Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Eaton Vance Risk-Managed Diversified Equity Income Fund includono XTX Topco Ltd, Procyon Private Wealth Partners, LLC, Gateway Wealth Partners, LLC, e Colonial Trust Co / SC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 15.195 | 1,46 | 124 | -6,06 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 51.136 | 0,89 | 418 | -6,71 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 6.296 | 46,55 | 51 | 37,84 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 35.101 | 6,90 | 287 | -1,04 | ||||
| 2026-05-11 | 13F | Closed-End Fund Advisors, Inc. | 25.489 | 0,29 | 208 | -7,14 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 427.823 | 4,78 | 3.485 | -3,25 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 7 | 75,00 | 0 | |||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 23.656 | 27,91 | 193 | 18,40 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 41.185 | 0,01 | 336 | -7,44 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 14.344 | 117 | ||||||
| 2026-04-22 | 13F | Formidable Asset Management, LLC | 28.371 | 0,46 | 250 | -1,19 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 17.455 | 41,22 | 138 | 26,61 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 12.144 | 2,30 | 99 | -4,81 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 120.616 | 569,05 | 985 | 519,50 | ||||
| 2026-05-01 | 13F | Arlington Capital Management, Inc. | 35.843 | 5,06 | 293 | -2,67 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 6.216 | 86,16 | 51 | 72,41 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 116.319 | 3,73 | 951 | -3,84 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 22.386 | 39,46 | 183 | 29,08 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 11.435 | 0,93 | 93 | -6,06 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 15.969 | 130 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 12.574 | 91,27 | 103 | 78,95 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 190.940 | 2,80 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Pointe Capital Management LLC | 84.722 | 40,84 | 692 | 30,57 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 12.000 | 98 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 56.575 | 0,16 | 462 | -7,23 | ||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 0 | 0 | ||||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 1.148.133 | 5,44 | 9.380 | -2,32 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 91.996 | 7,09 | 752 | -0,79 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 19.122 | 4,17 | 156 | -3,11 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 149.286 | 105,98 | 1.220 | 90,77 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 1.614 | 2,28 | 13 | 0,00 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 725.750 | 4,65 | 5.929 | -3,06 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 22.109 | 18,81 | 181 | 9,76 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 22.683 | 44,28 | 185 | 34,06 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 485.611 | 10,76 | 3.967 | 2,59 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2.084 | 17 | ||||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 125.241 | 9,38 | 1.023 | 1,39 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 2.792 | 23 | ||||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 16.100 | 132 | ||||||
| 2026-04-17 | 13F | Harbour Wealth Management Group, Inc. | 22.856 | 0,29 | 187 | -7,46 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 15.329 | 0,03 | 125 | -7,41 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 133.982 | 13,51 | 1.095 | 5,09 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 3.500 | 105,88 | 29 | 100,00 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 25.915 | 5,57 | 212 | -2,31 | ||||
| 2026-04-24 | 13F | Semus Wealth Partners LLC | 16.586 | 0,96 | 136 | -6,25 | ||||
| 2026-04-30 | 13F | Primoris Wealth Advisors, Llc | 16.079 | 0,02 | 131 | -7,09 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 31.621 | 0,19 | 258 | -7,19 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 11.419 | 0,58 | 93 | -7,00 | ||||
| 2026-04-23 | 13F | Catalina Capital Group, LLC | 13.296 | 0,20 | 109 | -7,69 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2.238.255 | 0,28 | 18.287 | -7,11 | ||||
| 2026-04-17 | 13F | PMG Family Office LLC | 101.258 | 6,41 | 827 | -1,43 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 74.947 | 1,23 | 1 | |||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 69.048 | 564 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1.936.190 | 1,76 | 15.819 | -5,74 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 12.700 | 104 | ||||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 52.945 | 15,88 | 433 | 7,20 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 11.131 | 1,17 | 91 | -7,22 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 134.957 | 4,97 | 1.103 | -2,74 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 59.691 | 2,91 | 526 | 0,96 |
