Virtus Stone Harbor Emerging Markets Total Income Fund (EDI) Institutional Ownership

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Number of Institutional Buyers (last 12 months): 11
Total Institutional Inflows (last 12 months): $1.89M

Number of Institutional Sellers (last 12 months): 7
Total Institutional Outflows (last 12 months): $684.07K

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EDI Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
11/14/2023	Clough Capital Partners L P	70,111	$367K	0.0%	-11.4%	0.000%
11/13/2023	Kestra Advisory Services LLC	177,967	$933K	0.0%	-25.8%	0.000%
11/8/2023	Janney Montgomery Scott LLC	47,998	$252K	0.0%	+4.7%	0.000%
11/8/2023	Moors & Cabot Inc.	66,625	$349K	0.0%	-4.0%	0.000%
10/30/2023	SFI Advisors LLC	19,593	$103K	0.1%	+44.1%	0.000%
8/24/2023	Arlington Capital Management Inc.	24,279	$126K	0.1%	N/A	0.000%
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8/18/2023	SFI Advisors LLC	13,593	$70K	0.1%	-37.3%	0.000%
8/15/2023	Centaurus Financial Inc.	42,381	$219K	0.0%	-13.0%	0.000%
8/11/2023	Kestra Advisory Services LLC	239,833	$1.24M	0.0%	+42.2%	0.000%
8/7/2023	Wolverine Asset Management LLC	26,328	$136K	0.0%	N/A	0.000%
8/3/2023	Atria Wealth Solutions Inc.	10,500	$54K	0.0%	N/A	0.000%
7/18/2023	Melfa Wealth Management LLC	10,218	$53K	0.1%	N/A	0.000%
5/18/2023	Centaurus Financial Inc.	48,730	$267K	0.0%	-7.5%	0.000%
5/15/2023	SFI Advisors LLC	21,685	$119K	0.1%	-51.3%	0.000%
5/15/2023	Clough Capital Partners L P	79,111	$433K	0.0%	N/A	0.000%
5/12/2023	NewEdge Advisors LLC	142,461	$724K	0.0%	-6.7%	0.000%
5/10/2023	Hollow Brook Wealth Management LLC	98,649	$540K	0.3%	N/A	0.000%
5/9/2023	Wedbush Securities Inc.	15,967	$87K	0.0%	+45.6%	0.000%
5/5/2023	Moors & Cabot Inc.	70,375	$385K	0.0%	+39.4%	0.000%
4/28/2023	Ameritas Advisory Services LLC	7,500	$41K	0.0%	-34.2%	0.000%
2/15/2023	Money Concepts Capital Corp	6,890	$34K	0.0%	N/A	0.000%
2/15/2023	Morgan Stanley	64,363	$314K	0.0%	-10.6%	0.000%
2/14/2023	Susquehanna International Group LLP	17,461	$85K	0.0%	+46.9%	0.000%
2/10/2023	Ameritas Advisory Services LLC	11,400	$56K	0.0%	N/A	0.000%
2/10/2023	Advisor Group Holdings Inc.	10,783	$53K	0.0%	-15.6%	0.000%
2/10/2023	Arlington Capital Management Inc.	17,671	$86K	0.1%	N/A	0.000%
2/10/2023	Moors & Cabot Inc.	50,500	$246K	0.0%	+22.3%	0.000%
2/7/2023	LPL Financial LLC	42,110	$205K	0.0%	N/A	0.000%
2/7/2023	Moors & Cabot Inc.	28,325	$222K	0.0%	-31.4%	0.000%
2/1/2023	Wolverine Asset Management LLC	74,965	$366K	0.0%	+84.8%	0.000%
2/1/2023	Janney Montgomery Scott LLC	48,282	$236K	0.0%	-10.3%	0.000%
1/31/2023	Kestra Advisory Services LLC	108,309	$529K	0.0%	-15.1%	0.000%
12/5/2022	Centaurus Financial Inc.	58,954	$243K	0.0%	-66.1%	0.000%
11/10/2022	Wolverine Asset Management LLC	40,558	$167K	0.0%	N/A	0.000%
11/8/2022	Moors & Cabot Inc.	41,279	$170K	0.0%	+16.7%	0.000%
11/1/2022	Kestra Advisory Services LLC	127,578	$526K	0.0%	+7.8%	0.000%
10/18/2022	Wedbush Securities Inc.	10,967	$45K	0.0%	N/A	0.000%
8/13/2022	NewEdge Advisors LLC	169,950	$849K	0.0%	+10.8%	0.000%
8/8/2022	Moors & Cabot Inc.	35,357	$177K	0.0%	+7.5%	0.000%
8/3/2022	Janney Montgomery Scott LLC	53,782	$279K	0.0%	-40.6%	0.000%
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8/2/2022	Centaurus Financial Inc.	174,020	$870K	0.1%	-17.1%	0.000%
6/7/2022	Bank of America Corp DE	133,939	$974K	0.0%	+107.2%	0.000%
5/16/2022	Rivernorth Capital Management LLC	10,833	$78K	0.0%	-89.9%	0.000%
5/16/2022	Invesco Ltd.	21,333	$155K	0.0%	N/A	0.000%
5/16/2022	UBS Group AG	8,243	$60K	0.0%	-26.4%	0.000%
5/13/2022	Centaurus Financial Inc.	210,028	$1.53M	0.1%	-9.4%	0.000%
5/13/2022	NewEdge Advisors LLC	153,400	$1.12M	0.0%	-1.2%	0.000%
