Fairhaven Wealth Management, LLC - BNY MELLON STRATEGIC MUN BD ownership

BNY MELLON STRATEGIC MUN BD's ticker is DSM and the CUSIP is 09662E109. A total of 80 filers reported holding BNY MELLON STRATEGIC MUN BD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Fairhaven Wealth Management, LLC ownership history of BNY MELLON STRATEGIC MUN BD
ValueSharesWeighting
Q3 2023$62,065
-12.8%
12,4880.0%0.02%
-7.4%
Q2 2023$71,182
+0.3%
12,4880.0%0.03%
-15.6%
Q3 2022$71,000
-9.0%
12,4880.0%0.03%
-13.5%
Q2 2022$78,000
-11.4%
12,4880.0%0.04%
+2.8%
Q1 2022$88,000
-15.4%
12,4880.0%0.04%
-12.2%
Q4 2021$104,000
+4.0%
12,4880.0%0.04%0.0%
Q3 2021$100,000
-2.9%
12,4880.0%0.04%0.0%
Q2 2021$103,000
+5.1%
12,4880.0%0.04%0.0%
Q1 2021$98,0000.0%12,4880.0%0.04%
-4.7%
Q4 2020$98,000
-29.5%
12,488
-34.5%
0.04%
-47.6%
Q3 2020$139,000
+0.7%
19,0770.0%0.08%
-9.9%
Q2 2020$138,000
+30.2%
19,077
+29.1%
0.09%
-5.2%
Q1 2020$106,000
-10.2%
14,7770.0%0.10%
-2.0%
Q4 2019$118,000
-4.8%
14,7770.0%0.10%
-15.5%
Q3 2019$124,000
+6.0%
14,7770.0%0.12%
+6.4%
Q2 2019$117,00014,7770.11%
Other shareholders
BNY MELLON STRATEGIC MUN BD shareholders Q4 2021
NameSharesValueWeighting ↓
DELPHI FINANCIAL GROUP, INC. 74,535$591,0000.22%
ROBINSON CAPITAL MANAGEMENT, LLC 75,577$613,0000.20%
Arete Wealth Advisors, LLC 125,702$997,0000.19%
ProVise Management Group, LLC 106,128$842,0000.11%
Fairhaven Wealth Management, LLC 14,777$117,0000.11%
Laurel Wealth Advisors, Inc. 60,129$477,0000.10%
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 17,500$139,0000.09%
M Holdings Securities, Inc. 27,670$219,0000.07%
SIT INVESTMENT ASSOCIATES INC 267,953$2,125,0000.07%
WEDBUSH SECURITIES INC 70,536$559,0000.06%
View complete list of BNY MELLON STRATEGIC MUN BD shareholders