US70556CAB00 - PEFA INC IA GAS PROJ REVENUE Acţiuni - Preţ acţiuni, Proprietate instituţională, Acţionari

Statistici de bază

Proprietari instituționali	2 total, 2 long only, 0 short only, 0 long/short - change of -1,45% MRQ
Alocarea medie a portofoliului	0.6330 % - change of -3,02% MRQ

Acțiuni instituționale (lung)	710.000 (ex 13D/G) - change of -26,32MM shares -97,37% MRQ
Valoare instituțională (lungă)	$ 722 USD ($1000)

Proprietatea instituțională și acționarii

PEFA INC IA GAS PROJ REVENUE (US:US70556CAB00) are 2 proprietarii instituționali și acționarii care au depus formulare 13D/G sau 13F la Securities Exchange Commission (SEC). Aceste instituții dețin un total de 710,000 acțiuni. Cei mai mari acționari includ BBMHX - Bridge Builder Municipal High-Income Bond Fund, and GENM - Genter Capital Municipal Quality Intermediate ETF .

PEFA INC IA GAS PROJ REVENUE (US70556CAB00) 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%.

US70556CAB00 / PEFA INC IA GAS PROJ REVENUE - 5.0% 2049-09-01 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	Acțiuni	Δ Acțiuni (%)	Raportat Valoare (1000 USD)	Valoarea Δ (%)
2025-08-26	NP	WFTAX - Wells Fargo Intermediate Tax/AMT-Free Fund Class A			3.037	-0,59
2025-07-30	NP	AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Short Term Municipal Fund Class Y			19.913	8,77
2025-08-21	NP	TLMAX - Thornburg Low Duration Municipal Fund Class A			3.044	-0,36
2025-08-26	NP	VMPAX - Wells Fargo Strategic Municipal Bond Fund Class A			5.036	-0,59
2025-07-30	NP	IORAX - Invesco Oppenheimer Rochester AMT-Free Municipal Fund Class R6			5.247	-1,04
2025-08-21	NP	TSSAX - Thornburg Strategic Municipal Income Fund Class A			1.674	-0,36
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			7.077	-1,03
2025-07-30	NP	SEIMX - STET INTERMEDIATE TERM MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A)			1.011	-1,08
2025-08-27	NP	RMMBX - Aspiriant Risk-Managed Municipal Bond Fund			506	-0,59
2025-08-26	NP	SMAVX - Wells Fargo Ultra Short-Term Municipal Income Fund Class A			1.943	-0,56
2025-07-25	NP	SWNTX - Schwab Tax-Free Bond Fund This fund is a listed as child fund of Charles Schwab Investment Management 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			5.055	-1,04
2025-08-20	NP	CGSM - Capital Group Short Duration Municipal Income ETF Share Class			4.049	-0,59
2025-07-30	NP	Invesco Municipal Trust 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			1.825	-1,08
2025-08-21	NP	THIMX - Thornburg Intermediate Municipal Fund - Class A			5.429	-0,35
2025-09-25	NP	ATTYX - AB Tax-Aware Fixed Income Portfolio Advisor Class			1.010	-0,30
2025-09-22	NP	TAXX - BondBloxx IR+M Tax-Aware Short Duration ETF			556	-0,36
2025-09-24	NP	NSMMX - Columbia Short Term Municipal Bond Fund Class A			2.900	-0,31
2025-09-26	NP	PTEBX - BNY Mellon Opportunistic Municipal Securities Fund Class A			2.021	-0,30
2025-08-14	NP	BMQIX - Baird Municipal Bond Fund Institutional			739	-0,67
2025-07-24	NP	SMLAX - DWS Managed Municipal Bond Fund Class A			10.111	-1,04
2025-08-21	NP	LTMFX - Thornburg Limited Term Municipal Fund - Class A			49.441	-9,63
2025-09-25	NP	ASTEX - AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND Class A This fund is a listed as child fund of Capital World Investors 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			7.236	-57,86
2025-09-29	NP	LAEMX - Lord Abbett Diversification Shares: Enhanced Municipal Yield Completion Fund LADS: Enhanced Municipal Yield Completion Fund			172	-0,58
2025-08-14	NP	BTMIX - Baird Short-Term Municipal Bond Fund Institutional Class			6.681	-0,60
2025-08-11	NP	Six Circles Trust - Six Circles Tax Aware Bond Fund			1.852	-33,72
2025-08-27	NP	BBMUX - Bridge Builder Municipal Bond Fund			19.394	10,99
2025-09-26	NP	MEAR - iShares Short Maturity Municipal 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			24.436	0,13
2025-08-26	NP	WTTAX - Segall Bryant & Hamill Municipal Opportunities Fund -Retail Class			602	-0,50
2025-07-25	NP	USMEX - Columbia Ultra Short Duration Municipal Bond Fund Institutional Class			1.011
2025-07-29	NP	TAMBX - John Hancock Tax-Free Bond Fund Class A			2.022	-1,03