5/13/2022	Moors & Cabot Inc.	32,880	$239K	0.0%	+15.7%	0.000%
4/29/2022	CoreCap Advisors LLC	15,710	$114K	0.0%	+109.9%	0.000%
4/26/2022	Kestra Advisory Services LLC	86,412	$628K	0.0%	+91.8%	0.000%
2/9/2022	Wolverine Asset Management LLC	31,312	$245K	0.0%	+94.6%	0.000%
2/3/2022	Advisor Group Holdings Inc.	14,033	$110K	0.0%	+27.3%	0.000%
2/1/2022	Centaurus Financial Inc.	231,835	$1.82M	0.1%	-8.8%	0.000%
1/27/2022	Janney Montgomery Scott LLC	94,173	$739K	0.0%	-2.4%	0.000%
1/20/2022	Kestra Advisory Services LLC	45,044	$354K	0.0%	-31.0%	0.000%
11/12/2021	Centaurus Financial Inc.	254,260	$2.13M	0.2%	-4.5%	0.000%
11/12/2021	Wolverine Asset Management LLC	16,089	$134K	0.0%	N/A	0.000%
11/5/2021	Moors & Cabot Inc.	25,000	$25K	0.0%	-16.5%	0.000%
11/5/2021	Advisor Group Holdings Inc.	11,020	$93K	0.0%	+21.6%	0.000%
10/29/2021	Janney Montgomery Scott LLC	96,529	$810K	0.0%	-6.1%	0.000%
10/19/2021	Kestra Advisory Services LLC	65,274	$548K	0.0%	-2.1%	0.000%
8/12/2021	Advisory Services Network LLC	5,020	$48K	0.0%	N/A	0.000%
8/10/2021	Mid Atlantic Financial Management Inc. ADV	121,107	$1.15M	0.1%	+18.4%	0.000%
8/10/2021	Centaurus Financial Inc.	266,120	$2.52M	0.2%	-6.3%	0.000%
8/2/2021	Advisor Group Holdings Inc.	9,061	$85K	0.0%	+26.7%	0.000%
5/17/2021	Royal Bank of Canada	116,983	$1.06M	0.0%	-1.2%	0.000%
5/17/2021	Wagner Wealth Management LLC	2,775	$25K	0.0%	N/A	0.000%
5/13/2021	Citigroup Inc.	6,933	$63K	0.0%	-28.6%	0.000%
5/12/2021	Moors & Cabot Inc.	29,150	$269K	0.0%	-7.9%	0.000%
5/11/2021	Mid Atlantic Financial Management Inc. ADV	102,300	$929K	0.1%	+36.6%	0.000%
5/10/2021	Kestra Advisory Services LLC	61,216	$556K	0.0%	-29.5%	0.000%
4/30/2021	Centaurus Financial Inc.	283,960	$2.58M	0.3%	-2.7%	0.000%
4/27/2021	Janney Montgomery Scott LLC	102,465	$930K	0.0%	+6.4%	0.000%
2/11/2021	Moors & Cabot Inc.	31,650	$293K	0.0%	+5.0%	0.000%
1/25/2021	Janney Montgomery Scott LLC	96,338	$878K	0.0%	-3.4%	0.000%
1/25/2021	Centaurus Financial Inc.	291,768	$2.66M	0.3%	-0.7%	0.000%
1/20/2021	Kestra Advisory Services LLC	86,843	$789K	0.0%	+216.4%	0.000%
1/19/2021	FNY Investment Advisers LLC	3,815	$34K	0.0%	N/A	0.000%
11/17/2020	Jane Street Group LLC	15,782	$111K	0.0%	N/A	0.000%
11/13/2020	Morgan Stanley	114,468	$807K	0.0%	-21.0%	0.000%
11/12/2020	Kestra Advisory Services LLC	27,444	$193K	0.0%	N/A	0.000%
11/9/2020	Shaker Financial Services LLC	46,103	$325K	0.2%	N/A	0.000%
11/6/2020	Janney Montgomery Scott LLC	99,776	$703K	0.0%	+3.1%	0.000%
10/14/2020	Avantax Advisory Services Inc.	11,564	$82K	0.0%	N/A	0.000%
8/17/2020	Private Advisor Group LLC	6,000	$46K	0.0%	N/A	0.000%
8/14/2020	Bank of America Corp DE	40,210	$307K	0.0%	+3.2%	0.000%
8/14/2020	Advisor Group Holdings Inc.	8,409	$64K	0.0%	-61.2%	0.000%
8/6/2020	Mid Atlantic Financial Management Inc. ADV	70,200	$536K	0.1%	+12.1%	0.000%
7/23/2020	Janney Montgomery Scott LLC	96,757	$739K	0.0%	+202.2%	0.000%
6/16/2020	Royal Bank of Canada	126,690	$821K	0.0%	-9.2%	0.000%
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5/18/2020	Advisor Group Holdings Inc.	21,649	$140K	0.0%	N/A	0.000%
5/15/2020	Ameritas Investment Company LLC	4,500	$29K	0.0%	N/A	0.000%
5/15/2020	Invesco Ltd.	79,449	$514K	0.0%	+3.0%	0.000%
5/15/2020	Morgan Stanley	119,370	$773K	0.0%	-16.0%	0.000%
5/12/2020	Moors & Cabot Inc.	24,425	$156K	0.0%	N/A	0.000%
5/12/2020	Citigroup Inc.	9,194	$60K	0.0%	+48.8%	0.000%
5/11/2020	Mid Atlantic Financial Management Inc. ADV	62,600	$406K	0.0%	-2.3%	0.000%
5/11/2020	Sequoia Financial Advisors LLC	32,000	$207K	0.0%	N/A	0.000%
5/1/2020	UBS Group AG	9,403	$61K	0.0%	-77.6%	0.000%
4/30/2020	Janney Montgomery Scott LLC	32,015	$207K	0.0%	N/A	0.000%

