CUSIP 72201R635MUNI INCOME OPPMINOQ4 2025
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 933.0K | $42.28M |
| 2 | Cardinal Point Capital Management Ulc | 555.5K | $25.26M |
| 3 | Great Valley Advisor Group, Inc. | 473.1K | $21.44M |
| 4 | Focus Partners Wealth | 289.7K | $13.13M |
| 5 | Wealth Enhancement Advisory Services, LLC | 240.1K | $10.92M |
| 6 | Osaic Holdings, Inc. | 219.1K | $9.93M |
| 7 | Envestnet Asset Management Inc | 212.1K | $9.61M |
| 8 | Newedge Advisors, LLC | 203.6K | $9.23M |
| 9 |
| Truist Financial Corp |
| 172.8K |
| $7.83M |
| 10 | Cary Street Partners Financial LLC | 165.3K | $7.49M |