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Disclosery

DSM BNY MELLON STRATEGIC MUN BD

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COM (fund), issuer CIK 855887

96 managers (96 13F filers) reported a position in DSM shares at 2025-03-31, 22,232,055 shares in all. 6 filers opened a position and 13 filers sold out during the quarter.

Managers
96
13F filers
96
New
6
Added
35
Reduced
26
Sold out
13
Shares held by filers
22,232,055

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Nuveen, LLCin group TIAA328,153$29M0.01%13F-HRTimelineGroup
Saba Capital Management, L.P.in group Saba Capital Management, L.P.4,250,548$24.5M0.67%+122,96613F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,117,257$18.5M0.08%+643,22813F-HRTimelineGroup
Bulldog Investors, LLP2,527,427$14.6M3.95%+426,06613F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC1,515,874$8.75M0.46%-19,12313F-HRTimeline
Hennion & Walsh Asset Management, Inc.1,135,009$6.55M0.29%-9,77513F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC882,360$5.09M0.05%-26,75813F-HRTimelineGroup
Almitas Capital LLC851,087$4.91M1.63%+225,62613F-HRTimeline
WHITEBOX ADVISORS LLC756,799$4.37M0.14%+136,85313F-HRTimeline
LPL Financial LLC712,095$4.11M<0.01%+48,15013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN663,375$3.83M<0.01%+132,26013F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC472,364$2.73M0.06%-45,07513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY445,177$2.57M<0.01%-163,47513F-HRTimelineGroup
Logan Stone Capital, LLC377,275$2.18M1.01%-24,25313F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP336,288$1.94M<0.01%-83,54213F-HRTimelineGroup
Capital Investment Advisors, LLC290,241$1.67M0.03%-10,35813F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…187,555$1.08M0.01%+37,96513F-HRTimelineGroup
1607 Capital Partners, LLC184,401$1.06M0.09%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC175,153$1.01M<0.01%+1,13413F-HRTimelineGroup
Ackerman Capital Advisors, LLC171,986$992K0.26%+24,34213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC159,112$918K0.01%-2,95313F-HRTimelineGroup
RIVERBRIDGE PARTNERS LLC153,113$883K0.01%+23,93313F-HRTimeline
Noble Wealth Management PBC135,978$785K0.54%-5,65013F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.127,724$737K0.25%+20,45113F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC126,235$728K0.14%-5,28613F-HRTimeline
HighTower Advisors, LLC118,599$684K<0.01%-9,35713F-HRTimeline
UBS Group AGin group UBS Group AG112,005$646K<0.01%-5,05413F-HRTimelineGroup
Bridgewater Advisors Inc.92,770$520K0.04%+25,00013F-HRTimeline
PFS Partners, LLC87,739$506K0.27%+79913F-HRTimeline
Savvy Advisors, Inc.86,523$499K0.05%+9,11713F-HRTimeline
Geneos Wealth Management Inc.71,090$410K0.01%+42,86013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…67,077$387K<0.01%+61113F-HRTimelineGroup
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC66,816$386K0.01%-123,79913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC62,901$363K<0.01%-3,32613F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp61,518$355K<0.01%-113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP60,730$350K<0.01%-1,46513F-HRTimelineGroup
Gridiron Partners, LLC48,891$282K0.18%013F-HRTimeline
Palogic Value Management, L.P.48,475$280K0.12%+9,20113F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC48,334$279K<0.01%+34,63513F-HRTimelineGroup
Arete Wealth Advisors, LLC48,237$278K0.02%+1,31313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC47,515$274K<0.01%-11,52513F-HRTimelineGroup
Avior Wealth Management, LLC46,581$269K0.01%+11,69913F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.44,111$255K0.17%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.41,405$239K<0.01%+2,09413F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC40,485$234K0.02%013F-HRTimeline
Camelot Portfolios, LLC38,960$225K0.14%+13,08813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC38,649$223K<0.01%-7,71213F-HRTimelineGroup
Fortitude Advisory Group L.L.C.38,762$212K0.15%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.34,986$202K<0.01%-1,61413F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV34,007$196K<0.01%+3,50013F-HRTimeline
Integrated Wealth Concepts LLC33,804$195K<0.01%013F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.33,293$192K0.15%+2,31113F-HRTimeline
Matisse Capital32,630$188K0.1%013F-HRTimeline
Ranch Capital Advisors Inc.31,726$183K0.09%+4713F-HRTimeline
Aviance Capital Partners, LLC30,172$174K0.02%+3,03813F-HRTimeline
Cambridge Investment Research Advisors,…26,370$152K<0.01%-3,23313F-HRTimeline
Karpus Management, Inc.25,793$149K<0.01%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC24,930$144K0.02%+1,55313F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC24,409$141K<0.01%-11,15913F-HRTimelineGroup
Modern Wealth Management, LLC23,593$136K<0.01%013F-HR/ATimeline
NewEdge Advisors, LLC22,793$132K<0.01%+613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,707$125K<0.01%+5,55213F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…21,262$123K0.01%+6,73513F-HRTimelineGroup
Janney Montgomery Scott LLC19,206$111K<0.01%new13F-HRTimeline
WEDBUSH SECURITIES INC18,975$109K<0.01%+67513F-HRTimeline
Capital Market Strategies LLC18,700$108K0.07%+1,48113F-HRTimeline
Cetera Investment Advisers18,512$107K<0.01%new13F-HRTimeline
Novak & Powell Financial Services, Inc.17,389$100K0.06%+15813F-HRTimeline
LexAurum Advisors, LLC17,234$99.4K0.02%013F-HRTimeline
Everstar Asset Management, LLC15,468$89.2K0.06%-6,63213F-HR/ATimeline
Realta Investment Advisors15,247$88K0.04%013F-HRTimeline
CJM Wealth Advisers, Ltd.14,922$86.1K0.03%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.14,376$83K<0.01%+3,48213F-HR/ATimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…12,300$71K<0.01%-1,74013F-HRTimelineGroup
MIdWestOne Financial Group, Inc.12,214$70.5K0.01%013F-HRTimeline
Arkos Global Advisors11,752$68K0.01%-22,25013F-HRTimeline
MML INVESTORS SERVICES, LLC11,434$66K<0.01%new13F-HRTimeline
Plan A Wealth LLC10,500$60.6K0.05%013F-HRTimeline
Mariner, LLCin group Mariner, LLC10,330$59.6K<0.01%013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …10,131$58.5K<0.01%013F-HRTimelineGroup
SMITH, MOORE & CO.10,000$57.7K0.01%013F-HRTimeline
Moors & Cabot, Inc.10,000$57.7K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\7,007$40.4K<0.01%013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT6,970$40.2K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…6,460$37.3K0.02%new13F-HRTimeline
MAI Capital Management6,023$34.8K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…4,897$28.3K<0.01%013F-HRTimeline
EASTERN BANK3,441$19.9K<0.01%new13F-HRTimeline
Activest Wealth Management1,500$8.65K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC1,447$8.35K<0.01%013F-HR/ATimeline
Darwin Wealth Management, LLC1,000$5.81K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/946$5.46K<0.01%-33,31813F-HRTimelineGroup
Briaud Financial Planning Inc874$5K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC565$3.26K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1$6<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-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