Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Eaton Vance Tax-Managed Global Diversified Equity Income Fund comprennent 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., et Trust Co Of Toledo Na /oh/ .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 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 |
