BNYM Strat Muni BNDDSM
13F holders, Q4 2024 (December 31)103holders +5
12new positions
9sold out
1famous investor
$5.81avg. 13F price*
At the end of Q4 2024, 103 institutions reported holding BNYM Strat Muni BND (DSM) in their 13F filings, up 5 from Q3 2024. 12 opened new positions and 9 sold out. The largest holders were Saba Capital Management, L.P. ($24.0M), Pathstone Holdings, LLC ($14.4M) and Bulldog Investors, LLP ($12.2M). 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 (Q4 2024)
- CUSIP
- 09662E109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $7.0M |
| Exits | 9 | $1.2M |
All 13F filers, Q3 2024 → Q4 2024: 3,666,167 shares bought and 1,252,516 shares sold, net +2,413,651 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 103 holders
| Saba Capital Management, L.P. | 0.61% | Add +2.9% | 4,127,582 | $24.0M |
| Pathstone Holdings, LLC | 0.06% | Add +15.5% | 2,474,029 | $14.4M |
| Bulldog Investors, LLP | 3.20% | Add +156.2% | 2,101,361 | $12.2M |
| Rivernorth Capital Management, LLC | 0.43% | Reduce -7.9% | 1,534,997 | $8.9M |
| Hennion & Walsh Asset Management, Inc. | 0.30% | Reduce -0.8% | 1,144,784 | $6.7M |
| Guggenheim Capital LLC | 0.04% | Add +4.0% | 909,118 | $5.3M |
| LPL Financial LLC | 0.00% | Reduce -8.7% | 663,945 | $3.9M |
| Almitas Capital LLC | 0.80% | New | 625,461 | $3.6M |
| Whitebox Advisors LLC | 0.62% | Add +222.7% | 619,946 | $3.6M |
| Morgan Stanley | 0.00% | Reduce -7.8% | 608,652 | $3.5M |
| Wells Fargo & Company | 0.00% | Add +15.6% | 531,115 | $3.1M |
| Sit Investment Associates Inc. | 0.07% | Reduce -17.4% | 517,439 | $3.0M |
| Van Eck Associates Corp. | 0.00% | Add +5.8% | 419,830 | $2.4M |
| Logan Stone Capital, LLC | 0.78% | Reduce -39.6% | 401,528 | $2.3M |
| Capital Investment Advisors, LLC | 0.04% | Reduce -4.2% | 300,599 | $1.7M |
| Advisors Asset Management, Inc. | 0.03% | New | 250,849 | $1.5M |
| Nuveen Asset Management, LLC | 0.00% | No change | 215,289 | $1.3M |
| AQR Arbitrage LLC | 0.05% | Reduce -37.5% | 190,615 | $1.1M |
| 1607 Capital Partners, LLC | 0.09% | Reduce -5.5% | 184,401 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.1% | 174,019 | $1.0M |
| Park Avenue Securities LLC | 0.01% | Add +6.3% | 162,065 | $942K |
| Capstone Investment Advisors, LLC | 0.01% | New | 149,590 | $869K |
| Ackerman Capital Advisors, LLC | 0.22% | Add +25.9% | 147,644 | $858K |
| Noble Wealth Management PBC | 0.57% | — | 141,628 | $823K |
| Blue Bell Private Wealth Management, LLC | 0.15% | Add +6.6% | 131,521 | $764K |
| Riverbridge Partners LLC | 0.01% | Reduce -9.5% | 129,180 | $751K |
| HighTower Advisors, LLC | 0.00% | Add +15.3% | 127,956 | $743K |
| UBS Group AG | 0.00% | Reduce -4.2% | 117,059 | $680K |
| Thomas J. Herzfeld Advisors, Inc. | 0.20% | Add +7.6% | 107,273 | $623K |
| PFS Partners, LLC | 0.28% | Add +1.2% | 86,940 | $505K |
| Savvy Advisors, Inc. | 0.05% | New | 77,406 | $450K |
| Bridgewater Advisors Inc. | 0.04% | No change | 67,770 | $394K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -10.5% | 66,466 | $386K |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.9% | 66,227 | $385K |
| Stifel Financial Corp. | 0.00% | Add +1.2% | 62,195 | $361K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.2% | 61,519 | $357K |
| Raymond James Financial Inc. | 0.00% | — | 59,040 | $343K |
| Focus Partners Wealth | 0.00% | No change | 50,000 | $291K |
| Gridiron Partners, LLC | 0.18% | No change | 48,891 | $284K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -22.9% | 46,924 | $273K |
| Benjamin Edwards Inc. | 0.00% | Add +94.4% | 46,361 | $269K |
| Melfa Wealth Management, Inc. | 0.17% | Add +39.5% | 44,111 | $256K |
| Rothschild Investment LLC | 0.02% | No change | 40,485 | $235K |
| Invesco Ltd. | 0.00% | Add +0.2% | 39,311 | $228K |
| Palogic Value Management, L.P. | 0.09% | No change | 39,274 | $228K |
