H
DSM

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

HoyleCohen’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
2024
Q2 		$297K Buy
+50,000
New +$286K 0.02% 230

Other funds holding DSM

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
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
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

HoyleCohen's DSM Position: Q2 2024 in Review

HoyleCohen opened a new position in BNY Mellon Strategic Municipal Bond Fund (DSM) in Q2 2024: 50,000 shares worth $297K. The stake represents 0.02% of the portfolio and ranks #230 among its holdings.

97 funds tracked by Wall St. Rank hold DSM as of Q2 2024.

  • HoyleCohen held 50,000 shares of BNY Mellon Strategic Municipal Bond Fund worth $297K as of Q2 2024.
  • BNY Mellon Strategic Municipal Bond Fund was a new HoyleCohen position in Q2 2024.
  • BNY Mellon Strategic Municipal Bond Fund made up 0.02% of HoyleCohen's portfolio in Q2 2024, its #230 holding.
  • 97 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.