BNY MELLON STRATEGIC MUN BD's ticker is DSM and the CUSIP is 09662E109. A total of 89 filers reported holding BNY MELLON STRATEGIC MUN BD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $133,176 | -10.1% | 26,796 | +3.2% | 0.12% | -10.6% |
| Q2 2023 | $148,064 | +2.9% | 25,976 | -60.8% | 0.13% | +0.8% |
| Q1 2023 | $143,841 | -1.2% | 66,286 | +163.2% | 0.13% | -2.2% |
| Q4 2022 | $145,556 | +3.2% | 25,183 | +0.9% | 0.13% | -3.6% |
| Q3 2022 | $141,000 | -9.6% | 24,960 | -0.8% | 0.14% | -2.8% |
| Q2 2022 | $156,000 | -6.0% | 25,163 | +6.9% | 0.14% | +5.1% |
| Q1 2022 | $166,000 | -16.6% | 23,548 | -1.5% | 0.14% | -12.8% |
| Q4 2021 | $199,000 | +12.4% | 23,907 | +7.6% | 0.16% | +7.6% |
| Q3 2021 | $177,000 | +9.3% | 22,220 | +12.4% | 0.14% | +14.2% |
| Q2 2021 | $162,000 | +19.1% | 19,767 | +13.8% | 0.13% | +5.8% |
| Q1 2021 | $136,000 | +14.3% | 17,374 | +14.8% | 0.12% | +25.0% |
| Q4 2020 | $119,000 | +16.7% | 15,136 | +8.2% | 0.10% | +6.7% |
| Q3 2020 | $102,000 | +21.4% | 13,990 | +19.2% | 0.09% | +7.1% |
| Q1 2020 | $84,000 | – | 11,735 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DELPHI FINANCIAL GROUP, INC. | 74,535 | $591,000 | 0.22% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 75,577 | $613,000 | 0.20% |
| Arete Wealth Advisors, LLC | 125,702 | $997,000 | 0.19% |
| ProVise Management Group, LLC | 106,128 | $842,000 | 0.11% |
| Fairhaven Wealth Management, LLC | 14,777 | $117,000 | 0.11% |
| Laurel Wealth Advisors, Inc. | 60,129 | $477,000 | 0.10% |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 17,500 | $139,000 | 0.09% |
| M Holdings Securities, Inc. | 27,670 | $219,000 | 0.07% |
| SIT INVESTMENT ASSOCIATES INC | 267,953 | $2,125,000 | 0.07% |
| WEDBUSH SECURITIES INC | 70,536 | $559,000 | 0.06% |