Latest Institutional Transactions on Stone Harbor Emerging Markets Income Fund (EDF)
This table provides information on the latest institutional transactions involving Stone Harbor Emerging Markets Income Fund (EDF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.89K- 7.15% |
$14.6K - $15.4K
|
37.5K
$189K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.53KNew |
$12.7K - $13.5K
|
2.53K
$12.7K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19.5K- 8.14% |
$98.1K - $104K
|
220K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10+ 0.07% |
$50.4 - $53.3
|
14.9K
$74.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.73K+ 34.72% |
$8.72K - $9.22K
|
6.71K
$33.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.5K+ 1.97% |
$103K - $109K
|
1.06M
$5.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.5K+ 23.42% |
$17.6K - $18.7K
|
18.4K
$92.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2Closed |
$10.1 - $10.7
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-48.6K- 21.49% |
$245K - $259K
|
178K
$893K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
421+ 3.07% |
$2.12K - $2.24K
|
14.1K
$71.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8+ 0.31% |
$40.3 - $42.6
|
2.61K
$13.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.34K+ 7.95% |
$6.75K - $7.14K
|
18.2K
$91.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-700- 2.82% |
$3.53K - $3.73K
|
24.1K
$121K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
824New |
$4.15K - $4.39K
|
824
$4.14K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-3.21K- 1.44% |
$16.2K - $17.1K
|
219K
$1.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.9K+ 6.12% |
$75K - $79.3K
|
258K
$1.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.11K- 1.91% |
$10.6K - $11.2K
|
108K
$545K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.15K- 8.41% |
$5.81K - $6.15K
|
12.6K
$63.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
103+ 0.85% |
$519 - $549
|
12.2K
$61.5K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
104K+ 148.67% |
$525K - $555K
|
174K
$876K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
16.3KNew |
$82.4K - $87.1K
|
16.3K
$82.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.39K+ 2.46% |
$7.03K - $7.43K
|
58.1K
$292K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
734+ 4.86% |
$3.7K - $3.91K
|
15.8K
$79.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.16K- 3.91% |
$21K - $22.2K
|
102K
$514K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
447+ 1490.0% |
$2.16K - $2.54K
|
477
$2.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
590+ 60.33% |
$2.86K - $3.35K
|
1.57K
$7.89K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1New |
$4.84 - $5.68
|
1
$5.03
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
500New |
$2.42K - $2.84K
|
500
$2.52K
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-5.23K- 19.53% |
$25.3K - $29.7K
|
21.6K
$108K
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
7.8KNew |
$33.5K - $44.2K
|
7.8K
$39.2K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-19.6K- 43.04% |
$84.5K - $111K
|
26K
$131K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 4.0% |
$17.2 - $22.7
|
104
$523
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.4K- 11.06% |
$27.5K - $36.3K
|
51.4K
$259K
|
|
|
Apr 24, 2024
Q1 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
2.9K+ 5.64% |
$12.5K - $16.4K
|
54.3K
$273K
|
|
| Q4 2023 | |||||||
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
16.4KNew |
$59K - $73.1K
|
16.4K
$82.5K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
29KNew |
$104K - $129K
|
29K
$146K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.72KNew |
$6.21K - $7.69K
|
1.72K
$8.67K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
38.7KNew |
$139K - $173K
|
38.7K
$195K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.5KNew |
$41.4K - $51.3K
|
11.5K
$57.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
45KNew |
$162K - $201K
|
45K
$226K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.6KNew |
$59.8K - $74.1K
|
16.6K
$83.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.1KNew |
$36.3K - $44.9K
|
10.1K
$50.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
74.8KNew |
$269K - $334K
|
74.8K
$376K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
71.9KNew |
$259K - $321K
|
71.9K
$362K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.8KNew |
$53.1K - $65.8K
|
14.8K
$74.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
298KNew |
$1.07M - $1.33M
|
298K
$1.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.3KNew |
$37.2K - $46.1K
|
10.3K
$52K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.07K+ 43.97% |
$21.9K - $27.1K
|
19.9K
$100K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
27.6KNew |
$116K - $137K
|
27.6K
$139K
|
|