BNYM Strat Muni BNDDSM
13F holders, Q4 2025 (December 31)85holders −6
8new positions
15sold out
$6.17avg. 13F price*
At the end of Q4 2025, 85 institutions reported holding BNYM Strat Muni BND (DSM) in their 13F filings, down 6 from Q3 2025. 8 opened new positions and 15 sold out. The largest holders were Saba Capital Management, L.P. ($32.0M), Bulldog Investors, LLP ($20.4M) and Pathstone Holdings, LLC ($20.4M).
- Company
- BNYM Strat Muni BND
- Filed as
- BNY MELLON STRATEGIC MUN BD (Q4 2025)
- CUSIP
- 09662E109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $5.8M |
| Exits | 15 | $3.9M |
All 13F filers, Q3 2025 → Q4 2025: 2,466,269 shares bought and 2,078,144 shares sold, net +388,125 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 85 holders
| Saba Capital Management, L.P. | 1.09% | Add +0.5% | 5,179,441 | $32.0M |
| Bulldog Investors, LLP | 4.57% | Add +26.1% | 3,308,091 | $20.4M |
| Pathstone Holdings, LLC | 0.08% | Reduce -7.3% | 3,298,493 | $20.4M |
| Sit Investment Associates Inc. | 0.23% | Add +11.8% | 1,862,381 | $11.5M |
| Guggenheim Capital LLC | 0.06% | Add +29.0% | 1,239,418 | $7.6M |
| Karpus Management, Inc. | 0.18% | Add +10.6% | 951,272 | $5.9M |
| Almitas Capital LLC | 1.26% | Add +8.8% | 926,301 | $5.7M |
| Rivernorth Capital Management, LLC | 0.25% | Reduce -32.4% | 835,592 | $5.2M |
| Robinson Capital Management, LLC | 1.53% | New | 587,374 | $3.6M |
| LPL Financial LLC | 0.00% | Reduce -10.5% | 583,166 | $3.6M |
| Wells Fargo & Company | 0.00% | Add +1.2% | 404,626 | $2.5M |
| Hennion & Walsh Asset Management, Inc. | 0.08% | Reduce -38.2% | 388,511 | $2.4M |
| Van Eck Associates Corp. | 0.00% | Add +13.4% | 369,531 | $2.3M |
| Morgan Stanley | 0.00% | Reduce -15.7% | 362,328 | $2.2M |
| Thomas J. Herzfeld Advisors, Inc. | 0.71% | Add +0.7% | 341,091 | $2.1M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -1.4% | 330,711 | $2.0M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -6.0% | 261,588 | $1.6M |
| Riverbridge Partners LLC | 0.03% | Add +44.3% | 237,540 | $1.5M |
| Lord, Abbett & Co. LLC | 0.00% | New | 200,000 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.6% | 194,125 | $1.2M |
| Capstone Investment Advisors, LLC | 0.01% | No change | 187,555 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Reduce -0.5% | 173,085 | $1.1M |
| 1607 Capital Partners, LLC | 0.07% | No change | 159,401 | $984K |
| Nuveen, LLC | 0.00% | No change | 136,099 | $840K |
| Blue Bell Private Wealth Management, LLC | 0.11% | Reduce -3.2% | 123,005 | $759K |
| Ackerman Capital Advisors, LLC | 0.15% | Reduce -3.8% | 122,251 | $754K |
| UBS Group AG | 0.00% | Add +1.3% | 112,793 | $696K |
| Invesco Ltd. | 0.00% | Reduce -2.0% | 103,417 | $638K |
| Closed-End Fund Advisors, Inc. | 0.37% | — | 100,339 | $619K |
| Bridgewater Advisors Inc. | 0.04% | No change | 92,770 | $561K |
| PFS Partners, LLC | 0.26% | Add +1.6% | 90,790 | $560K |
| Noble Wealth Management PBC | 0.26% | Reduce -1.0% | 83,278 | $514K |
| Opal Wealth Advisors, LLC | 0.13% | New | 81,005 | $500K |
| Bank of America Corp. | 0.00% | No change | 73,353 | $453K |
| Stifel Financial Corp. | 0.00% | Reduce -9.7% | 60,728 | $375K |
| Palogic Value Management, L.P. | 0.14% | Add +11.5% | 54,030 | $333K |
