BBPWM
DSM

Blue Bell Private Wealth Management’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Blue Bell Private Wealth Management’s Portfolio DSM Stock Details DSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$656K Sell
109,101
-13,904
-11% -$84.9K 0.09% 139
2025
Q4 		$759K Sell
123,005
-4,077
-3% -$24.4K 0.11% 119
2025
Q3 		$752K Sell
127,082
-3,368
-3% -$19.1K 0.11% 121
2025
Q2 		$731K Buy
130,450
+4,215
+3% +$23.6K 0.12% 103
2025
Q1 		$728K Sell
126,235
-5,286
-4% -$31.1K 0.14% 95
2024
Q4 		$764K Buy
131,521
+8,097
+7% +$48.9K 0.15% 89
2024
Q3 		$769K Buy
123,424
+82,019
+198% +$498K 0.15% 89
2024
Q2 		$246K Buy
41,405
+27,506
+198% +$158K 0.05% 176
2024
Q1 		$81.4K Buy
+13,899
New +$80K 0.02% 283

Other funds holding DSM

SCM
Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return