CUSIP 72201R874SHTRM MUN BD ACTSMMUQ4 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 | Morgan Stanley | 2.92M | $147.39M |
| 2 | Bank Of America Corp /De/ | 1.09M | $55.06M |
| 3 | Stonebridge Financial Group, LLC | 1.06M | $53.65M |
| 4 | Captrust Financial Advisors | 1.05M | $52.84M |
| 5 | Jpmorgan Chase & Co | 827.4K | $41.73M |
| 6 | Wealth Enhancement Advisory Services, LLC | 724.4K | $36.62M |
| 7 | Cetera Investment Advisers | 695.6K | $35.08M |
| 8 | Lpl Financial LLC | 504.5K | $25.44M |
| 9 |
| Sagespring Wealth Partners, LLC |
| 472.9K |
| $23.85M |
| 10 | Biltmore Wealth Management, LLC | 404.1K | $20.38M |