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BNY Mellon Strategic Municipal Bond Fund (DSM) Institutional Ownership

BNY Mellon Strategic Municipal Bond Fund logo
$5.84 +0.01 (+0.17%)
Closing price 08/26/2026 03:58 PM Eastern
Extended Trading
$5.83 -0.01 (-0.15%)
As of 04:00 AM 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 Massive. 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)
29
Total
Institutional Inflows
(last 12 months)
$24.43M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$10.70M
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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
8/26/2026 HighTower Advisors LLC17,492$108K0.0%-42.6%0.035%
8/23/2026 Readystate Asset Management LP14,309$88K0.0%N/A0.029%
8/20/2026 Camelot Portfolios LLC30,362$187K0.1%-14.9%0.061%
8/20/2026 Rivernorth Capital Management LLC1,920,587$11.81M0.6%+15.7%3.885%
8/19/2026 Van ECK Associates Corp423,652$2.61M0.0%+1.6%0.857%
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%
5/20/2026 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%
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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%
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%
7/21/2025Catalina 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%
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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%


DSM Institutional Ownership - Frequently Asked Questions

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 Saba Capital Management L.P. ($31.96M), Pathstone Holdings LLC ($21.07M), Bulldog Investors LLP ($20.28M), Rivernorth Capital Management LLC ($11.81M), Sit Investment Associates Inc. ($11.49M), 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 64 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), Rivernorth Capital Management LLC ($1.43M), Almitas Capital LLC ($926.30K), Pathstone Holdings LLC ($833.99K), Karpus Management Inc. ($830.61K), Hennion & Walsh Asset Management Inc. ($689.84K), and Whitebox Advisors LLC ($454.14K).

Institutional investors have bought a total of 4,009,445 shares in the last 24 months. This purchase volume represents approximately $24.43M 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), Rivernorth Capital Management LLC ($400.53K), Gridiron Partners LLC ($318.90K), LPL Financial LLC ($68.26K), Ameriprise Financial Inc. ($43.91K), Whitebox Advisors LLC ($43.78K), and Ackerman Capital Advisors LLC ($34.72K).

Institutional investors have sold a total of 1,764,398 shares in the last 24 months. This volume of shares sold represents approximately $10.70M in transactions.


Related Companies

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 8/26/2026. New 13F filings are added each quarter as they're published.
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