| Fortitude Advisory Group L.L.C. | 0.14% | No change | 38,762 | $225K |
| Osaic Holdings, Inc. | 0.00% | Reduce -78.1% | 36,600 | $213K |
| Wolverine Asset Management LLC | 0.02% | Add +229.1% | 35,568 | $207K |
| Avior Wealth Management, LLC | 0.01% | Reduce -1.1% | 34,882 | $203K |
| Bank of America Corp. | 0.00% | Add +2269.6% | 34,264 | $199K |
| Arkos Global Advisors | 0.03% | Reduce -5.5% | 34,002 | $198K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -4.5% | 33,804 | $196K |
| Matisse Capital | 0.10% | No change | 32,630 | $190K |
| Ranch Capital Advisors Inc. | 0.09% | Add +0.2% | 31,679 | $184K |
| Integrated Capital Management, Inc. | 0.14% | Add +2.2% | 30,982 | $180K |
| Mercer Global Advisors Inc. | 0.00% | New | 30,507 | $177K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.3% | 29,603 | $172K |
| Lee Financial Co | 0.02% | No change | 29,000 | $168K |
| Geneos Wealth Management Inc. | 0.01% | No change | 28,230 | $164K |
| Aviance Capital Partners, LLC | 0.02% | Add +0.2% | 27,134 | $158K |
| Camelot Portfolios, LLC | 0.16% | Reduce -2.4% | 25,872 | $150K |
| Karpus Management, Inc. | 0.00% | No change | 25,793 | $150K |
| Modern Wealth Management, LLC | 0.01% | No change | 23,593 | $137K |
| Advisor OS, LLC | 0.02% | Add +1.2% | 23,377 | $136K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.9% | 22,787 | $132K |
| Everstar Asset Management, LLC | 0.09% | No change | 22,100 | $128K |
| Wedbush Securities Inc. | 0.00% | Add +35.6% | 18,300 | $106K |
| LexAurum Advisors, LLC | 0.02% | No change | 17,234 | $100K |
| Novak & Powell Financial Services, Inc. | 0.06% | Add +1.2% | 17,231 | $100K |
| Capital Market Strategies LLC | 0.06% | Reduce -39.5% | 17,219 | $100K |
| Susquehanna International Group, LLP | 0.00% | New | 16,155 | $94K |
| Realta Investment Advisors | 0.04% | No change | 15,247 | $89K |
| Landscape Capital Management, L.L.C. | 0.01% | New | 14,527 | $84K |
| Signature Estate & Investment Advisors LLC | 0.00% | Reduce -11.0% | 14,040 | $82K |
| Citadel Advisors | 0.00% | Reduce -19.5% | 13,699 | $80K |
| Readystate Asset Management LP | 0.01% | New | 13,477 | $78K |
| MIdWestOne Financial Group, Inc. | 0.01% | No change | 12,214 | $71K |
| Clear Creek Financial Management, LLC | 0.01% | No change | 11,910 | $69K |
| StoneX Group Inc. | 0.00% | New | 10,894 | $63K |
| Plan A Wealth LLC | 0.06% | — | 10,500 | $61K |
| Mariner, LLC | 0.00% | No change | 10,330 | $60K |
| Wealthcare Advisory Partners LLC | 0.00% | No change | 10,131 | $59K |
| Smith, Moore & Co. | 0.01% | No change | 10,000 | $58K |
| Moors & Cabot, Inc. | 0.00% | No change | 10,000 | $58K |
| Nomura Holdings Inc. | 0.00% | Reduce -46.3% | 10,000 | $58K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -89.7% | 9,800 | $57K |
| US Bancorp \de | 0.00% | No change | 7,007 | $41K |
| Global Retirement Partners, LLC | 0.00% | No change | 7,000 | $41K |
| Hollencrest Capital Management | 0.00% | No change | 6,970 | $40K |
| Elequin Capital, LP | 0.01% | New | 6,232 | $36K |
| MAI Capital Management | 0.00% | New | 6,023 | $35K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 4,897 | $28K |
| Transce3nd, LLC | 0.01% | — | 3,884 | $23K |
| Royal Bank of Canada | 0.00% | Add +15.0% | 2,187 | $13K |
| Bessemer Group Inc. | 0.00% | Add +69.2% | 1,528 | $9K |
| Activest Wealth Management | 0.00% | No change | 1,500 | $9K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 1,447 | $8K |
| Darwin Wealth Management, LLC | 0.00% | No change | 1,000 | $6K |
| Briaud Financial Planning Inc | 0.00% | No change | 874 | $5K |
| Mascoma Wealth Management LLC | 0.00% | No change | 565 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +23.3% | 159 | $924 |
| FMR LLC | 0.00% | New | 1 | $6 |
| 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.