MUNY Institutional Ownership
Vanguard New York Tax-Free Funds - Vanguard New York Tax-Exempt Bond ETF
1W: +0.1%
1M: -3.2%
YTD: -4.1%
$97.17
-0.41 (-0.42%)
Weekly Expected Move ±0.9%
$95
$96
$97
$98
$99
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — MUNY
63
Institutional Holders
+16 vs prior quarter
0.0%
Ownership
+0.00pp
117M
Total Invested
21
New Positions
22
Increased
13
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (67 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Bridgewater Advisors Inc. | 287,315 | $28M | +21,553 | +8.1% | 4Q | SEC ↗ |
| 2 | Francis Financial, Inc. | 170,398 | $17M | +20,772 | +13.9% | 5Q | SEC ↗ |
| 3 | WNY Asset Management, LLC | 81,565 | $8M | +2,167 | +2.7% | 2Q | SEC ↗ |
| 4 | IEQ CAPITAL, LLC | 77,012 | $7M | -5,382 | -6.5% | 3Q | SEC ↗ |
| 5 | OGOREK ANTHONY JOSEPH /NY/ /ADV | 57,890 | $6M | +53,011 | +1086.5% | 2Q | SEC ↗ |
| 6 | Rialto Wealth Management, LLC | 42,042 | $4M | +16,413 | +64.0% | 4Q | SEC ↗ |
| 7 | GUGGENHEIM CAPITAL LLC | 40,706 | $4M | +12,446 | +44.0% | 3Q | SEC ↗ |
| 8 | Savvy Advisors, Inc. NEW | 32,273 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 9 | JOURNEY STRATEGIC WEALTH LLC NEW | 30,983 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 10 | HighTower Advisors, LLC | 28,642 | $3M | -2,859 | -9.1% | 2Q | SEC ↗ |
| 11 | Tortoise Investment Management, LLC | 25,410 | $2M | -1,387 | -5.2% | 4Q | SEC ↗ |
| 12 | Rise Advisors, LLC | 22,643 | $2M | -2,025 | -8.2% | 2Q | SEC ↗ |
| 13 | BANK OF AMERICA CORP /DE | 21,115 | $2M | +7,448 | +54.5% | 3Q | SEC ↗ |
| 14 | SATOVSKY ASSET MANAGEMENT LLC | 20,615 | $2M | +3,663 | +21.6% | 4Q | SEC ↗ |
| 15 | Arax Advisory Partners NEW | 19,456 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 16,875 | $2M | +1,163 | +7.4% | 4Q | SEC ↗ |
| 17 | LPL Financial LLC | 16,252 | $2M | +9,563 | +143.0% | 2Q | SEC ↗ |
| 18 | Hennion & Walsh Asset Management, Inc. | 13,842 | $1M | +2,919 | +26.7% | 3Q | SEC ↗ |
| 19 | Family Manage LLC NEW | 9,610 | $934K | — | +0.0% | 1Q | SEC ↗ |
| 20 | Prospect Financial Services LLC NEW | 9,234 | $897K | — | +0.0% | 1Q | SEC ↗ |
| 21 | LifeGoal Investments, LLC | 8,536 | $829K | +68 | +0.8% | 3Q | SEC ↗ |
| 22 | Creative Planning | 8,170 | $794K | — | +0.0% | 2Q | SEC ↗ |
| 23 | Richard C. Young & CO., LTD. NEW | 6,758 | $657K | — | +0.0% | 1Q | SEC ↗ |
| 24 | Joel Isaacson & Co., LLC | 5,941 | $577K | +788 | +15.3% | 3Q | SEC ↗ |
| 25 | CHATHAM CAPITAL GROUP, INC. | 5,900 | $573K | +100 | +1.7% | 2Q | SEC ↗ |
| 26 | Crestwood Advisors Group, LLC | 5,895 | $573K | -980 | -14.3% | 4Q | SEC ↗ |
| 27 | MERCER GLOBAL ADVISORS INC /ADV | 5,823 | $566K | -313 | -5.1% | 2Q | SEC ↗ |
| 28 | RAYMOND JAMES FINANCIAL INC | 5,750 | $559K | +1,000 | +21.1% | 3Q | SEC ↗ |
| 29 | Graney & King, LLC | 5,580 | $542K | +631 | +12.8% | 3Q | SEC ↗ |
| 30 | Main Street Financial Solutions, LLC | 5,345 | $519K | +2,339 | +77.8% | 3Q | SEC ↗ |
| 31 | AMERICAN FINANCIAL & TAX STRATEGIES IN | 5,000 | $486K | — | +0.0% | 4Q | SEC ↗ |
| 32 | Bell Investment Advisors, Inc | 4,783 | $465K | +38 | +0.8% | 4Q | SEC ↗ |
| 33 | OLD MISSION CAPITAL LLC NEW | 4,731 | $460K | — | +0.0% | 1Q | SEC ↗ |
| 34 | Parallel Advisors, LLC | 4,461 | $433K | +4,181 | +1493.2% | 3Q | SEC ↗ |
| 35 | Compass Planning Associates Inc | 4,357 | $423K | — | +0.0% | 3Q | SEC ↗ |
| 36 | Quantinno Capital Management LP NEW | 4,272 | $415K | — | +0.0% | 1Q | SEC ↗ |
| 37 | SageView Advisory Group, LLC | 4,182 | $406K | — | +0.0% | 3Q | SEC ↗ |
| 38 | Wealthspire Advisors, LLC | 4,119 | $400K | — | +0.0% | 4Q | SEC ↗ |
| 39 | Equitable Holdings, Inc. NEW | 4,090 | $397K | — | +0.0% | 1Q | SEC ↗ |
| 40 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW | 3,851 | $374K | — | +0.0% | 1Q | SEC ↗ |
| 41 | MYECFO, LLC NEW | 3,560 | $346K | — | +0.0% | 1Q | SEC ↗ |
