Mga Batayang Estadistika
Pemilik Institusional | 102 total, 102 long only, 0 short only, 0 long/short - change of 8.33% MRQ |
Alokasi Portofolio Rata-rata | 0.1247 % - change of -8.97% MRQ |
Saham Institusional (Jangka Panjang) | 8,247,997 (ex 13D/G) - change of 0.31MM shares 3.84% MRQ |
Nilai Institusional (Jangka Panjang) | $ 73,582 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Putnam Municipal Opportunities Trust (US:PMO) memiliki 102 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 8,247,997 saham. Pemegang saham terbesar meliputi Guggenheim Capital Llc, Pathstone Holdings, LLC, Melfa Wealth Management, Llc, Hennion & Walsh Asset Management, Inc., 1607 Capital Partners, LLC, Morgan Stanley, Commonwealth Equity Services, Llc, Advisors Asset Management, Inc., Fiera Capital Corp, and Rivernorth Capital Management, Llc .
Struktur kepemilikan institusional Putnam Municipal Opportunities Trust (NYSE:PMO) 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 10.02 / share. Previously, on September 6, 2024, the share price was 10.50 / share. This represents a decline of 4.57% 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
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Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Robinson Capital Management, Llc | 88,439 | 875 | ||||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 20,300 | 0.00 | 201 | -2.91 | ||||
2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 70,174 | -8.48 | 694 | -11.14 | ||||
2025-08-14 | 13F | Cohen & Steers, Inc. | 134,200 | 8.05 | 1 | 0.00 | ||||
2025-05-13 | 13F | Bokf, Na | 0 | -100.00 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 42,809 | 5.48 | 423 | 2.42 | ||||
2025-07-17 | 13F | Nova R Wealth, Inc. | 93,059 | 0.00 | 920 | -2.95 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 22,168 | 219 | ||||||
2025-08-25 | NP | MDFIX - Matisse Discounted Bond CEF Strategy Institutional Class | 166,367 | 0.00 | 1,645 | -2.95 | ||||
2025-07-23 | 13F | Indiana Trust & Investment Management CO | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | WPG Advisers, LLC | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Aviance Capital Partners, LLC | 12,944 | 128 | ||||||
2025-08-14 | 13F | Private Wealth Advisors, LLC | 11,774 | 0.00 | 116 | -2.52 | ||||
2025-08-14 | 13F | Karpus Management, Inc. | 231,992 | 133.05 | 2,294 | 126.23 | ||||
2025-07-23 | 13F | Tectonic Advisors Llc | 36,290 | 1.16 | 359 | -1.92 | ||||
2025-08-14 | 13F | Staley Capital Advisers Inc | 12,500 | 0.00 | 124 | -3.15 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 113,916 | 1 | ||||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 10,108 | 100 | ||||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 476 | 0.00 | 5 | 0.00 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 17,990 | 3.48 | 178 | 0.00 | ||||
2025-08-12 | 13F | LPL Financial LLC | 127,233 | 4.12 | 1,258 | 1.04 | ||||
2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 317 | -13.62 | 3 | 0.00 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 2,539 | 0.00 | 25 | 0.00 | ||||
2025-08-14 | 13F | Comerica Bank | 5,038 | -0.20 | 50 | -3.92 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 224,814 | 6.19 | 2,223 | 3.06 | ||||
2025-07-21 | 13F | Successful Portfolios LLC | 12,428 | 0.00 | 123 | -3.17 | ||||
2025-08-04 | 13F | Wolverine Asset Management Llc | 18,044 | 265.04 | 178 | 256.00 | ||||
2025-04-17 | 13F | FNY Investment Advisers, LLC | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | RiverNorth Managed Duration Municipal Income Fund, Inc. | 59,490 | 0.95 | 588 | -2.00 | ||||
2025-07-21 | 13F | Hilltop National Bank | 780 | 0.00 | 8 | 0.00 | ||||
2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 450,366 | -1.51 | 4,454 | -4.40 | ||||
2025-06-25 | NP | XMPT - VanEck Vectors CEF Municipal Income ETF | 184,005 | -3.61 | 1,829 | -9.19 | ||||
2025-08-11 | 13F | Elequin Capital Lp | 8 | -99.89 | 0 | -100.00 | ||||
2025-05-14 | 13F | Landscape Capital Management, L.l.c. | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 4,348 | 0.00 | 43 | -2.27 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 152,349 | 20.59 | 1,507 | 17.02 | ||||
2025-07-25 | 13F | Integrated Capital Management, Inc. | 25,018 | 18.79 | 247 | 15.42 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 17,646 | 175 | ||||||
2025-08-12 | 13F | Intellus Advisors LLC | 126,464 | 1.83 | 1,251 | -1.19 | ||||
2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 34,200 | 41.32 | 338 | 37.40 | ||||
2025-08-13 | 13F | Invesco Ltd. | 78,733 | 228.44 | 779 | 218.85 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 28,552 | 12.99 | 282 | 9.73 | ||||
2025-08-15 | 13F | Morgan Stanley | 367,661 | -10.62 | 3,636 | -13.24 | ||||
2025-08-28 | NP | RiverNorth Flexible Municipal Income Fund, Inc. | 39,221 | 0.46 | 388 | -2.52 | ||||
2025-05-13 | 13F | NINE MASTS CAPITAL Ltd | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Stifel Financial Corp | 34,349 | -0.74 | 340 | -3.69 | ||||
2025-08-27 | NP | ROBAX - Robinson Tax Advantaged Income Fund Class A Shares | 88,439 | -86.39 | 875 | -86.89 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 39,567 | -17.37 | 0 | |||||
2025-08-14 | 13F | Ameriprise Financial Inc | 183,878 | -15.20 | 1,819 | -17.66 | ||||
