Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Eaton Vance Risk-Managed Diversified Equity Income Fund inkluderar Two Sigma Investments, Lp, Kovitz Investment Group Partners, LLC, LaSalle St. Investment Advisors, LLC, Wealth Enhancement Advisory Services, Llc, Balyasny Asset Management Llc, Summit Financial, LLC, Kovack Advisors, Inc., Catalina Capital Group, LLC, GAMMA Investing LLC, Farther Finance Advisors, LLC, och Armstrong Advisory Group, Inc .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-08 | 13F | Nbc Securities, Inc. | 34 098 | 43,18 | 0 | |||||
| 2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 16 067 | 0,02 | 145 | 7,41 | ||||
| 2025-08-14 | 13F | Comerica Bank | 2 060 | 0,59 | 19 | 5,88 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 28 016 | 52,03 | 253 | 63,23 | ||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 68 626 | 0,61 | 620 | 7,45 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 20 117 | 182 | ||||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 13 172 | 119 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 15 609 | 14,70 | 141 | 22,61 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 7 590 | 69 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 58 001 | 53,63 | 520 | 63,01 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 19 905 | 180 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 58 247 | 527 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 46 892 | 424 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 14 578 | 1,38 | 132 | 8,26 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 28 138 | 0,73 | 254 | 7,63 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors, LLC | 873 368 | 40,93 | 7 895 | 50,61 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1 000 | 9 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 14 761 | 0,94 | 133 | 8,13 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 12 149 | 110 | ||||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 49 886 | 8,19 | 451 | 15,64 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3 855 | 55,76 | 35 | 70,00 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 247 | 2 | ||||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 11 366 | 2,25 | 103 | 8,51 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 27 319 | 0,54 | 247 | 7,42 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 50 686 | 72,04 | 458 | 83,94 | ||||
| 2025-07-28 | NP | PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. 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 | 848 866 | 2,06 | 7 512 | 0,91 | ||||
| 2025-07-09 | 13F | David J Yvars Group | 33 180 | 19,08 | 300 | 27,23 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 42 773 | 1 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 708 700 | 6,68 | 15 447 | 13,99 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1 511 | 14 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 8 000 | 72 | ||||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 487 446 | 14,04 | 4 | 33,33 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 13 247 | 120 | ||||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 28 407 | 257 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 193 740 | 2,31 | 19 831 | 9,32 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 487 446 | 14,04 | 4 407 | 21,85 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 912 531 | 2,95 | 8 249 | 10,02 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 16 352 | 148 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 980 660 | 24,92 | 8 865 | 33,49 | ||||
| 2025-08-14 | 13F | UBS Group AG | 86 478 | 5,98 | 782 | 13,19 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 17 124 | 155 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 97 382 | 4,08 | 880 | 11,11 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 17 675 | 160 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 10 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 175 003 | 6,52 | 10 622 | 13,84 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 325 269 | 24,87 | 2 940 | 33,45 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 401 249 | 5,19 | 3 627 | 12,40 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 32 052 | 290 | ||||||
| 2025-08-22 | NP | Cornerstone Total Return Fund Inc | 294 264 | 35,14 | 2 660 | 44,41 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 0 | 0 | ||||||
| 2025-08-22 | NP | Cornerstone Strategic Value Fund Inc | 579 104 | 44,07 | 5 235 | 53,97 |
