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Eaton Vance Tx-Mgd Growth 1.0 (CAPEX) Institutional Ownership

$3,280.88 -11.50 (-0.35%)
As of 08/14/2026

Institutional Ownership Changes (13F Filings) for Eaton Vance Tx-Mgd Growth 1.0 (NASDAQ:CAPEX)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$9.33B
Number of
Institutional Sellers
(last 12 months)
0
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CAPEX Institutional Buying and Selling by Quarter

Eaton Vance Tx-Mgd Growth 1.0 Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/17/2026Parvin Asset Management LLC2,350$65K0.1%N/A0.000%
8/17/2026 Corient Private Wealth LP25,438$704K0.0%N/A0.000%
8/17/2026 Palogic Value Management L.P.23,500$553K0.2%N/A0.000%
8/17/2026 Ausdal Financial Partners Inc.10,231$241K0.0%N/A0.000%
8/17/2026 Bank of America Corp DE817,695$22.63M0.0%N/A0.000%
8/17/2026 Bank of America Corp DE1,438,101$33.85M0.0%N/A0.000%
8/13/2026 Sanctuary Advisors LLC93,032$2.58M0.0%N/A0.000%
8/13/2026 Sanctuary Advisors LLC120,563$2.84M0.0%N/A0.000%
8/12/2026 Commerce Bank8,000$221K0.0%N/A0.000%
8/12/2026 Commerce Bank11,255$265K0.0%N/A0.000%
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8/12/2026 Northwestern Mutual Wealth Management Co.3,050$72K0.0%N/A0.000%
8/12/2026 EP Wealth Advisors LLC13,217$366K0.0%N/A0.000%
8/12/2026 Heron Bay Capital Management302,683$7.13M0.6%N/A0.000%
8/11/2026 Keating Financial Advisory Services Inc.1,015$28K0.0%N/A0.000%
8/11/2026 Presper Financial Architects LLC10,010$236K0.1%N/A0.000%
8/11/2026 Allworth Financial LP2,658$63K0.0%N/A0.000%
8/11/2026 Allworth Financial LP13,832$383K0.0%N/A0.000%
8/11/2026 Advisors Capital Management LLC15,228$422K0.0%N/A0.000%
8/10/2026 Stevens Capital Partners13,000$360K0.1%N/A0.000%
8/10/2026 BOK Financial Private Wealth Inc.1,719$48K0.0%N/A0.000%
8/7/2026 MidFirst Bank10,000$235K0.0%N/A0.000%
8/7/2026 N.E.W. Advisory Services LLC1,018$28K0.0%N/A0.000%
8/7/2026 HBK Sorce Advisory LLC11,650$334K0.0%N/A0.000%
8/6/2026 Silverlake Wealth Management LLC13,743$324K0.1%N/A0.000%
8/6/2026 Silverlake Wealth Management LLC21,769$603K0.1%N/A0.000%


CAPEX Institutional Ownership - Frequently Asked Questions

During the previous two years, 20 institutional investors and hedge funds held shares of Eaton Vance Tx-Mgd Growth 1.0. The most heavily invested institutionals were Bank of America Corp DE ($33.85M), Heron Bay Capital Management ($7.13M), Sanctuary Advisors LLC ($2.84M), Corient Private Wealth LP ($704K), Silverlake Wealth Management LLC ($603K), Palogic Value Management L.P. ($553K), and Advisors Capital Management LLC ($422K).Learn more on Eaton Vance Tx-Mgd Growth 1.0's institutional investors.

Of the 20 institutional investors that purchased Eaton Vance Tx-Mgd Growth 1.0's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($2.26M), Heron Bay Capital Management ($302.68K), Sanctuary Advisors LLC ($213.60K), Silverlake Wealth Management LLC ($35.51K), Corient Private Wealth LP ($25.44K), Palogic Value Management L.P. ($23.50K), and Commerce Bank ($19.26K).

Institutional investors have bought a total of 2,984,757 shares in the last 24 months. This purchase volume represents approximately $9.33B in transactions.



Institutional ownership data for NASDAQ:CAPEX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/17/2026. New 13F filings are added each quarter as they're published.
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