Mga Batayang Estadistika
| Pemilik Institusional | 108 total, 108 long only, 0 short only, 0 long/short - change of -1.82% MRQ |
| Alokasi Portofolio Rata-rata | 0.2174 % - change of 0.77% MRQ |
| Saham Institusional (Jangka Panjang) | 27,546,126 (ex 13D/G) - change of 1.17MM shares 4.42% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 147,585 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
BNY Mellon Strategic Municipal Bond Fund, Inc. (US:DSM) memiliki 108 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 27,546,126 saham. Pemegang saham terbesar meliputi Saba Capital Management, L.P., Pathstone Holdings, LLC, Bulldog Investors, LLP, Rivernorth Capital Management, Llc, Special Opportunities Fund, Inc., Hennion & Walsh Asset Management, Inc., Putnam High Income Securities Fund, Karpus Management, Inc., Almitas Capital LLC, and Guggenheim Capital Llc .
Struktur kepemilikan institusional BNY Mellon Strategic Municipal Bond Fund, Inc. (NYSE:DSM) 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 5.75 / share. Previously, on September 6, 2024, the share price was 6.12 / share. This represents a decline of 6.05% 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 13D/G
Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.
Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.
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| Tanggal File | Formulir | Investor | Sebelumnya Saham |
Terbaru Saham |
Δ Saham (Persen) |
Kepemilikan (Persen) |
Δ Pagmamay-ari (Persen) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-04-24 | Bulldog Investors, LLP | 2,536,527 | 5.13 | |||||
| 2025-04-15 | Saba Capital Management, L.P. | 4,153,838 | 5,140,974 | 23.76 | 10.40 | 23.81 | ||
| 2024-12-13 | BANK OF AMERICA CORP /DE/ | 0 | 1,972 | 100.00 |
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
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 1,021 | -77.63 | 6 | -80.77 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 40,069 | 20.35 | 224 | 16.67 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 10,507 | -14.58 | 59 | -17.14 | ||||
| 2025-08-14 | 13F | UBS Group AG | 111,379 | -0.56 | 624 | -3.56 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 83,531 | -3.46 | 468 | -6.41 | ||||
| 2025-05-22 | NP | ADANX - AQR Diversified Arbitrage Fund Class N | 49,869 | -41.89 | 288 | -42.37 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 18,672 | 0.86 | 105 | -1.89 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 394,716 | -11.34 | 2,210 | -13.94 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 53,029 | 297 | ||||||
| 2025-08-14 | 13F | Cnh Partners Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 44,111 | 0.00 | 247 | -2.76 | ||||
| 2025-07-24 | 13F | Eastern Bank | 3,441 | 0.00 | 19 | 0.00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 37,340 | 10.46 | 209 | 7.18 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 61,352 | 1.02 | 344 | -2.00 | ||||
| 2025-08-25 | NP | MDFIX - Matisse Discounted Bond CEF Strategy Institutional Class | 32,630 | 0.00 | 183 | -3.19 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 15,247 | 0.00 | 85 | -2.30 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 130,450 | 3.34 | 731 | 0.27 | ||||
| 2025-08-12 | 13F | Landscape Capital Management, L.l.c. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 61,016 | -0.82 | 342 | -3.67 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 1,042,686 | -8.13 | 5,839 | -10.84 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 1,714 | -71.14 | 10 | -73.53 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 11,600 | 12.29 | 65 | 8.47 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 46,246 | -4.13 | 0 | |||||
| 2025-07-14 | 13F | CJM Wealth Advisers, Ltd. | 15,081 | 1.07 | 84 | -2.33 | ||||
| 2025-08-14 | 13F | Bulldog Investors, LLP | 2,596,631 | 2.74 | 14,541 | -0.29 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 15,700 | -27.67 | 88 | -30.40 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 21,541 | -13.59 | 121 | -16.08 | ||||
| 2025-06-26 | NP | Voya Prime Rate Trust | 190 | 0.00 | 1 | 0.00 | ||||
| 2025-08-27 | NP | Special Opportunities Fund, Inc. | 1,263,605 | 2.79 | 7,076 | -0.23 | ||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 856,403 | 3,220.29 | 4,796 | 3,139.86 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 174,448 | 9.64 | 1 | |||||
| 2025-08-28 | NP | RiverNorth Flexible Municipal Income Fund, Inc. | 53,917 | 0.00 | 302 | -3.22 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 18,300 | -3.56 | 0 | |||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 17,609 | 1.27 | 99 | -2.00 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 88,670 | 1.06 | 497 | -1.98 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 340,613 | -3.53 | 1,907 | -6.38 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 49,189 | 3.52 | 275 | 0.36 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 7,007 | 0.00 | 39 | -2.50 | ||||
| 2025-08-28 | NP | RiverNorth Flexible Municipal Income Fund II, Inc. | 242,800 | 0.00 | 1,360 | -2.93 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 36,500 | 204 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 650,157 | -8.70 | 3,641 | -11.39 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 62,390 | -0.81 | 349 | -3.59 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 196,010 | 11.91 | 1,098 | 8.61 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 37,491 | 24.26 | 210 | 20.11 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 19,206 | 0.00 | 0 | |||||
| 2025-05-20 | 13F/A | Colony Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 6,970 | 0.00 | 39 | -2.50 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 42,860 | 51.82 | 240 | 48.15 | ||||
