BNY MELLON STRATEGIC MUN BD (DSM)
Institutional ownership reported to the SEC as of Q2 2026, across 29 quarters.
82
Reporting holders
$142.4M
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | $31.9M | 5,179,441 | 0.82% | 15q | HELD |
| Bulldog Investors, LLP | $18.9M | 3,065,475 | 4.15% | 13q | -9.1%-$1.9M |
| Pathstone Holdings, LLC | $18.5M | 3,011,573 | 0.05% | 11q | -5.8%-$1.1M |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $11.8M | 1,920,587 | 0.56% | 23q | +15.7%+$1.6M |
| Hennion & Walsh Asset Management, Inc. | $9.1M | 1,476,212 | 0.26% | 22q | +87.7%+$4.2M |
| GUGGENHEIM CAPITAL LLC | $6.7M | 1,089,623 | 0.04% | 29q | +6.7%+$418.9K |
| Karpus Management, Inc. | $5.8M | 936,572 | 0.17% | 15q | HELD |
| Almitas Capital LLC | $4.7M | 757,999 | 1.12% | 7q | -18.2%-$1.0M |
| LPL Financial LLC | $3.3M | 544,464 | 0.00% | 29q | -5.1%-$180.0K |
| ROBINSON CAPITAL MANAGEMENT, LLC | $2.9M | 467,193 | 1.27% | 3q | +9.8%+$257.0K |
| WELLS FARGO & COMPANY/MN | $2.8M | 447,952 | 0.00% | 29q | -45.1%-$2.3M |
| VAN ECK ASSOCIATES CORP | $2.6M | 423,652 | 0.00% | 29q | +1.6%+$42.1K |
| MORGAN STANLEY | $1.6M | 268,067 | 0.00% | 29q | -4.7%-$81.5K |
| Fiera Capital Corp | $1.6M | 258,371 | 0.01% | 2q | -3.8%-$63.2K |
| Capital Investment Advisors, LLC | $1.5M | 250,343 | 0.02% | 13q | -2.3%-$36.9K |
| Thomas J. Herzfeld Advisors, Inc. | $1.2M | 195,902 | 0.37% | 11q | +18.8%+$190.5K |
| CAPSTONE INVESTMENT ADVISORS, LLC | $1.2M | 187,555 | 0.00% | 7q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $1.1M | 180,248 | 0.00% | 26q | -6.2%-$72.7K |
| 1607 Capital Partners, LLC | $980.3K | 159,401 | 0.09% | 8q | HELD |
| Bank of New York Mellon Corp | $897.3K | 145,899 | 0.00% | 2q | +107.3%+$464.5K |
| Nuveen, LLC | $837.0K | 136,099 | 0.00% | 6q | HELD |
| Summit Trail Advisors, LLC | $688.9K | 112,022 | 0.01% | 2q | -4.1%-$29.8K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $661.6K | 107,584 | 0.08% | 10q | -1.4%-$9.3K |
| Closed-End Fund Advisors, Inc. | $617.1K | 100,339 | 0.60% | 3q | HELD |
| Invesco Ltd. | $603.7K | 98,168 | 0.00% | 9q | -5.5%-$34.9K |
| PFS Partners, LLC | $573.0K | 93,163 | 0.23% | 11q | +1.4%+$7.6K |
| Ackerman Capital Advisors, LLC | $563.3K | 91,598 | 0.11% | 12q | -23.0%-$168.5K |
| UBS Group AG | $541.8K | 88,101 | 0.00% | 29q | -4.8%-$27.2K |
| Bridgewater Advisors Inc. | $538.1K | 92,770 | 0.03% | 11q | HELD |
| Palogic Value Management, L.P. | $443.5K | 72,032 | 0.15% | 10q | HELD |
| Opal Wealth Advisors, LLC | $436.9K | 71,035 | 0.09% | 3q | +2.3%+$9.7K |
| Noble Wealth Management PBC | $404.3K | 65,733 | 0.18% | 6q | +7.2%+$27.1K |
| RAYMOND JAMES FINANCIAL INC | $388.6K | 63,180 | 0.00% | 7q | +1.2%+$4.6K |
| STIFEL FINANCIAL CORP | $383.0K | 62,270 | 0.00% | 17q | +1.3%+$5.0K |
