US542691DM97 - LIPA NY .85% MT Aktien - Aktienkurs, Institutioneller Eigentümerschaft, Aktionäre

Basisstatistiken
Institutionelle Eigentümer 0 total, 0 long only, 0 short only, 0 long/short - change of 6,90% MRQ
Durchschnittliche Portfolioallokation 0.3205 % - change of -9,58% MRQ
Institutioneller Eigentümerschaft und Aktionäre

LIPA NY .85% MT (US:US542691DM97) hat 0 institutionelle Eigentümer und Aktionäre, die 13D/G oder 13F Formulare bei der Securities Exchange Commission (SEC) eingereicht haben. Die größten Aktionäre sind .

LIPA NY .85% MT (US542691DM97) Die institutionelle Eigentümerstruktur zeigt die aktuellen Positionen von Institutionen und Fonds im Unternehmen sowie die jüngsten Veränderungen der Positionsgröße. Zu den Großaktionären können Einzelanleger, Investmentfonds, Hedgefonds oder Institutionen gehören. Der Schedule 13D zeigt an, dass der Investor mehr als 5% des Unternehmens hält (oder gehalten hat) und beabsichtigt (oder beabsichtigt hat), aktiv eine Änderung der Geschäftsstrategie zu verfolgen. Schedule 13G zeigt eine passive Investition von über 5% an.

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

Details zu 13F-Einreichungen sind kostenlos. Für Details zu NP-Einreichungen ist eine Premium-Mitgliedschaft erforderlich. Grüne Zeilen zeigen neue Positionen an. Rote Zeilen zeigen geschlossene Positionen an. Klicken Sie auf das Link Symbol, um den gesamten Transaktionsverlauf zu sehen.

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Datei Datum Quelle Anleger Typ Durchschnittlicher Preis
(Est)
Aktien Δ Aktien
(%)
Gemeldeter
Wert
($1000)
Δ Wert
(%)
Port Alloc
(%)
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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