Purchases and Sales Made in Q1 2024 in Stone Harbor Emerging Markets Income Fund (EDF)
This table provides information about the institutional ownership of Stone Harbor Emerging Markets Income Fund (EDF) during Q1 2024. The information is specifically focused on institutions that hold shares of Stone Harbor Emerging Markets Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
205K+ 33.08% |
$883K - $1.16M
|
826K
$4.16M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
205K+ 33.08% |
$883K - $1.16M
|
826K
$4.16M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
23K+ 12.71% |
$99.1K - $131K
|
204K
$1.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
21.9K+ 62.97% |
$94.2K - $124K
|
56.7K
$285K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.9K+ 1508.59% |
$89.8K - $118K
|
22.3K
$112K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.7KNew |
$67.5K - $89K
|
15.7K
$79K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.7K+ 9.8% |
$67.5K - $89K
|
176K
$884K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12.7KNew |
$54.6K - $72.1K
|
12.7K
$63.9K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.48K+ 77.84% |
$40.8K - $53.8K
|
21.7K
$109K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.95K+ 68.4% |
$34.2K - $45.1K
|
19.6K
$98.4K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
7.8KNew |
$33.5K - $44.2K
|
7.8K
$39.2K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
7.01K+ 12.71% |
$30.1K - $39.7K
|
62.1K
$313K
|
|
|
Apr 24, 2024
Q1 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
2.9K+ 5.64% |
$12.5K - $16.4K
|
54.3K
$273K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.04K+ 6.95% |
$4.46K - $5.89K
|
16K
$80.4K
|
|
|
May 13, 2024
Q1 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
978New |
$4.21K - $5.55K
|
978
$4.92K
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
382+ 2.69% |
$1.64K - $2.17K
|
14.6K
$73.3K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
219+ 1.6% |
$942 - $1.24K
|
13.9K
$70K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
30New |
$129 - $170
|
30
$151
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 4.0% |
$17.2 - $22.7
|
104
$523
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-946- 7.28% |
$4.07K - $5.36K
|
12.1K
$60.6K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.12K- 7.0% |
$4.81K - $6.34K
|
14.9K
$74.8K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.85K- 2.05% |
$12.2K - $16.1K
|
136K
$684K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.71K- 1.48% |
$16K - $21K
|
248K
$1.25M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.54K- 4.22% |
$23.8K - $31.4K
|
126K
$632K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.4K- 11.06% |
$27.5K - $36.3K
|
51.4K
$259K
|
|
|
May 13, 2024
Q1 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-10K- 28.12% |
$43.2K - $56.9K
|
25.7K
$129K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.6K- 39.91% |
$45.6K - $60.2K
|
16K
$80.4K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-19.6K- 43.04% |
$84.5K - $111K
|
26K
$131K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-22.6K- 8.18% |
$97.3K - $128K
|
254K
$1.28M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-215K- 20.67% |
$926K - $1.22M
|
826K
$4.16M
|