BNYM Strat Muni BNDDSM
13F holders, Q1 2025 (March 31)95holders −8
6new positions
13sold out
1famous investor
$7.02avg. 13F price*
At the end of Q1 2025, 95 institutions reported holding BNYM Strat Muni BND (DSM) in their 13F filings, down 8 from Q4 2024. 6 opened new positions and 13 sold out. The largest holders were Nuveen, LLC ($29.0M), Saba Capital Management, L.P. ($24.5M) and Pathstone Holdings, LLC ($18.5M). 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 (Q1 2025)
- CUSIP
- 09662E109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $427K |
| Exits | 13 | $2.3M |
All 13F filers, Q4 2024 → Q1 2025: 2,053,044 shares bought and 1,027,460 shares sold, net +1,025,584 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 95 holders
| Nuveen, LLC | 0.01% | — | 328,153 | $29.0M |
| Saba Capital Management, L.P. | 0.68% | Add +3.0% | 4,250,548 | $24.5M |
| Pathstone Holdings, LLC | 0.08% | Add +26.0% | 3,117,257 | $18.5M |
| Bulldog Investors, LLP | 3.96% | Add +20.3% | 2,527,427 | $14.6M |
| Rivernorth Capital Management, LLC | 0.47% | Reduce -1.3% | 1,515,874 | $8.7M |
| Hennion & Walsh Asset Management, Inc. | 0.29% | Reduce -0.8% | 1,135,009 | $6.5M |
| Guggenheim Capital LLC | 0.05% | Reduce -2.9% | 882,360 | $5.1M |
| Almitas Capital LLC | 1.63% | Add +36.1% | 851,087 | $4.9M |
| Whitebox Advisors LLC | 0.37% | Add +22.1% | 756,799 | $4.4M |
| LPL Financial LLC | 0.00% | Add +7.3% | 712,095 | $4.1M |
| Wells Fargo & Company | 0.00% | Add +24.9% | 663,375 | $3.8M |
| Sit Investment Associates Inc. | 0.06% | Reduce -8.7% | 472,364 | $2.7M |
| Morgan Stanley | 0.00% | Reduce -26.9% | 445,177 | $2.6M |
| Logan Stone Capital, LLC | 1.02% | Reduce -6.0% | 377,275 | $2.2M |
| Van Eck Associates Corp. | 0.00% | Reduce -19.9% | 336,288 | $1.9M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -3.5% | 290,241 | $1.7M |
| Capstone Investment Advisors, LLC | 0.01% | Add +25.4% | 187,555 | $1.1M |
| 1607 Capital Partners, LLC | 0.09% | No change | 184,401 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.7% | 175,153 | $1.0M |
| Ackerman Capital Advisors, LLC | 0.26% | Add +16.5% | 171,986 | $992K |
| Park Avenue Securities LLC | 0.01% | Reduce -1.8% | 159,112 | $918K |
| Riverbridge Partners LLC | 0.01% | Add +18.5% | 153,113 | $883K |
| Noble Wealth Management PBC | 0.54% | Reduce -4.0% | 135,978 | $785K |
| Thomas J. Herzfeld Advisors, Inc. | 0.25% | Add +19.1% | 127,724 | $737K |
| Blue Bell Private Wealth Management, LLC | 0.14% | Reduce -4.0% | 126,235 | $728K |
| HighTower Advisors, LLC | 0.00% | Reduce -7.3% | 118,599 | $684K |
| UBS Group AG | 0.00% | Reduce -4.3% | 112,005 | $646K |
| Bridgewater Advisors Inc. | 0.04% | Add +36.9% | 92,770 | $520K |
| PFS Partners, LLC | 0.27% | Add +0.9% | 87,739 | $506K |
| Savvy Advisors, Inc. | 0.05% | Add +11.8% | 86,523 | $499K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.9% | 67,077 | $387K |
| AQR Arbitrage LLC | 0.02% | Reduce -65.0% | 66,816 | $386K |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.0% | 62,901 | $363K |
| Bank of New York Mellon Corp | 0.00% | Reduce 0.0% | 61,518 | $355K |
| Stifel Financial Corp. | 0.00% | Reduce -2.4% | 60,730 | $350K |
| Gridiron Partners, LLC | 0.18% | No change | 48,891 | $282K |
| Palogic Value Management, L.P. | 0.13% | Add +23.4% | 48,475 | $280K |
| Citadel Advisors | 0.00% | Add +252.8% | 48,334 | $279K |
| Arete Wealth Advisors, LLC | 0.02% | Add +2.8% | 48,237 | $278K |
| Raymond James Financial Inc. | 0.00% | Reduce -19.5% | 47,515 | $274K |
