Mga Batayang Estadistika
Pemilik Institusional | 64 total, 64 long only, 0 short only, 0 long/short - change of 4.92% MRQ |
Alokasi Portofolio Rata-rata | 0.0461 % - change of -16.35% MRQ |
Saham Institusional (Jangka Panjang) | 2,594,939 (ex 13D/G) - change of 0.06MM shares 2.56% MRQ |
Nilai Institusional (Jangka Panjang) | $ 68,526 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Columbia Seligman Premium Technology Growth Fund (US:STK) memiliki 64 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 2,594,939 saham. Pemegang saham terbesar meliputi Wells Fargo & Company/mn, Royal Bank Of Canada, Morgan Stanley, Janney Montgomery Scott LLC, Invesco Ltd., LPL Financial LLC, PCEF - Invesco CEF Income Composite ETF, Bank Of America Corp /de/, Cornerstone Advisors, LLC, and Raymond James Financial Inc .
Struktur kepemilikan institusional Columbia Seligman Premium Technology Growth Fund (NYSE:STK) 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 32.23 / share. Previously, on September 6, 2024, the share price was 30.94 / share. This represents an increase of 4.17% 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
.
Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-03 | 13F | Whitcomb & Hess, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 57,227 | 20.40 | 1,740 | 30.93 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 104,129 | 23.52 | 3,167 | 34.27 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 6,854 | 208 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 17,857 | 93.11 | 543 | 110.47 | ||||
2025-08-05 | 13F | Shaker Financial Services, LLC | 12,989 | -53.60 | 395 | -49.68 | ||||
2025-05-05 | 13F | Kestra Private Wealth Services, Llc | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 6,776 | 4.89 | 206 | 14.44 | ||||
2025-07-02 | 13F | Capital Market Strategies LLC | 10,526 | -8.68 | 320 | -0.62 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 1,825 | 0.00 | 55 | 7.84 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 7,954 | 242 | ||||||
2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 5 | 0 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 26,650 | 48.43 | 810 | 61.35 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 23,700 | -0.21 | 1 | |||||
2025-08-14 | 13F | Royal Bank Of Canada | 321,604 | -2.36 | 9,780 | 6.13 | ||||
2025-08-14 | 13F | Comerica Bank | 1,198 | 0.00 | 36 | 9.09 | ||||
2025-08-12 | 13F | LPL Financial LLC | 164,374 | 11.99 | 4,999 | 21.72 | ||||
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 | 138,876 | -3.15 | 3,936 | -10.63 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 10,980 | 47.28 | 334 | 60.10 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 30,008 | -5.64 | 913 | 2.59 | ||||
2025-05-12 | 13F | Wolverine Asset Management Llc | 0 | -100.00 | 0 | |||||
2025-05-14 | 13F | CIBC Private Wealth Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 10,768 | 327 | ||||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 20,170 | -15.28 | 613 | -7.96 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 17,419 | 0.37 | 530 | 9.07 | ||||
2025-05-15 | 13F | Creative Planning | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | UBS Group AG | 41,116 | 0.35 | 1,250 | 9.08 | ||||
2025-08-22 | NP | Cornerstone Total Return Fund Inc | 23,976 | 0.00 | 729 | 8.81 | ||||
2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 518 | 0.00 | 16 | 7.14 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 29,367 | 4.28 | 893 | 13.47 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 21,686 | 22.15 | 659 | 32.86 | ||||
2025-05-02 | 13F | Larson Financial Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 7,699 | 1.61 | 234 | 10.38 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Spire Wealth Management | 500 | 0.00 | 15 | 15.38 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 9,596 | 16.10 | 292 | 25.97 | ||||
2025-08-07 | 13F | Allworth Financial LP | 8,698 | 1,332.95 | 264 | 1,550.00 | ||||
2025-05-15 | 13F | EP Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 289,477 | 0.34 | 9 | 0.00 | ||||
2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Truvestments Capital Llc | 23 | 0.00 | 1 | |||||
2025-05-06 | 13F | Readystate Asset Management Lp | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Cornerstone Advisors, LLC | 79,314 | 0.00 | 2,412 | 8.65 | ||||
2025-07-09 | 13F | David J Yvars Group | 12,464 | -8.02 | 379 | 0.00 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 2,462 | 0.00 | 75 | 8.82 | ||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 5 | 0 | ||||||
2025-08-13 | 13F | Colonial Trust Advisors | 378 | 11 | ||||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 422,419 | 5.44 | 12,846 | 14.60 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 7,747 | -21.53 | 240 | -13.41 | ||||
2025-07-21 | 13F | Compass Planning Associates Inc | 10,190 | 0.00 | 310 | 8.42 | ||||
2025-08-11 | 13F | Alteri Wealth LLC | 18,010 | 0.26 | 548 | 8.96 | ||||
2025-05-19 | 13F | Smith Asset Management Co., LLC | 16,000 | -0.06 | 448 | -12.52 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 2,459 | -61.64 | 75 | -58.66 | ||||
2025-08-13 | 13F | Invesco Ltd. | 168,133 | -8.68 | 5,113 | -0.76 | ||||
2025-08-22 | NP | Cornerstone Strategic Value Fund Inc | 55,338 | 0.00 | 1,683 | 8.66 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 27,612 | -5.70 | 840 | 2.44 | ||||
2025-08-01 | 13F | Motco | 1,000 | 0.00 | 31 | 14.81 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 7,841 | 0.71 | 238 | 9.68 | ||||
2025-07-29 | 13F | Private Trust Co Na | 1,242 | 0.00 | 38 | 8.82 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 3,152 | -32.42 | 96 | -26.92 | ||||
2025-08-05 | 13F | Aviance Capital Partners, LLC | 42,919 | -2.48 | 1,305 | 6.01 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 621 | 0.00 | 19 | 5.88 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 4,634 | -22.86 | 0 | |||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 6,758 | 206 | ||||||
2025-08-04 | 13F | L.m. Kohn & Company | 13,257 | 11.08 | 403 | 21.02 | ||||
2025-05-15 | 13F | Parvin Asset Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 21,283 | -4.21 | 1 | |||||
2025-08-14 | 13F | Ameriprise Financial Inc | 41,929 | -11.59 | 1,275 | -3.85 | ||||
2025-08-14 | 13F | Balyasny Asset Management Llc | 15,204 | 462 | ||||||
2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 8,078 | 0.02 | 226 | -12.40 | ||||
2025-08-12 | 13F | Virtu Financial LLC | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Stone House Investment Management, LLC | 144 | 0.00 | 4 | 0.00 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2,640 | 2.05 | 80 | 11.11 | ||||
2025-05-14 | 13F | Landscape Capital Management, L.l.c. | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-15 | 13F | Morgan Stanley | 298,699 | 3.65 | 9,083 | 12.65 | ||||
2025-07-15 | 13F | LVZ Advisors, Inc. | 13,890 | -7.85 | 422 | 0.24 | ||||
2025-08-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 3,448 | -0.12 | 105 | 8.33 |