Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i MFS High Income Municipal Trust, omfatter Summit Financial, LLC .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 96 | 0 | ||||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 4.267 | 313,87 | 15 | 400,00 | ||||
| 2025-08-14 | 13F | Almitas Capital LLC | 1.103.430 | 5,39 | 3.950 | 2,25 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 24.044 | 120,32 | 86 | 115,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 259.992 | 4,00 | 931 | 0,87 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 150.472 | 0,10 | 539 | -2,89 | ||||
| 2025-08-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 121.587 | 29,51 | 435 | 25,72 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 978 | 4 | ||||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 2.543 | 221,49 | 9 | 350,00 | ||||
| 2025-08-14 | 13F | Whitebox Advisors Llc | 483.300 | 7,39 | 1.730 | 4,22 | ||||
| 2025-07-29 | NP | Putnam High Income Securities Fund | 186.892 | 194,36 | 654 | 170,25 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 32.700 | 44,05 | 117 | 40,96 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 142.585 | 4,82 | 526 | 5,20 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 18.412 | 47,19 | 66 | 41,30 | ||||
| 2025-08-14 | 13F | Saba Capital Management, L.P. | 2.387.798 | 6,17 | 8.548 | 3,01 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 677.235 | 0,74 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 456.700 | 1.635 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 21.670 | 78 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 15.255 | 1,45 | 55 | -1,82 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 500 | 2 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 13.000 | 47 | ||||||
| 2025-08-14 | 13F | Bulldog Investors, LLP | 443.631 | 98,95 | 1.588 | 93,19 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-27 | NP | Special Opportunities Fund, Inc. | 233.756 | 81,80 | 837 | 76,37 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 36.540 | 1,45 | 131 | -1,52 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 101.952 | 0,44 | 365 | -2,67 | ||||
| 2025-08-14 | 13F | UBS Group AG | 715.864 | 0,02 | 2.563 | -2,99 |
