Mga Batayang Estadistika
Pemilik Institusional | 112 total, 112 long only, 0 short only, 0 long/short - change of 11,100.00% MRQ |
Alokasi Portofolio Rata-rata | 0.2855 % - change of % MRQ |
Saham Institusional (Jangka Panjang) | 14,165,359 (ex 13D/G) - change of 14.15MM shares 99,076.36% MRQ |
Nilai Institusional (Jangka Panjang) | $ 460,335 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Tortoise Capital Series Trust - Tortoise North American Pipeline Fund (US:TPYP) memiliki 112 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 14,165,359 saham. Pemegang saham terbesar meliputi Morgan Stanley, Arvest Bank Trust Division, Bank Of America Corp /de/, Magnus Financial Group LLC, Traphagen Investment Advisors Llc, Atwood & Palmer Inc, Foster & Motley Inc, Arvest Investments, Inc., Wells Fargo & Company/mn, and UBS Group AG .
Struktur kepemilikan institusional Tortoise Capital Series Trust - Tortoise North American Pipeline Fund (NYSE:TPYP) 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 35.42 / share. Previously, on September 6, 2024, the share price was 30.95 / share. This represents an increase of 14.44% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-23 | 13F | Traphagen Investment Advisors Llc | 697,588 | 24,925 | ||||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 218,650 | 7,812 | ||||||
2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 9 | 0 | ||||||
2025-08-08 | 13F | Arvest Bank Trust Division | 1,251,112 | 44,702 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-12 | 13F | Argent Trust Co | 5,782 | 207 | ||||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 111,454 | 3,982 | ||||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 944 | 34 | ||||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 75 | 3 | ||||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 13,031 | 466 | ||||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 21,267 | 48.90 | 760 | 46.24 | ||||
2025-07-15 | 13F | Financial Partners Group, Inc | 65,906 | 2,355 | ||||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 8,650 | 309 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 7,725 | 0 | ||||||
2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 5,639 | 201 | ||||||
2025-08-15 | 13F | Captrust Financial Advisors | 50,792 | 1,815 | ||||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 5,781 | 207 | ||||||
2025-07-18 | 13F | Truist Financial Corp | 12,185 | 435 | ||||||
2025-07-30 | 13F | Evermay Wealth Management Llc | 3,121 | 112 | ||||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 34,381 | 1,228 | ||||||
2025-08-01 | 13F | Chilton Capital Management Llc | 240 | 9 | ||||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 60,490 | 2,161 | ||||||
2025-08-13 | 13F | Northern Trust Corp | 17,694 | 632 | ||||||
2025-07-11 | 13F | Busey Wealth Management | 291,645 | 10,420 | ||||||
2025-08-12 | 13F | Change Path, LLC | 15,770 | 563 | ||||||
2025-07-29 | 13F | Oxbow Advisors, LLC | 182,470 | 6,520 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 58,390 | 2,086 | ||||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 43,336 | 1,548 | ||||||
2025-07-16 | 13F/A | CX Institutional | 183 | 0 | ||||||
2025-07-22 | 13F | Valley National Advisers Inc | 2,505 | 0 | ||||||
2025-08-15 | 13F | Morgan Stanley | 3,054,340 | 109,132 | ||||||
2025-07-29 | 13F | Foster & Motley Inc | 639,979 | 23 | ||||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 13,270 | 468 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 233,629 | 8,348 | ||||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 630 | 23 | ||||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 80,877 | 3 | ||||||
2025-08-07 | 13F | CENTRAL TRUST Co | 2,931 | 105 | ||||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 279 | 10 | ||||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 403,300 | 14,410 | ||||||
2025-08-14 | 13F | Comerica Bank | 7,555 | 270 | ||||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2,607 | 93 | ||||||
2025-07-30 | 13F | Crewe Advisors LLC | 561 | 20 | ||||||
2025-08-14 | 13F | Stifel Financial Corp | 51,927 | 1,855 | ||||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 20,730 | 741 | ||||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 10,429 | 373 | ||||||
2025-08-12 | 13F | AlphaCore Capital LLC | 55,400 | 1,979 | ||||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 500 | 18 | ||||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 8,258 | 295 | ||||||
2025-08-13 | 13F | WealthTrust Axiom LLC | 10,800 | 386 | ||||||
