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Disclosery

DSM BNY MELLON STRATEGIC MUN BD

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COM (fund), issuer CIK 855887

104 managers (104 13F filers) reported a position in DSM shares at 2024-12-31, 21,057,747 shares in all. 12 filers opened a position and 9 filers sold out during the quarter.

Managers
104
13F filers
104
New
12
Added
29
Reduced
27
Sold out
9
Shares held by filers
21,057,747

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Saba Capital Management, L.P.in group Saba Capital Management, L.P.4,127,582$24M0.6%+116,31513F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,474,029$14.4M0.06%+332,26613F-HRTimelineGroup
Bulldog Investors, LLP2,101,361$12.2M3.19%+1,281,12713F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC1,534,997$8.92M0.43%-131,88013F-HRTimeline
Hennion & Walsh Asset Management, Inc.1,144,784$6.65M0.3%-9,06713F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC909,118$5.28M0.04%+35,25113F-HRTimelineGroup
LPL Financial LLC663,945$3.86M<0.01%-63,11713F-HRTimeline
Almitas Capital LLC625,461$3.63M0.8%new13F-HRTimeline
WHITEBOX ADVISORS LLC619,946$3.6M0.13%+427,81913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY608,652$3.54M<0.01%-51,36713F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN531,115$3.09M<0.01%+71,53413F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC517,439$3.01M0.07%-108,80013F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP419,830$2.44M<0.01%+23,13513F-HRTimelineGroup
Logan Stone Capital, LLC401,528$2.33M0.78%-263,20713F-HRTimeline
Capital Investment Advisors, LLC300,599$1.75M0.04%-13,29113F-HRTimeline
Advisors Asset Management, Inc.250,849$1.46M0.03%new13F-HR/ATimeline
Nuveen Asset Management, LLCin group TIAA215,289$1.25M<0.01%013F-HRTimelineGroup
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC190,615$1.11M0.03%-114,40413F-HRTimelineGroup
1607 Capital Partners, LLC184,401$1.07M0.09%-10,62013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC174,019$1.01M<0.01%+3,50613F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC162,065$942K0.01%+9,66613F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…149,590$869K0.01%new13F-HRTimelineGroup
Ackerman Capital Advisors, LLC147,644$858K0.22%+30,36213F-HRTimeline
Noble Wealth Management PBC141,628$823K0.57%13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC131,521$764K0.15%+8,09713F-HRTimeline
RIVERBRIDGE PARTNERS LLC129,180$751K0.01%-13,60013F-HRTimeline
HighTower Advisors, LLC127,956$743K<0.01%+16,96413F-HRTimeline
UBS Group AGin group UBS Group AG117,059$680K<0.01%-5,14513F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.107,273$623K0.2%+7,56313F-HRTimeline
PFS Partners, LLC86,940$505K0.28%+1,03113F-HRTimeline
Savvy Advisors, Inc.77,406$450K0.05%new13F-HRTimeline
Bridgewater Advisors Inc.67,770$394K0.04%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…66,466$386K<0.01%-7,78913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC66,227$385K<0.01%-58413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP62,195$361K<0.01%+75313F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp61,519$357K<0.01%-14613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC59,040$343K<0.01%13F-HR/ATimelineGroup
Focus Partners Wealthin group Focus Partners Wealth50,000$290K<0.01%013F-HR/ATimelineGroup
Gridiron Partners, LLC48,891$284K0.18%013F-HRTimeline
Arete Wealth Advisors, LLC46,924$273K0.02%-13,90113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC46,361$269K<0.01%+22,51813F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.44,111$256K0.17%+12,50013F-HRTimeline
ROTHSCHILD INVESTMENT LLC40,485$235K0.02%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.39,311$228K<0.01%+7513F-HRTimelineGroup
Palogic Value Management, L.P.39,274$228K0.09%013F-HR/ATimeline
