Mga Batayang Estadistika
Pemilik Institusional | 79 total, 79 long only, 0 short only, 0 long/short - change of 0.00% MRQ |
Alokasi Portofolio Rata-rata | 0.1433 % - change of -5.21% MRQ |
Saham Institusional (Jangka Panjang) | 5,963,313 (ex 13D/G) - change of 0.33MM shares 5.84% MRQ |
Nilai Institusional (Jangka Panjang) | $ 63,277 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
BlackRock Investment Quality Municipal Trust Inc. (US:BKN) memiliki 79 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 5,963,313 saham. Pemegang saham terbesar meliputi Rivernorth Capital Management, Llc, Morgan Stanley, RiverNorth Flexible Municipal Income Fund II, Inc., Hennion & Walsh Asset Management, Inc., Robinson Capital Management, Llc, ROBAX - Robinson Tax Advantaged Income Fund Class A Shares, RiverNorth Managed Duration Municipal Income Fund, Inc., Bank Of America Corp /de/, LPL Financial LLC, and Fiera Capital Corp .
Struktur kepemilikan institusional BlackRock Investment Quality Municipal Trust Inc. (NYSE:BKN) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 11.02 / share. Previously, on September 9, 2024, the share price was 12.56 / share. This represents a decline of 12.26% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel
.
Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Sit Investment Associates Inc | 45,400 | 58.22 | 0 | |||||
2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 67,358 | 1.47 | 736 | -3.54 | ||||
2025-05-02 | 13F | Bogart Wealth, LLC | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | 180 Wealth Advisors, Llc | 27,770 | 0.00 | 303 | -5.02 | ||||
2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 88,500 | -16.11 | 966 | -20.30 | ||||
2025-07-23 | 13F | Traphagen Investment Advisors Llc | 22,115 | 0.00 | 241 | -5.12 | ||||
2025-08-14 | 13F | Comerica Bank | 2,656 | 0.76 | 29 | -3.33 | ||||
2025-07-30 | 13F | FNY Investment Advisers, LLC | 300 | 0.00 | 0 | |||||
2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 17,407 | 0.00 | 190 | 2.15 | ||||
2025-08-14 | 13F | Logan Stone Capital, LLC | 117,375 | -20.93 | 1,282 | -24.87 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 75,103 | -0.03 | 820 | -4.98 | ||||
2025-08-18 | 13F/A | Nomura Holdings Inc | 10,000 | 109 | ||||||
2025-07-24 | 13F | Eastern Bank | 579 | 0.00 | 6 | 0.00 | ||||
2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 297,453 | 89.57 | 3,248 | 80.24 | ||||
2025-08-14 | 13F | Rivernorth Capital Management, Llc | 1,048,372 | 7.33 | 11,448 | 2.01 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 1,500 | 0.00 | 16 | -5.88 | ||||
2025-08-06 | 13F | Decker Retirement Planning Inc. | 250 | 3 | ||||||
2025-07-16 | 13F | Signaturefd, Llc | 1 | 0.00 | 0 | |||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 13,308 | 5.35 | 145 | 0.00 | ||||
2025-07-10 | 13F | Clare Market Investments LLC | 15,222 | -82.93 | 166 | -83.79 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 1,700 | 0.00 | 19 | -5.26 | ||||
2025-08-12 | 13F | MAI Capital Management | 21,721 | 3.40 | 237 | -1.66 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 334 | 0.00 | 4 | 0.00 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 103,901 | 29.88 | 1,135 | 23.39 | ||||
2025-08-08 | 13F | Fiera Capital Corp | 156,482 | -0.20 | 1,709 | -5.16 | ||||
2025-08-14 | 13F | Karpus Management, Inc. | 123,531 | 369.22 | 1,349 | 346.36 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 22 | 0 | ||||||
2025-08-14 | 13F | Robinson Capital Management, Llc | 251,536 | 65.68 | 2,747 | 57.45 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 7,300 | 0.00 | 84 | 2.47 | ||||
2025-08-12 | 13F | LPL Financial LLC | 205,318 | -0.54 | 2,242 | -5.44 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 18,382 | -23.09 | 201 | -26.91 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 33,800 | 43.37 | 369 | 36.67 | ||||
2025-08-26 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 3,088 | 34 | ||||||
2025-07-28 | 13F | Callahan Advisors, LLC | 40,712 | 0.00 | 445 | -4.93 | ||||
2025-08-14 | 13F | UBS Group AG | 10,351 | -24.22 | 113 | -27.56 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 3,174 | -37.37 | 35 | -41.38 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 11,710 | -8.35 | 128 | -13.01 | ||||
