Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Eaton Vance Tax-Advantaged Dividend Income Fund, omfatter Legacy Financial Independent Advisors Llc, HBK Sorce Advisory LLC, Vaughan David Investments Inc/il, Noble Wealth Management PBC, Golden State Equity Partners, Maryland Capital Advisors Inc., Community Financial Services Group, LLC, Kilter Group LLC, Bruce G. Allen Investments, LLC, SageView Advisory Group, LLC, Rossby Financial, LCC, PlanVest Financial, Inc, og BlackRock, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-08 | 13F | NorthStar Asset Management LLC /NJ/ | 9.342 | 4,30 | 229 | 1,78 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 3.640 | 1,96 | 89 | 0,00 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 458.958 | 2,82 | 11.267 | 0,25 | ||||
| 2026-04-22 | 13F | Morris Retirement Advisors, LLC | 87.433 | 1,17 | 2.146 | -1,38 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 57.661 | 4,29 | 1.416 | 1,65 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 204 | 5 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 152.012 | 59,57 | 3.732 | 55,59 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 11.732 | 26,48 | 0 | |||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 3.045 | 75 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 12.102 | 1,60 | 297 | |||||
| 2026-02-13 | 13F | Colony Group, LLC | 18.835 | 11,70 | 474 | 15,05 | ||||
| 2026-05-04 | 13F | Financial Security Advisor, Inc. | 12.500 | 2,00 | 307 | -0,65 | ||||
| 2026-04-23 | 13F | Summit Investment Advisory Services, LLC | 19.590 | 0,69 | 481 | -1,84 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 728.622 | 1,65 | 17.888 | -0,89 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1 | 0 | ||||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 36.697 | 901 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 13.156 | 0,07 | 323 | -2,72 | ||||
| 2026-05-05 | 13F | UBS Group AG | 892.770 | 6,45 | 21.918 | 3,78 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 213 | 5 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 298.298 | 10,90 | 7.324 | 8,12 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 500 | 12 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 16.183 | 26,21 | 397 | 23,29 | ||||
| 2026-05-12 | 13F | Creative Planning | 27.039 | 2,04 | 664 | -0,60 | ||||
| 2026-05-08 | 13F | Bruce G. Allen Investments, LLC | 425 | 10 | ||||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 396.498 | 4,70 | 9.734 | 2,09 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 5.236 | 0,63 | 129 | -2,29 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 10.650 | 280 | ||||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 996 | 1,94 | 24 | 0,00 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 11.974 | 0,59 | 294 | -2,01 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 75.763 | 0,98 | 2 | 0,00 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 56.278 | 185,17 | 1.382 | 178,43 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 300 | 7 | ||||||
| 2026-05-05 | 13F | Legacy Financial Independent Advisors Llc | 90.783 | 2.229 | ||||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 38.543 | 6,35 | 946 | 3,73 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 52.167 | 3,52 | 1 | 0,00 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 5.198 | 128 | ||||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 577 | 1,94 | 14 | 0,00 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 140.184 | 4,53 | 3.479 | 3,05 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 34.148 | 7,31 | 838 | 4,62 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 16.925 | 0,36 | 416 | -2,12 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 25.515 | 2,95 | 626 | 0,32 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 150.896 | 0,17 | 3.704 | -2,35 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 12.672 | 0,67 | 311 | -1,58 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 12.333 | 0,19 | 303 | -2,27 | ||||
| 2026-04-27 | 13F | Denver Wealth Management, Inc. | 24.028 | 9,56 | 590 | 6,70 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 268.376 | 1,06 | 6.589 | -1,47 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 14.195 | 348 | ||||||
| 2026-04-30 | 13F | Commons Capital, Llc | 22.562 | 40,77 | 554 | 37,22 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 500 | 12 | ||||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 9.835 | 1,97 | 241 | -0,41 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 3.022 | 49,46 | 74 | 48,00 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 85.429 | 0,51 | 2.097 | -2,01 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 69.983 | 68,43 | 1.718 | 64,24 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 2.047 | 50 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 27.138 | 1,14 | 623 | -7,85 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 7 | 0 | ||||||
| 2026-04-17 | 13F | PMG Family Office LLC | 81.461 | 5,78 | 2.000 | 3,09 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 153.157 | 4,99 | 3.760 | 2,37 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 23.300 | 9,57 | 587 | 12,91 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 121.608 | 5,53 | 2.985 | 2,90 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 213.798 | 3,69 | 5.249 | 1,10 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 523.142 | 3,39 | 12.843 | 0,81 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1.013.667 | 1,10 | 24.886 | -1,43 | ||||
| 2026-05-06 | 13F | Kingstone Capital Partners Texas, LLC | 341.625 | 10,51 | 8.387 | 7,75 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 933 | 23 | ||||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 45.066 | 0,60 | 1.106 | -1,95 | ||||
| 2026-05-11 | 13F | McGowan Group Asset Management, Inc. | 784.802 | 0,15 | 19.267 | -2,35 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 973.340 | 2,79 | 23.896 | 0,21 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 916 | 0,33 | 23 | 0,00 | ||||
| 2026-05-15 | 13F | 1607 Capital Partners, LLC | 841.582 | 6,51 | 20.661 | 3,85 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 263 | 7 | ||||||
| 2026-05-12 | 13F | Vaughan David Investments Inc/il | 8.373 | 0 |
