Mga Batayang Estadistika
| Pemilik Institusional | 86 total, 86 long only, 0 short only, 0 long/short - change of 4.88% MRQ |
| Alokasi Portofolio Rata-rata | 0.2793 % - change of -8.49% MRQ |
| Saham Institusional (Jangka Panjang) | 11,974,476 (ex 13D/G) - change of 0.60MM shares 5.30% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 426,979 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Hartford Funds Exchange-Traded Trust - Hartford Municipal Opportunities ETF (US:HMOP) memiliki 86 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 11,974,476 saham. Pemegang saham terbesar meliputi Northwestern Mutual Wealth Management Co, HighTower Advisors, LLC, Raymond James Financial Inc, Bank Of America Corp /de/, Steward Partners Investment Advisory, Llc, LPL Financial LLC, Goldstein Advisors, LLC, Legacy Wealth Management, Inc, Apollon Wealth Management, LLC, and Colony Group, LLC .
Struktur kepemilikan institusional Hartford Funds Exchange-Traded Trust - Hartford Municipal Opportunities ETF (ARCA:HMOP) 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 38.57 / share. Previously, on September 6, 2024, the share price was 39.29 / share. This represents a decline of 1.83% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 35,827 | 159.58 | 1,371 | 158.68 | ||||
| 2025-04-15 | 13F | Central Valley Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 139,916 | 39.53 | 5,356 | 38.91 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 25,055 | -29.28 | 959 | -29.59 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 8,422 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 5,601 | 0.00 | 214 | -0.47 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 157,679 | 563.21 | 6,036 | 560.28 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 14,190 | 53.31 | 543 | 52.96 | ||||
| 2025-07-18 | 13F | Vicus Capital | 10,813 | -11.59 | 414 | -12.13 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 5,856 | -2.04 | 225 | -2.61 | ||||
| 2025-08-14 | 13F | Comerica Bank | 3,802 | -58.00 | 146 | -58.33 | ||||
| 2025-08-14 | 13F | UBS Group AG | 282 | 11 | ||||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 27,120 | 14.01 | 1,038 | 13.57 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 33,266 | 32.61 | 1,273 | 32.05 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 9,498 | 364 | ||||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 81,341 | 14.24 | 3,114 | 13.74 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 58,517 | -1.09 | 2 | 0.00 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 49,381 | 310.14 | 1,890 | 309.09 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 67,049 | -3.03 | 2,567 | -3.46 | ||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 92,069 | 461.50 | 3,524 | 459.37 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Friday Financial | 6,443 | 0.00 | 247 | -0.40 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 39,675 | 1,519 | ||||||
| 2025-04-24 | 13F | Legacy CG, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 5,645 | -11.52 | 216 | -11.84 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 721,130 | 2.62 | 27,605 | 2.17 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 40,701 | -75.08 | 1,558 | -75.18 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 19,138 | 0.00 | 733 | -0.41 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 31,762 | -3.24 | 1,216 | -3.72 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 46,227 | 78.81 | 1,770 | 77.97 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 159,290 | -40.52 | 6,098 | -40.78 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 25,707 | 6.30 | 984 | 5.92 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 91,943 | 77.17 | 3,517 | 76.59 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 149,650 | 2.51 | 6 | 0.00 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 215,286 | 5.60 | 8 | 14.29 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 30,978 | 78.28 | 1,186 | 77.40 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 546,833 | 45.96 | 20,933 | 45.32 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 110,161 | -27.08 | 4,217 | -27.41 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 790,665 | 8.33 | 30,267 | 7.85 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 7,411 | 0.00 | 284 | -0.35 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 89,403 | 1.28 | 3,422 | 0.85 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 48,748 | -8.65 | 1,866 | -9.02 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 10,500 | 0.00 | 402 | -0.99 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 36,549 | 18.03 | 1,399 | 17.56 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 32,214 | 3.39 | 1 | 0.00 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 205,122 | -1.26 | 7,852 | -1.69 | ||||
| 2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 115,349 | -6.36 | 4,412 | -6.84 | ||||
| 2025-05-15 | 13F | Creative Planning | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 73,411 | -2.51 | 2,810 | -2.94 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,513,178 | 22.31 | 57,924 | 21.77 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 30,537 | -39.33 | 1,169 | -39.64 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 116,443 | -25.49 | 4,457 | -25.83 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 32,895 | -35.69 | 1,259 | -35.96 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 109,274 | -1.63 | 4,183 | -2.06 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 128,551 | -2.92 | 4,921 | -3.36 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 28,917 | -21.71 | 1,107 | -22.11 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 505,155 | -5.99 | 19,337 | -6.41 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 51,923 | 25.10 | 1,988 | 24.58 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 94,893 | -29.17 | 3,633 | -29.49 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 21,953 | -11.32 | 840 | -11.67 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 9,291 | -0.04 | 356 | -0.56 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 369,887 | 2.14 | 14,159 | 1.69 | ||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 121,210 | -7.15 | 5 | -20.00 | ||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 26,390 | 6.67 | 1,010 | 6.20 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 18,764 | -11.98 | 718 | -12.33 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 116,127 | 9.65 | 4,446 | 9.18 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 6,043 | 80.93 | 231 | 80.47 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 8,387 | 321 | ||||||
| 2025-07-17 | 13F | Legacy Wealth Management, Inc | 501,436 | -2.23 | 19,195 | -2.67 | ||||
| 2025-04-30 | 13F | Axxcess Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 41,411 | 1,585 | ||||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 32,322 | 1,237 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 136,533 | -14.33 | 5 | -16.67 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 86,124 | -32.14 | 3,297 | -32.44 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 3,030 | 0.00 | 116 | -0.86 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 621 | 24 | ||||||
| 2025-04-22 | 13F | Hill Island Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 81,514 | -11.13 | 3,120 | -11.51 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,358,488 | -18.12 | 52,003 | -18.48 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 413,669 | 15,835 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 22,529 | 287.23 | 1 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 14,586 | 558 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 27,679 | -9.42 | 1,060 | -9.87 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 100,724 | 39.67 | 3,856 | 39.07 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 882 | 3.16 | 34 | 3.13 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 70,535 | -2.17 | 2,700 | -2.60 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 18,226 | 0.09 | 1 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4,442 | 3.04 | 170 | 3.03 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,186,316 | 3.66 | 45,412 | 3.20 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 23,817 | 912 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 6,759 | 0.06 | 259 | -0.39 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 57,390 | 4.80 | 2 | 0.00 |
