Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Eaton Vance Limited Duration Income Fund, omfatter M Holdings Securities, Inc., Jackson Hole Capital Partners, LLC, Strategic Wealth Partners, Ltd., Evolution Wealth Management Inc., 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.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 700 | 7 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 153.408 | 3,05 | 1.574 | 5,93 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 132.937 | 3,38 | 1.364 | 6,24 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 16.460 | 0,02 | 169 | 2,44 | ||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 23.140 | 0,41 | 237 | 3,49 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 24.236 | 0 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 4.348 | 47,79 | 45 | 57,14 | ||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 524.754 | 1,99 | 5.384 | 4,85 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 22.213 | 3,35 | 228 | 6,07 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 149.370 | 13,87 | 1.533 | 17,04 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 6.688 | 2,23 | 69 | 4,62 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 1.030.744 | 4,72 | 10.411 | 6,62 | ||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 5.962.489 | 15,43 | 61 | 19,61 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 259.915 | 43,81 | 2.667 | 47,86 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 16.646 | 26,62 | 170 | 29,01 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 12.770 | 131 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 333.034 | 6,46 | 3.417 | 9,45 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 163.192 | 11,23 | 1.674 | 14,34 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 6.783 | 6.010,81 | 70 | 6.800,00 | ||||
| 2025-07-15 | 13F | Kanen Wealth Management LLC | 401.569 | 9,35 | 4.120 | 12,45 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5.450 | 56 | ||||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 13.443 | 0,06 | 138 | 2,24 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 627.418 | 4,99 | 6.437 | 7,93 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 290.735 | 5,04 | 2.983 | 7,97 | ||||
| 2025-07-15 | 13F | Riverbridge Partners Llc | 24.537 | 2,61 | 252 | 5,46 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 24.668 | 0 | ||||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 33.274 | 15,97 | 341 | 19,23 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 42.394 | 4,70 | 435 | 7,43 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 11.595 | 2,23 | 119 | 4,42 | ||||
| 2025-07-15 | 13F | Wela Strategies, Inc. | 46.649 | 0,01 | 479 | 2,80 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 1.598.064 | 11,98 | 16.396 | 15,12 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 56.507 | 587 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 87.173 | 9,91 | 1 | |||||
| 2025-04-29 | NP | HYIN - WisdomTree Alternative Income Fund N/A | 161.390 | 82,00 | 1.654 | 83,57 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 4.005.680 | 10,98 | 41.100 | 14,11 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3.127 | 555,56 | 32 | 700,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 176.074 | 3,03 | 1.807 | 5,92 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 9.892.816 | 1,26 | 101.500 | 4,10 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1.672 | 2,20 | 17 | 6,25 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 10.184 | 104 | ||||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 32.937 | 1,31 | 338 | 4,01 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1.525 | 2,21 | 16 | 7,14 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 49.419 | 3,31 | 507 | 6,29 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 62.204 | 4,35 | 638 | 7,41 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 917.343 | 0,19 | 9.412 | 3,01 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 12.986 | 9,02 | 133 | 12,71 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 10.744 | 110 | ||||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 530.154 | 3,04 | 5 | 0,00 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 36.890 | 0,59 | 378 | 3,56 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 43.402 | 25,00 | 445 | 28,61 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 11 | 0 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 422.747 | 2,23 | 4.337 | 5,09 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 158.758 | 68,68 | 1.629 | 73,38 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 11.111 | 1,29 | 114 | 3,67 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 209.404 | 6,94 | 2.148 | 9,93 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 10.999 | 7,13 | 113 | 9,80 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 37.912 | 0,07 | 389 | 2,65 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 453 | 5 |