2025-05-19 | 13F/A | Jane Street Group, Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 91,005 | -4.39 | 900 | -7.12 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 20,623 | -22.18 | 204 | -24.81 | ||||
2025-08-14 | 13F | 1607 Capital Partners, LLC | 377,411 | -1.40 | 3,733 | -4.31 | ||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 13,400 | 0.00 | 133 | -2.94 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 4,686 | 3.10 | 46 | 0.00 | ||||
2025-08-12 | 13F | MAI Capital Management | 7,201 | 0.00 | 71 | -2.74 | ||||
2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 94,408 | 0.00 | 934 | -3.01 | ||||
2025-08-07 | 13F | Allworth Financial LP | 12,000 | 119 | ||||||
2025-08-28 | NP | RiverNorth Opportunistic Municipal Income Fund, Inc. | 63,331 | 0.30 | 626 | -2.64 | ||||
2025-08-13 | 13F | Guggenheim Capital Llc | 604,966 | 26.10 | 5,983 | 22.40 | ||||
2025-08-04 | 13F | Spire Wealth Management | 14,000 | 0.00 | 138 | -2.82 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 78,003 | -1.55 | 771 | -4.46 | ||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 25,469 | -26.96 | 252 | -29.30 | ||||
2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 31,294 | 0.00 | 309 | -2.83 | ||||
2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 10,500 | 104 | ||||||
2025-07-17 | 13F | Melfa Wealth Management, Llc | 480,444 | -0.07 | 4,752 | -3.02 | ||||
2025-07-23 | 13F | Matisse Capital | 166,367 | 0.00 | 1,645 | -2.95 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 126,126 | 6.82 | 1,247 | 3.66 | ||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 11,449 | -33.03 | 113 | -35.06 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 22,405 | 4.64 | 222 | 1.38 | ||||
2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 188 | -33.33 | 2 | -50.00 | ||||
2025-08-28 | NP | RiverNorth Managed Duration Municipal Income Fund II, Inc. | 17,789 | 1.43 | 176 | -1.69 | ||||
2025-05-12 | 13F | Jpmorgan Chase & Co | 0 | 0 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 1,408 | 0.00 | 14 | -7.14 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 2,389 | -98.54 | 24 | -98.62 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-16 | 13F/A | CX Institutional | 2,969 | 0 | ||||||
2025-08-12 | 13F | Advisors Asset Management, Inc. | 307,116 | 24.29 | 3,037 | 20.66 | ||||
2025-05-14 | 13F | Huntington National Bank | 99 | 0.00 | ||||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Fiera Capital Corp | 291,232 | -1.23 | 2,880 | -4.13 | ||||
2025-07-29 | 13F | Burford Brothers, Inc. | 19,900 | 0.00 | 197 | -2.97 | ||||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 1,191 | 0.00 | 12 | -8.33 | ||||
2025-08-14 | 13F | Rivernorth Capital Management, Llc | 247,520 | 0.74 | 2,448 | -2.24 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 10,898 | -23.15 | 108 | -25.69 | ||||
2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 12,000 | 0.00 | 122 | 0.83 | ||||
2025-08-04 | 13F | Simon Quick Advisors, Llc | 11,759 | 4.04 | 116 | 0.87 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 11,500 | -16.67 | 117 | -15.83 | ||||
2025-07-09 | 13F | Sunpointe, LLC | 15,370 | 0.00 | 152 | -2.56 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 32,000 | 0.00 | 316 | -3.07 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,563 | 17.61 | 15 | 15.38 | ||||
2025-07-16 | 13F | American National Bank | 20,000 | 198 | ||||||
2025-07-29 | 13F | Activest Wealth Management | 4,150 | 0.00 | 41 | -2.38 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 3,000 | 30 | ||||||
2025-04-23 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 25,512 | 1.16 | 252 | -1.56 | ||||
2025-07-23 | 13F | Tyche Wealth Partners LLC | 11,940 | 0.00 | 118 | -2.48 | ||||
2025-07-21 | 13F | Catalina Capital Group, LLC | 20,515 | 203 | ||||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 529,718 | -17.40 | 5,239 | -20.85 | ||||
2025-05-15 | 13F | Logan Stone Capital, LLC | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Duncker Streett & Co Inc | 4,900 | 48 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 22,074 | -0.77 | 218 | -3.54 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 0 | -100.00 | 0 | |||||
2025-08-18 | 13F/A | Nomura Holdings Inc | 10,000 | 99 | ||||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
2025-04-29 | 13F | Financial Network Wealth Management LLC | 9,440 | 0 | ||||||
2025-08-13 | 13F | Generation Capital Management LLC | 16,748 | 0.00 | 166 | -2.94 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 1,000 | 0.00 | 10 | -10.00 | ||||
2025-07-15 | 13F | Riverbridge Partners Llc | 74,966 | 4.32 | 741 | 1.23 | ||||
2025-08-14 | 13F | Van Eck Associates Corp | 185,254 | 1.29 | 2 | 0.00 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Seelaus Asset Management LLC | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 319,994 | 1.41 | 3 | 0.00 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 2,923 | 0.00 | 29 | -3.45 | ||||
2025-07-15 | 13F | Fortitude Family Office, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 93,238 | 0.56 | 922 | -2.33 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 10,338 | 102 | ||||||
2025-07-31 | 13F | Gill Capital Partners, Llc | 23,090 | 0.00 | 228 | -2.98 | ||||
2025-08-28 | NP | RiverNorth Flexible Municipal Income Fund II, Inc. | 67,689 | 0.97 | 669 | -2.05 | ||||
2025-08-14 | 13F | UBS Group AG | 158,635 | -40.26 | 1,569 | -42.03 |