BNYM Strat Muni BNDDSM
13F holders, Q2 2024 (June 30)97holders +6
13new positions
7sold out
1famous investor
$5.94avg. 13F price*
At the end of Q2 2024, 97 institutions reported holding BNYM Strat Muni BND (DSM) in their 13F filings, up 6 from Q1 2024. 13 opened new positions and 7 sold out. The largest holders were Saba Capital Management, L.P. ($24.1M), Pathstone Holdings, LLC ($10.2M) and Rivernorth Capital Management, LLC ($8.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- BNYM Strat Muni BND
- Filed as
- BNY MELLON STRATEGIC MUN BD (Q2 2024)
- CUSIP
- 09662E109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $3.1M |
| Exits | 7 | $506K |
All 13F filers, Q1 2024 → Q2 2024: 3,008,233 shares bought and 890,600 shares sold, net +2,117,633 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 97 holders
| Saba Capital Management, L.P. | 0.53% | Add +31.9% | 4,065,601 | $24.1M |
| Pathstone Holdings, LLC | 0.05% | Add +24.1% | 1,713,352 | $10.2M |
| Rivernorth Capital Management, LLC | 0.41% | Reduce -1.5% | 1,465,772 | $8.7M |
| Hennion & Walsh Asset Management, Inc. | 0.35% | Add +10.8% | 1,162,255 | $6.9M |
| Logan Stone Capital, LLC | 1.12% | Reduce -21.6% | 730,727 | $4.3M |
| Guggenheim Capital LLC | 0.03% | Reduce -15.2% | 725,211 | $4.3M |
| Morgan Stanley | 0.00% | Add +7.4% | 660,045 | $3.9M |
| LPL Financial LLC | 0.00% | Add +59.5% | 658,130 | $3.9M |
| Sit Investment Associates Inc. | 0.08% | Add +8.6% | 572,719 | $3.4M |
| Almitas Capital LLC | 1.39% | Add +144.1% | 559,398 | $3.3M |
| Bulldog Investors, LLP | 1.05% | No change | 474,121 | $2.8M |
| UBS Group AG | 0.00% | Add +1.4% | 423,127 | $2.5M |
| AQR Arbitrage LLC | 0.11% | Reduce -11.1% | 416,572 | $2.5M |
| Van Eck Associates Corp. | 0.00% | Reduce -4.8% | 408,395 | $2.4M |
| Wells Fargo & Company | 0.00% | Add +130.6% | 399,631 | $2.4M |
| Capital Investment Advisors, LLC | 0.04% | Reduce -1.2% | 310,890 | $1.8M |
| Nuveen Asset Management, LLC | 0.00% | Add +1.9% | 215,289 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -20.6% | 172,421 | $1.0M |
| Whitebox Advisors LLC | 0.13% | New | 165,808 | $985K |
| Robinson Capital Management, LLC | 0.35% | No change | 164,148 | $965K |
| Park Avenue Securities LLC | 0.01% | Reduce -1.4% | 159,152 | $945K |
| Riverbridge Partners LLC | 0.01% | Add +0.6% | 101,730 | $604K |
| Ackerman Capital Advisors, LLC | 0.16% | Add +25.4% | 98,643 | $586K |
| Thomas J. Herzfeld Advisors, Inc. | 0.21% | Add +73.6% | 98,495 | $585K |
| Curi Capital, LLC | 0.01% | No change | 90,296 | $536K |
| Citadel Advisors | 0.00% | New | 87,173 | $518K |
| PFS Partners, LLC | 0.32% | Add +0.9% | 85,397 | $507K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -0.5% | 86,535 | $506K |
| Landscape Capital Management, L.L.C. | 0.04% | Reduce -27.2% | 81,036 | $481K |
| Bridgewater Advisors Inc. | 0.06% | No change | 77,225 | $458K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.3% | 73,813 | $438K |
| Ameriprise Financial Inc. | 0.00% | Reduce -13.2% | 66,964 | $398K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -8.0% | 63,467 | $374K |
| Stifel Financial Corp. | 0.00% | Add +1.2% | 58,839 | $350K |
| Raymond James & Associates | 0.00% | Reduce -43.2% | 56,560 | $336K |
| Hoylecohen, LLC | 0.02% | New | 50,000 | $297K |
| Gridiron Partners, LLC | 0.18% | No change | 48,891 | $290K |
| Susquehanna International Group, LLP | 0.00% | New | 47,768 | $284K |
| Blue Bell Private Wealth Management, LLC | 0.05% | Add +197.9% | 41,405 | $246K |
| Rothschild Investment LLC | 0.02% | No change | 40,485 | $240K |
| Osaic Holdings, Inc. | 0.00% | Reduce -70.5% | 39,581 | $235K |
| Palogic Value Management, L.P. | 0.10% | No change | 39,274 | $233K |
| Camelot Portfolios, LLC | 0.13% | Add +45.0% | 38,794 | $230K |
