BNYM Strat Muni BNDDSM
13F holders, Q3 2024 (September 30)98holders +1
13new positions
11sold out
1famous investor
$6.22avg. 13F price*
At the end of Q3 2024, 98 institutions reported holding BNYM Strat Muni BND (DSM) in their 13F filings, up 1 from Q2 2024. 13 opened new positions and 11 sold out. The largest holders were Saba Capital Management, L.P. ($25.0M), Pathstone Holdings, LLC ($13.3M) and Rivernorth Capital Management, LLC ($10.4M). 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 (Q3 2024)
- CUSIP
- 09662E109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $3.0M |
| Exits | 11 | $6.1M |
All 13F filers, Q2 2024 → Q3 2024: 2,203,844 shares bought and 1,753,077 shares sold, net +450,767 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 98 holders
| Saba Capital Management, L.P. | 0.55% | Reduce -1.3% | 4,011,267 | $25.0M |
| Pathstone Holdings, LLC | 0.06% | Add +25.0% | 2,141,763 | $13.3M |
| Rivernorth Capital Management, LLC | 0.50% | Add +13.7% | 1,666,877 | $10.4M |
| Hennion & Walsh Asset Management, Inc. | 0.34% | Reduce -0.7% | 1,153,851 | $7.2M |
| Guggenheim Capital LLC | 0.04% | Add +20.5% | 873,867 | $5.4M |
| Bulldog Investors, LLP | 1.72% | Add +73.0% | 820,234 | $5.1M |
| LPL Financial LLC | 0.00% | Add +10.5% | 727,062 | $4.5M |
| Logan Stone Capital, LLC | 1.03% | Reduce -9.0% | 664,735 | $4.1M |
| Morgan Stanley | 0.00% | Reduce 0.0% | 660,019 | $4.1M |
| Sit Investment Associates Inc. | 0.09% | Add +9.3% | 626,239 | $3.9M |
| Wells Fargo & Company | 0.00% | Add +15.0% | 459,581 | $2.9M |
| Van Eck Associates Corp. | 0.00% | Reduce -2.9% | 396,695 | $2.4M |
| Capital Investment Advisors, LLC | 0.04% | Add +1.0% | 313,890 | $2.0M |
| AQR Arbitrage LLC | 0.08% | Reduce -26.8% | 305,019 | $1.9M |
| Nuveen Asset Management, LLC | 0.00% | No change | 215,289 | $1.3M |
| 1607 Capital Partners, LLC | 0.11% | New | 195,021 | $1.2M |
| Whitebox Advisors LLC | 0.17% | Add +15.9% | 192,127 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.1% | 170,513 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +322.3% | 167,152 | $1.0M |
| Park Avenue Securities LLC | 0.01% | Reduce -4.2% | 152,399 | $949K |
| Riverbridge Partners LLC | 0.01% | Add +40.4% | 142,780 | $890K |
| Blue Bell Private Wealth Management, LLC | 0.15% | Add +198.1% | 123,424 | $769K |
| UBS Group AG | 0.00% | Reduce -71.1% | 122,204 | $761K |
| Ackerman Capital Advisors, LLC | 0.19% | Add +18.9% | 117,282 | $731K |
| HighTower Advisors, LLC | 0.00% | Add +220.5% | 110,992 | $689K |
| Thomas J. Herzfeld Advisors, Inc. | 0.21% | Add +1.2% | 99,710 | $621K |
| Farther Finance Advisors, LLC | 0.02% | Add +9.9% | 95,089 | $592K |
| PFS Partners, LLC | 0.31% | Add +0.6% | 85,909 | $535K |
| NINE MASTS CAPITAL Ltd | 0.24% | New | 75,885 | $473K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.6% | 74,255 | $463K |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.2% | 66,811 | $416K |
| Bridgewater Advisors Inc. | 0.04% | Reduce -12.2% | 67,770 | $405K |
| Bank of New York Mellon Corp | 0.00% | New | 61,665 | $384K |
| Stifel Financial Corp. | 0.00% | Add +4.4% | 61,442 | $383K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -4.2% | 60,825 | $380K |
| Raymond James & Associates | 0.00% | Reduce -7.9% | 52,114 | $325K |
| Focus Partners Wealth | 0.00% | New | 50,000 | $312K |
| Gridiron Partners, LLC | 0.18% | No change | 48,891 | $305K |
| Rothschild Investment LLC | 0.02% | No change | 40,485 | $252K |
| Palogic Value Management, L.P. | 0.10% | No change | 39,274 | $245K |
| Invesco Ltd. | 0.00% | Add +1.6% | 39,236 | $244K |
| Fortitude Advisory Group L.L.C. | 0.15% | No change | 38,762 | $241K |
| Arkos Global Advisors | 0.03% | No change | 36,000 | $224K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.0% | 35,397 | $221K |
