Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Eaton Vance Tax-Managed Diversified Equity Income Fund, omfatter Summit Financial, LLC, NWF Advisory Services Inc., Kingstone Capital Partners Texas, LLC, Fiduciary Alliance LLC, Concurrent Investment Advisors, LLC, Transcend Wealth Collective, Llc, Exchange Traded Concepts, Llc, Smallwood Wealth Investment Management, LLC, Mount Yale Investment Advisors, LLC, Ronald Blue Trust, Inc., Dunhill Financial, LLC, og SJS Investment Consulting Inc. .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Creative Planning | 46.113 | 41,29 | 713 | 53,33 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 18.836 | 31,53 | 291 | 42,65 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 28.792 | 38,10 | 445 | 49,83 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 49.046 | 15,54 | 759 | 25,29 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 44.250 | 20,64 | 685 | 30,78 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 19.312 | 1,71 | 299 | 18,25 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 16.791 | 0,16 | 260 | 8,37 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 95.777 | 27,22 | 1.482 | 38,02 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 35.085 | 8,33 | 543 | 17,57 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 67.626 | 15,84 | 1.046 | 25,72 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 77.507 | 3,55 | 1.199 | 12,37 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 518.461 | 5,71 | 8.021 | 14,69 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 12.944 | 15,10 | 200 | 25,00 | ||||
| 2025-08-01 | 13F | Twin Lakes Capital Management, LLC | 3.181 | 2,02 | 49 | 11,36 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 56.500 | 0,16 | 874 | 8,71 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 196.325 | 6,35 | 3.037 | 15,39 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 65 | 1 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 21.771 | 337 | ||||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 2.437 | 35 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 800 | 12 | ||||||
| 2025-07-14 | 13F/A | Seek First Inc. | 20.998 | 26,88 | 325 | 37,87 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 40.250 | 177,17 | 623 | 201,94 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 13.050 | 4,03 | 202 | 12,92 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5.096 | 1,03 | 79 | 9,86 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 15.525 | 23,30 | 240 | 34,08 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 336.018 | 3,46 | 5.198 | 12,24 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 13.910 | 125,45 | 215 | 147,13 | ||||
| 2025-07-11 | 13F | Kapstone Financial Advisors LLC | 11.266 | 2,74 | 174 | 11,54 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 16.282 | 56,39 | 252 | 69,59 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 3.809 | 59 | ||||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 18.288 | 0,02 | 283 | 8,46 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 19.674 | 74,40 | 304 | 90,00 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 2.333 | 36 | ||||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 34.107 | 4,15 | 528 | 13,09 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 28.508 | 10,13 | 0 | |||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 46.999 | 670 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 239.474 | 10,61 | 4 | 0,00 | ||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 12.414 | 12,14 | 192 | 22,29 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 225.324 | 0,54 | 3.486 | 9,08 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 314.945 | 1,61 | 5 | 0,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 43.201 | 5,89 | 668 | 14,97 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 14.407 | 0,41 | 223 | 8,82 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 21.633 | 13,44 | 335 | 23,25 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 357.335 | 4,17 | 5.528 | 13,00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 618 | 10 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 19.572 | 4,52 | 303 | 13,11 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 241.286 | 15,14 | 3.733 | 24,90 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 301.117 | 2,49 | 4.658 | 11,20 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 18.011 | 2,86 | 279 | 11,65 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.954.890 | 4,04 | 30.242 | 12,87 | ||||
| 2025-08-07 | 13F | Cypress Capital Management LLC (WY) | 280.492 | 141,32 | 4.339 | 161,86 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 533 | 8 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2.643.146 | 1,91 | 40.889 | 10,56 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 1.036.165 | 7,76 | 16.029 | 16,91 | ||||
| 2025-07-09 | 13F | David J Yvars Group | 40.622 | 1,20 | 628 | 9,98 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.174.809 | 3,77 | 18.174 | 12,57 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 42.163 | 4,51 | 660 | 14,78 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 10.734 | 0,37 | 166 | 9,21 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 22.450 | 347 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 23.948 | 0 | ||||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 38.250 | 0,28 | 592 | 8,84 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 39.668 | 614 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 13.728 | 7,17 | 212 | 16,48 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 808.900 | 4,36 | 12.514 | 13,21 | ||||
| 2025-08-21 | 13F | Pathway Financial Advisers, LLC | 385.599 | 3,55 | 5.965 | 12,34 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 625 | 10 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 19.449 | 2,04 | 301 | 10,70 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 18.964 | 33,14 | 293 | 44,33 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 10.428 | 161 | ||||||
| 2025-07-30 | 13F | Dudley Capital Management, Llc | 11.986 | 0,76 | 185 | 9,47 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 54.625 | 88,78 | 845 | 105,10 | ||||
| 2025-08-12 | 13F | Heron Bay Capital Management | 406.483 | 28,38 | 6.288 | 39,27 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 29.485 | 456 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 423.473 | 8,05 | 6.551 | 17,23 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 298.312 | 2,98 | 4.615 | 11,72 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 19.224 | 4,69 | 297 | 13,79 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 67.795 | 17,23 | 1.049 | 27,18 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 130.897 | 3,69 | 2.025 | 12,44 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 3.587 | 2,05 | 55 | 10,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 713.247 | 1,87 | 11.033 | 10,51 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 41.415 | 4,54 | 641 | 13,48 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 77.215 | 30,88 | 1.195 | 41,97 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 6.991 | 1,27 | 108 | 10,20 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1.134.479 | 7,16 | 17.550 | 10,89 | ||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 137.204 | 0,32 | 2.123 | 8,82 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 292.815 | 14,59 | 4.530 | 24,32 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 5.138 | 73 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 19.877 | 0,13 | 307 | 8,48 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 3.325 | 68,27 | 51 | 82,14 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 11.122 | 1,86 | 175 | 16,78 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 51.079 | 790 |
