Vault-13

BNY MELLON STRATEGIC MUN BD DSM

COM · Closed-End Fund · CUSIP 09662E109

86 institutional holders -2 vs Q1 2026
25,852,08225.9m shares reported held*
$159.0mreported value*
8 new 25 added 27 reduced 10 sold out net bought ≈ $1.8m (+291.6k 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 ≈ $6.15.

Trends to Q2 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: 88Q2 26: 8686Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 202686

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q3 24: 44 bought or addedQ3 24: 35 cut or sold outQ4 24: 41 bought or addedQ4 24: 36 cut or sold outQ4 24Q1 25: 41 bought or addedQ1 25: 39 cut or sold outQ2 25: 34 bought or addedQ2 25: 39 cut or sold outQ2 25Q3 25: 30 bought or addedQ3 25: 38 cut or sold outQ4 25: 35 bought or addedQ4 25: 37 cut or sold outQ4 25Q1 26: 33 bought or addedQ1 26: 35 cut or sold outQ2 26: 33 bought or addedQ2 26: 37 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244435
Q4 20244136
Q1 20254139
Q2 20253439
Q3 20253038
Q4 20253537
Q1 20263335
Q2 20263337

Biggest buyers

Hennion & Walsh Asset Management, Inc. Added +689,844+689.8k
RIVERNORTH CAPITAL MANAGEMENT, LLC Added +260,230+260.2k
SIT INVESTMENT ASSOCIATES INC Added +132,127+132.1k
Bank of New York Mellon Corp Added +75,527+75.5k
GUGGENHEIM CAPITAL LLC Added +68,112+68.1k
ROBINSON CAPITAL MANAGEMENT, LLC Added +41,717+41.7k
WELLS FARGO & COMPANY/MN Added +40,011+40.0k
CITADEL ADVISORS LLC New +38,790+38.8k
OSAIC HOLDINGS, INC. Added +37,538+37.5k
Thomas J. Herzfeld Advisors, Inc. Added +30,970+31.0k

Biggest sellers

Advisors Asset Management, Inc. Sold out -328,325-328.3k
Bulldog Investors, LLP Reduced -308,467-308.5k
Pathstone Holdings, LLC Reduced -186,657-186.7k
Almitas Capital LLC Reduced -168,302-168.3k
LPL Financial LLC Reduced -29,263-29.3k
Ackerman Capital Advisors, LLC Reduced -27,399-27.4k
Traub Capital Management LLC Sold out -24,031-24.0k
MORGAN STANLEY Reduced -13,258-13.3k
HighTower Advisors, LLC Reduced -12,972-13.0k
JANE STREET GROUP, LLC Sold out -12,552-12.6k

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 since 1 Apr 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.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 1 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——
Q4 20250—0——
Q1 20260—0——
Q2 20261$11.5k0——
Q3 20260—0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-06-08 Skapyak Bradley J Director Bought 1,894 $6.09 $11.5k1.9k shares new