| Avior Wealth Management, LLC | 0.01% | Add +24.9% | 35,258 | $220K |
| Matisse Capital | 0.10% | No change | 32,630 | $203K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.6% | 31,578 | $197K |
| Ranch Capital Advisors Inc. | 0.09% | Add +0.1% | 31,618 | $197K |
| Melfa Wealth Management, Inc. | 0.13% | Add +44.6% | 31,611 | $197K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 31,000 | $193K |
| Integrated Capital Management, Inc. | 0.15% | Reduce -3.8% | 30,319 | $189K |
| Lee Financial Co | 0.03% | New | 29,000 | $181K |
| Capital Market Strategies LLC | 0.11% | No change | 28,459 | $177K |
| Geneos Wealth Management Inc. | 0.01% | No change | 28,230 | $176K |
| Aviance Capital Partners, LLC | 0.02% | Add +6.6% | 27,091 | $169K |
| Camelot Portfolios, LLC | 0.16% | Reduce -31.7% | 26,501 | $165K |
| Karpus Management, Inc. | 0.00% | No change | 25,793 | $161K |
| Benjamin Edwards Inc. | 0.00% | New | 23,843 | $149K |
| Modern Wealth Management, LLC | 0.01% | No change | 23,593 | $147K |
| NewEdge Advisors, LLC | 0.00% | Add +19.1% | 23,478 | $146K |
| Advisor OS, LLC | 0.01% | Add +10.2% | 23,104 | $144K |
| Everstar Asset Management, LLC | 0.09% | — | 22,100 | $138K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -15.0% | 21,216 | $132K |
| ProVise Management Group, LLC | 0.01% | Reduce -16.4% | 19,120 | $118K |
| Nomura Holdings Inc. | 0.00% | Reduce -51.3% | 18,622 | $116K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -31.9% | 18,100 | $113K |
| LexAurum Advisors, LLC | 0.02% | No change | 17,234 | $107K |
| Novak & Powell Financial Services, Inc. | 0.06% | Add +0.6% | 17,027 | $106K |
| Citadel Advisors | 0.00% | Reduce -80.5% | 17,010 | $106K |
| Signature Estate & Investment Advisors LLC | 0.00% | No change | 15,768 | $98K |
| Realta Investment Advisors | 0.04% | No change | 15,247 | $94K |
| WMG Financial Advisors, LLC | 0.04% | No change | 14,620 | $91K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -15.9% | 14,534 | $91K |
| Wedbush Securities Inc. | 0.00% | No change | 13,500 | $84K |
| Arbor Trust Wealth Advisors, LLC | 0.04% | No change | 13,000 | $77K |
| MIdWestOne Financial Group, Inc. | 0.01% | New | 12,214 | $76K |
| Clear Creek Financial Management, LLC | 0.01% | No change | 11,910 | $74K |
| Wolverine Asset Management LLC | 0.01% | Reduce -3.8% | 10,807 | $67K |
| Mariner, LLC | 0.00% | No change | 10,330 | $64K |
| Wealthcare Advisory Partners LLC | 0.00% | No change | 10,131 | $63K |
| Smith, Moore & Co. | 0.01% | No change | 10,000 | $62K |
| Moors & Cabot, Inc. | 0.00% | No change | 10,000 | $62K |
| US Bancorp \de | 0.00% | No change | 7,007 | $44K |
| Global Retirement Partners, LLC | 0.00% | No change | 7,000 | $44K |
| Hollencrest Capital Management | 0.00% | No change | 6,970 | $43K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -3.4% | 4,897 | $31K |
| Gilliland Jeter Wealth Management LLC | 0.01% | No change | 4,460 | $28K |
| Royal Bank of Canada | 0.00% | New | 1,902 | $12K |
| Activest Wealth Management | 0.00% | New | 1,500 | $9K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 1,447 | $9K |
| Bank of America Corp. | 0.00% | Reduce -93.1% | 1,446 | $9K |
| Darwin Wealth Management, LLC | 0.00% | New | 1,000 | $6K |
| Bessemer Group Inc. | 0.00% | Add +36.0% | 903 | $6K |
| Briaud Financial Planning Inc | 0.00% | No change | 874 | $5K |
| Mascoma Wealth Management LLC | 0.00% | No change | 565 | $4K |
| Coppell Advisory Solutions LLC | 0.00% | New | 193 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 129 | $804 |
| Citigroup Inc. | 0.00% | No change | 1 | $6 |
"% of holder's portfolio" is DSM's weight in each manager's 13F, not the share of BNYM Strat Muni BND the manager owns.