US542691DM97 - LIPA NY .85% MT Acţiuni - Preţ acţiuni, Proprietate instituţională, Acţionari

Statistici de bază

Proprietari instituționali	0 total, 0 long only, 0 short only, 0 long/short - change of 6,90% MRQ
Alocarea medie a portofoliului	0.3205 % - change of -9,58% MRQ

Proprietatea instituțională și acționarii

LIPA NY .85% MT (US:US542691DM97) are 0 proprietarii instituționali și acționarii care au depus formulare 13D/G sau 13F la Securities Exchange Commission (SEC). Cei mai mari acționari includ .

LIPA NY .85% MT (US542691DM97) Structura de proprietate instituțională arată pozițiile curente în companie în funcție de instituții și fonduri, precum și cele mai recente modificări ale dimensiunii poziției. Acţionarii majori pot include investitori individuali, fonduri mutuale, fonduri speculative sau instituţii. Anexa 13D indică faptul că investitorul deține (sau deține) mai mult de 5% din companie și intenționează (sau intenționează) să urmărească în mod activ o schimbare în strategia de afaceri. Schedule 13G indică o investiție pasivă de peste 5%.

US542691DM97 / LIPA NY .85% MT - 0.8500000000000001% 2050-09-01 Institutional Ownership

Depuneri 13F și NPORT

Detaliile privind depunerile 13F sunt gratuite. Detaliile privind depunerea NP necesită un abonament premium. Rândurile verzi indică poziții noi. Rândurile roșii indică poziții închise. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.

Actualizare pentru a debloca date premium și a exporta în Excel Premium Registration Required .

Data efectivă :

Data fișierului	Sursă	Investitor	Raportat Valoare (1000 USD)	Valoarea Δ (%)
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