US542691DM97 - LIPA NY .85% MT Akcje - cena akcji, własność instytucjonalna, akcjonariusze

Podstawowe statystyki
Właściciele instytucjonalni 0 total, 0 long only, 0 short only, 0 long/short - change of 6,90% MRQ
Średnia alokacja portfela 0.3205 % - change of -9,58% MRQ
Własność instytucjonalna i akcjonariusze

LIPA NY .85% MT (US:US542691DM97) posiada 0 właściciele instytucjonalni i akcjonariusze, którzy złożyli formularze 13D/G lub 13F w Komisji Papierów Wartościowych (SEC). Do największych akcjonariuszy należą .

LIPA NY .85% MT (US542691DM97) instytucjonalna struktura własności pokazuje aktualne pozycje w firmie według instytucji i funduszy, a także najnowsze zmiany w wielkości stanowisk. Głównymi akcjonariuszami mogą być inwestorzy indywidualni, fundusze inwestycyjne, fundusze hedgingowe lub instytucje. Załącznik 13D wskazuje, że inwestor posiada (lub posiadał) więcej niż 5% udziałów w spółce i zamierza (lub zamierzał) aktywnie dążyć do zmiany strategii biznesowej. Załącznik 13G wskazuje na inwestycję pasywną na poziomie ponad 5%.

US542691DM97 / LIPA NY .85% MT - 0.8500000000000001% 2050-09-01 Institutional Ownership
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Zgłoszenia 13F i NPORT

Szczegółowe dane dotyczące zgłoszeń 13F są bezpłatne. Szczegółowe dane dotyczące zgłoszeń NP wymagają członkostwa premium. Zielone rzędy wskazują nowe pozycje. Czerwone rzędy wskazują pozycje zamknięte. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.

Aktualizacja aby odblokować dane premium i eksportować do Excela .

Data pliku Źródło Inwestor Typ Średnia cena
(Est)
Akcje Akcje; Δ 
(%)
Zgłoszono
Wartość
($1000)
Wartość; Δ 
(%)
Przydział portu
(%)
2025-06-26 NP HMOP - Hartford Municipal Opportunities ETF 495 0,41
2025-05-30 NP LISFX - Lord Abbett Intermediate Tax Free Fund Class F 5 931 0,78
2025-08-26 NP GSDUX - Goldman Sachs Short Duration Tax-Free Fund Institutional 7 956 0,62
2025-07-22 NP FIMYX - Federated Intermediate Municipal Trust Institutional Shares 570 0,53
2025-06-26 NP HMKAX - Hartford Municipal Income Fund Class A 495 0,41
2025-07-25 NP PUTNAM FUNDS TRUST - Putnam Short-Term Municipal Income Fund CLASS A 496 0,41
2025-07-25 NP PUTNAM FUNDS TRUST - Putnam Intermediate-Term Municipal Income Fund CLASS Y 322 0,63
2025-08-27 NP BBMUX - Bridge Builder Municipal Bond Fund 16 037 0,62
2025-06-30 NP VCRM - Vanguard Core Tax-Exempt Bond ETF ETF Shares 143
2025-06-30 NP VSDM - Vanguard Short Duration Tax-Exempt Bond ETF ETF Shares 74 1,37
2025-07-30 NP SUMAX - STET SHORT DURATION MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) 1 984 0,51
2025-07-30 NP SEIMX - STET INTERMEDIATE TERM MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) 1 488 0,47
2025-07-23 NP IMNYX - Western Asset Intermediate Maturity New York Municipals Fund Class A 1 488 -39,72
2025-06-30 NP VWITX - Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc 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 20 772 0,47
2025-07-30 NP FGNSX - Strategic Advisers Tax-Sensitive Short Duration Fund This fund is a listed as child fund of Fmr Llc 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 7 002 0,50
2025-07-29 NP SHDAX - Western Asset Short Duration Municipal Income Fund Class A 4 910 0,49
2025-07-30 NP APMU - ActivePassive Intermediate Municipal Bond ETF 20 0,00
2025-07-25 NP MUB - iShares National Muni Bond ETF This fund is a listed as child fund of BlackRock Inc. 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 2 480 0,49
2025-06-30 NP VMLTX - Vanguard Limited-Term Tax-Exempt Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc 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 61 294 0,96
2025-07-28 NP JMST - JPMorgan Ultra-Short Municipal Income ETF 124 0,00
2025-07-29 NP VNYTX - Vanguard New York Long-Term Tax-Exempt Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc 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 7 265 0,50
2025-08-26 NP WTTAX - Segall Bryant & Hamill Municipal Opportunities Fund -Retail Class 995 0,61
2025-08-26 NP VMPAX - Wells Fargo Strategic Municipal Bond Fund Class A 2 984 0,61
2025-06-30 NP VWSTX - Vanguard Short-Term Tax-Exempt Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc 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 31 025 1,69
2025-05-30 NP LSDAX - Lord Abbett Short Duration Tax Free Fund Class A 11 862 0,79
2025-06-26 NP HHMAX - THE HARTFORD MUNICIPAL OPPORTUNITIES FUND Class A 7 419 0,47
2025-07-29 NP VTES - Vanguard Short-Term Tax-Exempt Bond ETF ETF Shares 992
2025-06-30 NP VTEAX - Vanguard Tax-Exempt Bond Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc 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 3 462 0,49
2025-08-22 NP FSTFX - Fidelity Limited Term Municipal Income Fund This fund is a listed as child fund of Fmr Llc 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 19 702 0,62
2025-08-27 NP FLTDX - Nuveen Limited Term Municipal Bond Fund - Class A This fund is a listed as child fund of Nuveen Asset Management, LLC 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 4 381 0,62
2025-07-25 NP SUB - iShares Short-Term National Muni Bond ETF This fund is a listed as child fund of BlackRock Inc. 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 6 943 0,49
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