Basic Stats
| Institutional Owners | 0 total, 0 long only, 0 short only, 0 long/short - change of 16.67% MRQ |
| Average Portfolio Allocation | 0.0400 % - change of -14.61% MRQ |
Institutional Ownership and Shareholders
Allen County OH Hospital Facilities Revenue (Mercy Health) (US:US01757LFS07) has 0 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). Largest shareholders include .
Allen County OH Hospital Facilities Revenue (Mercy Health) (US01757LFS07) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.
13F and NPORT Filings
Detail on 13F filings are free. Detail on NP filings require a premium membership. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | NP | JMST - JPMorgan Ultra-Short Municipal Income ETF | 848 | -0.94 | ||||||
| 2025-06-24 | NP | NMUIX - Neuberger Berman Municipal Intermediate Bond Fund Investor Class | 5 | |||||||
| 2025-08-11 | NP | Six Circles Trust - Six Circles Tax Aware Bond Fund | 52 | 0.00 | ||||||
| 2025-08-26 | NP | AIDAX - Diversified Municipal Portfolio AB Intermediate Diversified Municipal Class A | 8,827 | -0.21 | ||||||
| 2025-07-28 | NP | USMSX - JPMorgan Ultra-Short Municipal Fund Class A | 312 | -0.95 | ||||||
| 2025-07-29 | NP | BSMR - Invesco BulletShares 2027 Municipal Bond ETF | 104 | -0.95 | ||||||
| 2025-06-26 | NP | LTEBX - LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA Class A | 593 | -1.00 |
