Free Trial

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

→ America’s worst nightmare? (From Porter & Company) (Ad)
Free EDI Stock Alerts
Notice: This company has been marked as potentially delisted and may not be actively trading.
Compare
Stock AnalysisDividendInsider TradesOwnershipShort InterestSocial Media

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

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$779.18K
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$427.58K
Get EDI Insider Trade Alerts

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

Skip Chart & View Institutional Buying and Selling Data

EDI Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/14/2023Clough Capital Partners L P70,111$367K0.0%-11.4%0.000%
11/13/2023Kestra Advisory Services LLC177,967$933K0.0%-25.8%0.000%
11/8/2023 Janney Montgomery Scott LLC47,998$252K0.0%+4.7%0.000%
11/8/2023 Moors & Cabot Inc.66,625$349K0.0%-4.0%0.000%
10/30/2023 SFI Advisors LLC19,593$103K0.1%+44.1%0.000%
8/24/2023 Arlington Capital Management Inc.24,279$126K0.1%N/A0.000%
8/18/2023 SFI Advisors LLC13,593$70K0.1%-37.3%0.000%
8/11/2023Kestra Advisory Services LLC239,833$1.24M0.0%+42.2%0.000%
8/7/2023 Wolverine Asset Management LLC26,328$136K0.0%N/A0.000%
8/3/2023 Atria Wealth Solutions Inc.10,500$54K0.0%N/A0.000%
7/18/2023 Melfa Wealth Management LLC10,218$53K0.1%N/A0.000%
5/10/2023Hollow Brook Wealth Management LLC98,649$540K0.3%N/A0.000%
5/9/2023Wedbush Securities Inc.15,967$87K0.0%+45.6%0.000%
5/5/2023 Moors & Cabot Inc.70,375$385K0.0%+39.4%0.000%
4/28/2023Ameritas Advisory Services LLC7,500$41K0.0%-34.2%0.000%
2/10/2023Ameritas Advisory Services LLC11,400$56K0.0%N/A0.000%
2/10/2023 Arlington Capital Management Inc.17,671$86K0.1%N/A0.000%
2/10/2023 Moors & Cabot Inc.50,500$246K0.0%+22.3%0.000%
2/7/2023 Moors & Cabot Inc.28,325$222K0.0%-31.4%0.000%
2/1/2023 Wolverine Asset Management LLC74,965$366K0.0%+84.8%0.000%
2/1/2023 Janney Montgomery Scott LLC48,282$236K0.0%-10.3%0.000%
1/31/2023Kestra Advisory Services LLC108,309$529K0.0%-15.1%0.000%
12/5/2022Centaurus Financial Inc.58,954$243K0.0%-66.1%0.000%
11/10/2022 Wolverine Asset Management LLC40,558$167K0.0%N/A0.000%
11/8/2022 Moors & Cabot Inc.41,279$170K0.0%+16.7%0.000%
11/1/2022Kestra Advisory Services LLC127,578$526K0.0%+7.8%0.000%
10/18/2022Wedbush Securities Inc.10,967$45K0.0%N/A0.000%
8/13/2022NewEdge Advisors LLC169,950$849K0.0%+10.8%0.000%
8/8/2022 Moors & Cabot Inc.35,357$177K0.0%+7.5%0.000%
8/3/2022 Janney Montgomery Scott LLC53,782$279K0.0%-40.6%0.000%
8/2/2022Centaurus Financial Inc.174,020$870K0.1%-17.1%0.000%
4/29/2022CoreCap Advisors LLC15,710$114K0.0%+109.9%0.000%
4/26/2022Kestra Advisory Services LLC86,412$628K0.0%+91.8%0.000%
2/9/2022 Wolverine Asset Management LLC31,312$245K0.0%+94.6%0.000%
2/3/2022 Advisor Group Holdings Inc.14,033$110K0.0%+27.3%0.000%
2/1/2022Centaurus Financial Inc.231,835$1.82M0.1%-8.8%0.000%
1/27/2022 Janney Montgomery Scott LLC94,173$739K0.0%-2.4%0.000%
1/20/2022Kestra Advisory Services LLC45,044$354K0.0%-31.0%0.000%
11/12/2021Centaurus Financial Inc.254,260$2.13M0.2%-4.5%0.000%
11/12/2021 Wolverine Asset Management LLC16,089$134K0.0%N/A0.000%
With revenue forecasted to grow dramatically in 2024 and beyond, this company should be on your radar (Ad)

Revolutionizing communication is what this NASDAQ-traded next-gen solution provider is doing.

