We are live on ! Find out more
DSM

BNY Mellon Strategic Municipal Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.12M -$483K -62,150 -19%
Nuveen
2
Nuveen
North Carolina
$1.7M +$39.7K +5,106 +2%
GC
3
Guggenheim Capital
Illinois
$1.44M -$222K -28,522 -13%
SIA
4
Sit Investment Associates
Minnesota
$1.16M -$1.71M -220,227 -60%
RJA
5
Raymond James & Associates
Florida
$1.04M +$34.3K +4,411 +3%
HighTower Advisors
6
HighTower Advisors
Illinois
$857K +$141K +18,203 +20%
Wells Fargo
7
Wells Fargo
California
$836K +$57.9K +7,455 +7%
AIG
8
American International Group
New York
$489K +$295K +37,900 +153%
LPL Financial
9
LPL Financial
California
$482K +$23.4K +3,014 +5%
PMG
10
ProVise Management Group
Florida
$459K +$189K +24,340 +71%
PPA
11
Parametric Portfolio Associates
Washington
$375K +$99.5K +12,807 +36%
EFS
12
Essex Financial Services
Connecticut
$353K -$45.5K -5,852 -11%
CIA
13
Capital Investment Advisors
Georgia
$345K +$23.3K +3,000 +7%
Invesco
14
Invesco
Georgia
$304K -$36.5K -4,700 -11%
CIBC Private Wealth Group
15
CIBC Private Wealth Group
Georgia
$298K +$296K +38,100 New
M&T Bank
16
M&T Bank
New York
$270K
MIG
17
Mariner Investment Group
New York
$233K -$495K -63,745 -68%
Bank of America
18
Bank of America
North Carolina
$230K -$12.4K -1,601 -5%
VanEck Associates
19
VanEck Associates
New York
$229K +$28.7K +3,690 +14%
HCM
20
Hollencrest Capital Management
California
$216K
YP
21
Yellowstone Partners
Idaho
$212K
U
22
UBS
Switzerland
$208K +$43.1K +5,550 +26%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$181K
HK
24
Horizon Kinetics
New York
$149K
OC
25
Oppenheimer & Co
New York
$135K +$135K +17,350 New