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

$5.25
-0.02 (-0.38%)
(As of 07/26/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$2.94M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$173.89K
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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
7/15/2024Dynamic Advisor Solutions LLC106,405$561K0.0%-15.4%0.000%
7/15/2024 Melfa Wealth Management Inc.21,557$114K0.1%-19.5%0.000%
5/1/2024 Janney 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%
3/19/2024 M3 Advisory Group LLC14,200$61K0.1%N/A0.000%
2/26/2024Centaurus Financial Inc.28,969$125K0.0%N/A0.000%
2/9/2024Advisory Services Network LLC45,645$197K0.0%+118.5%0.000%
2/7/2024Shaker Financial Services LLC74,783$322K0.1%N/A0.000%
2/7/2024Arlington Capital Management Inc.51,394$222K0.2%+107.2%0.000%
2/2/2024 Atria Wealth Solutions Inc.14,753$64K0.0%N/A0.000%
2/1/2024Wolverine Asset Management LLC297,800$1.28M0.0%N/A0.000%
1/31/2024J.W. Cole Advisors Inc.12,182$53K0.0%N/A0.000%
1/30/2024SFI Advisors LLC35,713$154K0.1%+39.1%0.000%
1/22/2024 Melfa Wealth Management LLC26,788$115K0.1%N/A0.000%
1/16/2024 Raymond James Financial Services Advisors Inc.34,807$150K0.0%+7.1%0.000%
1/16/2024 Raymond James & Associates10,343$45K0.0%N/A0.000%
1/16/2024CoreCap Advisors LLC19,882$86K0.0%N/A0.000%
1/11/2024Dynamic Advisor Solutions LLC131,277$580K0.0%+3.6%0.000%
10/24/2023 Raymond James Financial Services Advisors Inc.32,500$144K0.0%+18.2%0.000%
10/11/2023Luken Investment Analytics LLC10,000$44K0.0%N/A0.000%
10/11/2023Dynamic Advisor Solutions LLC126,679$560K0.0%+8.2%0.000%
8/24/2023Arlington Capital Management Inc.24,955$113K0.1%+19.7%0.000%
8/10/2023Moors & Cabot Inc.58,175$262K0.0%+13.7%0.000%
8/8/2023Kestra Private Wealth Services LLC14,544$66K0.0%-13.0%0.000%
8/3/2023 Atria Wealth Solutions Inc.10,300$46K0.0%N/A0.000%
8/3/2023Dynamic Advisor Solutions LLC117,049$528K0.0%+3.2%0.000%
7/31/2023LPL Financial LLC158,524$715K0.0%+4.8%0.000%
7/26/2023Creative Financial Designs Inc. ADV13,000$59K0.0%+22.6%0.000%
5/9/2023Wedbush Securities Inc.156,686$716K0.0%+7.5%0.000%
5/5/2023Moors & Cabot Inc.51,175$234K0.0%+52.8%0.000%
5/1/2023Virtu Financial LLC13,779$63K0.0%N/A0.000%
4/25/2023Creative Financial Designs Inc. ADV10,600$48K0.0%+10,500.0%0.000%
4/21/2023Kovack Advisors Inc.10,300$47K0.0%N/A0.000%
4/14/2023 Raymond James Financial Services Advisors Inc.27,500$126K0.0%+57.1%0.000%
2/10/2023Arlington Capital Management Inc.26,267$109K0.1%N/A0.000%
2/10/2023Moors & Cabot Inc.33,500$139K0.0%+47.9%0.000%
2/7/2023LPL Financial LLC177,602$739K0.0%+18.2%0.000%
2/7/2023Moors & Cabot Inc.13,300$89K0.0%-41.3%0.000%
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2/1/2023Wolverine Asset Management LLC50,589$210K0.0%+1,157.5%0.000%
1/31/2023Wedbush Securities Inc.145,815$607K0.0%+14.6%0.000%
1/13/2023Dynamic Advisor Solutions LLC117,332$488K0.0%+8.6%0.000%
11/14/2022Guggenheim Capital LLC143,282$529K0.0%-28.7%0.000%
10/25/2022 Raymond James Financial Services Advisors Inc.17,500$65K0.0%N/A0.000%
10/20/2022Dynamic Advisor Solutions LLC108,032$399K0.0%+8.2%0.000%
10/18/2022Wedbush Securities Inc.127,217$469K0.0%-2.3%0.000%
8/15/2022Kestra Private Wealth Services LLC18,416$81K0.0%-53.5%0.000%
8/13/2022NewEdge Advisors LLC184,941$814K0.0%-2.4%0.000%
