Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Eaton Vance Limited Duration Income Fund termasuk NWF Advisory Services Inc., M Holdings Securities, Inc., Jackson Hole Capital Partners, LLC, Strategic Wealth Partners, Ltd., Evolution Wealth Management Inc., dan SJS Investment Consulting Inc. .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 700 | 7 | ||||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 153,408 | 3.05 | 1,574 | 5.93 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 132,937 | 3.38 | 1,364 | 6.24 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 16,460 | 0.02 | 169 | 2.44 | ||||
2025-08-05 | 13F | Pointe Capital Management LLC | 23,140 | 0.41 | 237 | 3.49 | ||||
2025-08-12 | 13F | Virtu Financial LLC | 24,236 | 0 | ||||||
2025-08-07 | 13F | Allworth Financial LP | 4,348 | 47.79 | 45 | 57.14 | ||||
2025-08-28 | NP | YYY - Amplify High Income ETF | 524,754 | 1.99 | 5,384 | 4.85 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 22,213 | 3.35 | 228 | 6.07 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 149,370 | 13.87 | 1,533 | 17.04 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 6,688 | 2.23 | 69 | 4.62 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 1,030,744 | 4.72 | 10,411 | 6.62 | ||||
2025-08-14 | 13F | Sit Investment Associates Inc | 5,962,489 | 15.43 | 61 | 19.61 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 259,915 | 43.81 | 2,667 | 47.86 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 16,646 | 26.62 | 170 | 29.01 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 12,770 | 131 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 333,034 | 6.46 | 3,417 | 9.45 | ||||
2025-08-12 | 13F | NWF Advisory Services Inc. | 102,750 | 1,025 | ||||||
2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 163,192 | 11.23 | 1,674 | 14.34 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 6,783 | 6,010.81 | 70 | 6,800.00 | ||||
2025-07-15 | 13F | Kanen Wealth Management LLC | 401,569 | 9.35 | 4,120 | 12.45 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5,450 | 56 | ||||||
2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 13,443 | 0.06 | 138 | 2.24 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 627,418 | 4.99 | 6,437 | 7.93 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 290,735 | 5.04 | 2,983 | 7.97 | ||||
2025-07-15 | 13F | Riverbridge Partners Llc | 24,537 | 2.61 | 252 | 5.46 | ||||
2025-08-13 | 13F | M Holdings Securities, Inc. | 24,668 | 0 | ||||||
2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 33,274 | 15.97 | 341 | 19.23 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 42,394 | 4.70 | 435 | 7.43 | ||||
2025-08-14 | 13F | Colony Group, LLC | 11,595 | 2.23 | 119 | 4.42 | ||||
2025-07-15 | 13F | Wela Strategies, Inc. | 46,649 | 0.01 | 479 | 2.80 | ||||
2025-08-13 | 13F | Guggenheim Capital Llc | 1,598,064 | 11.98 | 16,396 | 15.12 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 56,507 | 587 | ||||||
2025-08-06 | 13F | Wedbush Securities Inc | 87,173 | 9.91 | 1 | |||||
2025-04-29 | NP | HYIN - WisdomTree Alternative Income Fund N/A | 161,390 | 82.00 | 1,654 | 83.57 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 4,005,680 | 10.98 | 41,100 | 14.11 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3,127 | 555.56 | 32 | 700.00 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 176,074 | 3.03 | 1,807 | 5.92 | ||||
2025-08-15 | 13F | Morgan Stanley | 9,892,816 | 1.26 | 101,500 | 4.10 | ||||
2025-07-30 | 13F | Crewe Advisors LLC | 1,672 | 2.20 | 17 | 6.25 | ||||
2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 10,184 | 104 | ||||||
2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 32,937 | 1.31 | 338 | 4.01 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,525 | 2.21 | 16 | 7.14 | ||||
2025-07-21 | 13F | Future Financial Wealth Managment LLC | 49,419 | 3.31 | 507 | 6.29 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 62,204 | 4.35 | 638 | 7.41 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 917,343 | 0.19 | 9,412 | 3.01 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 12,986 | 9.02 | 133 | 12.71 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 10,744 | 110 | ||||||
2025-08-06 | 13F | Penserra Capital Management LLC | 530,154 | 3.04 | 5 | 0.00 | ||||
2025-08-07 | 13F | Fountainhead AM, LLC | 36,890 | 0.59 | 378 | 3.56 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 43,402 | 25.00 | 445 | 28.61 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 11 | 0 | ||||||
2025-08-14 | 13F | Stifel Financial Corp | 422,747 | 2.23 | 4,337 | 5.09 | ||||
2025-08-13 | 13F | Summit Financial, LLC | 158,758 | 68.68 | 1,629 | 73.38 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 11,111 | 1.29 | 114 | 3.67 | ||||
2025-08-05 | 13F | Shaker Financial Services, LLC | 209,404 | 6.94 | 2,148 | 9.93 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 10,999 | 7.13 | 113 | 9.80 | ||||
2025-08-14 | 13F | Apriem Advisors | 37,912 | 0.07 | 389 | 2.65 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 453 | 5 |