| OSAIC HOLDINGS, INC. | $369.6K | 60,102 | 0.00% | 26q | +166.4%+$230.9K |
| Savvy Advisors, Inc. | $363.3K | 59,072 | 0.01% | 2q | -5.1%-$19.4K |
| &PARTNERS | $284.9K | 46,327 | 0.00% | 3q | -8.7%-$27.2K |
| EVOLVE PRIVATE WEALTH, LLC | $268.7K | 43,690 | 0.02% | 3q | +53.8%+$94.0K |
| Geneos Wealth Management Inc. | $263.6K | 42,860 | 0.01% | 29q | HELD |
| CITADEL ADVISORS LLC | $238.6K | 38,790 | 0.00% | new | NEW |
| Fortitude Advisory Group L.L.C. | $238.4K | 38,762 | 0.09% | 19q | HELD |
| MELFA WEALTH MANAGEMENT, INC. | $232.0K | 37,728 | 0.13% | 11q | -14.5%-$39.3K |
| Integrated Wealth Concepts LLC | $208.1K | 33,832 | 0.00% | 2q | HELD |
| Arete Wealth Advisors, LLC | $205.5K | 33,407 | 0.00% | 14q | -1.9%-$4.1K |
| Aviance Capital Partners, LLC | $190.5K | 30,983 | 0.02% | 13q | -8.6%-$17.8K |
| Camelot Portfolios, LLC | $186.7K | 30,362 | 0.13% | 15q | -14.9%-$32.8K |
| Ranch Capital Advisors Inc. | $180.2K | 29,295 | 0.06% | 28q | HELD |
| Petersen Hastings Wealth Advisors Inc. | $177.9K | 28,930 | 0.01% | 3q | HELD |
| INTEGRATED CAPITAL MANAGEMENT, INC. | $170.9K | 27,796 | 0.12% | 24q | -16.4%-$33.5K |
| ROTHSCHILD INVESTMENT LLC | $153.8K | 25,000 | 0.01% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $132.5K | 21,546 | 0.00% | 7q | +3.0%+$3.9K |
| AMERIPRISE FINANCIAL INC | $131.8K | 21,435 | 0.00% | 29q | -54.0%-$154.7K |
| Advisor OS, LLC | $123.0K | 19,994 | 0.01% | 2q | +84.0%+$56.1K |
| Cetera Investment Advisers | $115.7K | 18,816 | 0.00% | 6q | HELD |
| Novak & Powell Financial Services, Inc. | $113.8K | 18,502 | 0.05% | 3q | +1.4%+$1.5K |
| HighTower Advisors, LLC | $107.6K | 17,492 | 0.00% | 9q | -42.6%-$79.8K |
| LexAurum Advisors, LLC | $106.0K | 17,234 | 0.01% | 9q | HELD |
| CJM Wealth Advisers, Ltd. | $97.5K | 15,847 | 0.03% | 6q | +1.4%+$1.3K |
| Realta Investment Advisors | $93.8K | 15,247 | 0.03% | 16q | HELD |
| MML INVESTORS SERVICES, LLC | $93.3K | 15,166 | 0.00% | 6q | +16.3%+$13.0K |
| READYSTATE ASSET MANAGEMENT LP | $88.0K | 14,309 | 0.00% | new | NEW |
| BOKF, NA | $78.9K | 12,831 | 0.00% | 3q | HELD |
| BANK OF MONTREAL /CAN/ | $78.5K | 12,760 | 0.00% | new | NEW |
| Everstar Asset Management, LLC | $74.4K | 12,100 | 0.04% | 4q | HELD |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $74.2K | 12,057 | 0.00% | 9q | HELD |
| Mariner, LLC | $71.8K | 11,676 | 0.00% | 11q | +0.7% |
| Shulman DeMeo Asset Management LLC | $63.5K | 10,317 | 0.01% | 2q | -1.2% |
| Clear Street Group Inc. | $61.5K | 10,001 | 0.00% | new | NEW |
| SMITH, MOORE & CO. | $61.5K | 10,000 | 0.00% | 29q | HELD |
| Cerity Partners LLC | $61.5K | 10,000 | 0.00% | 5q | HELD |
| Global Retirement Partners, LLC | $43.0K | 7,000 | 0.00% | new | NEW |
| HOLLENCREST CAPITAL MANAGEMENT | $42.9K | 6,970 | 0.00% | 29q | HELD |
