Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
351K+ 34.76% |
$1.68M - $1.82M
|
1.36M
$6.92M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
105K+ 40.41% |
$505K - $548K
|
366K
$1.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
93.6KNew |
$448K - $487K
|
93.6K
$476K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
24KNew |
$115K - $125K
|
24K
$122K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.1K+ 8.36% |
$101K - $110K
|
273K
$1.39M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
19KNew |
$91K - $98.8K
|
19K
$96.7K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
8.66K+ 3.93% |
$41.5K - $45K
|
229K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.14K+ 234.56% |
$29.4K - $31.9K
|
8.76K
$44.6K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.61K+ 7.98% |
$26.9K - $29.2K
|
75.9K
$387K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.47K+ 33.11% |
$26.2K - $28.4K
|
22K
$112K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.23K+ 5.1% |
$25K - $27.2K
|
108K
$548K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.42KNew |
$11.6K - $12.6K
|
2.42K
$12.3K
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
204+ 13.2% |
$977 - $1.06K
|
1.75K
$8.91K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
88+ 0.51% |
$422 - $458
|
17.4K
$88.6K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-200- 1.3% |
$958 - $1.04K
|
15.2K
$77.5K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.43K- 14.84% |
$11.6K - $12.6K
|
13.9K
$70.9K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-2.75K- 16.72% |
$13.2K - $14.3K
|
13.7K
$69.6K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.94K- 24.86% |
$23.7K - $25.7K
|
14.9K
$76K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.24K- 2.69% |
$25.1K - $27.2K
|
190K
$965K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-37.7K- 63.08% |
$181K - $196K
|
22.1K
$112K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-55.7K- 25.15% |
$267K - $290K
|
166K
$844K
|