| 42 | OakTrust Wealth Advisors, LLC NEW | 3,298 | $320K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Strategic Advisors LLC NEW | 3,213 | $312K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Two West Capital Advisors LLC | 2,930 | $285K | +23 | +0.8% | 4Q | SEC ↗ |
| 45 | JANE STREET GROUP, LLC | 2,851 | $277K | -67,614 | -96.0% | 5Q | SEC ↗ |
| 46 | CANANDAIGUA NATIONAL CORP NEW | 2,728 | $265K | — | +0.0% | 1Q | SEC ↗ |
| 47 | CANANDAIGUA NATIONAL BANK & TRUST CO NEW | 2,728 | $265K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Cetera Investment Advisers NEW | 2,583 | $251K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Platt Wealth Management LLC | 2,400 | $233K | — | +0.0% | 2Q | SEC ↗ |
| 50 | CWA Asset Management Group, LLC NEW | 2,100 | $204K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Savvy Advisors, Inc. | 32,273 | $3M |
| JOURNEY STRATEGIC WEALTH LLC | 30,983 | $3M |
| Arax Advisory Partners | 19,456 | $2M |
| Family Manage LLC | 9,610 | $934K |
| Prospect Financial Services LLC | 9,234 | $897K |
| Richard C. Young & CO., LTD. | 6,758 | $657K |
| OLD MISSION CAPITAL LLC | 4,731 | $460K |
| Quantinno Capital Management LP | 4,272 | $415K |
| Equitable Holdings, Inc. | 4,090 | $397K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 3,851 | $374K |
| MYECFO, LLC | 3,560 | $346K |
| OakTrust Wealth Advisors, LLC | 3,298 | $320K |
| Strategic Advisors LLC | 3,213 | $312K |
| CANANDAIGUA NATIONAL BANK & TRUST C | 2,728 | $265K |
| CANANDAIGUA NATIONAL CORP | 2,728 | $265K |
| Cetera Investment Advisers | 2,583 | $251K |
| CWA Asset Management Group, LLC | 2,100 | $204K |
| Beacon Pointe Advisors, LLC | 1,929 | $187K |
| FIDUCIARY FINANCIAL ADVISORS | 1,036 | $101K |
| Timbuktu Capital Management, LLC | 1,000 | $97K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Tower Research Capital LLC (TRC) | 19,527 | $2M |
| Bravias Capital Group, LLC | 3,908 | $380K |
| HRT FINANCIAL LP | 2,290 | $223K |
| Private Advisor Group, LLC | 2,000 | $194K |
| ARMSTRONG ADVISORY GROUP, INC | 1,926 | $187K |
| Elequin Capital, LP | 1,597 | $155K |
| FIDUCIARY ADVISORS, INC. | 435 | $42K |
| UBS Group AG | 100 | $10K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| OGOREK ANTHONY JOSEPH /NY/ /ADV | +53,011 | +1086.5% | 57,890 |
| Bridgewater Advisors Inc. | +21,553 | +8.1% | 287,315 |
| Francis Financial, Inc. | +20,772 | +13.9% | 170,398 |
| Rialto Wealth Management, LLC | +16,413 | +64.0% | 42,042 |
| GUGGENHEIM CAPITAL LLC | +12,446 | +44.0% | 40,706 |
| LPL Financial LLC | +9,563 | +143.0% | 16,252 |
| BANK OF AMERICA CORP /DE | +7,448 | +54.5% | 21,115 |
| Parallel Advisors, LLC | +4,181 | +1493.2% | 4,461 |
| SATOVSKY ASSET MANAGEMENT LLC | +3,663 | +21.6% | 20,615 |
| Hennion & Walsh Asset Management, I | +2,919 | +26.7% | 13,842 |
| Main Street Financial Solutions, LL | +2,339 | +77.8% | 5,345 |
| WNY Asset Management, LLC | +2,167 | +2.7% | 81,565 |
| COMMONWEALTH EQUITY SERVICES, LLC | +1,163 | +7.4% | 16,875 |
| RAYMOND JAMES FINANCIAL INC | +1,000 | +21.1% | 5,750 |
| Joel Isaacson & Co., LLC | +788 | +15.3% | 5,941 |
| Graney & King, LLC | +631 | +12.8% | 5,580 |
| MORGAN STANLEY | +199 | +19900.0% | 200 |
| Bouchey Financial Group, Ltd. | +114 | +5.8% | 2,086 |
| CHATHAM CAPITAL GROUP, INC. | +100 | +1.7% | 5,900 |
| LifeGoal Investments, LLC | +68 | +0.8% | 8,536 |
Biggest Decreases (7)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -67,614 | -96.0% | 2,851 |
| IEQ CAPITAL, LLC | -5,382 | -6.5% | 77,012 |
| HighTower Advisors, LLC | -2,859 | -9.1% | 28,642 |
| Rise Advisors, LLC | -2,025 | -8.2% | 22,643 |
| Tortoise Investment Management, LLC | -1,387 | -5.2% | 25,410 |
| Crestwood Advisors Group, LLC | -980 | -14.3% | 5,895 |
| MERCER GLOBAL ADVISORS INC /ADV | -313 | -5.1% | 5,823 |