2025-08-04 | 13F | Assetmark, Inc | 20 | 1 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 58,398 | 2,087 | ||||||
2025-07-16 | 13F | Leading Edge Financial Planning LLC | 9,273 | 331 | ||||||
2025-07-17 | 13F | Sterneck Capital Management, LLC | 6,300 | 225 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 8,807 | 315 | ||||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,162 | 399 | ||||||
2025-08-05 | 13F | Castlekeep Investment Advisors Llc | 187,317 | 6,693 | ||||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 17,500 | 625 | ||||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5,385 | 192 | ||||||
2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 6,219 | 222 | ||||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 6,073 | 217 | ||||||
2025-07-30 | 13F | Blume Capital Management, Inc. | 3,944 | 141 | ||||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 21,439 | 766 | ||||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 32,755 | 1 | ||||||
2025-07-09 | 13F | Stokes Capital Advisors, LLC | 16,547 | 591 | ||||||
2025-07-09 | 13F | WealthCare Investment Partners, LLC | 13,569 | 479 | ||||||
2025-08-14 | 13F | Fmr Llc | 2,678 | 96 | ||||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 910 | 33 | ||||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 705 | 25 | ||||||
2025-08-14 | 13F | UBS Group AG | 379,127 | 13,546 | ||||||
2025-07-10 | 13F | Triangle Securities Wealth Management | 233,011 | 8,325 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 13,000 | 464 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 878,678 | 31,395 | ||||||
2025-08-14 | 13F | Ancora Advisors, LLC | 437 | 16 | ||||||
2025-07-14 | 13F | Financial Enhancement Group LLC | 76,685 | 2,681 | ||||||
2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 30,074 | 1,075 | ||||||
2025-08-07 | 13F | Allworth Financial LP | 5,970 | 213 | ||||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 6,621 | 237 | ||||||
2025-08-11 | 13F | Citigroup Inc | 3,626 | 130 | ||||||
2025-08-12 | 13F | MAI Capital Management | 6,943 | 248 | ||||||
2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 8,895 | 318 | ||||||
2025-07-08 | 13F | Atwood & Palmer Inc | 659,221 | 23,554 | ||||||
2025-08-04 | 13F | HBK Sorce Advisory LLC | 98,751 | 3,528 | ||||||
2025-08-11 | 13F | Battery Global Advisors, LLC | 68,388 | 2,444 | ||||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 37,311 | 1,315 | ||||||
2025-08-08 | 13F | Gts Securities Llc | 33,399 | 1,193 | ||||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8,879 | 317 | ||||||
2025-07-30 | 13F | Princeton Global Asset Management LLC | 1,005 | 36 | ||||||
2025-07-31 | 13F | City State Bank | 3,298 | 118 | ||||||
2025-08-08 | 13F | Creative Planning | 238,876 | 8,535 | ||||||
2025-07-03 | 13F | Arvest Investments, Inc. | 414,368 | 14,805 | ||||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 13,211 | 466 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 18,073 | 646 | ||||||
2025-07-31 | 13F | West Michigan Advisors, Llc | 11,328 | 405 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 252,635 | 9 | ||||||
2025-08-13 | 13F | Cerity Partners LLC | 244,848 | 8,748 | ||||||
2025-07-22 | 13F | Keudell/Morrison Wealth Management | 279,374 | 9,982 | ||||||
2025-07-23 | 13F | Country Club Bank /gfn | 103,482 | 3,677 | ||||||
2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 17,285 | 618 | ||||||
2025-07-25 | 13F | Cwm, Llc | 259,548 | 9 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 1,033 | 37 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 114,589 | 4,094 | ||||||
2025-07-16 | 13F | Magnus Financial Group LLC | 861,349 | 30,776 | ||||||
2025-07-23 | 13F | Bellevue Asset Management, Llc | 244 | 9 | ||||||
2025-08-01 | 13F | Bessemer Group Inc | 1,812 | 0 | ||||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | 0 | ||||||
2025-07-17 | 13F | XML Financial, LLC | 62,083 | 2,218 | ||||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 78,962 | 2,819 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 147,954 | 5,286 | ||||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 143,847 | 5,140 | ||||||
2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 97,777 | 3,494 | ||||||
2025-08-14 | 13F | GWM Advisors LLC | 12,411 | 443 | ||||||
2025-08-11 | 13F | ARS Investment Partners, LLC | 34,302 | 1,226 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 5,625 | 201 | ||||||
2025-08-14 | 13F | Principia Wealth Advisory, LLC | 3,206 | 114 |