Statistik Asas
| Pemilik Institusi | 107 total, 107 long only, 0 short only, 0 long/short - change of -7.76% MRQ |
| Purata Peruntukan Portfolio | 0.2297 % - change of 6.60% MRQ |
| Saham Institusi (Panjang) | 24,035,062 (ex 13D/G) - change of -0.30MM shares -1.23% MRQ |
| Nilai Institusi (Panjang) | $ 231,678 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Western Asset Emerging Markets Debt Fund Inc. (US:EMD) telah 107 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 24,035,062 saham. Pemegang saham terbesar termasuk Morgan Stanley, Pathstone Holdings, LLC, Wells Fargo & Company/mn, Allspring Global Investments Holdings, LLC, Invesco Ltd., LPL Financial LLC, PCEF - Invesco CEF Income Composite ETF, Advisors Asset Management, Inc., Rivernorth Capital Management, Llc, and RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R .
Western Asset Emerging Markets Debt Fund Inc. (NYSE:EMD) struktur pemilikan institusi menunjukkan kedudukan semasa dalam syarikat mengikut institusi dan dana serta perubahan terkini dalam saiz kedudukan. Pemegang saham utama boleh termasuk pelabur individu, dana amanah, dana lindung nilai atau institusi. Jadual 13D menunjukkan bahawa pelabur memegang (atau menahan) lebih daripada 5% syarikat dan berhasrat (atau berniat) untuk secara aktif meneruskan perubahan dalam strategi perniagaan. Jadual 13G menunjukkan pelaburan pasif melebihi 5%.
The share price as of September 5, 2025 is 10.44 / share. Previously, on September 9, 2024, the share price was 9.84 / share. This represents an increase of 6.10% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (Skor Pengumpulan Pemilikan fka) mencari saham yang paling banyak dibeli oleh dana. Ia adalah hasil daripada model kuantitatif pelbagai faktor yang canggih yang mengenal pasti syarikat dengan tahap pengumpulan institusi tertinggi. Model pemarkahan ini menggunakan gabungan jumlah kenaikan dalam pemilik yang didedahkan, perubahan dalam peruntukan portfolio dalam pemilik tersebut dan metrik lain. Nombornya berjulat dari 0 hingga 100, dengan nombor yang lebih tinggi menunjukkan tahap pengumpulan yang lebih tinggi kepada rakannya, dan 50 adalah nombor purata.
Kekerapan Kemas Kini: Harian
Lihat Peneroka Pemilikan yang menyediakan senarai syarikat yang mempunyai kedudukan tertinggi.
Nisbah Put/Call Institusi
Selain melaporkan isu ekuiti dan hutang standard, institusi yang mempunyai lebih daripada 100MM aset di bawah pengurusan juga mesti mendedahkan pegangan opsyen jual dan beli mereka. Memandangkan opsyen jual secara amnya menunjukkan sentimen negatif, dan opsyen beli menunjukkan sentimen positif, kita boleh mendapatkan gambaran keseluruhan sentimen institusi dengan merencanakan nisbah jual kepada beli. Carta di sebelah kanan memplotkan nisbah jual/beli sejarah untuk instrumen ini.
Menggunakan Nisbah Put/Callsebagai penunjuk sentimen pelabur mengatasi salah satu kekurangan utama menggunakan jumlah pemilikan institusi, iaitu sejumlah besar aset di bawah pengurusan dilaburkan secara pasif untuk menjejaki indeks. Dana yang diurus secara pasif biasanya tidak membeli opsyen, jadi penunjuk nisbah put/call mengekori rapat sentimen dana yang diurus secara aktif.
Pemfailan 13D/G
Kami membentangkan pemfailan 13D/G secara berasingan daripada pemfailan 13F kerana layanan yang berbeza oleh SEC. Pemfailan 13D/G boleh difailkan oleh kumpulan pelabur (dengan satu peneraju), manakala pemfailan 13F tidak boleh. Ini mengakibatkan situasi di mana pelabur yang boleh memfailkan 13D/G melaporkan satu nilai untuk jumlah saham (mewakili semua saham yang dimiliki oleh kumpulan pelabur), tetapi kemudian memfailkan 13F dengan melaporkan nilai yang berbeza untuk jumlah saham (mewakili sepenuhnya saham mereka sendiri. pemilikan). Ini bermakna pemilikan saham pemfailan 13D/G dan pemfailan 13F selalunya tidak dapat dibandingkan secara langsung, jadi kami membentangkannya secara berasingan.
