Assured Gty Muni (AGOPRE)
Institutional ownership reported to the SEC as of Q2 2021, across 11 quarters.
2
Reporting holders
$336.0K
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Altavista Wealth Management, Inc. | $292.0K | 11,378 | 0.06% | 11q | -35.2%-$158.8K |
| Steward Partners Investment Advisory, LLC | $44.0K | 1,730 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2021 | 2 | $336.0K | 13,108 | 1 | 0 | 1 | 0.0% |
| Q1 2021 | 2 | $478.0K | 18,065 | 0 | 1 | 0 | 0.0% |
| Q4 2020 | 2 | $445.0K | 17,265 | 0 | 0 | 0 | 0.0% |
| Q3 2020 | 3 | $475.0K | 17,349 | 0 | 0 | 1 | 0.0% |
| Q2 2020 | 3 | $465.0K | 17,569 | 0 | 0 | 0 | 0.0% |
| Q1 2020 | 4 | $456.0K | 18,569 | 2 | 0 | 0 | 0.0% |
| Q4 2019 | 2 | $465.0K | 17,520 | 0 | 1 | 0 | 0.0% |
| Q3 2019 | 1 | $436.0K | 16,720 | 0 | 0 | 1 | 0.0% |
| Q2 2019 | 1 | $480.0K | 18,150 | 0 | 1 | 0 | 0.0% |
| Q1 2019 | 1 | $464.0K | 17,965 | 0 | 0 | 1 | 0.0% |
| Q4 2018 | 1 | $571.0K | 22,711 | 0 | 0 | 0 | 0.0% |