Vault-13

BNY MELLON STRATEGIC MUN BD DSM

COM · Closed-End Fund · CUSIP 09662E109

88 institutional holders +3 vs Q4 2025
25,590,02325.6m shares reported held*
$153.8mreported value*
12 new 21 added 26 reduced 9 sold out net bought ≈ $5.8m (+957.7k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $6.01.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 83Q4 22: 87Q1 23: 82Q2 23: 89Q3 23: 91Q4 23: 96Q1 24: 92Q2 24: 98Q3 24: 99Q4 24: 104Q1 25: 96Q2 25: 93Q3 25: 91Q4 25: 85Q1 26: 8888Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202283
Q4 202287
Q1 202382
Q2 202389
Q3 202391
Q4 202396
Q1 202492
Q2 202498
Q3 202499
Q4 2024104
Q1 202596
Q2 202593
Q3 202591
Q4 202585
Q1 202688

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q2 24: 41 bought or addedQ2 24: 32 cut or sold outQ3 24: 44 bought or addedQ3 24: 35 cut or sold outQ3 24Q4 24: 41 bought or addedQ4 24: 36 cut or sold outQ1 25: 41 bought or addedQ1 25: 39 cut or sold outQ1 25Q2 25: 34 bought or addedQ2 25: 39 cut or sold outQ3 25: 30 bought or addedQ3 25: 38 cut or sold outQ3 25Q4 25: 35 bought or addedQ4 25: 37 cut or sold outQ1 26: 33 bought or addedQ1 26: 35 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20244132
Q3 20244435
Q4 20244136
Q1 20254139
Q2 20253439
Q3 20253038
Q4 20253537
Q1 20263335

Biggest buyers

RIVERNORTH CAPITAL MANAGEMENT, LLC Added +824,765+824.8k
Hennion & Walsh Asset Management, Inc. Added +397,857+397.9k
Fiera Capital Corp New +268,640+268.6k
SIT INVESTMENT ASSOCIATES INC Added +247,419+247.4k
Summit Trail Advisors, LLC New +116,872+116.9k
Bank of New York Mellon Corp New +70,372+70.4k
Bulldog Investors, LLP Added +65,851+65.9k
Savvy Advisors, Inc. New +62,222+62.2k
VAN ECK ASSOCIATES CORP Added +47,272+47.3k
Integrated Wealth Concepts LLC New +33,804+33.8k

Biggest sellers

RIVERBRIDGE PARTNERS LLC Sold out -237,540-237.5k
GUGGENHEIM CAPITAL LLC Reduced -217,907-217.9k
Thomas J. Herzfeld Advisors, Inc. Reduced -176,159-176.2k
ROBINSON CAPITAL MANAGEMENT, LLC Reduced -161,898-161.9k
Pathstone Holdings, LLC Reduced -100,263-100.3k
MORGAN STANLEY Reduced -81,003-81.0k
BANK OF AMERICA CORP /DE/ Sold out -73,353-73.4k
Gridiron Partners, LLC Sold out -48,891-48.9k
Noble Wealth Management PBC Reduced -21,945-21.9k
UBS Group AG Reduced -20,275-20.3k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Saba Capital Management, L.P. 13D · may seek influence no change · filed 2025-12-31
Stated purposeOn December 30, 2025, Saba Capital Master Fund, Ltd., a private fund advised by Saba Capital, submitted to the Issuer a notice of intent informing the Issuer of its intention to nominate Paul Kazarian as an independent director for election to the Board at the Issuer's 2026 annual meeting of shareholders. Full filing
 10.3% no change 5.2m≈ $31.9m 2025-12-31
Bulldog Investors, LLP 13G · institution +1.6 pts · filed 2026-02-13 6.7% +1.6 pts 3.3m≈ $20.4m 2026-02-13
SIT INVESTMENT ASSOCIATES INC 13G · institution new · filed 2026-10-02 6.0% new 3.0m≈ $18.4m 2026-10-02