| Smallwood Wealth Investment Management, LLC | $39.7K | 6,460 | 0.02% | 6q | HELD |
| TORONTO DOMINION BANK | $30.4K | 4,938 | 0.00% | new | NEW |
| EASTERN BANK | $21.2K | 3,441 | 0.00% | 6q | -31.2%-$9.6K |
| HARBOUR INVESTMENTS, INC. | $16.6K | 2,700 | 0.00% | 2q | HELD |
| CoreCap Advisors, LLC | $16.6K | 2,700 | 0.00% | new | NEW |
| SIT INVESTMENT ASSOCIATES INC | $13.8K | 2,241,927 | 0.26% | 29q | +6.3% |
| Quent Capital, LLC | $12.3K | 2,000 | 0.00% | new | NEW |
| Prestige Wealth Management Group LLC | $8.9K | 1,447 | 0.00% | 28q | HELD |
| Darwin Wealth Management, LLC | $6.2K | 1,000 | 0.00% | 8q | HELD |
| LORD, ABBETT & CO. LLC | $1.4K | 224,958 | 0.00% | 3q | HELD |
| PARK AVENUE SECURITIES LLC | $978 | 159,077 | 0.01% | 25q | -6.5% |
| COHEN & STEERS, INC. | $308 | 50,000 | 0.00% | 5q | HELD |
| Janney Montgomery Scott LLC | $77 | 12,574 | 0.00% | 6q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $43 | 7 | 0.00% | new | NEW |
| CITIGROUP INC | $6 | 1 | 0.00% | 15q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 82 | $142.4M | 23,163,553 | 10 | 20 | 25 | 0.0% |
| Q1 2026 | 80 | $138.4M | 23,021,470 | 10 | 15 | 24 | 0.0% |
| Q4 2025 | 79 | $137.5M | 22,325,199 | 7 | 23 | 18 | 0.0% |
| Q3 2025 | 83 | $132.2M | 22,644,438 | 8 | 14 | 24 | 0.0% |
| Q2 2025 | 80 | $125.7M | 22,405,277 | 3 | 23 | 26 | 0.0% |
| Q1 2025 | 85 | $122.5M | 21,152,376 | 4 | 31 | 21 | 0.0% |
| Q4 2024 | 94 | $117.0M | 20,078,031 | 12 | 22 | 22 | 0.0% |
| Q3 2024 | 88 | $106.9M | 17,163,039 | 13 | 26 | 18 | 0.0% |
| Q2 2024 | 85 | $99.5M | 16,759,319 | 13 | 26 | 17 | 0.0% |
| Q1 2024 | 80 | $93.1M | 15,896,390 | 9 | 28 | 20 | 0.0% |
| Q4 2023 | 85 | $84.9M | 14,863,252 | 15 | 26 | 20 | 0.0% |
| Q3 2023 | 80 | $65.1M | 13,101,823 | 10 | 23 | 21 | 0.0% |
| Q2 2023 | 76 | $55.4M | 9,710,961 | 13 | 17 | 21 | 0.0% |
| Q1 2023 | 67 | $50.6M | 8,479,943 | 6 | 19 | 17 | 0.0% |
| Q4 2022 | 65 | $43.2M | 7,500,011 | 12 | 17 | 17 | 0.0% |
| Q3 2022 | 79 | $53.3M | 9,414,321 | 6 | 27 | 16 | 0.0% |
| Q2 2022 | 81 | $58.1M | 9,326,174 | 12 | 21 | 21 | 0.0% |
| Q1 2022 | 80 | $63.4M | 8,973,785 | 9 | 19 | 18 | 0.0% |
| Q4 2021 | 79 | $70.1M | 8,402,656 | 8 | 19 | 10 | 0.0% |
| Q3 2021 | 75 | $63.5M | 7,954,555 | 8 | 16 | 21 | 0.0% |
| Q2 2021 | 71 | $69.0M | 8,388,028 | 8 | 19 | 18 | 0.0% |
| Q1 2021 | 69 | $65.7M | 8,380,195 | 7 | 28 | 11 | 0.0% |
| Q4 2020 | 74 | $52.0M | 6,611,561 | 6 | 20 | 17 | 0.0% |
| Q3 2020 | 71 | $43.3M | 5,943,786 | 13 | 12 | 19 | 0.0% |
| Q2 2020 | 64 | $44.5M | 6,133,342 | 5 | 19 | 12 | 0.0% |
| Q1 2020 | 70 | $37.5M | 5,224,249 | 15 | 16 | 12 | 0.0% |
| Q4 2019 | 62 | $32.5M | 4,066,658 | 8 | 14 | 12 | 0.0% |
| Q3 2019 | 56 | $32.7M | 3,887,960 | 8 | 14 | 12 | 0.0% |
| Q2 2019 | 60 | $30.6M | 3,853,341 | 60 | 0 | 0 | 0.0% |