Nota: Mulai 16 Mei 2021, kami tidak lagi menunjukkan pemilik yang tidak memfailkan 13D/G pada tahun lepas. Sebelum ini, kami telah menunjukkan sejarah penuh pemfailan 13D/G. Secara umum, entiti yang dikehendaki memfailkan pemfailan 13D/G mesti memfailkan sekurang-kurangnya setiap tahun sebelum menyerahkan pemfailan penutup. Walau bagaimanapun, dana kadangkala keluar dari jawatan tanpa menyerahkan pemfailan penutup (iaitu, ia ditamatkan), jadi memaparkan sejarah penuh kadangkala boleh mengakibatkan kekeliruan tentang pemilikan semasa. Untuk mengelakkan kekeliruan, kini kami hanya menunjukkan pemilik "semasa" - iaitu - pemilik yang telah memfailkan pada tahun lepas.
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| Tarikh Fail | Borang | Pelabur | Saham Terdahulu |
Saham Terkini |
ΔSaham (Peratus) |
Pemilikan (Peratus) |
ΔPemilikan (Peratus) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-02-03 | MORGAN STANLEY | 5,142,350 | 3,103,090 | -39.66 | 5.30 | -39.08 |
Pemfailan 13F dan NPORT
Butiran mengenai pemfailan 13F adalah percuma. Perincian mengenai pemfailan NP memerlukan keahlian premium. Baris hijau menunjukkan kedudukan baharu. Baris merah menunjukkan kedudukan tertutup. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Naik Taraf
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| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 806,368 | 0.43 | 7,790 | -1.20 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 1,075,991 | 0.06 | 10,814 | 1.67 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 12,479 | 0.26 | 127 | 1.61 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1,000 | 10 | ||||||
| 2025-05-08 | 13F | We Are One Seven, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 53,875 | 3.26 | 541 | 5.05 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 56 | 3.70 | 1 | |||||
| 2025-08-14 | 13F | Advisor OS, LLC | 36,156 | 0.00 | 363 | 1.68 | ||||
| 2025-04-09 | 13F | Dakota Community Bank & Trust NA | 100 | 0.00 | 1 | |||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Jefferies Financial Group Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 22,725 | 4.60 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 2,029,711 | -16.81 | 20,399 | -15.16 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F/A | Avion Wealth | 99 | -83.47 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,699,493 | 5.59 | 17,080 | 7.29 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 15,198 | 153 | ||||||
| 2025-08-25 | NP | MDFIX - Matisse Discounted Bond CEF Strategy Institutional Class | 45,659 | 96.59 | 459 | 100.00 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 5,799 | 0.00 | 58 | 1.75 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 46,035 | 7.85 | 463 | 9.48 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 66,988 | 7.65 | 673 | 9.43 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 58,813 | 7.21 | 591 | 9.04 | ||||
| 2025-08-14 | 13F | Comerica Bank | 23,051 | -0.86 | 232 | 0.87 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 361 | 0.00 | 4 | 0.00 | ||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 52,674 | -5.72 | 529 | -4.17 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,031 | 1.98 | 10 | 11.11 | ||||
| 2025-08-13 | 13F | Laidlaw Wealth Management LLC | 68,550 | 0.00 | 689 | 1.62 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2,000 | 0.00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 31,718 | -1.86 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 63,292 | 5.84 | 1 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 46,659 | 81.16 | 469 | 84.25 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 173,961 | 58.47 | 1,748 | 61.11 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 11,206 | 3.97 | 113 | 5.66 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 528 | 0.00 | 5 | 0.00 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 13,615 | 8.92 | 137 | 10.57 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 159,101 | 1.74 | 1,599 | 3.36 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 133 | 0.00 | 1 | 0.00 | ||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 190 | -37.70 | 2 | -66.67 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 58,718 | 1.12 | 590 | 2.79 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 270,825 | 14.28 | 2,722 | 16.13 | ||||
| 2025-07-30 | 13F | FNY Investment Advisers, LLC | 1,400 | 0.00 | 0 | |||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 37,629 | 1.52 | 378 | 3.28 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1 | 0.00 | 0 | |||||
| 2025-06-30 | NP | CVY - Invesco Zacks Multi-Asset Income 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 | 40,392 | -22.57 | 379 | -26.12 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 162,921 | -16.78 | 1,658 | -15.10 | ||||
| 2025-08-14 | 13F | PenderFund Capital Management Ltd. | 28 | 0.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Landscape Capital Management, L.l.c. | 34,966 | -51.86 | 351 | -51.11 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 2,000 | 0.00 | 20 | 0.00 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 25,464 | 0.03 | 256 | 1.59 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 517,743 | 3.04 | 5 | 25.00 | ||||
| 2025-05-15 | 13F | Advisory Services Network, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 47,194 | 2.20 | 474 | 3.95 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 239 | 0.00 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 890 | 9 | ||||||