2025-08-28 | NP | RiverNorth Flexible Municipal Income Fund II, Inc. | 370,782 | 0.00 | 4,049 | -4.98 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 10,550 | 0.00 | 115 | -4.96 | ||||
2025-08-11 | 13F | Chiron Capital Management, Llc | 22,000 | 0.00 | 240 | -4.76 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 986 | 0.00 | 11 | -9.09 | ||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 13,904 | 1.83 | 152 | -3.21 | ||||
2025-08-15 | 13F | Morgan Stanley | 528,414 | 7.45 | 5,770 | 2.12 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 146,575 | 85.29 | 1,601 | 76.21 | ||||
2025-08-27 | NP | ROBAX - Robinson Tax Advantaged Income Fund Class A Shares | 251,536 | 65.68 | 2,747 | 57.45 | ||||
2025-08-12 | 13F | Horizon Kinetics Asset Management Llc | 42,157 | 0.00 | 460 | -4.96 | ||||
2025-08-08 | 13F | Creative Planning | 12,799 | 0.00 | 140 | -5.44 | ||||
2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 171 | -33.46 | 2 | -50.00 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 10,612 | 1.07 | 116 | -4.17 | ||||
2025-08-28 | NP | RiverNorth Managed Duration Municipal Income Fund II, Inc. | 88,486 | 0.00 | 966 | -4.92 | ||||
2025-05-15 | 13F | Almitas Capital LLC | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 287 | -14.07 | 3 | 0.00 | ||||
2025-05-12 | 13F | Virtu Financial LLC | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | RiverNorth Flexible Municipal Income Fund, Inc. | 78,272 | 0.00 | 855 | -5.01 | ||||
2025-06-25 | NP | XMPT - VanEck Vectors CEF Municipal Income ETF | 105,804 | 21.55 | 1,159 | 15.80 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 86,631 | 3.11 | 946 | -1.97 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 3,400 | 0.00 | 37 | -5.13 | ||||
2025-07-22 | 13F | Compass Financial Group, INC/SD | 26,617 | 0.70 | 291 | -4.29 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 20,749 | 1.56 | 227 | -3.42 | ||||
2025-05-15 | 13F | Cnh Partners Llc | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 64,936 | 53.05 | 709 | 45.59 | ||||
2025-08-01 | 13F | Chilton Capital Management Llc | 1,835 | 0.00 | 20 | -4.76 | ||||
2025-08-07 | 13F | Allworth Financial LP | 1,000 | 0.00 | 11 | 0.00 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 672 | 0.00 | 7 | 0.00 | ||||
2025-08-14 | 13F | Van Eck Associates Corp | 106,456 | 1.24 | 1 | 0.00 | ||||
2025-05-13 | 13F | Elequin Capital Lp | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 7,300 | 80 | ||||||
2025-08-28 | NP | RiverNorth Opportunistic Municipal Income Fund, Inc. | 62,333 | 0.00 | 681 | -5.03 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 17,314 | -31.67 | 0 | |||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 15,000 | 0.00 | 164 | -5.23 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 11,360 | 0.00 | 124 | -4.62 | ||||
2025-05-13 | 13F | NINE MASTS CAPITAL Ltd | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Guggenheim Capital Llc | 74,309 | -75.47 | 811 | -76.69 | ||||
2025-08-06 | 13F | Sienna Gestion | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Landscape Capital Management, L.l.c. | 33,498 | 10.80 | 366 | 5.19 | ||||
2025-08-28 | NP | RiverNorth Managed Duration Municipal Income Fund, Inc. | 239,631 | 0.00 | 2,617 | -4.98 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 208,147 | -16.91 | 2,273 | -21.06 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 24,226 | 1.50 | 265 | -3.65 | ||||
2025-08-07 | 13F | Readystate Asset Management Lp | 12,937 | -54.18 | 141 | -56.48 | ||||
2025-05-13 | 13F | Northern Trust Corp | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-18 | 13F | Truist Financial Corp | 31,003 | -12.55 | 339 | -16.95 | ||||
2025-05-14 | 13F | Stifel Financial Corp | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Melfa Wealth Management, Llc | 19,769 | 0.00 | 216 | -5.29 | ||||
2025-08-04 | 13F | Wolverine Asset Management Llc | 100,791 | 64.94 | 1,101 | 56.70 | ||||
2025-05-29 | 13F/A | Modern Wealth Management, LLC | 35,000 | 419 | ||||||
2025-07-24 | 13F | Mackay Shields Llc | 92,077 | 0.00 | 1,005 | -4.92 | ||||
2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 45,125 | 47.45 | 493 | 40.17 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 94,131 | 8.36 | 1,028 | 2.91 |