| Cohen & Steers, Inc. | 0.00% | No change | 50,000 | $309K |
| Gridiron Partners, LLC | 0.17% | Reduce -86.7% | 48,891 | $302K |
| Raymond James Financial Inc. | 0.00% | Reduce -3.4% | 47,611 | $294K |
| &partners | 0.00% | New | 44,305 | $273K |
| Melfa Wealth Management, Inc. | 0.16% | No change | 44,111 | $272K |
| Geneos Wealth Management Inc. | 0.01% | No change | 42,860 | $264K |
| HighTower Advisors, LLC | 0.00% | Add +15.9% | 42,452 | $262K |
| Fortitude Advisory Group L.L.C. | 0.10% | No change | 38,762 | $239K |
| Integrated Capital Management, Inc. | 0.16% | Reduce -1.9% | 38,573 | $238K |
| Camelot Portfolios, LLC | 0.15% | Add +0.1% | 38,173 | $236K |
| Traub Capital Management LLC | 0.22% | No change | 37,810 | $233K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -17.3% | 37,504 | $231K |
| Catalina Capital Group, LLC | 0.14% | No change | 36,500 | $225K |
| Aviance Capital Partners, LLC | 0.02% | Add +0.6% | 33,469 | $207K |
| Ranch Capital Advisors Inc. | 0.07% | Add +0.3% | 29,156 | $180K |
| Petersen Hastings Wealth Advisors Inc. | 0.02% | — | 28,930 | $178K |
| Evolve Private Wealth, LLC | 0.01% | — | 28,035 | $173K |
| Osaic Holdings, Inc. | 0.00% | Reduce -15.0% | 25,722 | $159K |
| Ameriprise Financial Inc. | 0.00% | Add +25.8% | 23,259 | $144K |
| Jane Street Group, LLC | 0.00% | Add +114.5% | 21,907 | $135K |
| Susquehanna International Group, LLP | 0.00% | Add +34.0% | 20,237 | $125K |
| Cetera Investment Advisers | 0.00% | Add +1.3% | 18,877 | $116K |
| Novak & Powell Financial Services, Inc. | 0.06% | New | 18,030 | $111K |
| MML Investors Services, LLC | 0.00% | Add +5.5% | 16,014 | $99K |
| CJM Wealth Advisers, Ltd. | 0.03% | Add +1.6% | 15,443 | $95K |
| Janney Montgomery Scott LLC | 0.00% | Add +22.0% | 15,331 | $95K |
| Realta Investment Advisors | 0.03% | No change | 15,247 | $94K |
| NewEdge Advisors, LLC | 0.00% | Add +0.1% | 14,254 | $88K |
| Bokf, NA | 0.00% | New | 12,831 | $79K |
| MIdWestOne Financial Group, Inc. | 0.01% | No change | 12,214 | $75K |
| Everstar Asset Management, LLC | 0.04% | No change | 12,100 | $75K |
| Signature Estate & Investment Advisors LLC | 0.00% | No change | 12,057 | $74K |
| Mariner, LLC | 0.00% | Reduce -2.8% | 11,853 | $73K |
| Plan A Wealth LLC | 0.03% | No change | 10,500 | $65K |
| Smith, Moore & Co. | 0.00% | No change | 10,000 | $62K |
| Cerity Partners LLC | 0.00% | No change | 10,000 | $62K |
| Root Financial Partners, LLC | 0.00% | Reduce -0.0% | 8,188 | $51K |
| Hollencrest Capital Management | 0.00% | No change | 6,970 | $43K |
| Smallwood Wealth Investment Management, LLC | 0.02% | No change | 6,460 | $40K |
| MAI Capital Management | 0.00% | No change | 6,023 | $37K |
| Eastern Bank | 0.00% | Add +45.4% | 5,003 | $31K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 4,758 | $29K |
| Kestra Advisory Services, LLC | 0.00% | New | 3,733 | $23K |
| Royal Bank of Canada | 0.00% | Add +414.0% | 2,570 | $16K |
| Kilter Group LLC | 0.01% | Add +1.6% | 2,162 | $13K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 1,447 | $9K |
| Darwin Wealth Management, LLC | 0.00% | No change | 1,000 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 500 | $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.