| Avior Wealth Management, LLC | 0.01% | Add +33.5% | 46,581 | $269K |
| Melfa Wealth Management, Inc. | 0.17% | No change | 44,111 | $255K |
| Invesco Ltd. | 0.00% | Add +5.3% | 41,405 | $239K |
| Rothschild Investment LLC | 0.02% | No change | 40,485 | $234K |
| Camelot Portfolios, LLC | 0.14% | Add +50.6% | 38,960 | $225K |
| Benjamin Edwards Inc. | 0.00% | Reduce -16.6% | 38,649 | $223K |
| Fortitude Advisory Group L.L.C. | 0.15% | No change | 38,762 | $212K |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.4% | 34,986 | $202K |
| Mercer Global Advisors Inc. | 0.00% | Add +11.5% | 34,007 | $196K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 33,804 | $195K |
| Integrated Capital Management, Inc. | 0.15% | Add +7.5% | 33,293 | $192K |
| Matisse Capital | 0.10% | No change | 32,630 | $188K |
| Ranch Capital Advisors Inc. | 0.09% | Add +0.1% | 31,726 | $183K |
| Aviance Capital Partners, LLC | 0.02% | Add +11.2% | 30,172 | $174K |
| Geneos Wealth Management Inc. | 0.01% | No change | 28,230 | $163K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -10.9% | 26,370 | $152K |
| Karpus Management, Inc. | 0.00% | No change | 25,793 | $149K |
| Advisor OS, LLC | 0.02% | Add +6.6% | 24,930 | $144K |
| Wolverine Asset Management LLC | 0.01% | Reduce -31.4% | 24,409 | $141K |
| Modern Wealth Management, LLC | 0.00% | No change | 23,593 | $136K |
| NewEdge Advisors, LLC | 0.00% | Add +0.0% | 22,793 | $132K |
| Susquehanna International Group, LLP | 0.00% | Add +34.4% | 21,707 | $125K |
| Landscape Capital Management, L.L.C. | 0.01% | Add +46.4% | 21,262 | $123K |
| Janney Montgomery Scott LLC | 0.00% | New | 19,206 | $111K |
| Wedbush Securities Inc. | 0.00% | Add +3.7% | 18,975 | $109K |
| Capital Market Strategies LLC | 0.07% | Add +8.6% | 18,700 | $108K |
| Cetera Investment Advisers | 0.00% | New | 18,512 | $107K |
| Novak & Powell Financial Services, Inc. | 0.06% | Add +0.9% | 17,389 | $100K |
| LexAurum Advisors, LLC | 0.02% | No change | 17,234 | $99K |
| Everstar Asset Management, LLC | 0.06% | Reduce -30.0% | 15,468 | $89K |
| Realta Investment Advisors | 0.04% | No change | 15,247 | $88K |
| CJM Wealth Advisers, Ltd. | 0.03% | New | 14,922 | $86K |
| StoneX Group Inc. | 0.00% | Add +32.0% | 14,376 | $83K |
| Signature Estate & Investment Advisors LLC | 0.00% | Reduce -12.4% | 12,300 | $71K |
| MIdWestOne Financial Group, Inc. | 0.01% | No change | 12,214 | $70K |
| Arkos Global Advisors | 0.01% | Reduce -65.4% | 11,752 | $68K |
| MML Investors Services, LLC | 0.00% | New | 11,434 | $66K |
| Plan A Wealth LLC | 0.05% | No change | 10,500 | $61K |
| Mariner, LLC | 0.00% | No change | 10,330 | $60K |
| Wealthcare Advisory Partners LLC | 0.00% | No change | 10,131 | $58K |
| Smith, Moore & Co. | 0.01% | No change | 10,000 | $58K |
| Moors & Cabot, Inc. | 0.00% | No change | 10,000 | $58K |
| US Bancorp \de | 0.00% | No change | 7,007 | $40K |
| Hollencrest Capital Management | 0.00% | No change | 6,970 | $40K |
| Smallwood Wealth Investment Management, LLC | 0.02% | New | 6,460 | $37K |
| MAI Capital Management | 0.00% | No change | 6,023 | $35K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 4,897 | $28K |
| Eastern Bank | 0.00% | New | 3,441 | $20K |
| 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 |
| Bank of America Corp. | 0.00% | Reduce -97.2% | 946 | $5K |
| Briaud Financial Planning Inc | 0.00% | No change | 874 | $5K |
| Mascoma Wealth Management LLC | 0.00% | No change | 565 | $3K |
| 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.