2025-08-14	NP	BSNIX - Baird Strategic Municipal Bond Fund Institutional			5.223	-0,59
2025-08-26	NP	NMBAX - Nuveen Intermediate Duration 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			8.256	1,34
2025-07-29	NP	DMUAX - BNY Mellon AMT-Free Municipal Bond Fund Class A			3.033	-1,01
2025-08-26	NP	NOTEX - Northern Tax-exempt Fund			3.543	247,94
2025-08-27	NP	GIJAX - Guggenheim Municipal Income Fund A-Class			101	0,00
2025-09-25	NP	AFTEX - TAX EXEMPT BOND FUND OF AMERICA Class A			27.235	-15,91
2025-08-29	NP	TCNBX - Ambrus Tax-Conscious National Bond Fund Institutional Class			1.311	-0,61
2025-08-26	NP	NSAOX - Nuveen Strategic Municipal Opportunities 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			5.568	-0,59
2025-08-22	NP	FENCX - Fidelity SAI Enhanced Municipal Income Fund			71
2025-08-28	NP	LANSX - Lord Abbett National Tax-Free Income Fund Class A			13.803	-42,65
2025-09-23	NP	MTBAX - MainStay MacKay Tax Free Bond Fund Class A			14.951	-0,30
2025-09-24	NP	Blackrock Municipal 2030 Target Term Trust 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			24.223	0,13
2025-07-23	NP	DITEX - BNY Mellon Intermediate Municipal Bond Fund, Inc.			1.011	-0,98
2025-09-24	NP	FUMB - First Trust Ultra Short Duration Municipal ETF This fund is a listed as child fund of First Trust Advisors Lp 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			1.753	-0,28
2025-09-26	NP	GENM - Genter Capital Municipal Quality Intermediate ETF	210.000	13,51	214	13,90
2025-07-28	NP	James Alpha Funds Trust - Easterly RocMuni Short Term Municipal Bond Fund - Class I			637	-1,09
2025-09-26	NP	NMTRX - Municipal Total Return Managed Accounts Portfolio Common Shares 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			3.032	-0,30
2025-08-26	NP	NOITX - Northern Intermediate Tax-exempt Fund			1.012	-0,59
2025-09-25	NP	AMHIX - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND Class A			2.254	-0,31
2025-07-30	NP	ATFAX - Invesco Limited Term Municipal Income Class A			25.383	13,55
2025-08-14	NP	BMNIX - Baird Core Intermediate Municipal Bond Fund Institutional Class			14.520	-0,59
2025-08-20	NP	CGMU - Capital Group Municipal Income ETF Share Class			1.518	-0,59
2025-07-30	NP	AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Short Duration High Yield Municipal Fund Class A			10.111	-1,04
2025-07-30	NP	VKLMX - Invesco Intermediate Term Municipal Income Fund Class A			5.697	-1,03
2025-08-28	NP	HYMB - SPDR(R) Nuveen Bloomberg Barclays High Yield Municipal Bond ETF 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			506	-0,59
2025-09-24	NP	Blackrock Virginia Municipal Bond Trust 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			1.012	0,20
2025-07-30	NP	Invesco Advantage Municipal Income Trust Ii 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			1.360	-1,09
2025-09-25	NP	AUNAX - AB Municipal Bond Inflation Strategy Class A			9.397	-0,30
2025-07-30	NP	Invesco Municipal Opportunity Trust 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			1.395	-0,99
2025-07-22	NP	DMFFX - Destinations Municipal Fixed Income Fund Class I			6.510	-1,03
2025-04-24	NP	USMDX - Columbia Ultra Short Municipal Bond Fund Advisor Class			1.021	-0,29
2025-08-28	NP	SDHAX - Lord Abbett Short Duration High Yield Municipal Bond Fund Class A			10.290	-0,59
2025-05-28	NP	BBMHX - Bridge Builder Municipal High-Income Bond Fund	500.000	0,00	509	0,39
2025-08-25	NP	DSIBX - BNY Mellon Short-Intermediate Municipal Bond Fund Class D			2.748	-0,58
2025-07-30	NP	Invesco Trust For Investment Grade Municipals 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			1.855	-1,01
2025-09-24	NP	FSMB - First Trust Short Duration Managed Municipal ETF This fund is a listed as child fund of First Trust Advisors Lp 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			2.420	-0,29
2025-07-25	NP	ALTHX - AB National Portfolio Class A			4.044	-1,03
2025-09-24	NP	SMB - VanEck Vectors AMT-Free Short Municipal Index ETF			1.516	-0,33

US70556CAB00 - PEFA INC IA GAS PROJ REVENUE Acţiuni - Preţ acţiuni, Proprietate instituţională, Acţionari

Statistici de bază

Proprietatea instituțională și acționarii

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Depuneri 13F și NPORT