Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Eaton Vance Tax-Managed Global Diversified Equity Income Fund meliputi Kingstone Capital Partners Texas, LLC, NWF Advisory Services Inc., Summit Financial, LLC, Balyasny Asset Management Llc, IFG Advisory, LLC, MBL Wealth, LLC, Retirement Solution Inc., Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors, Colonial Trust Advisors, Impact Partnership Wealth, LLC, Atlantic Union Bankshares Corp, Pinnacle Bancorp, Inc., Vermillion Wealth Management, Inc., Mount Yale Investment Advisors, LLC, Skopos Labs, Inc., dan Trust Co Of Toledo Na /oh/ .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Cerity Partners LLC | 280,010 | 1,202.37 | 2,450 | 1,300.00 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 104,187 | 11.11 | 912 | 19.40 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 126,392 | 571.23 | 1,106 | 622.22 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 46,175 | 6.03 | 404 | 14.12 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 6,500 | 57 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 89,178 | 33.79 | 780 | 43.91 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 116,058 | 0.01 | 945 | -0.42 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 20,937 | 183 | ||||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 25,790 | 0.68 | 226 | 8.17 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,230 | 133 | ||||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 17,242 | 54.75 | 151 | 66.67 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 31,500 | 57.50 | 276 | 69.75 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 9,819 | 68.22 | 86 | 80.85 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 6,187 | 2.37 | 54 | 10.20 | ||||
| 2025-07-29 | 13F | SAM Advisors, LLC | 507,381 | 4,440 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2,971 | 74.76 | 26 | 92.31 | ||||
| 2025-07-14 | 13F | Capital CS Group, LLC | 15,399 | 1.10 | 135 | 8.94 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 2,333 | 20 | ||||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 3,990 | 2.36 | 35 | 9.68 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 34,641 | 2.36 | 303 | 10.18 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 52,949 | 12.68 | 463 | 21.20 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 31,656 | 0.22 | 277 | 7.78 | ||||
| 2025-05-29 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 59,562 | 153.97 | 485 | 144.44 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 305 | 2.35 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Polar Asset Management Partners Inc. | 303,444 | 2.39 | 2,655 | 10.07 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 252,181 | 57.23 | 2,207 | 69.04 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 42,765 | 218.83 | 349 | 220.18 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2,353 | 1.86 | 21 | 11.11 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 285,790 | 0.31 | 2,501 | 7.81 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,348,619 | 2.88 | 11,800 | 10.59 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 68,414 | 68.74 | 599 | 81.21 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 392,716 | 4.26 | 3,436 | 12.10 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 29,381 | 20.07 | 257 | 29.15 | ||||
| 2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 954,977 | 1.60 | 8,356 | 9.21 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 25,952 | 5.31 | 227 | 13.50 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 2,648 | 23 | ||||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 292,159 | 11.23 | 2,556 | 19.55 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 6,452,996 | 52 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 1,205,373 | 7.19 | 10,547 | 15.23 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 21,801 | 5.71 | 191 | 13.77 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 24,664 | 216 | ||||||
| 2025-07-29 | 13F | Commons Capital, Llc | 22,784 | 1.09 | 199 | 8.74 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 45,650 | 209.51 | 399 | 232.50 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 8,715 | 1.24 | 76 | 24.59 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 4,623 | 40 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 38,403 | 113.34 | 336 | 130.14 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 69,090 | 605 | ||||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 4,932 | 2.11 | 43 | 10.26 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 129,360 | 264.71 | 1,132 | 292.71 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1,352,442 | 2.56 | 11,834 | 10.24 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 13,408 | 1.46 | 117 | 9.35 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 653,612 | 8.20 | 5,719 | 16.33 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 18,081 | 1.78 | 158 | 9.72 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 10,685 | 93 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 952,594 | 9.18 | 8,323 | 17.19 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 63,171 | 11.24 | 561 | 21.21 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 142,892 | 14.34 | 1,250 | 22.43 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 99,037 | 35.97 | 867 | 46.28 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 19,150 | 168 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 20,596 | 0.85 | 180 | 8.43 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 7,998 | 0.25 | 0 | |||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 39,871 | 27.74 | 349 | 37.55 | ||||
| 2025-08-07 | 13F | Retirement Solution Inc. | 18,693 | 164 | ||||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 48,340 | 1.35 | 423 | 8.76 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,875 | 25.00 | 16 | 33.33 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 28,301 | 21.23 | 248 | 30.00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 36,120 | 29.72 | 316 | 39.82 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 61,257 | 536 | ||||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 12,569 | 0.09 | 110 | 6.86 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 15,031 | 0 | ||||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 599,396 | 1.99 | 5,245 | 9.64 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 142,361 | 10.99 | 1,246 | 19.25 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 10,125 | 89 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 75,440 | 0.86 | 660 | 8.20 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 118,283 | 5,259.45 | 1,035 | 5,982.35 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 8,613 | 2.37 | 75 | 10.29 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 46,091 | 24.13 | 403 | 33.44 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 496,064 | 3.06 | 4,341 | 10.77 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 96,729 | 846 | ||||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 27,881 | 0.24 | 244 | 7.52 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13,126 | 115 | ||||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 12,315 | 0.53 | 108 | 8.08 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 80,925 | 659 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 636,755 | 2.04 | 6 | 0.00 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 29,279 | 85.56 | 256 | 100.00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 23,533,001 | 1.95 | 205,914 | 9.59 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 12,800 | 28.64 | 112 | 40.00 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 189,700 | 0.16 | 1,660 | 7.66 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 64,075 | 3.96 | 1 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 2,669 | 3.13 | 23 | 15.00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 3 | -94.74 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 3,001,379 | 13.31 | 26,262 | 21.80 | ||||
| 2025-07-09 | 13F | David J Yvars Group | 55,489 | 7.36 | 485 | 14.96 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 8,855 | 0.73 | 77 | 8.45 | ||||
| 2025-07-08 | 13F | Northstar Advisory Group, LLC | 102,214 | 2.97 | 894 | 10.64 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 15,708 | 137 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,700,110 | 1.64 | 23,626 | 9.25 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 10,771 | 94 | ||||||
| 2025-07-28 | 13F | IFC Advisors LLC | 66,534 | 582 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 57,122 | 500 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 41,699 | 0.08 | 365 | 7.37 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 605,566 | 3.04 | 5 | 25.00 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 334 | 3 | ||||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 19,900 | 174 | ||||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 1,024,690 | 1.49 | 9 | 0.00 | ||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 1,060 | 2.42 | 9 | 12.50 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 63,736 | 90.66 | 558 | 104.78 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,307,951 | 3.12 | 20,195 | 10.85 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 12,504 | 2.36 | 111 | 21.98 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 831,569 | 10.81 | 7,276 | 19.12 | ||||
| 2025-08-14 | 13F | UBS Group AG | 701,832 | 0.78 | 6,141 | 8.35 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 64,782 | 8.94 | 567 | 16.94 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 13,209 | 116 | ||||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 41,840 | 366 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 4,538 | 14.80 | 40 | 21.88 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 71,954 | 12.86 | 630 | 21.43 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 250 | 2 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 32,860 | 7.28 | 288 | 15.26 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 10,966 | 2.35 | 96 | 9.20 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 334 | 0 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 216,811 | 118.90 | 1,897 | 135.36 |
