Mga Batayang Estadistika
| Pemilik Institusional | 84 total, 84 long only, 0 short only, 0 long/short - change of -5.62% MRQ |
| Alokasi Portofolio Rata-rata | 0.0869 % - change of -20.29% MRQ |
| Saham Institusional (Jangka Panjang) | 9,540,242 (ex 13D/G) - change of 0.30MM shares 3.24% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 89,116 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Nuveen Dynamic Municipal Opportunities Fund (US:NDMO) memiliki 84 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 9,540,242 saham. Pemegang saham terbesar meliputi Morgan Stanley, Wells Fargo & Company/mn, UBS Group AG, Guggenheim Capital Llc, Bank Of America Corp /de/, XMPT - VanEck Vectors CEF Municipal Income ETF, Tyche Wealth Partners LLC, Van Eck Associates Corp, HighTower Advisors, LLC, and LPL Financial LLC .
Struktur kepemilikan institusional Nuveen Dynamic Municipal Opportunities Fund (NYSE:NDMO) 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 10.18 / share. Previously, on September 6, 2024, the share price was 10.94 / share. This represents a decline of 6.95% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Change Path, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-30 | NP | RiverNorth Managed Duration Municipal Income Fund, Inc. | 29,136 | 187.14 | 299 | 195.05 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 271,253 | 1.51 | 2,732 | -0.36 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 48,146 | 183.70 | 485 | 178.16 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 16,375 | 165 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 12,400 | 125 | ||||||
| 2025-05-06 | 13F | WMG Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Elequin Capital Lp | 16,703 | 944.59 | 168 | 950.00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2,000 | 0.00 | 20 | 0.00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 13,030 | 0.05 | 131 | -1.50 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,971 | 0.00 | 20 | -5.00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 10,379 | 224.34 | 105 | 246.67 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | LM Advisors LLC | 50,726 | 0.00 | 1 | |||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 35,637 | 359 | ||||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 10,973 | 22.29 | 110 | 19.57 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Rivernorth Capital Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 919,988 | 10.58 | 9,264 | 8.53 | ||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 12,570 | 0.00 | 127 | -1.56 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 263,976 | 2.00 | 2,658 | 0.11 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 3,500 | 0.00 | 35 | 0.00 | ||||
| 2025-05-30 | NP | Rivernorth Marketplace Lending Corp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 49,772 | -12.17 | 501 | -13.77 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 284 | 0.00 | 3 | 0.00 | ||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 13,403 | 1.59 | 135 | -0.74 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 13,362 | 29.36 | 135 | 27.62 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 37,388 | 28.98 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 68,216 | -5.78 | 687 | -7.55 | ||||
| 2025-05-30 | NP | RiverNorth Flexible Municipal Income Fund II, Inc. | 34,019 | 187.10 | 349 | 195.76 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 87,877 | 143.70 | 886 | 139.84 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 59,000 | 0.00 | 1 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-15 | 13F | Nomura Holdings Inc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 25,165 | 0.00 | 253 | -1.94 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 13,962 | 28.82 | 141 | 26.13 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 10,841 | 1.79 | 0 | |||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 17,317 | 174 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 71,002 | 0.39 | 715 | -1.52 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 14,528 | 44.87 | 146 | 43.14 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 190,695 | 1,920 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 265,444 | 32.93 | 2,673 | 30.52 | ||||
| 2025-04-23 | 13F | VisionPoint Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Robinson Capital Management, Llc | 91,695 | 0.00 | 923 | -1.81 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 14,476 | 0 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 83,221 | 10.58 | 838 | 8.55 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 36,066 | -4.08 | 0 | |||||
| 2025-08-13 | 13F | Orleans Capital Management Corp/la | 10,000 | 0.00 | 101 | -1.96 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 14,000 | -13.04 | 141 | -15.15 | ||||
| 2025-05-15 | 13F | Logan Stone Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Congress Park Capital LLC | 120,000 | -18.64 | 1,208 | -20.16 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 21,797 | 8.77 | 219 | 6.83 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-13 | 13F | NINE MASTS CAPITAL Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 23,508 | 1.85 | 237 | 0.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 35,950 | -13.43 | 362 | -15.02 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 28,550 | 0.00 | 287 | -1.71 | ||||
| 2025-05-07 | 13F | Beacon Bridge Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 14,947 | 1.78 | 151 | 0.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 136,050 | -38.66 | 1 | -50.00 | ||||
| 2025-05-30 | NP | RiverNorth Flexible Municipal Income Fund, Inc. | 37,455 | 187.10 | 384 | 195.38 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 23 | 0.00 | 0 | |||||
| 2025-07-29 | 13F | Activest Wealth Management | 450 | 0.00 | 5 | 0.00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 706 | 7 | ||||||
| 2025-08-15 | 13F | Hayek Kallen Investment Management | 11,666 | 0 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 13,275 | 0 | ||||||
| 2025-08-11 | 13F | Sykon Capital Llc | 11,250 | 0.00 | 113 | -1.74 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1,000 | 10 | ||||||
| 2025-06-25 | NP | XMPT - VanEck Vectors CEF Municipal Income ETF | 292,825 | 0.07 | 2,902 | -4.95 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 77,236 | -4.86 | 778 | -6.61 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 10,000 | 101 | ||||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 101,713 | 0.00 | 1,024 | -1.82 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 287,933 | -1.07 | 3 | 0.00 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 292,183 | -0.52 | 2,942 | -2.36 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 441,579 | -2.69 | 4,447 | -4.49 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 31,295 | 6.19 | 315 | 4.30 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Landscape Capital Management, L.l.c. | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | ROBAX - Robinson Tax Advantaged Income Fund Class A Shares | 91,695 | 0.00 | 923 | -1.81 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 0 | 0 | ||||||
| 2025-07-16 | 13F | Arlington Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 4,500 | 0.00 | 45 | -2.17 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 14,000 | 0.00 | 141 | -2.10 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 859,345 | 48.43 | 8,654 | 45.67 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 13,101 | -72.48 | 132 | -73.16 | ||||
| 2025-05-30 | NP | RiverNorth Opportunistic Municipal Income Fund, Inc. | 39,252 | 187.12 | 403 | 195.59 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 13,289 | 0.00 | 134 | -2.21 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | NCP Inc. | 97,963 | 10.10 | 986 | 8.11 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,698,107 | 1.66 | 17,100 | -0.22 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 91,353 | -0.22 | 920 | -2.13 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 14,917 | 0.00 | 150 | -1.96 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 14,309 | 144 | ||||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 236,144 | 210.38 | 2,378 | 204.74 | ||||
| 2025-05-16 | 13F | Everstar Asset Management, LLC | 5,315 | 427 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 15,554 | 0.00 | 157 | -1.89 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 11,935 | -16.13 | 120 | -17.81 | ||||
| 2025-07-30 | 13F | FNY Investment Advisers, LLC | 600 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4,000 | 0.00 | 40 | -2.44 | ||||
| 2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 57,040 | -4.20 | 574 | -5.90 | ||||
| 2025-05-14 | 13F | Walleye Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 64,419 | -46.45 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,261,517 | 1.55 | 12,703 | -0.34 |
