Mga Batayang Estadistika
Pemilik Institusional | 94 total, 94 long only, 0 short only, 0 long/short - change of 3.26% MRQ |
Alokasi Portofolio Rata-rata | 0.0386 % - change of -27.22% MRQ |
Saham Institusional (Jangka Panjang) | 8,976,041 (ex 13D/G) - change of -0.27MM shares -2.97% MRQ |
Nilai Institusional (Jangka Panjang) | $ 48,298 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Putnam Managed Municipal Income Trust (US:PMM) memiliki 94 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 8,976,041 saham. Pemegang saham terbesar meliputi Guggenheim Capital Llc, Wells Fargo & Company/mn, Advisors Asset Management, Inc., Morgan Stanley, Raymond James Financial Inc, Hennion & Walsh Asset Management, Inc., Sit Investment Associates Inc, Van Eck Associates Corp, XMPT - VanEck Vectors CEF Municipal Income ETF, and Invesco Ltd. .
Struktur kepemilikan institusional Putnam Managed Municipal Income Trust (NYSE:PMM) 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 4, 2025 is 5.86 / share. Previously, on September 5, 2024, the share price was 6.34 / share. This represents a decline of 7.65% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5,322 | 0.00 | 32 | -3.12 | ||||
2025-04-14 | 13F | Farther Finance Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 526,601 | 11.82 | 3,149 | 9.11 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 72 | 0 | ||||||
2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 18,285 | 0.00 | 109 | 2.83 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 12,281 | 0.35 | 73 | -2.67 | ||||
2025-07-28 | 13F | Disciplined Equity Management, Inc. | 140 | 1 | ||||||
2025-05-13 | 13F | Robinson Capital Management, Llc | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | TCTC Holdings, LLC | 10,020 | 0.00 | 60 | -3.28 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 100 | 0.00 | 1 | |||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 55,583 | 332 | ||||||
2025-05-30 | NP | RiverNorth Opportunistic Municipal Income Fund, Inc. | 9,366 | 173.62 | 57 | 185.00 | ||||
2025-07-25 | 13F | Concord Wealth Partners | 1,554 | 0.00 | 9 | 0.00 | ||||
2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 70,170 | 0.00 | 430 | 2.87 | ||||
2025-07-16 | 13F | Kennedy Investment Group | 197,626 | -11.62 | 1,182 | -13.80 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 15,372 | 23.85 | 0 | |||||
2025-08-19 | 13F | Hohimer Wealth Management, Llc | 14,395 | 0.00 | 86 | -2.27 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 12,018 | 72 | ||||||
2025-08-12 | 13F | Financial Advocates Investment Management | 20,391 | 0.00 | 122 | -2.42 | ||||
2025-07-31 | 13F | Gill Capital Partners, Llc | 41,537 | 0.00 | 248 | -2.36 | ||||
2025-05-05 | 13F | Blue Bell Private Wealth Management, Llc | 0 | -100.00 | 0 | |||||
2025-05-29 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 621 | 3.67 | 4 | 0.00 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 55 | 0 | ||||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 14,291 | 85 | ||||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 80,721 | 1.16 | 483 | -1.43 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 34,393 | 0.03 | 206 | -2.38 | ||||
2025-05-29 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 476 | -44.39 | 3 | -60.00 | ||||
2025-08-14 | 13F | Rivernorth Capital Management, Llc | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 29,014 | 0.00 | 174 | -2.26 | ||||
2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Mariner, LLC | 14,034 | 0.00 | 84 | -3.49 | ||||
2025-08-12 | 13F | LPL Financial LLC | 123,806 | 7.21 | 740 | 4.67 | ||||
2025-05-15 | 13F | Logan Stone Capital, LLC | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | Integrated Wealth Concepts LLC | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | City Holding Co | 2,000 | 0.00 | 12 | -8.33 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 125,252 | 48.13 | 749 | 44.59 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3,000 | 18 | ||||||
2025-08-19 | 13F | National Asset Management, Inc. | 18,473 | -9.40 | 110 | -9.84 | ||||
2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-05-19 | 13F/A | Jane Street Group, Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 69,056 | -5.48 | 413 | -7.83 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 995,513 | 7.55 | 5,953 | 4.92 | ||||
2025-07-07 | 13F | Wesbanco Bank Inc | 27,700 | 0.00 | 166 | -2.37 | ||||
2025-07-21 | 13F | Hilltop National Bank | 1,420 | 0.00 | 8 | 0.00 | ||||
2025-08-13 | 13F | Everstar Asset Management, LLC | 29,812 | -33.62 | 178 | -35.27 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 17,327 | 104 | ||||||
2025-06-25 | NP | XMPT - VanEck Vectors CEF Municipal Income ETF | 270,193 | -3.09 | 1,605 | -7.50 | ||||
2025-05-30 | NP | RiverNorth Managed Duration Municipal Income Fund, Inc. | 40,965 | -6.00 | 251 | -3.46 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 13,606 | 0.00 | 81 | -2.41 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 2,124 | 0.00 | 13 | -7.69 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 17,350 | 0.00 | 106 | 2.91 | ||||
