BNY Mellon Strategic Municipal Bond Fund, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SABA CAPITAL MANAGEMENT, L.P. | 11/14/2024 | 4.01 M | $24.99 M | -1.34% | 8.12% |
| PATHSTONE HOLDINGS, LLC | 11/07/2024 | 2.14 M | $13.34 M | 25.00% | 4.33% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 12/03/2024 | 1.67 M | $10.38 M | 13.72% | 3.37% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2024 | 1.15 M | $7.19 M | -0.72% | 2.33% |
| GUGGENHEIM CAPITAL LLC | 11/13/2024 | 873,867 | $5.44 M | 20.50% | 1.77% |
| BULLDOG INVESTORS, LLP | 11/14/2024 | 820,234 | $5.12 M | 73.00% | 1.66% |
| LPL FINANCIAL LLC | 11/08/2024 | 727,062 | $4.53 M | 10.47% | 1.47% |
| LOGAN STONE CAPITAL, LLC | 11/14/2024 | 664,735 | $4.14 M | -9.03% | 1.34% |
| MORGAN STANLEY | 11/14/2024 | 660,019 | $4.11 M | 0.00% | 1.34% |
| SIT INVESTMENT ASSOCIATES INC | 11/13/2024 | 626,239 | $3.90 M | 9.34% | 1.27% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 459,581 | $2.86 M | 15.00% | 0.93% |
| VAN ECK ASSOCIATES CORP | 10/29/2024 | 396,695 | $2.39 M | -2.86% | 0.80% |
| CAPITAL INVESTMENT ADVISORS, LLC | 10/17/2024 | 313,890 | $1.96 M | 0.97% | 0.64% |
| AQR ARBITRAGE LLC | 11/14/2024 | 305,019 | $1.90 M | -26.78% | 0.62% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 215,289 | $1.35 M | 0.00% | 0.44% |
| 1607 CAPITAL PARTNERS, LLC | 11/14/2024 | 195,021 | $1.21 M | 100.00% | 0.39% |
| WHITEBOX ADVISORS LLC | 11/14/2024 | 192,127 | $1.20 M | 15.87% | 0.39% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 170,513 | $1.06 M | -1.11% | 0.35% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 167,152 | $1.04 M | 322.30% | 0.34% |
| PARK AVENUE SECURITIES LLC | 10/03/2024 | 152,399 | $949,000 | -4.24% | 0.31% |
| RIVERBRIDGE PARTNERS LLC | 10/15/2024 | 142,780 | $889,519 | 40.35% | 0.29% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10/29/2024 | 123,424 | $768,932 | 198.09% | 0.25% |
| UBS GROUP AG | 11/14/2024 | 122,204 | $761,331 | -71.12% | 0.25% |
| ACKERMAN CAPITAL ADVISORS, LLC | 10/24/2024 | 117,282 | $730,667 | 18.90% | 0.24% |
| HIGHTOWER ADVISORS, LLC | 11/14/2024 | 110,992 | $689,000 | 220.51% | 0.22% |
| THOMAS J. HERZFELD ADVISORS, INC. | 11/12/2024 | 99,710 | $621,193 | 1.23% | 0.20% |
| FARTHER FINANCE ADVISORS, LLC | 10/29/2024 | 95,089 | $592,402 | 9.89% | 0.19% |
| PFS PARTNERS, LLC | 11/01/2024 | 85,909 | $535,212 | 0.60% | 0.17% |
| NINE MASTS CAPITAL LTD | 11/12/2024 | 75,885 | $472.76 M | 100.00% | 0.15% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2024 | 74,255 | $462,610 | 0.60% | 0.15% |
| BRIDGEWATER ADVISORS INC. | 10/31/2024 | 67,770 | $405,265 | -12.24% | 0.14% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 66,811 | $416,231 | -0.23% | 0.14% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 61,665 | $384,176 | 100.00% | 0.12% |
| STIFEL FINANCIAL CORP | 11/14/2024 | 61,442 | $382,782 | 4.42% | 0.12% |
| ARETE WEALTH ADVISORS, LLC | 11/18/2024 | 60,825 | $380,000 | -4.16% | 0.12% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 52,114 | $324,673 | -7.86% | 0.11% |
| COLONY GROUP, LLC | 11/14/2024 | 50,000 | $311,500 | 100.00% | 0.10% |
| GRIDIRON PARTNERS, LLC | 11/14/2024 | 48,891 | $304,591 | 0.00% | 0.10% |
| ROTHSCHILD INVESTMENT LLC | 10/18/2024 | 40,485 | $252,222 | 0.00% | 0.08% |
| PALOGIC VALUE MANAGEMENT, L.P. | 11/13/2024 | 39,274 | $244,677 | 0.00% | 0.08% |
| INVESCO LTD. | 11/12/2024 | 39,236 | $244,440 | 1.58% | 0.08% |
| FORTITUDE ADVISORY GROUP L.L.C. | 11/13/2024 | 38,762 | $241,487 | 0.00% | 0.08% |
| ARKOS GLOBAL ADVISORS | 11/15/2024 | 36,000 | $224,000 | 0.00% | 0.07% |
| INTEGRATED WEALTH CONCEPTS LLC | 11/14/2024 | 35,397 | $220,522 | 0.03% | 0.07% |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 11/08/2024 | 35,258 | $219,657 | 24.89% | 0.07% |
| MATISSE CAPITAL | 10/17/2024 | 32,630 | $203,285 | 0.00% | 0.07% |
| RANCH CAPITAL ADVISORS INC. | 11/12/2024 | 31,618 | $196,981 | 0.10% | 0.06% |
| MELFA WEALTH MANAGEMENT, LLC | 10/16/2024 | 31,611 | $196,936 | 44.60% | 0.06% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 10/28/2024 | 31,578 | $197,000 | 0.55% | 0.06% |
| KINGSWOOD WEALTH ADVISORS, LLC | 10/21/2024 | 31,000 | $193,130 | 100.00% | 0.06% |
BNY Mellon Strategic Municipal Bond Fund, Inc.institutional Ownership - FAQ's
During the previous two years, 121 institutional investors and hedge funds held shares of BNY Mellon Strategic Municipal Bond Fund, Inc.. The most heavily invested institutionals were:
Saba Capital Management, L.P.: 4.01 M
Pathstone Holdings, LLC: 2.14 M
RIVERNORTH CAPITAL MANAGEMENT, LLC: 1.67 M
Hennion & Walsh Asset Management, Inc.: 1.15 M
GUGGENHEIM CAPITAL LLC: 873,867
Bulldog Investors, LLP: 820,234
37.42% of BNY Mellon Strategic Municipal Bond Fund, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 19.26 M shares in the last 24 months. This purchase volume represents approximately $112.46 M in transactions.