Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Eaton Vance Tax-Managed Diversified Equity Income Fund inkluderar Summit Financial, LLC, 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, och SJS Investment Consulting 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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | |||||
| 2025-08-06 | 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 |