(Data available from 1/1/2016 forward)

EDI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EDI shares?: During the previous two years, 24 institutional investors and hedge funds held shares of Virtus Stone Harbor Emerging Markets Total Income Fund. The most heavily invested institutionals were Bank of America Corp DE ($974K), Kestra Advisory Services LLC ($933K), NewEdge Advisors LLC ($724K), Hollow Brook Wealth Management LLC ($540K), Clough Capital Partners L P ($367K), Moors & Cabot Inc. ($349K), and Morgan Stanley ($314K).Learn more on EDI's institutional investors.
Which institutional investors have been buying Virtus Stone Harbor Emerging Markets Total Income Fund stock?: Of the 19 institutional investors that purchased Virtus Stone Harbor Emerging Markets Total Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kestra Advisory Services LLC ($121.79K), Wolverine Asset Management LLC ($101.29K), Hollow Brook Wealth Management LLC ($98.65K), Clough Capital Partners L P ($79.11K), Bank of America Corp DE ($69.28K), LPL Financial LLC ($42.11K), and Moors & Cabot Inc. ($41.95K).
How much institutional buying is happening at Virtus Stone Harbor Emerging Markets Total Income Fund?: Institutional investors have bought a total of 710,932 shares in the last 24 months. This purchase volume represents approximately $3.93M in transactions.

Which Virtus Stone Harbor Emerging Markets Total Income Fund major shareholders have been selling company stock?: Of the 12 institutional investors that sold Virtus Stone Harbor Emerging Markets Total Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Centaurus Financial Inc. ($183.20K), Rivernorth Capital Management LLC ($96.54K), Kestra Advisory Services LLC ($81.14K), Janney Montgomery Scott LLC ($42.32K), SFI Advisors LLC ($30.90K), Moors & Cabot Inc. ($15.70K), and NewEdge Advisors LLC ($12.11K).
How much institutional selling is happening at Virtus Stone Harbor Emerging Markets Total Income Fund?: Institutional investors have sold a total of 487,375 shares in the last 24 months. This volume of shares sold represents approximately $2.65M in transactions.

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This page (NYSE:EDI) was last updated on 4/19/2024 by MarketBeat.com Staff

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Virtus Stone Harbor Emerging Markets Total Income Fund (EDI) Institutional Ownership

EDI Institutional Buying and Selling by Quarter

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

EDI Institutional Ownership - Frequently Asked Questions

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Virtus Stone Harbor Emerging Markets Total Income Fund (EDI) Institutional Ownership

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

EDI Institutional Buying and Selling by Quarter

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

EDI Institutional Ownership - Frequently Asked Questions