Insider purchases and sales in Q1 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q1 2026.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Saba Capital Management, L.P. 1.00% of their portfolio NEW YORK, NY 5,179,4415.2m $31.1m $31.1m 1.00% Unchanged
2 Bulldog Investors, LLP 4.56% of their portfolio SADDLE BROOK, NJ 3,373,9423.4m $20.3m $20.3m 4.56% Added +65.9k +65,851
3 Pathstone Holdings, LLC 0.08% of their portfolio ENGLEWOOD, NJ 3,198,2303.2m $19.2m $19.2m 0.08% Reduced -100.3k -100,263
4 SIT INVESTMENT ASSOCIATES INC 0.26% of their portfolio Minneapolis, MN 2,109,8002.1m $12.7m $12.7m 0.26% Added +247.4k +247,419
5 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.50% of their portfolio WEST PALM BEACH, FL 1,660,3571.7m $10.0m $10.0m 0.50% Added +824.8k +824,765
6 GUGGENHEIM CAPITAL LLC 0.05% of their portfolio CHICAGO, IL 1,021,5111.0m $6.1m $6.1m 0.05% Reduced -217.9k -217,907
7 Karpus Management, Inc. 0.18% of their portfolio Pittsford, NY 940,172940.2k $5.7m $5.7m 0.18% Reduced -11.1k -11,100
8 Almitas Capital LLC 1.26% of their portfolio SANTA MONICA, CA 926,301926.3k $5.6m $5.6m 1.26% Unchanged
9 Hennion & Walsh Asset Management, Inc. 0.16% of their portfolio Parsippany, NJ 786,368786.4k $4.7m $4.7m 0.16% Added +397.9k +397,857
10 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 573,727573.7k $3.4m $3.4m 0.00% Reduced -9.4k -9,439
11 ROBINSON CAPITAL MANAGEMENT, LLC 1.15% of their portfolio GROSSE POINTE FARMS, MI 425,476425.5k $2.6m $2.6m 1.15% Reduced -161.9k -161,898
12 VAN ECK ASSOCIATES CORP 0.00% of their portfolio NEW YORK, NY 416,803416.8k $2.5m $2.5m 0.00% Added +47.3k +47,272
13 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 407,941407.9k $2.5m $2.5m 0.00% Added +3.3k +3,315
14 Advisors Asset Management, Inc. 0.03% of their portfolio Monument, CO 328,325328.3k $2.0m $2.0m 0.03% Reduced -2.4k -2,386
15 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 281,325281.3k $1.7m $1.7m 0.00% Reduced -81.0k -81,003
16 Fiera Capital Corp 0.01% of their portfolio MONTREAL, A8 268,640268.6k $1.6m $1.6m 0.01% New
17 Capital Investment Advisors, LLC 0.02% of their portfolio ATLANTA, GA 256,343256.3k $1.5m $1.5m 0.02% Reduced -5.2k -5,245
18 LORD, ABBETT & CO. LLC 0.00% of their portfolio JERSEY CITY, NJ 224,958225.0k $1.4m $1.4m 0.00% Added +25.0k +24,958
19 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 192,076192.1k $1.2m $1.2m 0.00% Reduced -2.0k -2,049
20 CAPSTONE INVESTMENT ADVISORS, LLC 0.01% of their portfolio NEW YORK, NY 187,555187.6k $1.1m $1.1m 0.01% Unchanged
21 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 170,174170.2k $1.0m $1.0m 0.01% Reduced -2.9k -2,911
22 Thomas J. Herzfeld Advisors, Inc. 0.34% of their portfolio MIAMI BEACH, FL 164,932164.9k $991.2k $991.2k 0.34% Reduced -176.2k -176,159
23 1607 Capital Partners, LLC 0.07% of their portfolio Richmond, VA 159,401159.4k $958.0k $958.0k 0.07% Unchanged
24 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 136,099136.1k $818.0k $818.0k 0.00% Unchanged
25 Ackerman Capital Advisors, LLC 0.15% of their portfolio DALLAS, TX 118,997119.0k $715.2k $715.2k 0.15% Reduced -3.3k -3,254
26 Summit Trail Advisors, LLC 0.01% of their portfolio NEW YORK, NY 116,872116.9k $702.4k $702.4k 0.01% New
27 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.09% of their portfolio BLUE BELL, PA 109,101109.1k $655.7k $655.7k 0.09% Reduced -13.9k -13,904
