/A0.000%
8/3/2023Van ECK Associates Corp339,513$1.94M0.0%-5.7%0.000%
8/1/2023Truist Financial Corp12,052$69K0.0%-28.5%0.000%
7/31/2023LPL 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%
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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%
7/17/2023Wealthcare Advisory Partners LLC19,058$109K0.0%N/A0.000%
7/14/2023 Park Avenue Securities LLC143,406$817K0.0%-3.9%0.000%
7/13/2023Cambridge 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%
5/22/2023Arete Wealth Advisors LLC80,095$481K0.0%N/A0.000%
5/12/2023Palogic Value Management L.P.30,000$180K0.1%-11.8%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, 81 institutional investors and hedge funds held shares of BNY Mellon Strategic Municipal Bond Fund. The most heavily invested institutionals were Hennion & Walsh Asset Management Inc. ($6.90M), Rivernorth Capital Management LLC ($6.65M), Guggenheim Capital LLC ($6.36M), 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), Hennion & Walsh Asset Management Inc. ($384.39K), Guggenheim Capital LLC ($330.54K), Advisor Partners II LLC ($325.17K), and Capital Investment Advisors LLC ($317.33K).

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

Institutional investors have bought a total of 6,331,244 shares in the last 24 months. This purchase volume represents approximately $35.36M in transactions.

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

Of the 35 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. ($1.41M), 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 2,539,076 shares in the last 24 months. This volume of shares sold represents approximately $14.79M in transactions.


This page (NYSE:DSM) was last updated on 7/27/2024 by MarketBeat.com Staff

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