8/11/2022SFI Advisors LLC33,435$147K0.2%+8.1%0.000%
8/8/2022Moors & Cabot Inc.22,300$98K0.0%+31.8%0.000%
8/2/2022Advisory Services Network LLC25,329$111K0.0%-15.0%0.000%
7/27/2022Dynamic Advisor Solutions LLC99,840$439K0.0%-7.3%0.000%
7/21/2022Wedbush Securities Inc.130,158$573K0.0%+97.2%0.000%
5/26/2022Kestra Private Wealth Services LLC39,573$258K0.0%-67.0%0.000%
5/16/2022SFI Advisors LLC30,935$202K0.1%+33.5%0.000%
5/12/2022Cetera Advisors LLC35,000$229K0.0%N/A0.000%
5/6/2022Princeton Global Asset Management LLC6,141$40K0.0%N/A0.000%
5/2/2022National Asset Management Inc.13,424$88K0.0%-62.1%0.000%
4/29/2022CoreCap Advisors LLC16,770$110K0.0%+64.9%0.000%
4/19/2022Wedbush Securities Inc.66,000$431K0.0%+109.5%0.000%
4/11/2022Dynamic Advisor Solutions LLC107,744$704K0.0%+7.2%0.000%
2/15/2022SFI Advisors LLC23,172$160K0.1%N/A0.000%
2/14/2022Guggenheim Capital LLC177,955$1.19M0.0%+26.9%0.000%
2/9/2022Wolverine Asset Management LLC86,482$575K0.0%+945.4%0.000%
1/28/2022National Asset Management Inc.35,404$236K0.0%+115.8%0.000%
1/26/2022Dynamic Advisor Solutions LLC100,536$670K0.0%+18.6%0.000%
1/21/2022Kestra Private Wealth Services LLC119,846$798K0.0%-12.5%0.000%
1/13/2022Wedbush Securities Inc.31,500$210K0.0%+26.0%0.000%
12/8/2021Moors & Cabot Inc.15,800$119K0.0%-13.3%0.000%
11/15/2021Guggenheim Capital LLC140,194$1.04M0.0%+72.9%0.000%
11/12/2021Wolverine Asset Management LLC8,273$61K0.0%N/A0.000%
11/5/2021Moors & Cabot Inc.25,000$25K0.0%+37.2%0.000%
11/2/2021Cambridge Investment Research Advisors Inc.13,642$102K0.0%-27.6%0.000%
10/28/2021Dynamic Advisor Solutions LLC84,769$632K0.0%+12.8%0.000%
10/21/2021Kestra Private Wealth Services LLC136,940$1.02M0.1%+2.8%0.000%
10/8/2021Wedbush Securities Inc.24,999$186K0.0%-17.9%0.000%
8/12/2021Advisory Services Network LLC20,576$176K0.0%+21.2%0.000%
8/10/2021Dynamic Advisor Solutions LLC75,117$642K0.1%+15.4%0.000%
8/10/2021National Asset Management Inc.15,404$132K0.0%-22.6%0.000%
8/10/2021Mid Atlantic Financial Management Inc. ADV138,109$1.18M0.1%+48.8%0.000%
8/4/2021Envestnet Asset Management Inc.11,151$95K0.0%N/A0.000%
8/1/2021Kestra Private Wealth Services LLC133,231$1.14M0.1%-11.7%0.000%
7/31/2021Wedbush Securities Inc.30,466$260K0.0%+5.7%0.000%
5/18/2021Morgan Stanley199,464$1.68M0.0%+14.5%0.000%
5/18/2021Jane Street Group LLC12,234$103K0.0%N/A0.000%
5/17/2021Ameriprise Financial Inc.10,456$88K0.0%-68.2%0.000%
5/13/2021Guggenheim Capital LLC49,287$415K0.0%+69.7%0.000%
5/13/2021Mirae Asset Global Investments Co. Ltd.88,840$748K0.0%+12.8%0.000%
5/12/2021Moors & Cabot Inc.17,325$143K0.0%-13.5%0.000%
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5/12/2021UBS Group AG34,559$291K0.0%-29.8%0.000%
5/11/2021Mid Atlantic Financial Management Inc. ADV92,800$781K0.1%+24.1%0.000%
5/11/2021Kestra Private Wealth Services LLC150,855$1.27M0.1%+2.0%0.000%
5/7/2021Cambridge Investment Research Advisors Inc.18,530$156K0.0%-12.7%0.000%
4/27/2021Dynamic Advisor Solutions LLC65,084$548K0.1%+15.4%0.000%
4/26/2021Wedbush Securities Inc.28,823$243K0.0%N/A0.000%
2/16/2021Guggenheim Capital LLC29,039$235K0.0%N/A0.000%
2/11/2021Moors & Cabot Inc.20,025$161K0.0%+8.7%0.000%
2/10/2021Mid Atlantic Financial Management Inc. ADV74,800$604K0.0%+9.7%0.000%
2/9/2021Advisory Services Network LLC16,878$136K0.0%+47.4%0.000%
(Data available from 1/1/2016 forward)

