Mga Batayang Estadistika
Pemilik Institusional | 99 total, 99 long only, 0 short only, 0 long/short - change of 5.21% MRQ |
Alokasi Portofolio Rata-rata | 0.0577 % - change of -19.84% MRQ |
Saham Institusional (Jangka Panjang) | 8,515,879 (ex 13D/G) - change of -0.03MM shares -0.34% MRQ |
Nilai Institusional (Jangka Panjang) | $ 106,920 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Nuveen Select Tax-Free Income Portfolio (US:NXP) memiliki 99 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 8,515,879 saham. Pemegang saham terbesar meliputi UBS Group AG, Hennion & Walsh Asset Management, Inc., Guggenheim Capital Llc, Stephens Inc /ar/, Cambridge Investment Research Advisors, Inc., Bank Of America Corp /de/, Morgan Stanley, Wells Fargo & Company/mn, Raymond James Financial Inc, and Commonwealth Equity Services, Llc .
Struktur kepemilikan institusional Nuveen Select Tax-Free Income Portfolio (NYSE:NXP) 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 14.13 / share. Previously, on September 6, 2024, the share price was 15.00 / share. This represents a decline of 5.80% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-11 | 13F | Elequin Capital Lp | 10,774 | 83.79 | 151 | 79.76 | ||||
2025-06-25 | NP | XMPT - VanEck Vectors CEF Municipal Income ETF | 182,240 | 7.64 | 2,550 | 0.99 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 855 | 200.00 | 12 | 200.00 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 17,800 | -31.75 | 250 | -33.16 | ||||
2025-08-14 | 13F | Balyasny Asset Management Llc | 24,607 | 346 | ||||||
2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 11,521 | 0.00 | 162 | -2.42 | ||||
2025-07-11 | 13F | Lantz Financial LLC | 12,040 | 0.00 | 169 | -2.31 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 63,810 | 3.65 | 897 | 1.36 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 10,000 | 0.00 | 140 | -2.10 | ||||
2025-05-12 | 13F | Hirtle Callaghan & Co LLC | 909 | -5.11 | ||||||
2025-07-24 | 13F | IFP Advisors, Inc | 1,496 | 0.00 | 21 | 0.00 | ||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 9,808 | 1.10 | 138 | -1.44 | ||||
2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 31,826 | 0.00 | 447 | 2.29 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 11,360 | -0.61 | 160 | -3.05 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 158,104 | 3.26 | 2,207 | 0.46 | ||||
2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 21,212 | 0.00 | 305 | -3.80 | ||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 666 | 0.00 | 9 | 0.00 | ||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 55 | 1 | ||||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 34,794 | -4.29 | 0 | |||||
2025-08-12 | 13F | Advisors Asset Management, Inc. | 97,587 | -24.44 | 1,371 | -26.09 | ||||
2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 20,071 | 0.10 | 282 | -2.08 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 3,316 | 47 | ||||||
2025-07-25 | 13F | Cwm, Llc | 1,554 | 0.00 | 0 | |||||
2025-07-18 | 13F | Truist Financial Corp | 58,784 | 0.17 | 826 | -2.14 | ||||
2025-08-14 | 13F | Van Eck Associates Corp | 184,906 | 2.08 | 3 | 0.00 | ||||
2025-08-14 | 13F | Broyhill Asset Management | 39,464 | -25.27 | 554 | -26.91 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 29,000 | 0.00 | 407 | -2.16 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 41,511 | 3.83 | 583 | 1.57 | ||||
2025-07-17 | 13F | Clean Yield Group | 6,653 | 0.00 | 93 | -2.11 | ||||
2025-08-13 | 13F | Guggenheim Capital Llc | 822,807 | 30.64 | 11,560 | 27.73 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 49,707 | -5.24 | 698 | -7.30 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-24 | 13F | Thompson Investment Management, Inc. | 375 | 0.00 | 5 | 0.00 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 99,978 | -6.85 | 1,405 | -8.95 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 197,536 | 1.03 | 2,775 | -1.21 | ||||
2025-08-04 | 13F | Wolverine Asset Management Llc | 13,790 | 10.54 | 194 | 7.82 | ||||
2025-07-09 | 13F | Breakwater Capital Group | 22,292 | -57.71 | 313 | -58.65 | ||||
2025-07-18 | 13F | Access Financial Services, Inc. | 58,951 | -45.05 | 828 | -46.27 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 1,285 | 0.00 | 18 | 0.00 | ||||
2025-08-07 | 13F | King Luther Capital Management Corp | 182 | -2.15 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 130,674 | -4.52 | 1,836 | -6.66 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 26,700 | -5.14 | 375 | -7.18 | ||||
2025-07-22 | 13F | Diligent Investors, LLC | 10,000 | 140 | ||||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 4,263 | -21.27 | 60 | -23.38 | ||||
