We are live on ! Find out more
DSM

BNY Mellon Strategic Municipal Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$4.5M +$4.43M +558,260 New
SIA
2
Sit Investment Associates
Minnesota
$4.04M +$87.3K +11,000 +2%
AIG
3
American International Group
New York
$2.25M -$536K -67,489 -20%
RCM
4
Robinson Capital Management
Michigan
$2.16M +$2.13M +267,751 New
Morgan Stanley
5
Morgan Stanley
New York
$2.14M -$416K -52,347 -17%
EDRIA
6
Edmonds Duncan Registered Investment Advisors
Kansas
$1.79M +$1.76M +221,858 New
AWA
7
Arete Wealth Advisors
Illinois
$1.56M +$287K +36,133 +23%
Nuveen
8
Nuveen
North Carolina
$1.49M -$262K -32,945 -15%
LPL Financial
9
LPL Financial
California
$1.34M +$699K +88,104 +116%
GC
10
Guggenheim Capital
Illinois
$1.1M +$1.08M +136,361 New
AAM
11
Advisors Asset Management
Colorado
$1.06M +$633K +79,752 +153%
Wells Fargo
12
Wells Fargo
California
$855K +$913 +115 +0.1%
RJA
13
Raymond James & Associates
Florida
$731K -$83.3K -10,497 -10%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$725K +$234K +29,443 +49%
HighTower Advisors
15
HighTower Advisors
Illinois
$694K
UBS Group
16
UBS Group
Switzerland
$640K -$79 -10 -0%
PMG
17
ProVise Management Group
Florida
$631K -$794 -100 -0.1%
VanEck Associates
18
VanEck Associates
New York
$618K +$67.3K +8,472 +12%
Bank of America
19
Bank of America
North Carolina
$566K +$146K +18,367 +35%
CIA
20
Capital Investment Advisors
Georgia
$423K +$36.8K +4,640 +10%
LWAC
21
Laurel Wealth Advisors (California)
California
$371K +$365K +46,030 New
IAMOG
22
Investors Asset Management of Georgia
Georgia
$331K -$7.94K -1,000 -2%
M&T Bank
23
M&T Bank
New York
$279K -$22.2K -2,796 -7%
EFS
24
Essex Financial Services
Connecticut
$277K
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$242K +$238K +30,000 New