| Fortitude Advisory Group L.L.C. | 0.14% | No change | 38,762 | $230K |
| Invesco Ltd. | 0.00% | New | 38,625 | $229K |
| Nomura Holdings Inc. | 0.00% | No change | 38,200 | $227K |
| Arkos Global Advisors | 0.03% | No change | 36,000 | $214K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.1% | 35,385 | $210K |
| HighTower Advisors, LLC | 0.00% | New | 34,630 | $201K |
| Matisse Capital | 0.10% | No change | 32,630 | $194K |
| Ranch Capital Advisors Inc. | 0.10% | No change | 31,588 | $188K |
| Integrated Capital Management, Inc. | 0.15% | Add +14.3% | 31,519 | $187K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.7% | 31,406 | $187K |
| Capital Market Strategies LLC | 0.11% | Reduce -26.4% | 28,459 | $169K |
| Avior Wealth Management, LLC | 0.01% | Add +18.1% | 28,231 | $168K |
| Geneos Wealth Management Inc. | 0.01% | No change | 28,230 | $168K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -69.0% | 26,600 | $158K |
| AE Wealth Management LLC | 0.00% | Add +68.6% | 26,550 | $158K |
| Karpus Management, Inc. | 0.00% | No change | 25,793 | $153K |
| Aviance Capital Partners, LLC | 0.02% | Add +25.6% | 25,422 | $151K |
| Kestra Advisory Services, LLC | 0.00% | New | 24,952 | $148K |
| Relyea Zuckerberg Hanson LLC | 0.02% | No change | 23,953 | $142K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -0.7% | 23,843 | $142K |
| Modern Wealth Management, LLC | 0.01% | New | 23,593 | $140K |
| ProVise Management Group, LLC | 0.01% | Reduce -11.6% | 22,870 | $136K |
| Melfa Wealth Management, Inc. | 0.09% | No change | 21,861 | $130K |
| Advisor OS, LLC | 0.01% | Add +10.3% | 20,966 | $125K |
| Bank of America Corp. | 0.00% | Reduce -35.0% | 20,946 | $124K |
| Cetera Investment Advisers | 0.00% | Reduce -68.0% | 20,890 | $124K |
| NewEdge Advisors, LLC | 0.00% | Add +24.7% | 19,709 | $117K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +30.8% | 17,283 | $103K |
| LexAurum Advisors, LLC | 0.03% | No change | 17,234 | $102K |
| Novak & Powell Financial Services, Inc. | 0.06% | Add +1.3% | 16,925 | $101K |
| Signature Estate & Investment Advisors LLC | 0.00% | New | 15,768 | $94K |
| Realta Investment Advisors | 0.02% | No change | 15,247 | $91K |
| WMG Financial Advisors, LLC | 0.05% | New | 14,620 | $87K |
| Fort Point Capital Partners LLC | 0.01% | Add +11.3% | 14,204 | $84K |
| Wedbush Securities Inc. | 0.00% | No change | 13,500 | $80K |
| Arbor Trust Wealth Advisors, LLC | 0.04% | New | 13,000 | $77K |
| Clear Creek Financial Management, LLC | 0.01% | No change | 11,910 | $71K |
| Wolverine Asset Management LLC | 0.01% | Add +220.9% | 11,232 | $67K |
| Mariner, LLC | 0.00% | Reduce -47.8% | 10,330 | $61K |
| Wealthcare Advisory Partners LLC | 0.00% | No change | 10,131 | $60K |
| Smith, Moore & Co. | 0.01% | Reduce -33.3% | 10,000 | $59K |
| Moors & Cabot, Inc. | 0.00% | No change | 10,000 | $59K |
| US Bancorp \de | 0.00% | No change | 7,007 | $42K |
| Global Retirement Partners, LLC | 0.00% | New | 7,000 | $42K |
| Hollencrest Capital Management | 0.00% | No change | 6,970 | $41K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 5,068 | $30K |
| Gilliland Jeter Wealth Management LLC | 0.01% | No change | 4,460 | $26K |
| Luken Investment Analytics, LLC | 0.01% | New | 3,751 | $22K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 1,447 | $9K |
| Briaud Financial Planning Inc | 0.00% | No change | 874 | $5K |
| Bessemer Group Inc. | 0.00% | Reduce -3.5% | 664 | $4K |
| Mascoma Wealth Management LLC | 0.00% | No change | 565 | $3K |
| Citigroup Inc. | 0.00% | No change | 1 | $6 |
| Scarborough Advisors, LLC | 0.00% | No change | 729 | $0 |
"% of holder's portfolio" is DSM's weight in each manager's 13F, not the share of BNYM Strat Muni BND the manager owns.