Grundlæggende statistik
| Institutionelle ejere | 102 total, 102 long only, 0 short only, 0 long/short - change of 8,33% MRQ |
| Gennemsnitlig porteføljeallokering | 0.1247 % - change of -8,98% MRQ |
| Institutionelle aktier (lange) | 8.247.997 (ex 13D/G) - change of 0,31MM shares 3,84% MRQ |
| Institutionel værdi (lang) | $ 73.582 USD ($1000) |
Institutionelt ejerskab og aktionærer
Putnam Municipal Opportunities Trust (US:PMO) har 102 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 8,247,997 aktier. Største aktionærer omfatter 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 .
Putnam Municipal Opportunities Trust (NYSE:PMO) 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 10,36 / share. Previously, on September 16, 2024, the share price was 10,82 / share. This represents a decline of 4,30% 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.
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.
Opgrader
for at låse premium-data op og eksportere til Excel 
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | -100,00 | ||||
| 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 |