| 2025-05-13 | 13F | SFI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 32,766 | 5.64 | 329 | 7.52 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 11,293 | 7.14 | 0 | |||||
| 2025-05-16 | 13F | Jones Financial Companies Lllp | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Putney Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Rivernorth Capital Management, Llc | 617,883 | 0.00 | 6,210 | 1.62 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 5,466 | -21.42 | 55 | -20.59 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2,997 | 0.00 | 30 | 3.45 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 27,833 | 13.23 | 280 | 14.81 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 355,984 | 1.21 | 3,578 | 2.85 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 17,898 | -83.66 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 275 | 0.00 | 3 | 0.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 29,642 | -87.50 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 13,407 | 25.76 | 135 | 27.62 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 10 | 0 | ||||||
| 2025-07-23 | 13F | Matisse Capital | 45,659 | 96.59 | 459 | 100.00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 26,542 | 4.05 | 267 | 5.56 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | 39,871 | -44.89 | 401 | -44.06 | ||||
| 2025-05-13 | 13F | Cercano Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 114,513 | 16.94 | 1,151 | 18.80 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5,576 | 0.00 | 56 | 1.82 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 13,179 | 4.40 | 132 | 6.45 | ||||
| 2025-08-28 | NP | RDFI - RAREVIEW DYNAMIC FIXED INCOME ETF | 332,197 | -5.83 | 3,339 | -4.30 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 33,093 | 1.23 | 333 | 2.79 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 23,697 | 2.77 | 238 | 4.39 | ||||
| 2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 16,138 | 0.00 | 0 | |||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 11,270 | 0.00 | 113 | 1.80 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 812,499 | 2.29 | 8,166 | 3.95 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 31,870 | -0.31 | 320 | 1.27 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 10,581 | 0.00 | 106 | 1.92 | ||||
| 2025-08-14 | 13F | UBS Group AG | 289,514 | 0.77 | 2,910 | 2.39 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 47,615 | -2.78 | 479 | -1.24 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 53,640 | 0.37 | 539 | 2.08 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 3,000 | 0.00 | 30 | 3.45 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 92,374 | -0.30 | 928 | 1.31 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 159,904 | 103.48 | 1,607 | 106.82 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 19,650 | 0.00 | 197 | 1.55 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 50,569 | 1.79 | 508 | 3.46 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 59,786 | 0.85 | 601 | 2.39 | ||||
| 2025-04-23 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 0 | 0 | ||||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 512,473 | 1.99 | 5,150 | 3.64 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 8,494,319 | 2.55 | 85,368 | 4.21 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1,352 | 0.00 | 0 | |||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 647,201 | 0.39 | 6,504 | 2.02 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 1,119,355 | 0.00 | 11,250 | 1.62 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 433,984 | 6.10 | 4,362 | 7.81 | ||||
| 2025-07-17 | 13F | Uncommon Cents Investing LLC | 80,790 | 128.93 | 812 | 132.38 | ||||
| 2025-08-28 | NP | GHMS - Goose Hollow Multi-Strategy Income ETF | 27,312 | -32.50 | 274 | -29.56 | ||||
| 2025-07-10 | 13F | Peoples Bank/KS | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Papamarkou Wellner Asset Management inc. | 20,000 | 0.00 | 201 | 2.03 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 6,815 | 0.63 | 68 | 3.03 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 121,366 | 0.01 | 1,259 | 9.39 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 10,350 | -35.91 | 104 | -34.59 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 315 | 0.00 | 3 | 0.00 | ||||
| 2025-08-26 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 365,432 | -2.56 | 3,673 | -0.97 | ||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 319 | -19.85 | 3 | 0.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 69,373 | 5.47 | 697 | 7.23 | ||||
| 2025-08-05 | 13F | Rareview Capital LLC | 335,937 | -5.74 | 3,376 | -4.20 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 270,000 | 0.00 | 3 | 0.00 | ||||
| 2025-03-17 | 13F/A | Wealth Enhancement Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R | 617,883 | 0.00 | 6,210 | 1.62 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 37,707 | 110.75 | 379 | 119.77 | ||||
| 2025-05-20 | 13F/A | Colony Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 74,881 | 5.00 | 757 | 13.66 | ||||
| 2025-04-21 | 13F | Beacon Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 42,118 | -1.99 | 423 | -0.47 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 359,324 | 5.54 | 3,612 | 6.77 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | U.S. Capital Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 |
