Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Eaton Vance Enhanced Equity Income Fund includono Exchange Traded Concepts, Llc, Sofos Investments, Inc., e Assetmark, Inc .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Mariner, LLC | 24.001 | 120,17 | 502 | 146,08 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 12.156 | 1,22 | 254 | 12,89 | ||||
| 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 | 340.546 | 1,76 | 6.808 | 0,86 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 355.825 | 11,92 | 7.444 | 24,80 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 9.874 | 0,59 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 294.791 | 8,15 | 6.166 | 20,57 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 98.697 | 0,46 | 2.065 | 11,99 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 5.772 | 127,60 | 121 | 155,32 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 78.413 | 25,85 | 1.640 | 40,41 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 14.053 | 12,42 | 294 | 25,21 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 12.111 | 7,62 | 253 | 19,91 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 98.398 | 11,64 | 2.058 | 27,59 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2.642 | 0,88 | 0 | |||||
| 2025-07-11 | 13F | OxenFree Capital LLC | 83.858 | 3,27 | 1.754 | 27,19 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 215.179 | 43,91 | 4.502 | 60,52 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 284.773 | 1,21 | 5.957 | 12,86 | ||||
| 2025-07-29 | 13F | Commons Capital, Llc | 14.976 | 0,66 | 313 | 12,19 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 46.137 | 2,15 | 965 | 13,93 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1.934 | 40 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 40.151 | 20,20 | 840 | 34,03 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 2.047 | 0,44 | 43 | 10,53 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 1.241 | 0,24 | 0 | |||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1.000 | 21 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 44.615 | 9,58 | 933 | 22,28 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 650 | 14 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 530 | 10 | ||||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 625 | 15,10 | 13 | 30,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 170.708 | 0,40 | 3.571 | 11,98 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 472.806 | 1,47 | 9.891 | 13,16 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 199.103 | 2,76 | 4.177 | 21,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1.218 | 4,10 | 25 | 4,17 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 21.613 | 0,47 | 452 | 12,16 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 12.150 | 0,07 | 228 | -9,92 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 24 | 1 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 43.353 | 2,66 | 907 | 14,39 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 465.205 | 1,14 | 10 | 12,50 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 13.820 | 2,45 | 289 | 14,23 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 832.944 | 3,94 | 17.425 | 15,90 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 20.874 | 81,32 | 437 | 102,79 |
