Free Trial

Virtus Stone Harbor Emerging Markets Income Fund (EDF) Institutional Ownership

Virtus Stone Harbor Emerging Markets Income Fund logo
$4.83 +0.11 (+2.33%)
Closing price 10/9/2026 03:58 PM Eastern
Extended Trading
$4.90 +0.08 (+1.55%)
As of 10/9/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for Virtus Stone Harbor Emerging Markets Income Fund (NYSE:EDF)

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$5.14M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$1.95M
Get EDF Insider Trade Alerts

Want to know when executives and insiders are buying or selling Virtus Stone Harbor Emerging Markets Income Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

EDF Institutional Buying and Selling by Quarter

Virtus Stone Harbor Emerging Markets Income Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/8/2026CoreCap Advisors LLC46,337$231K0.0%-42.6%0.000%
9/9/2026NewEdge Advisors LLC38,424$214K0.0%-60.3%0.000%
9/9/2026Baird Financial Group Inc.202,214$1.13M0.0%+2.0%0.000%
8/26/2026HighTower Advisors LLC107,652$601K0.0%+688.5%0.000%
8/23/2026Ameritas Advisory Services LLC21,027$117K0.0%+93.9%0.000%
8/20/2026Wedbush Securities Inc.222,779$1.24M0.0%+8.9%0.000%
8/12/2026Northwestern Mutual Wealth Management Co.17,305$97K0.0%N/A0.000%
8/12/2026Madison Wealth Partners Inc16,000$89K0.0%N/A0.000%
7/8/2026Eclectic Associates Inc. ADV127,002$709K0.1%+2.9%0.000%
7/7/2026Dynamic Advisor Solutions LLC92,964$519K0.0%-2.6%0.000%
7/7/2026CoreCap Advisors LLC80,716$450K0.0%+223.7%0.000%
6/3/2026NewEdge Advisors LLC96,905$463K0.0%-24.1%0.000%
5/6/2026Independent Financial Group LLC14,900$71K0.0%N/A0.000%
5/2/2026Arlington Capital Management Inc.32,686$156K0.1%+9.1%0.000%
4/30/2026Kestra Advisory Services LLC137,908$659K0.0%+21.6%0.000%
4/27/2026Private Advisor Group LLC39,685$190K0.0%N/A0.000%
4/22/2026Absolute Investment Advisers LLC246,827$1.18M0.1%-30.5%0.000%
4/16/2026Tactive Advisors LLC15,354$73K0.0%N/A0.000%
2/18/2026NewEdge Advisors LLC127,596$634K0.0%-4.5%0.000%
2/17/2026Cetera Investment Advisers13,168$65K0.0%-24.3%0.000%
2/17/2026Kovack Advisors Inc.15,554$77K0.0%N/A0.000%
2/16/2026Landscape Capital Management L.L.C.13,284$66K0.0%N/A0.000%
2/13/2026Kestra Advisory Services LLC113,455$564K0.0%-29.9%0.000%
2/13/2026Quarry LP67,608$336K0.1%N/A0.000%
2/13/2026Wells Fargo & Company MN9,113$45K0.0%+54.3%0.000%
2/12/2026Wedbush Securities Inc.230,442$1.15M0.0%+3.8%0.000%
2/12/2026Great Valley Advisor Group Inc.12,900$64K0.0%-16.2%0.000%
2/12/2026Kovack Advisors Inc.15,554$77K0.0%N/A0.000%
2/11/2026LPL Financial LLC237,448$1.18M0.0%-4.3%0.000%
2/11/2026J.W. Cole Advisors Inc.364,258$1.81M0.0%-7.9%0.000%
2/10/2026One Capital Management LLC12,446$62K0.0%+19.3%0.000%
2/10/2026Moors & Cabot Inc.98,000$487K0.0%-16.6%0.000%
2/3/2026Sequoia Financial Advisors LLC15,093$75K0.0%-34.5%0.000%
2/3/2026Eclectic Associates Inc. ADV76,223$379K0.1%N/A0.000%
2/2/2026Wolverine Asset Management LLC18,927$94K0.0%N/A0.000%
1/29/2026Kestra Private Wealth Services LLC27,582$137K0.0%+18.7%0.000%
1/28/2026Absolute Investment Advisers LLC354,958$1.77M0.2%N/A0.000%
1/9/2026Dynamic Advisor Solutions LLC93,193$463K0.0%-3.1%0.000%
1/6/2026Arlington Capital Management Inc.29,972$149K0.1%-7.1%0.000%
11/18/2025Advisory Services Network LLC6,009$30K0.0%N/A0.000%
Do NOT Buy SpaceX – Do This Instead (Ad)

SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in could be a costly mistake. He calls it among the most overhyped, overvalued large-cap offerings ever pushed onto everyday investors. Tilson believes a rare economic event is approaching - one with serious consequences for your portfolio this summer. He has prepared a free analysis outlining what he sees and the specific steps he recommends taking now.tc pixel

Read Tilson's free analysis and find out what to do with your money
11/17/2025Kestra Private Wealth Services LLC23,240$117K0.0%+22.4%0.000%
11/17/2025NewEdge Advisors LLC133,625$675K0.0%-12.9%0.000%
11/17/2025Susquehanna International Group LLP21,820$110K0.0%+18.9%0.000%
11/17/2025Moors & Cabot Inc.117,475$593K0.0%+9.5%0.000%
11/14/2025Raymond James Financial Inc.83,022$419K0.0%+3.4%0.000%
11/14/2025Arlington Capital Management Inc.32,252$163K0.1%N/A0.000%
11/14/2025One Capital Management LLC10,435$53K0.0%N/A0.000%
11/12/2025Creative Financial Designs Inc. ADV21,587$109K0.0%+23.4%0.000%
11/6/2025Wedbush Securities Inc.221,942$1.12M0.0%+6.3%0.000%
11/5/2025J.W. Cole Advisors Inc.395,380$2.00M0.0%+5.5%0.000%
10/29/2025Sequoia Financial Advisors LLC23,054$116K0.0%+41.0%0.000%
10/9/2025Dynamic Advisor Solutions LLC96,153$486K0.0%+2.2%0.000%
8/14/2025Jane Street Group LLC15,921$80K0.0%N/A0.000%
8/14/2025Raymond James Financial Inc.80,315$406K0.0%+5.8%0.000%
8/14/2025NewEdge Advisors LLC153,363$774K0.0%-19.1%0.000%
8/12/2025J.W. Cole Advisors Inc.374,749$1.89M0.0%+2.4%0.000%
8/12/2025Journey Strategic Wealth LLC25,000$126K0.0%+31.6%0.000%
8/8/2025Cetera Investment Advisers10,240$52K0.0%-26.4%0.000%
8/6/2025Wedbush Securities Inc.208,839$1.06M0.0%-8.8%0.000%
8/5/2025Next Capital Management LLC10,000$50K0.0%N/A0.000%
5/20/2025Integrity Alliance LLC.24,037$122K0.0%N/A0.000%
5/16/2025NewEdge Advisors LLC189,566$959K0.0%-2.7%0.000%
5/14/2025Kestra Advisory Services LLC165,841$839K0.0%-25.1%0.000%
5/8/2025Moors & Cabot Inc.107,650$545K0.0%+5.1%0.000%
5/7/2025LPL Financial LLC273,283$1.38M0.0%+8.4%0.000%
5/6/2025Journey Strategic Wealth LLC19,000$96K0.0%N/A0.000%
5/6/2025Wedbush Securities Inc.229,053$1.16M0.0%+3.9%0.000%
5/5/2025J.W. Cole Advisors Inc.366,025$1.85M0.1%+40.4%0.000%
5/5/2025Kestra Private Wealth Services LLC21,992$111K0.0%+33.1%0.000%
4/22/2025M3 Advisory Group LLC13,683$69K0.1%-16.7%0.000%
4/17/2025Dynamic Advisor Solutions LLC93,559$473K0.0%N/A0.000%
2/14/2025Jane Street Group LLC18,262$86K0.0%N/A0.000%
2/13/2025NewEdge Advisors LLC194,804$916K0.0%-11.3%0.000%
2/13/2025Raymond James Financial Inc.70,330$331K0.0%N/A0.000%
2/12/2025Arlington Capital Management Inc.30,395$143K0.1%N/A0.000%
2/11/2025LPL Financial LLC252,201$1.19M0.0%-2.3%0.000%
2/10/2025Creative Financial Designs Inc. ADV17,314$81K0.0%+41.6%0.000%
2/7/2025Moors & Cabot Inc.102,425$481K0.0%-5.5%0.000%
2/7/2025Naviter Wealth LLC18,608$87K0.0%N/A0.000%
2/6/2025One Capital Management LLC11,735$55K0.0%N/A0.000%
2/6/2025Raymond James Financial Inc.70,330$331K0.0%N/A0.000%
2/3/2025Wolverine Asset Management LLC90,485$425K0.0%N/A0.000%
1/31/2025Atria Wealth Solutions Inc.11,200$53K0.0%N/A0.000%
1/31/2025J.W. Cole Advisors Inc.260,674$1.23M0.0%+49.6%0.000%
11/8/2024Moors & Cabot Inc.108,430$568K0.0%-1.9%0.000%
10/24/2024J.W. Cole Advisors Inc.174,254$913K0.0%+148.7%0.000%
10/22/2024Sequoia Financial Advisors LLC16,345$86K0.0%N/A0.000%
10/8/2024Dynamic Advisor Solutions LLC102,242$536K0.0%-3.9%0.000%
8/16/2024NewEdge Advisors LLC239,113$1.26M0.0%-5.8%0.000%
8/9/2024Moors & Cabot Inc.110,536$583K0.0%-18.7%0.000%
Do NOT Buy SpaceX – Do This Instead (Ad)

SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in could be a costly mistake. He calls it among the most overhyped, overvalued large-cap offerings ever pushed onto everyday investors. Tilson believes a rare economic event is approaching - one with serious consequences for your portfolio this summer. He has prepared a free analysis outlining what he sees and the specific steps he recommends taking now.tc pixel

Read Tilson's free analysis and find out what to do with your money
8/8/2024J.W. Cole Advisors Inc.70,073$369K0.0%+223.4%0.000%
8/7/2024Wedbush Securities Inc.222,180$1.17M0.0%+8.8%0.000%
7/15/2024Dynamic Advisor Solutions LLC106,405$561K0.0%-15.4%0.000%
7/15/2024Melfa Wealth Management Inc.21,557$114K0.1%-19.5%0.000%
5/1/2024Janney Montgomery Scott LLC51,442$278K0.0%-11.1%0.000%
4/30/2024J.W. Cole Advisors Inc.21,665$117K0.0%+77.8%0.000%
4/24/2024Arlington Capital Management Inc.54,295$294K0.2%+5.6%0.000%
3/27/2024Nomura Holdings Inc.38,723$167K0.0%N/A0.000%
3/19/2024M3 Advisory Group LLC14,200$61K0.1%N/A0.000%
2/26/2024Centaurus Financial Inc.28,969$125K0.0%N/A0.000%


EDF Institutional Ownership - Frequently Asked Questions

During the previous two years, 40 institutional investors and hedge funds held shares of Virtus Stone Harbor Emerging Markets Income Fund. The most heavily invested institutionals were J.W. Cole Advisors Inc. ($1.81M), Wedbush Securities Inc. ($1.24M), Absolute Investment Advisers LLC ($1.18M), LPL Financial LLC ($1.18M), Baird Financial Group Inc. ($1.13M), Eclectic Associates Inc. ADV ($709K), and Kestra Advisory Services LLC ($659K).Learn more on Virtus Stone Harbor Emerging Markets Income Fund's institutional investors.

Of the 36 institutional investors that purchased Virtus Stone Harbor Emerging Markets Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Absolute Investment Advisers LLC ($354.96K), J.W. Cole Advisors Inc. ($325.31K), Raymond James Financial Inc. ($147.74K), Wolverine Asset Management LLC ($109.41K), Dynamic Advisor Solutions LLC ($95.67K), HighTower Advisors LLC ($94K), and Eclectic Associates Inc. ADV ($79.75K).

Institutional investors have bought a total of 1,010,130 shares in the last 24 months. This purchase volume represents approximately $5.14M in transactions.

Of the 12 institutional investors that sold Virtus Stone Harbor Emerging Markets Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: NewEdge Advisors LLC ($114.94K), Absolute Investment Advisers LLC ($108.13K), Kestra Advisory Services LLC ($48.29K), CoreCap Advisors LLC ($34.38K), J.W. Cole Advisors Inc. ($31.12K), Moors & Cabot Inc. ($19.48K), and LPL Financial LLC ($10.55K).

Institutional investors have sold a total of 389,253 shares in the last 24 months. This volume of shares sold represents approximately $1.95M in transactions.



Institutional ownership data for NYSE:EDF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/8/2026. New 13F filings are added each quarter as they're published.
From Our Partners