Mga Batayang Estadistika
| Pemilik Institusional | 118 total, 118 long only, 0 short only, 0 long/short - change of 4.42% MRQ |
| Alokasi Portofolio Rata-rata | 0.2076 % - change of 3.71% MRQ |
| Saham Institusional (Jangka Panjang) | 29,849,510 (ex 13D/G) - change of 2.18MM shares 7.87% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 165,519 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
BNY Mellon Strategic Municipals, Inc. (US:LEO) memiliki 118 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 29,849,510 saham. Pemegang saham terbesar meliputi Saba Capital Management, L.P., Pathstone Holdings, LLC, Rivernorth Capital Management, Llc, Hennion & Walsh Asset Management, Inc., Wells Fargo & Company/mn, Logan Stone Capital, LLC, Verition Fund Management LLC, Guggenheim Capital Llc, Sit Investment Associates Inc, and Bulldog Investors, LLP .
Struktur kepemilikan institusional BNY Mellon Strategic Municipals, Inc. (NYSE:LEO) 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 6.02 / share. Previously, on September 9, 2024, the share price was 6.41 / share. This represents a decline of 6.08% 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) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-04-15 | Saba Capital Management, L.P. | 4,569,610 | 5,263,789 | 15.19 | 8.45 | 15.12 | ||
| 2024-12-13 | BANK OF AMERICA CORP /DE/ | 0 | 3,156 | 100.00 | ||||
| 2024-10-18 | FIRST TRUST PORTFOLIOS LP | 2,564,021 | 3,314,066 | 29.25 | 5.32 | 29.13 |
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 43,305 | 18.08 | 256 | 14.29 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 18,096 | -38.39 | 107 | -40.22 | ||||
| 2025-08-14 | 13F | UBS Group AG | 13,041 | -86.13 | 77 | -86.61 | ||||
| 2025-03-11 | 13F/A | Elequin Capital Lp | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | BlackRock, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Nuveen, LLC | 51,503 | 0.00 | 305 | -3.49 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 12,862 | -27.49 | 76 | -29.63 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1,500 | 0.00 | 9 | -11.11 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 22,389 | 0.00 | 0 | |||||
| 2025-08-18 | 13F/A | Nomura Holdings Inc | 20,000 | 118 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 8,834 | 4.99 | 52 | 1.96 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 192,262 | 13.39 | 1 | 0.00 | ||||
| 2025-03-18 | 13F | Thoma Capital Management LLC | 162,317 | 980 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | MDFIX - Matisse Discounted Bond CEF Strategy Institutional Class | 273,100 | 0.00 | 1,617 | -3.29 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 132,277 | -2.02 | 783 | -5.21 | ||||
| 2025-07-24 | 13F | Eastern Bank | 3,443 | 0.00 | 20 | -4.76 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 388,398 | 2,299 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 94,807 | 561 | ||||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 60,063 | 2.75 | 356 | -0.56 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 195,697 | 0.00 | 1,159 | -3.26 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 118,305 | 5.81 | 700 | 2.34 | ||||
| 2025-08-28 | NP | RiverNorth Flexible Municipal Income Fund, Inc. | 113,121 | 0.00 | 670 | -3.32 | ||||
| 2025-07-29 | NP | Putnam High Income Securities Fund | 201,268 | 1,173 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 10,694 | 0.00 | 63 | -3.08 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6,062 | 0.00 | 36 | -5.41 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3,569 | 0.00 | 21 | 0.00 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 95,396 | -3.83 | 584 | -2.67 | ||||
| 2025-05-13 | 13F | Lee Financial Co | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 35,532 | 1.02 | 0 | |||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 11,994 | 0.00 | 71 | -2.74 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,003 | 0.00 | 6 | -16.67 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 38,500 | 0.00 | 228 | -3.39 | ||||
| 2025-08-13 | 13F | WealthTrust Axiom LLC | 17,000 | -10.53 | 101 | -13.79 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 19,203 | 6.29 | 114 | 2.73 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 14,302 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Bulldog Investors, LLP | 613,504 | 3,632 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 18,311 | 32.21 | 108 | 28.57 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 14,516 | 86 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 562,541 | 7.82 | 3,330 | 4.29 | ||||
| 2025-08-28 | NP | RiverNorth Opportunistic Municipal Income Fund, Inc. | 119,012 | 0.00 | 705 | -3.30 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 557 | 0.00 | 3 | 0.00 | ||||
| 2025-08-28 | NP | RiverNorth Managed Duration Municipal Income Fund, Inc. | 347,649 | 0.00 | 2,058 | -3.24 | ||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 656,346 | 21.40 | 4 | 0.00 | ||||
| 2025-08-27 | NP | Special Opportunities Fund, Inc. | 224,070 | 1,326 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 433,867 | -5.26 | 2,568 | -8.35 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 26,055 | 154 | ||||||
| 2025-05-06 | 13F | Readystate Asset Management Lp | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Daner Wealth Management, LLC | 51,900 | 0.00 | 307 | -4.08 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 160,140 | -14.22 | 948 | -16.99 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 13,426 | 3.36 | 79 | 0.00 | ||||
| 2025-08-12 | 13F | Landscape Capital Management, L.l.c. | 24,174 | 0.00 | 143 | -2.72 | ||||
| 2025-05-13 | 13F | NINE MASTS CAPITAL Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 40,000 | 0.00 | 237 | -3.28 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 14,516 | 86 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 222,128 | 14.73 | 1,315 | 10.98 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 114,279 | -14.00 | 677 | -16.85 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5,000 | 0.00 | 30 | -3.33 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 685,986 | -12.30 | 4,061 | -15.15 | ||||