EDF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EDF shares?

During the previous two years, 27 institutional investors and hedge funds held shares of Virtus Stone Harbor Emerging Markets Income Fund. The most heavily invested institutionals were Wolverine Asset Management LLC ($1.28M), NewEdge Advisors LLC ($814K), Wedbush Securities Inc. ($716K), LPL Financial LLC ($715K), Dynamic Advisor Solutions LLC ($561K), Guggenheim Capital LLC ($529K), and Shaker Financial Services LLC ($322K).Learn more on EDF's institutional investors.

Which institutional investors have been buying Virtus Stone Harbor Emerging Markets Income Fund stock?

Of the 22 institutional investors that purchased Virtus Stone Harbor Emerging Markets Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wolverine Asset Management LLC ($344.37K), Shaker Financial Services LLC ($74.78K), Arlington Capital Management Inc. ($59.87K), Moors & Cabot Inc. ($40.90K), Nomura Holdings Inc. ($38.72K), Dynamic Advisor Solutions LLC ($35.33K), and Raymond James Financial Services Advisors Inc. ($34.81K).

How much institutional buying is happening at Virtus Stone Harbor Emerging Markets Income Fund?

Institutional investors have bought a total of 923,975 shares in the last 24 months. This purchase volume represents approximately $3.99M in transactions.

Which Virtus Stone Harbor Emerging Markets Income Fund major shareholders have been selling company stock?

Of the 9 institutional investors that sold Virtus Stone Harbor Emerging Markets Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Guggenheim Capital LLC ($57.57K), Dynamic Advisor Solutions LLC ($27.24K), Kestra Private Wealth Services LLC ($23.34K), Moors & Cabot Inc. ($9.35K), Janney Montgomery Scott LLC ($6.40K), Melfa Wealth Management Inc. ($5.23K), and NewEdge Advisors LLC ($4.50K).

How much institutional selling is happening at Virtus Stone Harbor Emerging Markets Income Fund?

Institutional investors have sold a total of 141,031 shares in the last 24 months. This volume of shares sold represents approximately $603.40K in transactions.


This page (NYSE:EDF) was last updated on 7/27/2024 by MarketBeat.com Staff

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