Fortitude Advisory Group L.L.C.38,762$225K0.14%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.36,600$213K<0.01%-130,55213F-HR/ATimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC35,568$207K<0.01%+24,76113F-HRTimelineGroup
Avior Wealth Management, LLC34,882$203K0.01%-37613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/34,264$199K<0.01%+32,81813F-HRTimelineGroup
Arkos Global Advisors34,002$198K0.03%-1,99813F-HRTimeline
Integrated Wealth Concepts LLC33,804$196K<0.01%-1,59313F-HRTimeline
Matisse Capital32,630$190K0.1%013F-HRTimeline
Ranch Capital Advisors Inc.31,679$184K0.09%+6113F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.30,982$180K0.14%+66313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV30,507$177K<0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…29,603$172K<0.01%-1,97513F-HRTimeline
Lee Financial Co29,000$168K0.02%013F-HRTimeline
Geneos Wealth Management Inc.28,230$164K0.01%013F-HRTimeline
Aviance Capital Partners, LLC27,134$158K0.02%+4313F-HRTimeline
Camelot Portfolios, LLC25,872$150K0.16%-62913F-HRTimeline
Karpus Management, Inc.25,793$150K<0.01%013F-HRTimeline
Modern Wealth Management, LLC23,593$137K0.01%013F-HR/ATimeline
Advisor OS, LLCin group Advisor OS, LLC23,377$136K0.02%+27313F-HRTimelineGroup
NewEdge Advisors, LLC22,787$132K<0.01%-69113F-HRTimeline
Everstar Asset Management, LLC22,100$128K0.09%013F-HRTimeline
WEDBUSH SECURITIES INC18,300$106K<0.01%+4,80013F-HRTimeline
LexAurum Advisors, LLC17,234$100K0.02%013F-HRTimeline
Novak & Powell Financial Services, Inc.17,231$100K0.06%+20413F-HRTimeline
Capital Market Strategies LLC17,219$100K0.06%-11,24013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,155$93.9K<0.01%new13F-HRTimelineGroup
Realta Investment Advisors15,247$89.3K0.04%013F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…14,527$84.4K0.01%new13F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…14,040$81.6K<0.01%-1,72813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,699$79.6K<0.01%-3,31113F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP13,477$78.3K<0.01%new13F-HRTimeline
MIdWestOne Financial Group, Inc.12,214$71K0.01%013F-HRTimeline
Clear Creek Financial Management, LLC11,910$69.2K0.01%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.10,894$63.3K<0.01%new13F-HR/ATimelineGroup
Plan A Wealth LLC10,500$61K0.06%13F-HRTimeline
Mariner, LLCin group Mariner, LLC10,330$60K<0.01%013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …10,131$58.9K<0.01%013F-HRTimelineGroup
SMITH, MOORE & CO.10,000$58.1K0.01%013F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD10,000$58.1K<0.01%-8,62213F-HRTimelineGroup
Moors & Cabot, Inc.10,000$58.1K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC9,800$56.9K<0.01%-85,28913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\7,007$40.7K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC7,000$40.7K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT6,970$40.5K<0.01%013F-HRTimeline
Elequin Capital, LP6,232$36.2K<0.01%new13F-HRTimeline
MAI Capital Management6,023$35K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…4,897$28.5K<0.01%013F-HRTimeline
Transce3nd, LLC3,884$22.6K0.01%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,187$13K<0.01%+28513F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC1,528$9K<0.01%+62513F-HRTimelineGroup
Activest Wealth Management1,500$8.71K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC1,447$8.41K<0.01%013F-HR/ATimeline
Darwin Wealth Management, LLC1,000$5.81K<0.01%013F-HR/ATimeline
Briaud Financial Planning Inc874$5K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC565$3.28K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…159$924<0.01%+3013F-HRTimelineGroup
FMR LLCin group FMR LLC1$6<0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1$6<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • SIT INVESTMENT ASSOCIATES INC and 1 other reporting person reported 2,986,949 DSM shares, 6% of the class, as of 2026-09-30, in a 13G filed 2026-10-02. 0000769317-26-000045

    Accepted , ingested