Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Eaton Vance Limited Duration Income Fund comprennent M Holdings Securities, Inc., Jackson Hole Capital Partners, LLC, Strategic Wealth Partners, Ltd., Evolution Wealth Management Inc., et SJS Investment Consulting Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 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 | ||||
| 2025-08-15 | 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 |
