Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Eaton Vance Tax-Advantaged Dividend Income Fund, omfatter Summit Financial, LLC, Readystate Asset Management Lp, Vista Investment Partners Ii, Llc, Armstrong Advisory Group, Inc, Evolution Wealth Management Inc., Jones Financial Companies Lllp, og Hantz Financial Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 34.684 | 100,75 | 836 | 107,71 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 37.622 | 0,67 | 907 | 4,26 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 21.535 | 14,34 | 519 | 18,26 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 1.468 | 2,16 | 35 | 6,06 | ||||
| 2025-07-25 | NP | FCEF - First Trust CEF Income Opportunity ETF This fund is a listed as child fund of First Trust Advisors Lp 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 | 61.484 | 7,09 | 1.429 | 3,85 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 1.275 | 31 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 10.292 | 248 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 19.909 | 3,15 | 480 | 6,68 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 11.511 | 14,75 | 277 | 18,88 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 81.682 | 1.969 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 298 | 10,78 | 7 | 16,67 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 42.399 | 164,93 | 1.022 | 175,95 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 203.309 | 2,92 | 5 | 0,00 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 13.403 | 3,10 | 323 | 6,95 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 22.505 | 542 | ||||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 69.057 | 8,37 | 1.664 | 12,28 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 38.483 | 13,88 | 927 | 17,94 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 47.885 | 8,26 | 1 | 0,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 227.074 | 7,61 | 5.473 | 11,45 | ||||
| 2025-07-24 | 13F | Financial Security Advisor, Inc. | 12.000 | 9,09 | 289 | 13,33 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 48.380 | 1,97 | 1 | 0,00 | ||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 8.496 | 205 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 7.296 | 176 | ||||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 66.918 | 13,71 | 1.613 | 17,75 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 11.567 | 279 | ||||||
| 2025-08-13 | 13F | McGowan Group Asset Management, Inc. | 833.437 | 0,51 | 20.086 | 4,09 | ||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 85.401 | 3,53 | 2.058 | 7,24 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 14.351 | 47,66 | 0 | |||||
| 2025-08-14 | 13F | Polar Asset Management Partners Inc. | 242.141 | 124,90 | 5.836 | 132,93 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 10.890 | 4,56 | 262 | 8,26 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 22.470 | 102,61 | 542 | 109,69 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2.700 | 65 | ||||||
| 2025-08-14 | 13F | 1607 Capital Partners, LLC | 750.342 | 35,99 | 18.083 | 40,84 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 113.200 | 4,79 | 2.728 | 8,56 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 60 | 1 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 123.973 | 3,28 | 2.988 | 6,95 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 829.247 | 17,15 | 19.985 | 21,33 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 199.482 | 15,36 | 4.867 | 20,98 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 20.311 | 0,17 | 489 | 3,82 | ||||
| 2025-08-22 | NP | Cornerstone Total Return Fund Inc | 43.908 | 3,29 | 1.058 | 6,98 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 17.132 | 413 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 434.417 | 1,58 | 10.469 | 5,19 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 342.599 | 0,67 | 8.257 | 4,26 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 900 | 22 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 311.391 | 11,93 | 7.506 | 15,93 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 13.712 | 17,72 | 330 | 21,77 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 927.449 | 1,93 | 22.352 | 5,56 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 10.435 | 251 | ||||||
| 2025-07-29 | 13F | Commons Capital, Llc | 12.423 | 0,75 | 299 | 4,55 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 14.331 | 174,38 | 345 | 185,12 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 29.519 | 101,14 | 711 | 108,50 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 35.108 | 1,37 | 846 | 5,09 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 211.425 | 0,01 | 5.096 | 3,60 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 14.103 | 0,06 | 340 | 3,35 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 13.316 | 9,46 | 321 | 13,07 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 55.800 | 3,96 | 1.345 | 7,61 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 49.918 | 0,61 | 1.203 | 4,25 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 950 | 72,73 | 23 | 69,23 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 9.264 | 2,15 | 223 | 5,69 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 544 | 13 | ||||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 251.748 | 1,05 | 6.067 | 4,66 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 18.740 | 452 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 29.847 | 64,29 | 719 | 70,38 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 124.258 | 2,58 | 2.995 | 6,25 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 371 | 9 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 2 | 0 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 5.136 | 0,67 | 124 | 4,24 | ||||
| 2025-08-08 | 13F | Creative Planning | 24.736 | 13,76 | 596 | 18,02 |