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Saba Capital Management, L.P. 0.97% of their portfolio NEW YORK, NY 5,179,4415.2m $31.9m $31.9m 0.97% Unchanged
2 Bulldog Investors, LLP 4.15% of their portfolio SADDLE BROOK, NJ 3,065,4753.1m $18.9m $18.9m 4.15% Reduced -308.5k -308,467
3 Pathstone Holdings, LLC 0.05% of their portfolio ENGLEWOOD, NJ 3,011,5733.0m $18.5m $18.5m 0.05% Reduced -186.7k -186,657
4 SIT INVESTMENT ASSOCIATES INC 0.26% of their portfolio Minneapolis, MN 2,241,9272.2m $13.8m $13.8m 0.26% Added +132.1k +132,127
5 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.56% of their portfolio WEST PALM BEACH, FL 1,920,5871.9m $11.8m $11.8m 0.56% Added +260.2k +260,230
6 Hennion & Walsh Asset Management, Inc. 0.26% of their portfolio Parsippany, NJ 1,476,2121.5m $9.1m $9.1m 0.26% Added +689.8k +689,844
7 GUGGENHEIM CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 1,089,6231.1m $6.7m $6.7m 0.04% Added +68.1k +68,112
8 Karpus Management, Inc. 0.17% of their portfolio Pittsford, NY 936,572936.6k $5.8m $5.8m 0.17% Reduced -3.6k -3,600
9 Almitas Capital LLC 1.12% of their portfolio SANTA MONICA, CA 757,999758.0k $4.7m $4.7m 1.12% Reduced -168.3k -168,302
10 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 544,464544.5k $3.3m $3.3m 0.00% Reduced -29.3k -29,263
11 ROBINSON CAPITAL MANAGEMENT, LLC 1.27% of their portfolio GROSSE POINTE FARMS, MI 467,193467.2k $2.9m $2.9m 1.27% Added +41.7k +41,717
12 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 447,952448.0k $2.8m $2.8m 0.00% Added +40.0k +40,011
13 VAN ECK ASSOCIATES CORP 0.00% of their portfolio NEW YORK, NY 423,652423.7k $2.6m $2.6m 0.00% Added +6.8k +6,849
14 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 268,067268.1k $1.6m $1.6m 0.00% Reduced -13.3k -13,258
15 Fiera Capital Corp 0.01% of their portfolio MONTREAL, A8 258,371258.4k $1.6m $1.6m 0.01% Reduced -10.3k -10,269
16 Capital Investment Advisors, LLC 0.02% of their portfolio ATLANTA, GA 250,343250.3k $1.5m $1.5m 0.02% Reduced -6.0k -6,000
17 LORD, ABBETT & CO. LLC 0.00% of their portfolio JERSEY CITY, NJ 224,958225.0k $1.4m $1.4m 0.00% Unchanged
18 Thomas J. Herzfeld Advisors, Inc. 0.37% of their portfolio MIAMI BEACH, FL 195,902195.9k $1.2m $1.2m 0.37% Added +31.0k +30,970
19 CAPSTONE INVESTMENT ADVISORS, LLC 0.01% of their portfolio NEW YORK, NY 187,555187.6k $1.2m $1.2m 0.01% Unchanged
20 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 180,248180.2k $1.1m $1.1m 0.00% Reduced -11.8k -11,828
21 1607 Capital Partners, LLC 0.09% of their portfolio Richmond, VA 159,401159.4k $980.3k $980.3k 0.09% Unchanged
22 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 159,077159.1k $978.0k $978.0k 0.01% Reduced -11.1k -11,097
23 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 145,899145.9k $897.3k $897.3k 0.00% Added +75.5k +75,527
24 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 136,099136.1k $837.0k $837.0k 0.00% Unchanged
25 Summit Trail Advisors, LLC 0.01% of their portfolio NEW YORK, NY 112,022112.0k $688.9k $688.9k 0.01% Reduced -4.8k -4,850
26 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.08% of their portfolio BLUE BELL, PA 107,584107.6k $661.6k $661.6k 0.08% Reduced -1.5k -1,517
27 Closed-End Fund Advisors, Inc. 0.60% of their portfolio RICHMOND, VA 100,339100.3k $617.1k $617.1k 0.60% Unchanged
