Grundlæggende statistik
| Institutionelle ejere | 107 total, 107 long only, 0 short only, 0 long/short - change of -7,76% MRQ |
| Gennemsnitlig porteføljeallokering | 0.2297 % - change of 6,60% MRQ |
| Institutionelle aktier (lange) | 24.035.062 (ex 13D/G) - change of -0,30MM shares -1,23% MRQ |
| Institutionel værdi (lang) | $ 231.678 USD ($1000) |
Institutionelt ejerskab og aktionærer
Western Asset Emerging Markets Debt Fund Inc. (US:EMD) har 107 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 24,035,062 aktier. Største aktionærer omfatter Morgan Stanley, Pathstone Holdings, LLC, Wells Fargo & Company/mn, Allspring Global Investments Holdings, LLC, Invesco Ltd., LPL Financial LLC, PCEF - Invesco CEF Income Composite ETF, Advisors Asset Management, Inc., Rivernorth Capital Management, Llc, and RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R .
Western Asset Emerging Markets Debt Fund Inc. (NYSE:EMD) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of September 12, 2025 is 10,41 / share. Previously, on September 13, 2024, the share price was 9,90 / share. This represents an increase of 5,15% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13D/G-arkivering
Vi præsenterer 13D/G ansøgninger separat fra 13F ansøgninger på grund af den forskellige behandling af SEC. 13D/G-ansøgninger kan indgives af grupper af investorer (med én ledende), hvorimod 13F-ansøgninger ikke kan. Dette resulterer i situationer, hvor en investor kan indsende en 13D/G, der rapporterer én værdi for de samlede aktier (der repræsenterer alle de aktier, der ejes af investorgruppen), men derefter indsender en 13F, der rapporterer en anden værdi for de samlede aktier (der udelukkende repræsenterer deres egne) ejendomsret). Det betyder, at aktieejerskab af 13D/G-arkiver og 13F-arkiveringer ofte ikke er direkte sammenlignelige, så vi præsenterer dem separat.
Bemærk: Fra den 16. maj 2021 viser vi ikke længere ejere, der ikke har indsendt en 13D/G inden for det seneste år. Tidligere viste vi den fulde historie af 13D/G-arkiver. Generelt skal enheder, der er forpligtet til at indgive 13D/G-ansøgninger, indgive mindst årligt, før de indsender en afsluttende ansøgning. Dog forlader fonde nogle gange positioner uden at indsende en afsluttende ansøgning (dvs. de afvikler), så visning af den fulde historie resulterede nogle gange i forvirring om det nuværende ejerskab. For at undgå forvirring viser vi nu kun 'aktuelle' ejere - det vil sige - ejere, der har anmeldt inden for det seneste år.
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| Fil dato | Form | Investor | Forrige Aktier |
Seneste Aktier |
Δ Aktier (Procent) |
Ejendomsret (Procent) |
Δ Ejerskab (Procent) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-02-03 | MORGAN STANLEY | 5,142,350 | 3,103,090 | -39.66 | 5.30 | -39.08 |
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | NP | PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 806.368 | 0,43 | 7.790 | -1,20 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 1.075.991 | 0,06 | 10.814 | 1,67 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 12.479 | 0,26 | 127 | 1,61 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1.000 | 10 | ||||||
| 2025-05-08 | 13F | We Are One Seven, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 53.875 | 3,26 | 541 | 5,05 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 56 | 3,70 | 1 | |||||
| 2025-08-14 | 13F | Advisor OS, LLC | 36.156 | 0,00 | 363 | 1,68 | ||||
| 2025-04-09 | 13F | Dakota Community Bank & Trust NA | 100 | 0,00 | 1 | |||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-05-08 | 13F | Jefferies Financial Group Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 22.725 | 4,60 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 2.029.711 | -16,81 | 20.399 | -15,16 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F/A | Avion Wealth | 99 | -83,47 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.699.493 | 5,59 | 17.080 | 7,29 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 15.198 | 153 | ||||||
| 2025-08-25 | NP | MDFIX - Matisse Discounted Bond CEF Strategy Institutional Class | 45.659 | 96,59 | 459 | 100,00 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 5.799 | 0,00 | 58 | 1,75 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 46.035 | 7,85 | 463 | 9,48 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 66.988 | 7,65 | 673 | 9,43 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 58.813 | 7,21 | 591 | 9,04 | ||||
| 2025-08-14 | 13F | Comerica Bank | 23.051 | -0,86 | 232 | 0,87 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 361 | 0,00 | 4 | 0,00 | ||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 52.674 | -5,72 | 529 | -4,17 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1.031 | 1,98 | 10 | 11,11 | ||||
| 2025-08-13 | 13F | Laidlaw Wealth Management LLC | 68.550 | 0,00 | 689 | 1,62 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2.000 | 0,00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 31.718 | -1,86 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 63.292 | 5,84 | 1 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 46.659 | 81,16 | 469 | 84,25 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 173.961 | 58,47 | 1.748 | 61,11 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 11.206 | 3,97 | 113 | 5,66 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 528 | 0,00 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 13.615 | 8,92 | 137 | 10,57 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 159.101 | 1,74 | 1.599 | 3,36 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 133 | 0,00 | 1 | 0,00 | ||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 190 | -37,70 | 2 | -66,67 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 58.718 | 1,12 | 590 | 2,79 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 270.825 | 14,28 | 2.722 | 16,13 | ||||
| 2025-07-30 | 13F | FNY Investment Advisers, LLC | 1.400 | 0,00 | 0 | |||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 37.629 | 1,52 | 378 | 3,28 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1 | 0,00 | 0 | |||||
| 2025-06-30 | NP | CVY - Invesco Zacks Multi-Asset Income ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 40.392 | -22,57 | 379 | -26,12 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 162.921 | -16,78 | 1.658 | -15,10 | ||||
