Cambridge Investment Research Advisors
DSM

Cambridge Investment Research Advisors’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Cambridge Investment Research Advisors’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 		$63K Buy
+10,487
New +$64K ﹤0.01% 3835
2025
Q4 		– Sell
-13,737
Closed -$81K – 3856
2025
Q3 		$81K Sell
13,737
-2,531
-16% -$14.4K ﹤0.01% 3611
2025
Q2 		$91K Sell
16,268
-10,102
-38% -$56.6K ﹤0.01% 3478
2025
Q1 		$152K Sell
26,370
-3,233
-11% -$19K ﹤0.01% 3274
2024
Q4 		$172K Sell
29,603
-1,975
-6% -$11.9K ﹤0.01% 3227
2024
Q3 		$197K Buy
31,578
+172
+0.5% +$1.04K ﹤0.01% 3161
2024
Q2 		$187K Sell
31,406
-1,554
-5% -$8.9K ﹤0.01% 3060
2024
Q1 		$193K Sell
32,960
-14,643
-31% -$84.3K ﹤0.01% 3032
2023
Q4 		$272K Buy
47,603
+6,666
+16% +$34.8K ﹤0.01% 2665
2023
Q3 		$203K Sell
40,937
-257
-0.6% -$1.41K ﹤0.01% 2802
2023
Q2 		$235K Buy
41,194
+11,223
+37% +$64.2K ﹤0.01% 2740
2023
Q1 		$180K Buy
29,971
+6,644
+28% +$38.9K ﹤0.01% 2858
2022
Q4 		$135K Sell
23,327
-1,889
-7% -$10.7K ﹤0.01% 2855
2022
Q3 		$143K Buy
25,216
+73
+0.3% +$464 ﹤0.01% 2794
2022
Q2 		$156K Buy
25,143
+10,237
+69% +$66.5K ﹤0.01% 2785
2022
Q1 		$105K Sell
14,906
-541
-4% -$4.03K ﹤0.01% 3004
2021
Q4 		$129K Buy
15,447
+13
+0.1% +$106 ﹤0.01% 2993
2021
Q3 		$123K Sell
15,434
-1,024
-6% -$8.55K ﹤0.01% 2921
2021
Q2 		$135K Sell
16,458
-4,722
-22% -$38.2K ﹤0.01% 2922
2021
Q1 		$166K Buy
21,180
+9,896
+88% +$77.4K ﹤0.01% 2682
2020
Q4 		$89K Sell
11,284
-2,604
-19% -$19.6K ﹤0.01% 2616
2020
Q3 		$101K Buy
+13,888
New +$104K ﹤0.01% 2389
2016
Q4 		– Sell
-13,240
Closed -$117K – 1741
2016
Q3 		$117K Sell
13,240
-6,001
-31% -$53.7K ﹤0.01% 1663
2016
Q2 		$175K Buy
19,241
+6,718
+54% +$58.9K ﹤0.01% 1403
2016
Q1 		$107K Buy
12,523
+256
+2% +$2.14K ﹤0.01% 1508
2015
Q4 		$99K Sell
12,267
-5,520
-31% -$43.8K ﹤0.01% 1486
2015
Q3 		$139K Sell
17,787
-871
-5% -$6.73K ﹤0.01% 1324
2015
Q2 		$143K Sell
18,658
-9,961
-35% -$78.7K ﹤0.01% 1327
2015
Q1 		$232K Buy
28,619
+2,211
+8% +$17.9K 0.01% 1168
2014
Q4 		$210K Buy
26,408
+3,675
+16% +$29.4K 0.01% 1189
2014
Q3 		$183K Hold
22,733
– – 0.01% 1324
2014
Q2 		$188K Sell
22,733
-500
-2% -$4.03K 0.01% 1215
2014
Q1 		$181K Hold
23,233
– – 0.01% 1163
2013
Q4 		$172K Sell
23,233
-3,617
-13% -$26.9K 0.01% 1118
2013
Q3 		$207K Sell
26,850
-40
-0.1% -$303 0.01% 1020
2013
Q2 		$219K Buy
+26,890
New +$237K 0.01% 902

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