Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Western Asset Emerging Markets Debt Fund Inc. comprennent Mount Yale Investment Advisors, LLC, et Traub Capital Management LLC .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 13 407 | 25,76 | 135 | 27,62 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 10 | 0 | ||||||
| 2025-07-23 | 13F | Matisse Capital | 45 659 | 96,59 | 459 | 100,00 | ||||
| 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 | 806 368 | 0,43 | 7 790 | -1,20 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 26 542 | 4,05 | 267 | 5,56 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 1 075 991 | 0,06 | 10 814 | 1,67 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 114 513 | 16,94 | 1 151 | 18,80 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 13 179 | 4,40 | 132 | 6,45 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 12 479 | 0,26 | 127 | 1,61 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 000 | 10 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 53 875 | 3,26 | 541 | 5,05 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 56 | 3,70 | 1 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 33 093 | 1,23 | 333 | 2,79 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 22 725 | 4,60 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 23 697 | 2,77 | 238 | 4,39 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 699 493 | 5,59 | 17 080 | 7,29 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 15 198 | 153 | ||||||
| 2025-08-25 | NP | MDFIX - Matisse Discounted Bond CEF Strategy Institutional Class | 45 659 | 96,59 | 459 | 100,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 812 499 | 2,29 | 8 166 | 3,95 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 46 035 | 7,85 | 463 | 9,48 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 66 988 | 7,65 | 673 | 9,43 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 58 813 | 7,21 | 591 | 9,04 | ||||
| 2025-08-14 | 13F | UBS Group AG | 289 514 | 0,77 | 2 910 | 2,39 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 53 640 | 0,37 | 539 | 2,08 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 159 904 | 103,48 | 1 607 | 106,82 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 031 | 1,98 | 10 | 11,11 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 50 569 | 1,79 | 508 | 3,46 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 59 786 | 0,85 | 601 | 2,39 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 0 | 0 | ||||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 512 473 | 1,99 | 5 150 | 3,64 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 63 292 | 5,84 | 1 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 46 659 | 81,16 | 469 | 84,25 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 8 494 319 | 2,55 | 85 368 | 4,21 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 173 961 | 58,47 | 1 748 | 61,11 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 11 206 | 3,97 | 113 | 5,66 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 13 615 | 8,92 | 137 | 10,57 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 159 101 | 1,74 | 1 599 | 3,36 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 647 201 | 0,39 | 6 504 | 2,02 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 58 718 | 1,12 | 590 | 2,79 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 270 825 | 14,28 | 2 722 | 16,13 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 37 629 | 1,52 | 378 | 3,28 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 433 984 | 6,10 | 4 362 | 7,81 | ||||
| 2025-07-17 | 13F | Uncommon Cents Investing LLC | 80 790 | 128,93 | 812 | 132,38 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 25 464 | 0,03 | 256 | 1,59 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 517 743 | 3,04 | 5 | 25,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 47 194 | 2,20 | 474 | 3,95 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 890 | 9 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 32 766 | 5,64 | 329 | 7,52 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 11 293 | 7,14 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 6 815 | 0,63 | 68 | 3,03 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 121 366 | 0,01 | 1 259 | 9,39 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 69 373 | 5,47 | 697 | 7,23 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 37 707 | 110,75 | 379 | 119,77 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 27 833 | 13,23 | 280 | 14,81 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 355 984 | 1,21 | 3 578 | 2,85 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 74 881 | 5,00 | 757 | 13,66 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 359 324 | 5,54 | 3 612 | 6,77 |