| 2025-08-14 | 13F | PenderFund Capital Management Ltd. | 28 | 0,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Landscape Capital Management, L.l.c. | 34.966 | -51,86 | 351 | -51,11 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 2.000 | 0,00 | 20 | 0,00 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 25.464 | 0,03 | 256 | 1,59 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 517.743 | 3,04 | 5 | 25,00 | ||||
| 2025-05-15 | 13F | Advisory Services Network, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 47.194 | 2,20 | 474 | 3,95 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 239 | 0,00 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 890 | 9 | ||||||
| 2025-05-13 | 13F | SFI Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 32.766 | 5,64 | 329 | 7,52 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 11.293 | 7,14 | 0 | |||||
| 2025-05-16 | 13F | Jones Financial Companies Lllp | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | |||||
| 2025-04-22 | 13F | Putney Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Rivernorth Capital Management, Llc | 617.883 | 0,00 | 6.210 | 1,62 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 5.466 | -21,42 | 55 | -20,59 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2.997 | 0,00 | 30 | 3,45 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 27.833 | 13,23 | 280 | 14,81 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 355.984 | 1,21 | 3.578 | 2,85 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 17.898 | -83,66 | 0 | -100,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 275 | 0,00 | 3 | 0,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 29.642 | -87,50 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 13.407 | 25,76 | 135 | 27,62 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 10 | 0 | ||||||
| 2025-07-23 | 13F | Matisse Capital | 45.659 | 96,59 | 459 | 100,00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 26.542 | 4,05 | 267 | 5,56 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | 39.871 | -44,89 | 401 | -44,06 | ||||
| 2025-05-13 | 13F | Cercano Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 114.513 | 16,94 | 1.151 | 18,80 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5.576 | 0,00 | 56 | 1,82 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 13.179 | 4,40 | 132 | 6,45 | ||||
| 2025-08-28 | NP | RDFI - RAREVIEW DYNAMIC FIXED INCOME ETF | 332.197 | -5,83 | 3.339 | -4,30 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 33.093 | 1,23 | 333 | 2,79 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 23.697 | 2,77 | 238 | 4,39 | ||||
| 2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 16.138 | 0,00 | 0 | |||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 11.270 | 0,00 | 113 | 1,80 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 812.499 | 2,29 | 8.166 | 3,95 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 31.870 | -0,31 | 320 | 1,27 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 10.581 | 0,00 | 106 | 1,92 | ||||
| 2025-08-14 | 13F | UBS Group AG | 289.514 | 0,77 | 2.910 | 2,39 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 47.615 | -2,78 | 479 | -1,24 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 53.640 | 0,37 | 539 | 2,08 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 3.000 | 0,00 | 30 | 3,45 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 92.374 | -0,30 | 928 | 1,31 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 159.904 | 103,48 | 1.607 | 106,82 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 19.650 | 0,00 | 197 | 1,55 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 50.569 | 1,79 | 508 | 3,46 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 59.786 | 0,85 | 601 | 2,39 | ||||
| 2025-04-23 | 13F | Bessemer Group Inc | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 0 | 0 | ||||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 512.473 | 1,99 | 5.150 | 3,64 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 8.494.319 | 2,55 | 85.368 | 4,21 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1.352 | 0,00 | 0 | |||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 647.201 | 0,39 | 6.504 | 2,02 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 1.119.355 | 0,00 | 11.250 | 1,62 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 433.984 | 6,10 | 4.362 | 7,81 | ||||
| 2025-07-17 | 13F | Uncommon Cents Investing LLC | 80.790 | 128,93 | 812 | 132,38 | ||||
| 2025-08-28 | NP | GHMS - Goose Hollow Multi-Strategy Income ETF | 27.312 | -32,50 | 274 | -29,56 | ||||
| 2025-07-10 | 13F | Peoples Bank/KS | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Papamarkou Wellner Asset Management inc. | 20.000 | 0,00 | 201 | 2,03 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 6.815 | 0,63 | 68 | 3,03 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 121.366 | 0,01 | 1.259 | 9,39 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 10.350 | -35,91 | 104 | -34,59 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 315 | 0,00 | 3 | 0,00 | ||||
| 2025-08-26 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 365.432 | -2,56 | 3.673 | -0,97 | ||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 319 | -19,85 | 3 | 0,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 69.373 | 5,47 | 697 | 7,23 | ||||
| 2025-08-05 | 13F | Rareview Capital LLC | 335.937 | -5,74 | 3.376 | -4,20 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 270.000 | 0,00 | 3 | 0,00 | ||||
| 2025-03-17 | 13F/A | Wealth Enhancement Advisory Services, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-28 | NP | RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R | 617.883 | 0,00 | 6.210 | 1,62 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 37.707 | 110,75 | 379 | 119,77 | ||||
| 2025-05-20 | 13F/A | Colony Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 74.881 | 5,00 | 757 | 13,66 | ||||
| 2025-04-21 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 42.118 | -1,99 | 423 | -0,47 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 359.324 | 5,54 | 3.612 | 6,77 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-04-29 | 13F | U.S. Capital Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 |