| 2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 176,400 | 6.01 | 1,044 | 2.55 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | RiverNorth Managed Duration Municipal Income Fund II, Inc. | 193,852 | 0.00 | 1,148 | -3.29 | ||||
| 2025-08-14 | 13F | Cnh Partners Llc | 42,438 | -78.96 | 251 | -79.66 | ||||
| 2025-06-25 | NP | XMPT - VanEck Vectors CEF Municipal Income ETF | 428,986 | -1.28 | 2,510 | -5.64 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 14,995 | -57.48 | 0 | |||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 27,876 | 0.00 | 165 | 2.48 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3,651 | 0 | ||||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 48,409 | 22.14 | 287 | 22.75 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,222,755 | -21.08 | 7,239 | -23.67 | ||||
| 2025-08-08 | 13F | Creative Planning | 59,904 | 1.63 | 355 | -1.67 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 508,074 | 50.41 | 3,008 | 45.48 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 19,444 | 0.00 | 115 | -2.54 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 85,250 | 5.69 | 505 | 2.23 | ||||
| 2025-08-14 | 13F | Verition Fund Management LLC | 690,049 | 0.92 | 4,085 | -2.37 | ||||
| 2025-08-14 | 13F | Almitas Capital LLC | 195,840 | 35.05 | 1,159 | 30.67 | ||||
| 2025-08-20 | NP | ADANX - AQR Diversified Arbitrage Fund Class N | 46,558 | -53.54 | 276 | -55.14 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 14 | 0.00 | 0 | |||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Gridiron Partners, LLC | 403,774 | 0.00 | 2,390 | -3.28 | ||||
| 2025-04-22 | 13F | XML Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-03-12 | 13F/A | Palogic Value Management, L.P. | 30,000 | 0.00 | 160 | -14.52 | ||||
| 2025-07-23 | 13F | Matisse Capital | 273,100 | 0.00 | 1,617 | -3.29 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 950 | 0.00 | 6 | 0.00 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 32,100 | 0.00 | 190 | -3.06 | ||||
| 2025-05-02 | 13F | Verdence Capital Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Logan Stone Capital, LLC | 1,049,643 | -2.16 | 6,214 | -5.36 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 426 | 2 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 111,251 | 3.24 | 1 | |||||
| 2025-04-28 | 13F | Keybank National Association/oh | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Capstone Investment Advisors, Llc | 379,865 | 0.00 | 2,249 | -3.27 | ||||
| 2025-04-08 | 13F | First Community Trust Na | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 1607 Capital Partners, LLC | 206,145 | 0.00 | 1,220 | -3.25 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 37,907 | 0.00 | 224 | -3.03 | ||||
| 2025-08-27 | NP | HCIMX - The Intermediate Term Municipal Bond Portfolio HC Strategic Shares | 270,829 | 0.00 | 1,603 | -3.26 | ||||
| 2025-05-14 | 13F | Walleye Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 24,908 | 0.00 | 147 | -3.29 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 23,753 | 141 | ||||||
| 2025-08-27 | NP | RMMBX - Aspiriant Risk-Managed Municipal Bond Fund | 34,014 | 0.00 | 201 | -3.37 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 204,596 | 4.50 | 1,211 | 1.09 | ||||
| 2025-08-14 | 13F | Rivernorth Capital Management, Llc | 2,212,510 | -3.53 | 13,098 | -6.68 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 323,400 | 3.19 | 2 | 0.00 | ||||
| 2025-05-14 | 13F | Kestra Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | NP | CEFS - Saba Closed-End Funds ETF | 429,809 | 0.00 | 2,506 | -7.63 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 11,100 | 0.00 | 66 | -2.99 | ||||
| 2025-08-28 | NP | RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R | 581,087 | 0.00 | 3,440 | -3.26 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 257,302 | -13.29 | 1,523 | -16.09 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 1,321,096 | -7.84 | 7,821 | -10.85 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 12,500 | 0.00 | 74 | 4.23 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 67,777 | -20.75 | 401 | -23.33 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 65,778 | -9.15 | 389 | -12.19 | ||||
| 2025-08-14 | 13F | Saba Capital Management, L.P. | 5,581,552 | 9.13 | 33,043 | 5.56 | ||||
| 2025-07-15 | 13F | Riverbridge Partners Llc | 222,727 | 4.24 | 1,319 | 0.84 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 434,835 | 1.98 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 12,547 | -14.86 | 74 | -17.78 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 3,115,983 | 31.52 | 18,447 | 25.35 | ||||
| 2025-04-23 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Whitebox Advisors Llc | 305,421 | 14.26 | 1,808 | 10.58 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 27,695 | 5.98 | 164 | 2.52 | ||||
| 2025-08-28 | NP | RiverNorth Flexible Municipal Income Fund II, Inc. | 473,030 | 0.00 | 2,800 | -3.25 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 14,977 | 29.19 | 0 | |||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 47,727 | 0.00 | 0 | |||||
| 2025-06-26 | NP | Templeton Global Income Fund | 21,897 | 0.00 | 128 | -4.48 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 15,587 | 0.00 | 92 | -3.16 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 36,285 | -62.31 | 215 | -63.67 | ||||
| 2025-08-08 | 13F | City Of London Investment Management Co Ltd | 270,829 | -20.42 | 1,603 | -23.01 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 125,000 | 740 | ||||||
| 2025-08-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 87,795 | 23.15 | 520 | 19.04 | ||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 990 | -77.30 | 6 | -80.77 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 11,701 | -10.82 | 69 | -13.75 | ||||
| 2025-05-12 | 13F | Wolverine Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 1,661 | -70.73 | 10 | -73.53 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 60,298 | 0.00 | 357 | -3.52 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 123,038 | 728 |