28 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 98,16898.2k $603.7k $603.7k 0.00% Reduced -5.7k -5,675
29 PFS Partners, LLC 0.23% of their portfolio MINE HILL, NJ 93,16393.2k $573.0k $573.0k 0.23% Added +1.2k +1,242
30 Bridgewater Advisors Inc. 0.03% of their portfolio NEW YORK, NY 92,77092.8k $538.1k $538.1k 0.03% Unchanged
31 Ackerman Capital Advisors, LLC 0.11% of their portfolio DALLAS, TX 91,59891.6k $563.3k $563.3k 0.11% Reduced -27.4k -27,399
32 UBS Group AG 0.00% of their portfolio ZURICH, V8 88,10188.1k $541.8k $541.8k 0.00% Reduced -4.4k -4,417
33 Palogic Value Management, L.P. 0.16% of their portfolio DALLAS, TX 72,03272.0k $443.5k $443.5k 0.16% Unchanged
34 Opal Wealth Advisors, LLC 0.09% of their portfolio JERICHO, NY 71,03571.0k $436.9k $436.9k 0.09% Added +1.6k +1,571
35 Noble Wealth Management PBC 0.18% of their portfolio GREENWOOD VILLAGE, CO 65,73365.7k $404.3k $404.3k 0.18% Added +4.4k +4,400
36 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 63,18063.2k $388.6k $388.6k 0.00% Added +742 +742
37 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 62,27062.3k $383.0k $383.0k 0.00% Added +807 +807
38 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 60,10260.1k $369.6k $369.6k 0.00% Added +37.5k +37,538
39 Savvy Advisors, Inc. 0.01% of their portfolio NEW YORK, NY 59,07259.1k $363.3k $363.3k 0.01% Reduced -3.1k -3,150
40 COHEN & STEERS, INC. 0.00% of their portfolio NEW YORK, NY 50,00050.0k $308.0k $308.0k 0.00% Unchanged
41 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 46,32746.3k $284.9k $284.9k 0.00% Reduced -4.4k -4,418
42 EVOLVE PRIVATE WEALTH, LLC 0.02% of their portfolio LOS ANGELES, CA 43,69043.7k $268.7k $268.7k 0.02% Added +15.3k +15,279
43 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 42,86042.9k $263.6k $263.6k 0.01% Unchanged
44 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 38,79038.8k $238.6k $238.6k 0.00% New
45 Fortitude Advisory Group L.L.C. 0.09% of their portfolio GIG HARBOR, WA 38,76238.8k $238.4k $238.4k 0.09% Unchanged
46 MELFA WEALTH MANAGEMENT, INC. 0.13% of their portfolio WESTBOROUGH, MA 37,72837.7k $232.0k $232.0k 0.13% Reduced -6.4k -6,383
47 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 33,83233.8k $208.1k $208.1k 0.00% Added +28 +28
48 Arete Wealth Advisors, LLC 0.01% of their portfolio CHICAGO, IL 33,40733.4k $205.5k $205.5k 0.01% Reduced -659 -659
49 Aviance Capital Partners, LLC 0.02% of their portfolio NAPLES, FL 30,98331.0k $190.5k $190.5k 0.02% Reduced -2.9k -2,900
50 Camelot Portfolios, LLC 0.13% of their portfolio Maumee, OH 30,36230.4k $186.7k $186.7k 0.13% Reduced -5.3k -5,337
51 Ranch Capital Advisors Inc. 0.06% of their portfolio SARASOTA, FL 29,29529.3k $180.2k $180.2k 0.06% Added +73 +73
52 Petersen Hastings Wealth Advisors Inc. 0.01% of their portfolio KENNEWICK, WA 28,93028.9k $177.9k $177.9k 0.01% Unchanged
53 INTEGRATED CAPITAL MANAGEMENT, INC. 0.12% of their portfolio JESSUP, PA 27,79627.8k $170.9k $170.9k 0.12% Reduced -5.5k -5,455
54 ROTHSCHILD INVESTMENT LLC 0.01% of their portfolio CHICAGO, IL 25,00025.0k $153.8k $153.8k 0.01% New
55 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 21,54621.5k $132.5k $132.5k 0.00% Added +633 +633