See how this company is well-positioned to capitalize in 2024
11/5/2021 Moors & Cabot Inc.25,000$25K0.0%-16.5%0.000%
11/5/2021 Advisor Group Holdings Inc.11,020$93K0.0%+21.6%0.000%
10/29/2021 Janney Montgomery Scott LLC96,529$810K0.0%-6.1%0.000%
10/19/2021Kestra Advisory Services LLC65,274$548K0.0%-2.1%0.000%
8/12/2021 Advisory Services Network LLC5,020$48K0.0%N/A0.000%
8/10/2021Mid Atlantic Financial Management Inc. ADV121,107$1.15M0.1%+18.4%0.000%
8/10/2021Centaurus Financial Inc.266,120$2.52M0.2%-6.3%0.000%
8/2/2021 Advisor Group Holdings Inc.9,061$85K0.0%+26.7%0.000%
5/17/2021Royal Bank of Canada116,983$1.06M0.0%-1.2%0.000%
5/17/2021 Wagner Wealth Management LLC2,775$25K0.0%N/A0.000%
5/13/2021 Citigroup Inc.6,933$63K0.0%-28.6%0.000%
5/12/2021 Moors & Cabot Inc.29,150$269K0.0%-7.9%0.000%
5/11/2021Mid Atlantic Financial Management Inc. ADV102,300$929K0.1%+36.6%0.000%
5/10/2021Kestra Advisory Services LLC61,216$556K0.0%-29.5%0.000%
4/30/2021Centaurus Financial Inc.283,960$2.58M0.3%-2.7%0.000%
4/27/2021 Janney Montgomery Scott LLC102,465$930K0.0%+6.4%0.000%
2/11/2021 Moors & Cabot Inc.31,650$293K0.0%+5.0%0.000%
1/25/2021 Janney Montgomery Scott LLC96,338$878K0.0%-3.4%0.000%
1/25/2021Centaurus Financial Inc.291,768$2.66M0.3%-0.7%0.000%
1/20/2021Kestra Advisory Services LLC86,843$789K0.0%+216.4%0.000%
1/19/2021 FNY Investment Advisers LLC3,815$34K0.0%N/A0.000%
11/17/2020Jane Street Group LLC15,782$111K0.0%N/A0.000%
11/13/2020Morgan Stanley114,468$807K0.0%-21.0%0.000%
11/12/2020Kestra Advisory Services LLC27,444$193K0.0%N/A0.000%
11/9/2020 Shaker Financial Services LLC46,103$325K0.2%N/A0.000%
11/6/2020 Janney Montgomery Scott LLC99,776$703K0.0%+3.1%0.000%
10/14/2020 Avantax Advisory Services Inc.11,564$82K0.0%N/A0.000%
8/17/2020 Private Advisor Group LLC6,000$46K0.0%N/A0.000%
8/14/2020Bank of America Corp DE40,210$307K0.0%+3.2%0.000%
8/14/2020 Advisor Group Holdings Inc.8,409$64K0.0%-61.2%0.000%
8/6/2020Mid Atlantic Financial Management Inc. ADV70,200$536K0.1%+12.1%0.000%
7/23/2020 Janney Montgomery Scott LLC96,757$739K0.0%+202.2%0.000%
6/16/2020Royal Bank of Canada126,690$821K0.0%-9.2%0.000%
5/18/2020 Advisor Group Holdings Inc.21,649$140K0.0%N/A0.000%
5/15/2020Ameritas Investment Company LLC4,500$29K0.0%N/A0.000%
5/15/2020Invesco Ltd.79,449$514K0.0%+3.0%0.000%
5/15/2020Morgan Stanley119,370$773K0.0%-16.0%0.000%
5/12/2020 Moors & Cabot Inc.24,425$156K0.0%N/A0.000%
5/12/2020 Citigroup Inc.9,194$60K0.0%+48.8%0.000%
5/11/2020Mid Atlantic Financial Management Inc. ADV62,600$406K0.0%-2.3%0.000%
5/11/2020 Sequoia Financial Advisors LLC32,000$207K0.0%N/A0.000%
5/1/2020 UBS Group AG9,403$61K0.0%-77.6%0.000%
4/30/2020 Janney Montgomery Scott LLC32,015$207K0.0%N/A0.000%
(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, 14 institutional investors and hedge funds held shares of Virtus Stone Harbor Emerging Markets Total Income Fund. The most heavily invested institutionals were Kestra Advisory Services LLC ($933K), NewEdge Advisors LLC ($849K), Hollow Brook Wealth Management LLC ($540K), Clough Capital Partners L P ($367K), Moors & Cabot Inc. ($349K), Janney Montgomery Scott LLC ($252K), and Centaurus Financial Inc. ($243K).Learn more on EDI's institutional investors.

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

Of the 12 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: Wolverine Asset Management LLC ($101.29K), Hollow Brook Wealth Management LLC ($98.65K), Kestra Advisory Services LLC ($80.42K), Arlington Capital Management Inc. ($41.95K), Moors & Cabot Inc. ($37.50K), NewEdge Advisors LLC ($16.55K), and Wedbush Securities Inc. ($15.97K).

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

Institutional investors have bought a total of 432,582 shares in the last 24 months. This purchase volume represents approximately $2.18M in transactions.

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

The following institutional investors have sold Virtus Stone Harbor Emerging Markets Total Income Fund stock in the last 24 months: Centaurus Financial Inc. ($151.07K), Kestra Advisory Services LLC ($81.14K), Janney Montgomery Scott LLC ($42.32K), Moors & Cabot Inc. ($15.70K), Clough Capital Partners L P ($9K), SFI Advisors LLC ($8.09K), and Ameritas Advisory Services LLC ($3.90K).

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

Institutional investors have sold a total of 311,223 shares in the last 24 months. This volume of shares sold represents approximately $1.47M in transactions.


Related Companies:
This page (NYSE:EDI) was last updated on 5/15/2024 by MarketBeat.com Staff

From Our Partners
The 2024 Gold Rush: Unleashing Market Potential
Priority Gold
With revenue forecasted to grow dramatically in 2024 and beyond, this company should be on your radar
Stocks News
CEO of Biggest AI Chipmaker Just Dropped a Bombshell…
Banyan Hill Publishing
Gold Set to EXPLODE!
Gold Safe Exchange
The Crypto 9-5 Escape Plan
Crypto 101 Media
Exposed: 10 CENT Crypto to Explode May 20th?
True Market Insiders
[URGENT] DO NOT Touch These AI Stocks!
Weiss Ratings
The A.I. story nobody is telling you (Read ASAP)
TradeSmith