Dynamic Advisor Solutions LLC - BNY MELLON STRATEGIC MUN BD ownership

BNY MELLON STRATEGIC MUN BD's ticker is DSM and the CUSIP is 09662E109. A total of 3 filers reported holding BNY MELLON STRATEGIC MUN BD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of BNY MELLON STRATEGIC MUN BD
ValueSharesWeighting
Q3 2023$62,155
-12.8%
12,5060.0%0.00%
-25.0%
Q2 2023$71,284
-5.2%
12,5060.0%0.00%0.0%
Q1 2023$75,161
+4.0%
12,5060.0%0.00%
-20.0%
Q4 2022$72,285
+1.8%
12,5060.0%0.01%0.0%
Q3 2022$71,000
-9.0%
12,5060.0%0.01%
-16.7%
Q2 2022$78,000
-24.3%
12,506
-13.8%
0.01%
-14.3%
Q1 2022$103,000
-1.0%
14,506
+16.0%
0.01%0.0%
Q4 2021$104,000
+4.0%
12,5060.0%0.01%
-12.5%
Q3 2021$100,000
-2.9%
12,5060.0%0.01%0.0%
Q2 2021$103,000
+5.1%
12,5060.0%0.01%
-11.1%
Q1 2021$98,000
-70.9%
12,506
-70.8%
0.01%
-71.9%
Q4 2020$337,000
+11.2%
42,874
+3.3%
0.03%
-5.9%
Q3 2020$303,000
+0.7%
41,5180.0%0.03%
-17.1%
Q2 2020$301,000
+1.0%
41,5180.0%0.04%
-24.1%
Q1 2020$298,000
-10.2%
41,5180.0%0.05%
+20.0%
Q4 2019$332,000
-4.9%
41,5180.0%0.04%
-16.7%
Q3 2019$349,000
+28.8%
41,518
+21.3%
0.05%
+22.7%
Q2 2019$271,00034,2360.04%
Other shareholders
BNY MELLON STRATEGIC MUN BD shareholders Q4 2023
NameSharesValueWeighting ↓
Hennion & Walsh Asset Management, Inc. 2,605,200$18,419,0000.98%
ROBINSON CAPITAL MANAGEMENT, LLC 179,522$1,262,0000.87%
Capital Market Strategies LLC 57,275$405,0000.35%
Logan Stone Capital, LLC 53,872$381,0000.28%
Ranch Capital Advisors Inc. 47,216$334,0000.22%
Crown Wealth Group, LLC 38,708$274,0000.19%
Worth Asset Management, LLC 41,496$265,0000.17%
Fortitude Advisory Group L.L.C. 38,762$274,0000.15%
INTEGRATED CAPITAL MANAGEMENT, INC. 23,548$166,0000.14%
Opal Wealth Advisors, LLC 14,506$103,0000.09%
View complete list of BNY MELLON STRATEGIC MUN BD shareholders