FFA
DSM

Farther Finance Advisors’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Farther Finance 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
2025
Q1 		– Sell
-9,800
Closed -$56.9K – 4300
2024
Q4 		$56.9K Sell
9,800
-85,289
-90% -$515K ﹤0.01% 1593
2024
Q3 		$592K Buy
95,089
+8,554
+10% +$51.9K 0.02% 526
2024
Q2 		$506K Sell
86,535
-429
-0.5% -$2.46K 0.02% 477
2024
Q1 		$505K Buy
86,964
+70
+0.1% +$403 0.03% 392
2023
Q4 		$496K Buy
86,894
+15,035
+21% +$78.5K 0.04% 353
2023
Q3 		$357K Buy
71,859
+41,590
+137% +$228K 0.06% 261
2023
Q2 		$173K Buy
+30,269
New +$173K 0.04% 334

Other funds holding DSM

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Farther Finance Advisors's DSM Position: Q1 2025 in Review

Farther Finance Advisors sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q1 2025, closing a stake of 9,800 shares — an estimated $56.9K sold.

Farther Finance Advisors first reported a position in DSM in Q2 2023 and held it in 7 quarters. The position peaked at $592K in Q3 2024. 96 funds tracked by Wall St. Rank hold DSM as of Q1 2025.

  • Farther Finance Advisors reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q1 2025 after selling out during the quarter.
  • Farther Finance Advisors sold 9,800 BNY Mellon Strategic Municipal Bond Fund shares in Q1 2025, an estimated $56.9K.
  • Farther Finance Advisors first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q2 2023 and held it in 7 quarters.
  • Farther Finance Advisors's BNY Mellon Strategic Municipal Bond Fund position peaked at $592K in Q3 2024.
  • 96 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q1 2025.

Based on Farther Finance Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.