56 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 21,43521.4k $131.8k $131.8k 0.00% Reduced -1.9k -1,856
57 Advisor OS, LLC 0.01% of their portfolio CHICAGO, IL 19,99420.0k $123.0k $123.0k 0.01% Added +9.1k +9,130
58 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 18,81618.8k $115.7k $115.7k 0.00% Reduced -81 -81
59 Novak & Powell Financial Services, Inc. 0.05% of their portfolio ST. PETERSBURG, FL 18,50218.5k $113.8k $113.8k 0.05% Added +247 +247
60 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 17,49217.5k $107.6k $107.6k 0.00% Reduced -13.0k -12,972
61 LexAurum Advisors, LLC 0.01% of their portfolio OVERLAND PARK, KS 17,23417.2k $106.0k $106.0k 0.01% Unchanged
62 CJM Wealth Advisers, Ltd. 0.03% of their portfolio FALLS CHURCH, VA 15,84715.8k $97.5k $97.5k 0.03% Added +212 +212
63 Realta Investment Advisors 0.03% of their portfolio WILMINGTON, DE 15,24715.2k $93.8k $93.8k 0.03% Unchanged
64 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 15,16615.2k $93.3k $93.3k 0.00% Added +2.1k +2,121
65 READYSTATE ASSET MANAGEMENT LP 0.00% of their portfolio CHICAGO, IL 14,30914.3k $88.0k $88.0k 0.00% New
66 BOKF, NA 0.00% of their portfolio TULSA, OK 12,83112.8k $78.9k $78.9k 0.00% Unchanged
67 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 12,76012.8k $78.5k $78.5k 0.00% New
68 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 12,57412.6k $77.0k $77.0k 0.00% Added +57 +57
69 Everstar Asset Management, LLC 0.04% of their portfolio MOORESVILLE, NC 12,10012.1k $74.4k $74.4k 0.04% Unchanged
70 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.00% of their portfolio LOS ANGELES, CA 12,05712.1k $74.2k $74.2k 0.00% Unchanged
71 Mariner, LLC 0.00% of their portfolio Overland Park, KS 11,67611.7k $71.8k $71.8k 0.00% Added +85 +85
72 Shulman DeMeo Asset Management LLC 0.01% of their portfolio LAKE SUCCESS, NY 10,31710.3k $63.5k $63.5k 0.01% Reduced -130 -130
73 Clear Street Group Inc. 0.00% of their portfolio NEW YORK, NY 10,00110.0k $61.5k $61.5k 0.00% New
74 SMITH, MOORE & CO. 0.00% of their portfolio CLAYTON, MO 10,00010.0k $61.5k $61.5k 0.00% Unchanged
75 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 10,00010.0k $61.5k $61.5k 0.00% Unchanged
76 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 7,0007.0k $43.0k $43.0k 0.00% First filing
77 HOLLENCREST CAPITAL MANAGEMENT 0.00% of their portfolio NEWPORT BEACH, CA 6,9707.0k $42.9k $42.9k 0.00% Unchanged
78 Smallwood Wealth Investment Management, LLC 0.02% of their portfolio RED BANK, NJ 6,4606.5k $39.7k $39.7k 0.02% Unchanged
79 TORONTO DOMINION BANK 0.00% of their portfolio TORONTO, ONTARIO, A6 4,9384.9k $30.4k $30.4k 0.00% New
80 EASTERN BANK 0.00% of their portfolio BOSTON, MA 3,4413.4k $21.2k $21.2k 0.00% Reduced -1.6k -1,562
81 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 2,7002.7k $16.6k $16.6k 0.00% Unchanged
82 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 2,7002.7k $16.6k $16.6k 0.00% New
83 Quent Capital, LLC 0.00% of their portfolio NEW YORK, NY 2,0002.0k $12.3k $12.3k 0.00% New
84 Prestige Wealth Management Group LLC 0.00% of their portfolio FLEMINGTON, NJ 1,4471.4k $8.9k $8.9k 0.00% Unchanged
85 Darwin Wealth Management, LLC 0.00% of their portfolio TAMPA, FL 1,0001.0k $6.2k $6.2k 0.00% Unchanged
86 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 11 $6 $6 0.00% Unchanged