We are live on ! Find out more
DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Name Holding Trade Value Shares
Change 		Change in
Stake
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$4.89M -$14.5K -1,656 -0.3%
SIA
2
Sit Investment Associates
Minnesota
$4.33M +$80.2K +9,147 +2%
GC
3
Guggenheim Capital
Illinois
$3.61M +$805K +91,870 +30%
EDRIA
4
Edmonds Duncan Registered Investment Advisors
Kansas
$2.08M +$54.7K +6,238 +3%
AWA
5
Arete Wealth Advisors
Illinois
$1.95M +$143K +16,330 +8%
AAM
6
Advisors Asset Management
Colorado
$1.81M -$106K -12,118 -6%
Nuveen
7
Nuveen
North Carolina
$1.68M – – –
Morgan Stanley
8
Morgan Stanley
New York
$1.42M +$136K +15,472 +11%
AG
9
Advisor Group
Arizona
$1.38M +$1.34M +152,764 New
Baird Financial Group
10
Baird Financial Group
Wisconsin
$1.29M +$181K +20,639 +17%
UBS Group
11
UBS Group
Switzerland
$1.28M +$388K +44,234 +46%
VanEck Associates
12
VanEck Associates
New York
$1.1M +$163K +18,612 +18%
Wells Fargo
13
Wells Fargo
California
$996K +$52.7K +6,016 +6%
PMG
14
ProVise Management Group
Florida
$919K +$160K +18,205 +22%
HighTower Advisors
15
HighTower Advisors
Illinois
$903K +$90K +10,269 +12%
RJA
16
Raymond James & Associates
Florida
$813K -$8.38K -956 -1%
LPL Financial
17
LPL Financial
California
$613K -$699K -79,798 -54%
SMC
18
Smith, Moore & Co
Missouri
$494K +$298K +33,998 +166%
Bank of America
19
Bank of America
North Carolina
$482K -$115K -13,080 -20%
CIA
20
Capital Investment Advisors
Georgia
$456K – – –
MIAN
21
Mariner Independent Advisor Network
Kansas
$402K – – –
IAMOG
22
Investors Asset Management of Georgia
Georgia
$372K – – –
LWAC
23
Laurel Wealth Advisors (California)
California
$367K – – –
M&T Bank
24
M&T Bank
New York
$314K – – –
EFS
25
Essex Financial Services
Connecticut
$274K -$19.7K -2,250 -7%
1
2 3