HighTower Advisors
DSM icon

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

HighTower 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
Q2 		$108K Sell
17,492
-12,972
-43% -$78.9K ﹤0.01% 3651
2026
Q1 		$183K Sell
30,464
-11,988
-28% -$73.2K ﹤0.01% 3514
2025
Q4 		$262K Buy
42,452
+5,833
+16% +$34.9K ﹤0.01% 3160
2025
Q3 		$217K Sell
36,619
-1,805
-5% -$10.2K ﹤0.01% 3304
2025
Q2 		$215K Sell
38,424
-80,175
-68% -$450K ﹤0.01% 3215
2025
Q1 		$684K Sell
118,599
-9,357
-7% -$55.1K ﹤0.01% 2222
2024
Q4 		$743K Buy
127,956
+16,964
+15% +$103K ﹤0.01% 2178
2024
Q3 		$689K Buy
110,992
+76,362
+221% +$463K ﹤0.01% 2169
2024
Q2 		$201K Buy
+34,630
New +$198K ﹤0.01% 3022
2024
Q1 		– Sell
-49,889
Closed -$277K – 3710
2023
Q4 		$277K Buy
49,889
+5,470
+12% +$28.6K ﹤0.01% 2768
2023
Q3 		$212K Buy
+44,419
New +$244K ﹤0.01% 2867
2017
Q2 		– Sell
-89,904
Closed -$742K – 2245
2017
Q1 		$742K Sell
89,904
-600
-0.7% -$4.97K 0.01% 1162
2016
Q4 		$724K Buy
90,504
+5,169
+6% +$42.7K 0.01% 1103
2016
Q3 		$754K Sell
85,335
-14,195
-14% -$127K 0.01% 1041
2016
Q2 		$903K Buy
99,530
+10,269
+12% +$90K 0.01% 928
2016
Q1 		$762K Buy
89,261
+2,938
+3% +$24.6K ﹤0.01% 1165
2015
Q4 		$694K Hold
86,323
– – 0.01% 1154
2015
Q3 		$674K Sell
86,323
-2,007
-2% -$15.5K 0.01% 1073
2015
Q2 		$677K Sell
88,330
-500
-0.6% -$3.95K 0.01% 913
2015
Q1 		$719K Sell
88,830
-1,242
-1% -$10K 0.01% 938
2014
Q4 		$717K Hold
90,072
– – 0.01% 928
2014
Q3 		$725K Sell
90,072
-14,500
-14% -$117K 0.01% 891
2014
Q2 		$867K Sell
104,572
-5,361
-5% -$43.2K 0.02% 869
2014
Q1 		$857K Buy
109,933
+18,203
+20% +$141K 0.02% 799
2013
Q4 		$681K Sell
91,730
-11,089
-11% -$82.5K 0.01% 843
2013
Q3 		$793K Buy
102,819
+6,283
+7% +$47.7K 0.02% 687
2013
Q2 		$787K Buy
+96,536
New +$852K 0.02% 664

Other funds holding DSM

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 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 $15.9B AUM 53.4% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors's DSM Position: Q2 2026 in Review

HighTower Advisors reduced its BNY Mellon Strategic Municipal Bond Fund (DSM) stake by 43% in Q2 2026, selling an estimated $78.9K and leaving 17,492 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #3651.

HighTower Advisors first reported a position in DSM in Q2 2013 and has held it in 27 quarters since. The position peaked at $903K in Q2 2016. 86 funds tracked by Wall St. Rank hold DSM as of Q2 2026.

  • HighTower Advisors held 17,492 shares of BNY Mellon Strategic Municipal Bond Fund worth $108K as of Q2 2026.
  • HighTower Advisors sold 12,972 BNY Mellon Strategic Municipal Bond Fund shares in Q2 2026, an estimated $78.9K.
  • BNY Mellon Strategic Municipal Bond Fund made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3651 holding.
  • HighTower Advisors first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q2 2013 and has held it in 27 quarters since.
  • HighTower Advisors's BNY Mellon Strategic Municipal Bond Fund position peaked at $903K in Q2 2016.
  • 86 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.