2025-07-28 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 11,591 | 0.00 | 0 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 10,865 | 153 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 453,799 | -6.09 | 6 | 0.00 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | ORG Wealth Partners, LLC | 788 | 0.00 | 11 | 0.00 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 13,619 | 14.58 | 191 | 12.35 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 334 | 0.00 | 5 | 0.00 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 256,934 | 1.12 | 3,610 | -1.15 | ||||
2025-07-22 | 13F | Valley National Advisers Inc | 317 | 0 | ||||||
2025-05-13 | 13F | United Capital Financial Advisers, Llc | 0 | -100.00 | 0 | |||||
2025-07-07 | 13F | Trust Co | 255 | 0.00 | 4 | 0.00 | ||||
2025-07-17 | 13F | Melfa Wealth Management, Llc | 90,037 | 0.00 | 1,265 | -2.17 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,778 | -41.47 | 25 | -44.19 | ||||
2025-07-31 | 13F | City State Bank | 354 | 0.00 | 5 | -20.00 | ||||
2025-07-22 | 13F | Visionary Horizons, LLC | 15,550 | -6.16 | 218 | -8.40 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 12,149 | 0.45 | 171 | -1.73 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 17,677 | -2.10 | 248 | -4.25 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 30,501 | 0.00 | 429 | -2.28 | ||||
2025-07-16 | 13F | ORG Partners LLC | 829 | 0.00 | 12 | 0.00 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 13,571 | 190 | ||||||
2025-07-29 | 13F | Tradewinds Capital Management, LLC | 2,394 | 0.00 | 34 | -2.94 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 508,084 | 0.10 | 7,139 | -2.13 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 215,593 | 0.89 | 3 | 0.00 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 417,432 | -5.33 | 5,865 | -7.45 | ||||
2025-07-16 | 13F | Midwest Heritage Bank, FSB | 11,487 | 1.11 | 161 | -1.23 | ||||
2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 12,250 | 0.00 | 172 | -2.27 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 22,195 | 312 | ||||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4,020 | 56 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 108,594 | 10.66 | 1,525 | 8.16 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 12,160 | 16.42 | 171 | 13.33 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 4,491 | 0.00 | 63 | -1.56 | ||||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 2,570 | 0.00 | 36 | 0.00 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 43,029 | 20.86 | 605 | 18.20 | ||||
2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | First National Bank & Trust Co Of Newtown | 23,550 | 0.00 | 331 | -2.37 | ||||
2025-08-13 | 13F | Plan Group Financial, LLC | 16,540 | 232 | ||||||
2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 1,015,165 | -3.24 | 14,263 | -5.39 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 28,108 | 395 | ||||||
2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 15,390 | -22.28 | 216 | -23.94 | ||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 5,914 | 0.00 | 83 | -1.19 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 13,207 | 0.60 | 186 | -1.60 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 446,821 | 1.18 | 6,278 | -1.09 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 10,000 | 140 | ||||||
2025-07-23 | 13F | Tyche Wealth Partners LLC | 10,196 | 0.00 | 143 | -2.05 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 31,581 | 16.75 | 444 | 14.18 | ||||
2025-08-14 | 13F | Comerica Bank | 51,976 | 0.00 | 730 | -2.14 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | FNY Investment Advisers, LLC | 200 | 0.00 | 0 | |||||
2025-08-14 | 13F | Stifel Financial Corp | 27,665 | -11.38 | 389 | -13.39 | ||||
2025-08-14 | 13F | UBS Group AG | 1,357,998 | -6.53 | 19,080 | -8.61 | ||||
2025-08-12 | 13F | Skopos Labs, Inc. | 10 | 0.00 | 0 | |||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 10,156 | 0.00 | 143 | -2.07 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 51,882 | 63.62 | 729 | 60.22 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 21,893 | 16.45 | 308 | 13.70 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 48,789 | -2.47 | 685 | -4.60 | ||||
2025-08-15 | 13F | Morgan Stanley | 427,541 | -3.03 | 6,007 | -5.19 | ||||
2025-05-15 | 13F | Glenmede Trust Co Na | 22,195 | 0.00 | 319 | -5.36 | ||||
2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 17,870 | -55.11 | 251 | -56.12 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 8,718 | 0.00 | 122 | -2.40 | ||||
2025-07-11 | 13F | Annex Advisory Services, LLC | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 6,875 | 0.00 | 97 | -2.04 | ||||
2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 510 | 0.00 | 7 | 0.00 | ||||
2025-08-08 | 13F | ProVise Management Group, LLC | 25,710 | 1.98 | 361 | -0.28 |