2025-08-13 | 13F | Invesco Ltd. | 261,413 | 54.97 | 1,563 | 51.16 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 53,856 | -0.78 | 322 | -3.01 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 2,144 | 0.00 | 13 | -7.69 | ||||
2025-07-16 | 13F | ORG Wealth Partners, LLC | 2,749 | 0.00 | 16 | -5.88 | ||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
2025-05-12 | 13F | Providence First Trust Co | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Ameriprise Financial Inc | 225,663 | 0.12 | 1,349 | -2.25 | ||||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 670 | 0.00 | 4 | 0.00 | ||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 9,000 | 55 | ||||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 10,000 | -16.67 | 60 | -19.18 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 38,065 | 7.35 | 0 | |||||
2025-07-24 | 13F | Us Bancorp \de\ | 7,149 | 0.00 | 43 | -2.33 | ||||
2025-08-14 | 13F | Sit Investment Associates Inc | 502,949 | -2.41 | 3 | 0.00 | ||||
2025-04-17 | 13F | FNY Investment Advisers, LLC | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 59,470 | 1.30 | 356 | -1.11 | ||||
2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 30,832 | -2.68 | 184 | -5.15 | ||||
2025-08-07 | 13F | Allworth Financial LP | 103,242 | 617 | ||||||
2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Bridgewater Advisors Inc. | 76,102 | 0.00 | 444 | -1.33 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 23,993 | 0.00 | 143 | -2.72 | ||||
2025-07-22 | 13F | Keudell/Morrison Wealth Management | 66,964 | -3.11 | 400 | -5.44 | ||||
2025-07-17 | 13F | Melfa Wealth Management, Llc | 95,856 | 0.00 | 573 | -2.39 | ||||
2025-05-08 | 13F | XTX Topco Ltd | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 31,050 | -13.87 | 186 | -15.91 | ||||
2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Advisors Asset Management, Inc. | 862,612 | -1.51 | 5,158 | -3.91 | ||||
2025-05-30 | NP | RiverNorth Managed Duration Municipal Income Fund II, Inc. | 19,440 | -1.21 | 119 | 1.71 | ||||
2025-08-04 | 13F | Spire Wealth Management | 12,464 | 0.00 | 75 | -2.63 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 3,000 | -98.62 | 18 | -98.73 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 31,870 | -1.48 | 191 | -4.04 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 58,938 | 51.36 | 352 | 47.90 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100.00 | 0 | |||||
2025-05-06 | 13F | Readystate Asset Management Lp | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-29 | 13F | Burford Brothers, Inc. | 25,850 | 0.00 | 155 | -2.53 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 56,514 | 2.87 | 338 | 0.30 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 12,485 | -34.29 | 75 | -36.21 | ||||
2025-07-23 | 13F | Tyche Wealth Partners LLC | 39,722 | 0.00 | 238 | -2.47 | ||||
2025-05-12 | 13F | Wolverine Asset Management Llc | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 40,635 | 20.70 | 243 | 17.48 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 12,246 | 0.00 | 73 | -2.67 | ||||
2025-05-30 | NP | RiverNorth Flexible Municipal Income Fund II, Inc. | 47,904 | -5.59 | 294 | -2.98 | ||||
2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
2025-08-06 | 13F | AE Wealth Management LLC | 11,735 | 0.00 | 70 | -1.41 | ||||
2025-07-17 | 13F | XML Financial, LLC | 57,600 | 149.35 | 344 | 143.97 | ||||
2025-05-12 | 13F | Virtu Financial LLC | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Duncker Streett & Co Inc | 7,000 | 42 | ||||||
2025-08-13 | 13F | Capital Analysts, Inc. | 1,064 | 0.47 | 0 | |||||
2025-07-29 | 13F | Ballast, Inc. | 30,832 | 184 | ||||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 116,957 | -69.63 | 699 | -71.26 | ||||
2025-08-14 | 13F | Archetype Wealth Partners | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 12,803 | 0.00 | 77 | -2.56 | ||||
2025-07-29 | 13F | Activest Wealth Management | 6,600 | 0.00 | 39 | -2.50 | ||||
2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 506,760 | 95.70 | 3,030 | 90.93 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 81,950 | -0.94 | 490 | -3.35 | ||||
2025-08-18 | 13F/A | Nomura Holdings Inc | 10,000 | 60 | ||||||
2025-08-15 | 13F | Morgan Stanley | 804,012 | 0.53 | 4,808 | -1.94 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 61,743 | 23.28 | 369 | 20.20 | ||||
2025-05-13 | 13F | Elequin Capital Lp | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Van Eck Associates Corp | 276,297 | 2.88 | 2 | 0.00 | ||||
2025-05-14 | 13F | Thomas J. Herzfeld Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-05-30 | NP | RiverNorth Flexible Municipal Income Fund, Inc. | 32,865 | 134.83 | 201 | 142.17 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 30,606 | 183 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 61,458 | 0.53 | 0 | |||||
2025-08-14 | 13F | UBS Group AG | 86,910 | -47.48 | 520 | -48.82 | ||||
2025-05-14 | 13F | Landscape Capital Management, L.l.c. | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | United Bank | 14,400 | 0.00 | 86 | -2.27 | ||||
2025-08-13 | 13F | Guggenheim Capital Llc | 997,567 | 10.15 | 5,965 | 7.46 |