28 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 103,843103.8k $624.1k $624.1k 0.00% Added +426 +426
29 Closed-End Fund Advisors, Inc. 0.61% of their portfolio RICHMOND, VA 100,339100.3k $603.0k $603.0k 0.61% Unchanged
30 Bridgewater Advisors Inc. 0.03% of their portfolio NEW YORK, NY 92,77092.8k $571.5k $571.5k 0.03% Unchanged
31 UBS Group AG 0.00% of their portfolio ZURICH, V8 92,51892.5k $556.0k $556.0k 0.00% Reduced -20.3k -20,275
32 PFS Partners, LLC 0.25% of their portfolio MINE HILL, NJ 91,92191.9k $552.4k $552.4k 0.25% Added +1.1k +1,131
33 Palogic Value Management, L.P. 0.19% of their portfolio DALLAS, TX 72,03272.0k $429.1k $429.1k 0.19% Added +18.0k +18,002
34 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 70,37270.4k $422.9k $422.9k 0.00% New
35 Opal Wealth Advisors, LLC 0.09% of their portfolio JERICHO, NY 69,46469.5k $417.5k $417.5k 0.09% Reduced -11.5k -11,541
36 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 62,43862.4k $375.3k $375.3k 0.00% Added +14.8k +14,827
37 Savvy Advisors, Inc. 0.01% of their portfolio NEW YORK, NY 62,22262.2k $374.0k $374.0k 0.01% New
38 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 61,46361.5k $369.4k $369.4k 0.00% Added +735 +735
39 Noble Wealth Management PBC 0.19% of their portfolio GREENWOOD VILLAGE, CO 61,33361.3k $368.6k $368.6k 0.19% Reduced -21.9k -21,945
40 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 50,74550.7k $305.0k $305.0k 0.00% Added +6.4k +6,440
41 COHEN & STEERS, INC. 0.00% of their portfolio NEW YORK, NY 50,00050.0k $301.0k $301.0k 0.00% Unchanged
42 MELFA WEALTH MANAGEMENT, INC. 0.15% of their portfolio WESTBOROUGH, MA 44,11144.1k $265.1k $265.1k 0.15% Unchanged
43 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 42,86042.9k $257.6k $257.6k 0.01% Unchanged
44 Fortitude Advisory Group L.L.C. 0.10% of their portfolio GIG HARBOR, WA 38,76238.8k $233.0k $233.0k 0.10% Unchanged
45 Catalina Capital Group, LLC 0.13% of their portfolio Torrance, CA 36,50036.5k $219.4k $219.4k 0.13% Unchanged
46 Camelot Portfolios, LLC 0.16% of their portfolio Maumee, OH 35,69935.7k $214.6k $214.6k 0.16% Reduced -2.5k -2,474
47 Arete Wealth Advisors, LLC 0.02% of their portfolio CHICAGO, IL 34,06634.1k $202.5k $202.5k 0.02% Reduced -3.4k -3,438
48 Aviance Capital Partners, LLC 0.02% of their portfolio NAPLES, FL 33,88333.9k $203.6k $203.6k 0.02% Added +414 +414
49 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 33,80433.8k $203.2k $203.2k 0.00% New
50 INTEGRATED CAPITAL MANAGEMENT, INC. 0.13% of their portfolio JESSUP, PA 33,25133.3k $199.8k $199.8k 0.13% Reduced -5.3k -5,322
51 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 30,46430.5k $183.1k $183.1k 0.00% Reduced -12.0k -11,988
52 Ranch Capital Advisors Inc. 0.06% of their portfolio SARASOTA, FL 29,22229.2k $175.6k $175.6k 0.06% Added +66 +66
53 Petersen Hastings Wealth Advisors Inc. 0.02% of their portfolio KENNEWICK, WA 28,93028.9k $173.9k $173.9k 0.02% Unchanged
54 EVOLVE PRIVATE WEALTH, LLC 0.01% of their portfolio LOS ANGELES, CA 28,41128.4k $170.8k $170.8k 0.01% Added +376 +376
55 Traub Capital Management LLC 0.14% of their portfolio NEEDHAM, MA 24,03124.0k $144.4k $144.4k 0.14% Reduced -13.8k -13,779
56 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 23,29123.3k $140.0k $140.0k 0.00% Added +32 +32
