Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Eaton Vance Tax-Advantaged Dividend Income Fund inkluderar Summit Financial, LLC, Readystate Asset Management Lp, Vista Investment Partners Ii, Llc, Armstrong Advisory Group, Inc, Evolution Wealth Management Inc., Jones Financial Companies Lllp, och Hantz Financial Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 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 |
