Statistik Asas
| Pemilik Institusi | 86 total, 86 long only, 0 short only, 0 long/short - change of 4.88% MRQ |
| Purata Peruntukan Portfolio | 0.2793 % - change of -8.49% MRQ |
| Saham Institusi (Panjang) | 11,974,476 (ex 13D/G) - change of 0.60MM shares 5.30% MRQ |
| Nilai Institusi (Panjang) | $ 426,979 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Hartford Funds Exchange-Traded Trust - Hartford Municipal Opportunities ETF (US:HMOP) telah 86 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 11,974,476 saham. Pemegang saham terbesar termasuk Northwestern Mutual Wealth Management Co, HighTower Advisors, LLC, Raymond James Financial Inc, Bank Of America Corp /de/, Steward Partners Investment Advisory, Llc, LPL Financial LLC, Goldstein Advisors, LLC, Legacy Wealth Management, Inc, Apollon Wealth Management, LLC, and Colony Group, LLC .
Hartford Funds Exchange-Traded Trust - Hartford Municipal Opportunities ETF (ARCA:HMOP) 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 38.57 / share. Previously, on September 9, 2024, the share price was 39.26 / share. This represents a decline of 1.76% 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 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
untuk membuka data premium dan mengeksport ke Excel 
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| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 35,827 | 159.58 | 1,371 | 158.68 | ||||
| 2025-04-15 | 13F | Central Valley Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 139,916 | 39.53 | 5,356 | 38.91 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 25,055 | -29.28 | 959 | -29.59 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 8,422 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 5,601 | 0.00 | 214 | -0.47 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 157,679 | 563.21 | 6,036 | 560.28 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 14,190 | 53.31 | 543 | 52.96 | ||||
| 2025-07-18 | 13F | Vicus Capital | 10,813 | -11.59 | 414 | -12.13 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 5,856 | -2.04 | 225 | -2.61 | ||||
| 2025-08-14 | 13F | Comerica Bank | 3,802 | -58.00 | 146 | -58.33 | ||||
| 2025-08-14 | 13F | UBS Group AG | 282 | 11 | ||||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 27,120 | 14.01 | 1,038 | 13.57 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 33,266 | 32.61 | 1,273 | 32.05 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 9,498 | 364 | ||||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 81,341 | 14.24 | 3,114 | 13.74 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 58,517 | -1.09 | 2 | 0.00 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 49,381 | 310.14 | 1,890 | 309.09 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 67,049 | -3.03 | 2,567 | -3.46 | ||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 92,069 | 461.50 | 3,524 | 459.37 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Friday Financial | 6,443 | 0.00 | 247 | -0.40 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 39,675 | 1,519 | ||||||
| 2025-04-24 | 13F | Legacy CG, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 5,645 | -11.52 | 216 | -11.84 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 721,130 | 2.62 | 27,605 | 2.17 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 40,701 | -75.08 | 1,558 | -75.18 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 19,138 | 0.00 | 733 | -0.41 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 31,762 | -3.24 | 1,216 | -3.72 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 46,227 | 78.81 | 1,770 | 77.97 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 159,290 | -40.52 | 6,098 | -40.78 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 25,707 | 6.30 | 984 | 5.92 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 91,943 | 77.17 | 3,517 | 76.59 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 149,650 | 2.51 | 6 | 0.00 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 215,286 | 5.60 | 8 | 14.29 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 30,978 | 78.28 | 1,186 | 77.40 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 546,833 | 45.96 | 20,933 | 45.32 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 110,161 | -27.08 | 4,217 | -27.41 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 790,665 | 8.33 | 30,267 | 7.85 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 7,411 | 0.00 | 284 | -0.35 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 89,403 | 1.28 | 3,422 | 0.85 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 48,748 | -8.65 | 1,866 | -9.02 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 10,500 | 0.00 | 402 | -0.99 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 36,549 | 18.03 | 1,399 | 17.56 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 32,214 | 3.39 | 1 | 0.00 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 205,122 | -1.26 | 7,852 | -1.69 | ||||
| 2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 115,349 | -6.36 | 4,412 | -6.84 | ||||
| 2025-05-15 | 13F | Creative Planning | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 73,411 | -2.51 | 2,810 | -2.94 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,513,178 | 22.31 | 57,924 | 21.77 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 30,537 | -39.33 | 1,169 | -39.64 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 116,443 | -25.49 | 4,457 | -25.83 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 32,895 | -35.69 | 1,259 | -35.96 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 109,274 | -1.63 | 4,183 | -2.06 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 128,551 | -2.92 | 4,921 | -3.36 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 28,917 | -21.71 | 1,107 | -22.11 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 505,155 | -5.99 | 19,337 | -6.41 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 51,923 | 25.10 | 1,988 | 24.58 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 94,893 | -29.17 | 3,633 | -29.49 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 21,953 | -11.32 | 840 | -11.67 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 9,291 | -0.04 | 356 | -0.56 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 369,887 | 2.14 | 14,159 | 1.69 | ||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 121,210 | -7.15 | 5 | -20.00 | ||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 26,390 | 6.67 | 1,010 | 6.20 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 18,764 | -11.98 | 718 | -12.33 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 116,127 | 9.65 | 4,446 | 9.18 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 6,043 | 80.93 | 231 | 80.47 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 8,387 | 321 | ||||||
| 2025-07-17 | 13F | Legacy Wealth Management, Inc | 501,436 | -2.23 | 19,195 | -2.67 | ||||
| 2025-04-30 | 13F | Axxcess Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 41,411 | 1,585 | ||||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 32,322 | 1,237 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 136,533 | -14.33 | 5 | -16.67 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 86,124 | -32.14 | 3,297 | -32.44 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 3,030 | 0.00 | 116 | -0.86 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 621 | 24 | ||||||
| 2025-04-22 | 13F | Hill Island Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 81,514 | -11.13 | 3,120 | -11.51 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,358,488 | -18.12 | 52,003 | -18.48 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 413,669 | 15,835 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 22,529 | 287.23 | 1 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 14,586 | 558 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 27,679 | -9.42 | 1,060 | -9.87 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 100,724 | 39.67 | 3,856 | 39.07 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 882 | 3.16 | 34 | 3.13 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 70,535 | -2.17 | 2,700 | -2.60 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 18,226 | 0.09 | 1 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4,442 | 3.04 | 170 | 3.03 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,186,316 | 3.66 | 45,412 | 3.20 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 23,817 | 912 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 6,759 | 0.06 | 259 | -0.39 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 57,390 | 4.80 | 2 | 0.00 |