57 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 22,56422.6k $135.6k $135.6k 0.00% Reduced -3.2k -3,158
58 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 20,91320.9k $125.7k $125.7k 0.00% Added +676 +676
59 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 18,89718.9k $113.6k $113.6k 0.00% Added +20 +20
60 Novak & Powell Financial Services, Inc. 0.06% of their portfolio ST. PETERSBURG, FL 18,25518.3k $109.7k $109.7k 0.06% Added +225 +225
61 LexAurum Advisors, LLC 0.01% of their portfolio OVERLAND PARK, KS 17,23417.2k $103.6k $103.6k 0.01% First filing
62 CJM Wealth Advisers, Ltd. 0.03% of their portfolio FALLS CHURCH, VA 15,63515.6k $94.0k $94.0k 0.03% Added +192 +192
63 Realta Investment Advisors 0.03% of their portfolio WILMINGTON, DE 15,24715.2k $91.6k $91.6k 0.03% Unchanged
64 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 13,04513.0k $78.4k $78.4k 0.00% Reduced -3.0k -2,969
65 BOKF, NA 0.00% of their portfolio TULSA, OK 12,83112.8k $77.1k $77.1k 0.00% Unchanged
66 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 12,55212.6k $75.4k $75.4k 0.00% Reduced -9.4k -9,355
67 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 12,51712.5k $75.0k $75.0k 0.00% Reduced -2.8k -2,814
68 Everstar Asset Management, LLC 0.04% of their portfolio MOORESVILLE, NC 12,10012.1k $72.7k $72.7k 0.04% Unchanged
69 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.00% of their portfolio LOS ANGELES, CA 12,05712.1k $72.5k $72.5k 0.00% Unchanged
70 Mariner, LLC 0.00% of their portfolio Overland Park, KS 11,59111.6k $69.7k $69.7k 0.00% Reduced -262 -262
71 Advisor OS, LLC 0.00% of their portfolio CHICAGO, IL 10,86410.9k $65.3k $65.3k 0.00% New
72 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 10,48710.5k $63.0k $63.0k 0.00% New
73 Shulman DeMeo Asset Management LLC 0.01% of their portfolio LAKE SUCCESS, NY 10,44710.4k $62.8k $62.8k 0.01% New
74 SMITH, MOORE & CO. 0.00% of their portfolio CLAYTON, MO 10,00010.0k $60.1k $60.1k 0.00% Unchanged
75 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 10,00010.0k $60.1k $60.1k 0.00% Unchanged
76 Root Financial Partners, LLC 0.00% of their portfolio ENCINITAS, CA 8,1888.2k $49.2k $49.2k 0.00% Unchanged
77 HOLLENCREST CAPITAL MANAGEMENT 0.00% of their portfolio NEWPORT BEACH, CA 6,9707.0k $41.9k $41.9k 0.00% Unchanged
78 Smallwood Wealth Investment Management, LLC 0.02% of their portfolio RED BANK, NJ 6,4606.5k $38.8k $38.8k 0.02% Unchanged
79 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 6,0236.0k $36.2k $36.2k 0.00% Unchanged
80 Arkos Global Advisors 0.00% of their portfolio HOUSTON, TX 5,0465.0k $30.0k $30.0k 0.00% New
81 EASTERN BANK 0.00% of their portfolio BOSTON, MA 5,0035.0k $30.1k $30.1k 0.00% Unchanged
82 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 4,7584.8k $28.6k $28.6k 0.00% Unchanged
83 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 2,7002.7k $16.2k $16.2k 0.00% New
84 Activest Wealth Management 0.00% of their portfolio AVENTURA, FL 1,5001.5k $9.0k $9.0k 0.00% New
85 Prestige Wealth Management Group LLC 0.00% of their portfolio FLEMINGTON, NJ 1,4471.4k $8.7k $8.7k 0.00% Unchanged
86 Darwin Wealth Management, LLC 0.00% of their portfolio TAMPA, FL 1,0001.0k $6.0k $6.0k 0.00% Unchanged
87 Elevated Capital Advisors, LLC 0.00% of their portfolio SANDY, UT 7979 $474 $474 0.00% New
88 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 11 $6 $6 0.00% Unchanged