Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
298KNew |
$1.07M - $1.33M
|
298K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
252KNew |
$905K - $1.12M
|
252K
$1.27M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
142K+ 105.6% |
$511K - $633K
|
276K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
80.1K+ 136.33% |
$288K - $357K
|
139K
$698K
|
|
|
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 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
57.8KNew |
$208K - $258K
|
57.8K
$291K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
45KNew |
$162K - $201K
|
45K
$226K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
38.7KNew |
$139K - $173K
|
38.7K
$195K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
30.4K+ 20.14% |
$109K - $135K
|
181K
$911K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
29KNew |
$104K - $129K
|
29K
$146K
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
26.8KNew |
$96.4K - $119K
|
26.8K
$135K
|
|
|
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
26.6K+ 107.22% |
$95.7K - $119K
|
51.4K
$259K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
24.8K+ 118.52% |
$89.1K - $110K
|
45.6K
$230K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
22.9K+ 71.07% |
$82.5K - $102K
|
55.1K
$277K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.6K+ 436.13% |
$77.9K - $96.5K
|
26.6K
$134K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.6KNew |
$59.8K - $74.1K
|
16.6K
$83.6K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
16.4KNew |
$59K - $73.1K
|
16.4K
$82.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.8KNew |
$53.1K - $65.8K
|
14.8K
$74.2K
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
14.2KNew |
$51.1K - $63.3K
|
14.2K
$71.4K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.2KNew |
$43.9K - $54.3K
|
12.2K
$61.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.5KNew |
$41.4K - $51.3K
|
11.5K
$57.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.3KNew |
$37.2K - $46.1K
|
10.3K
$52K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.1KNew |
$36.3K - $44.9K
|
10.1K
$50.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
10K+ 39.11% |
$36.1K - $44.8K
|
35.7K
$180K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.07K+ 43.97% |
$21.9K - $27.1K
|
19.9K
$100K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.6K+ 3.63% |
$16.6K - $20.5K
|
131K
$660K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.31K+ 7.1% |
$8.31K - $10.3K
|
34.8K
$175K
|
|
|
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
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.47K+ 41.76% |
$5.28K - $6.55K
|
4.98K
$25.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
346+ 2.59% |
$1.25K - $1.54K
|
13.7K
$68.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
268+ 1.7% |
$965 - $1.2K
|
16K
$80.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.43K- 0.88% |
$5.13K - $6.36K
|
160K
$805K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.21K- 21.67% |
$11.6K - $14.3K
|
11.6K
$58.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.78K- 73.18% |
$13.6K - $16.9K
|
1.39K
$6.97K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-421K- 40.39% |
$1.51M - $1.88M
|
621K
$3.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-530K- 46.04% |
$1.91M - $2.36M
|
621K
$3.12M
|