| 2025-08-05 | 13F | Palogic Value Management, L.P. | 48,475 | 0.00 | 271 | -2.87 | ||||
| 2025-07-23 | 13F | Matisse Capital | 32,630 | 0.00 | 183 | -3.19 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 565 | 0.00 | 3 | 0.00 | ||||
| 2025-07-29 | NP | Putnam High Income Securities Fund | 968,023 | 7.71 | 5,373 | -0.87 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 40,485 | 0.00 | 227 | -3.00 | ||||
| 2025-08-14 | 13F | Almitas Capital LLC | 851,087 | 0.00 | 4,766 | -2.93 | ||||
| 2025-08-25 | NP | QWVQX - Clearwater Tax-Exempt Bond Fund | 71,728 | 0.00 | 402 | -2.91 | ||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 38,762 | 0.00 | 217 | 2.36 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 29,031 | -8.49 | 163 | -11.48 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 451,132 | -31.99 | 2,526 | -34.00 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 135,978 | -3.99 | 785 | -4.62 | ||||
| 2025-08-28 | NP | RiverNorth Opportunistic Municipal Income Fund, Inc. | 53,339 | 0.00 | 299 | -2.93 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 6,023 | 0.00 | 34 | -2.94 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 10,000 | 56 | ||||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 1,447 | 0.00 | 8 | 0.00 | ||||
| 2025-07-14 | 13F | Gridiron Partners, LLC | 48,891 | 0.00 | 274 | -3.19 | ||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 41,854 | 7.43 | 234 | 4.46 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 874 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 498,827 | 5.60 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 7,000 | 0.00 | 39 | -2.50 | ||||
| 2025-08-14 | 13F | Logan Stone Capital, LLC | 294,867 | -21.84 | 1,651 | -24.13 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 73,353 | 7,654.02 | 411 | 8,100.00 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 279,846 | -3.58 | 1,567 | -6.39 | ||||
| 2025-08-28 | NP | RiverNorth Managed Duration Municipal Income Fund, Inc. | 295,214 | 0.00 | 1,653 | -2.94 | ||||
| 2025-08-28 | NP | RiverNorth Managed Duration Municipal Income Fund II, Inc. | 69,447 | 0.00 | 389 | -3.00 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 17,234 | 0.00 | 97 | -3.03 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 16,268 | -38.31 | 0 | |||||
| 2025-08-14 | 13F | 1607 Capital Partners, LLC | 184,401 | 0.00 | 1,033 | -2.92 | ||||
| 2025-08-14 | 13F | Capstone Investment Advisors, Llc | 187,555 | 0.00 | 1,050 | -2.96 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 30,246 | -13.55 | 169 | -15.92 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 6,460 | 37 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 551 | 3 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 137,174 | 231.30 | 768 | 222.69 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 14,972 | -69.02 | 84 | -70.14 | ||||
| 2025-04-14 | 13F | Farther Finance Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 9 | 0 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Rivernorth Capital Management, Llc | 1,498,361 | -1.16 | 8,391 | -4.07 | ||||
| 2025-04-28 | 13F | Clear Creek Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | RMMBX - Aspiriant Risk-Managed Municipal Bond Fund | 127,431 | 0.00 | 714 | -2.99 | ||||
| 2025-05-13 | 13F | Lee Financial Co | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 40,000 | 0 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 156,966 | -8.73 | 879 | -11.39 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 1,000 | 0.00 | 6 | 0.00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1 | 0.00 | 0 | |||||
| 2025-05-06 | 13F | Readystate Asset Management Lp | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Saba Capital Management, L.P. | 5,152,591 | 21.22 | 28,855 | 17.65 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 38,424 | -67.60 | 215 | -68.57 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 12,161 | 0 | ||||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 23,593 | 0.00 | 132 | -2.94 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 13,062 | 14.24 | 0 | |||||
| 2025-04-23 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 10,000 | 0.00 | 56 | -1.75 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 16,136 | -29.21 | 90 | -31.30 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 1,500 | 0.00 | 8 | 0.00 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 3,486,112 | 11.83 | 19,522 | 5.54 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 709,944 | -19.54 | 3,976 | -21.92 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 67,789 | 1.06 | 380 | -2.07 | ||||
| 2025-08-14 | 13F | Whitebox Advisors Llc | 378,993 | -49.92 | 2,122 | -51.40 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 338,922 | 0.78 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 12,214 | 0.00 | 68 | -2.86 | ||||
| 2025-08-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 366,054 | 186.60 | 2,050 | 178.40 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 4,758 | -2.84 | 27 | -7.14 | ||||
| 2025-07-15 | 13F | Riverbridge Partners Llc | 159,974 | 4.48 | 896 | 1.36 | ||||
| 2025-06-25 | NP | XMPT - VanEck Vectors CEF Municipal Income ETF | 338,348 | -1.29 | 1,905 | -4.70 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 19,700 | 5.35 | 110 | 2.80 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 92,770 | 0.00 | 509 | -1.93 | ||||
| 2025-07-24 | NP | CEFS - Saba Closed-End Funds ETF | 335,561 | 47.71 | 1,862 | 36.01 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Nomura Holdings Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Nuveen, LLC | 136,099 | -58.53 | 762 | -97.38 |
