MC
DSM

Moors & Cabot’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Moors & Cabot’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
Q2 		– Sell
-10,000
Closed -$57.7K – 904
2025
Q1 		$57.7K Hold
10,000
– – ﹤0.01% 850
2024
Q4 		$58.1K Hold
10,000
– – ﹤0.01% 869
2024
Q3 		$62.3K Hold
10,000
– – ﹤0.01% 862
2024
Q2 		$59.4K Hold
10,000
– – ﹤0.01% 831
2024
Q1 		$58.6K Hold
10,000
– – ﹤0.01% 878
2023
Q4 		$57.1K Sell
10,000
-80,000
-89% -$418K ﹤0.01% 817
2023
Q3 		$447K Buy
90,000
+15,000
+20% +$82.3K 0.03% 468
2023
Q2 		$428K Hold
75,000
– – 0.03% 489
2023
Q1 		$451K Hold
75,000
– – 0.03% 464
2022
Q4 		$434K Buy
+75,000
New +$424K 0.03% 463

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
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
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

Moors & Cabot's DSM Position: Q2 2025 in Review

Moors & Cabot sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q2 2025, closing a stake of 10,000 shares — an estimated $57.7K sold.

Moors & Cabot first reported a position in DSM in Q4 2022 and held it in 10 quarters. The position peaked at $451K in Q1 2023. 92 funds tracked by Wall St. Rank hold DSM as of Q2 2025.

  • Moors & Cabot reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q2 2025 after selling out during the quarter.
  • Moors & Cabot sold 10,000 BNY Mellon Strategic Municipal Bond Fund shares in Q2 2025, an estimated $57.7K.
  • Moors & Cabot first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2022 and held it in 10 quarters.
  • Moors & Cabot's BNY Mellon Strategic Municipal Bond Fund position peaked at $451K in Q1 2023.
  • 92 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2025.

Based on Moors & Cabot's 13F filing for Q2 2025, filed 6 Aug 2025.