Basic Stats
| Institutional Owners | 0 total, 0 long only, 0 short only, 0 long/short - change of 0.00% MRQ |
| Average Portfolio Allocation | 0.0160 % - change of -0.01% MRQ |
Institutional Ownership and Shareholders
CITY OF CHARLOTTE NC AIRPORT REVENUE 5.0% 07-01-26 (US:US161036VR69) has 0 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). Largest shareholders include .
CITY OF CHARLOTTE NC AIRPORT REVENUE 5.0% 07-01-26 (US161036VR69) 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-06-26 | NP | ASTEX - AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 382 | -0.78 | ||||||
| 2025-07-30 | NP | FGNSX - Strategic Advisers Tax-Sensitive Short Duration Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 463 | -0.65 |
