Mga Batayang Estadistika
Pemilik Institusional | 68 total, 68 long only, 0 short only, 0 long/short - change of 6.25% MRQ |
Alokasi Portofolio Rata-rata | 0.1000 % - change of 1.13% MRQ |
Saham Institusional (Jangka Panjang) | 3,306,156 (ex 13D/G) - change of -0.10MM shares -2.80% MRQ |
Nilai Institusional (Jangka Panjang) | $ 88,922 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (US:ETO) memiliki 68 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 3,306,156 saham. Pemegang saham terbesar meliputi Karpus Management, Inc., 1607 Capital Partners, LLC, Cornerstone Advisors, LLC, Advisors Asset Management, Inc., Cornerstone Strategic Value Fund Inc, Morgan Stanley, Flagship Harbor Advisors, Llc, LPL Financial LLC, Bank Of America Corp /de/, and First Trust Advisors Lp .
Struktur kepemilikan institusional Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (NYSE:ETO) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 27.35 / share. Previously, on September 9, 2024, the share price was 25.24 / share. This represents an increase of 8.36% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel
.
Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-22 | NP | Cornerstone Total Return Fund Inc | 52,111 | -36.35 | 1,417 | -29.59 | ||||
2025-04-29 | 13F | Bank of New York Mellon Corp | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | Sowell Financial Services LLC | 7,477 | 203 | ||||||
2025-08-18 | 13F | Hollencrest Capital Management | 16,365 | 0.00 | 445 | 10.45 | ||||
2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 118 | -23.38 | 3 | 0.00 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 18,966 | 8.11 | 516 | 18.66 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 18,077 | -41.40 | 0 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 10,371 | 0.00 | 282 | 10.63 | ||||
2025-08-14 | 13F | Comerica Bank | 5,413 | -3.37 | 147 | 7.30 | ||||
2025-07-16 | 13F | Dakota Wealth Management | 14,115 | -0.53 | 384 | 10.06 | ||||
2025-04-29 | 13F | Envestnet Asset Management Inc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 29,003 | 789 | ||||||
2025-08-07 | 13F | Allworth Financial LP | 319 | 1.92 | 9 | 14.29 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 1,968 | 1.97 | 0 | |||||
2025-07-08 | 13F | Parallel Advisors, LLC | 4,865 | 73.69 | 132 | 94.12 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 12,944 | -43.57 | 352 | -37.66 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 21,556 | 586 | ||||||
2025-08-04 | 13F | Wolverine Asset Management Llc | 400 | -98.21 | 11 | -98.18 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 9,668 | 0.09 | 0 | |||||
2025-08-11 | 13F | Elequin Capital Lp | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 1,075 | 29 | ||||||
2025-08-14 | 13F | Ancora Advisors, LLC | 1,325 | 0.00 | 36 | 12.50 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 129,445 | 5.18 | 3,520 | 16.41 | ||||
2025-07-18 | 13F | Truist Financial Corp | 18,140 | -5.58 | 493 | 4.45 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 1,175 | 0.00 | 32 | 10.71 | ||||
2025-08-08 | 13F | Cornerstone Advisors, LLC | 217,561 | -12.03 | 5,915 | -2.65 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 22,701 | 6.29 | 617 | 17.75 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 12,174 | 13.68 | 331 | 25.86 | ||||
2025-08-20 | NP | ADANX - AQR Diversified Arbitrage Fund Class N | 6,219 | -40.12 | 169 | -33.73 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 283 | 0.00 | 8 | 16.67 | ||||
2025-08-15 | 13F | Morgan Stanley | 136,590 | 17.06 | 3,714 | 29.55 | ||||
2025-05-15 | 13F | MAI Capital Management | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Formidable Asset Management, LLC | 61,098 | 0.00 | 1,501 | 0.00 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 8,881 | -0.64 | 241 | 10.05 | ||||
2025-08-14 | 13F | 1607 Capital Partners, LLC | 254,765 | -0.16 | 6,927 | 10.50 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 200 | 5 | ||||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 95,563 | -7.22 | 2,598 | 2.69 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 77,219 | 3.85 | 2,100 | 14.95 | ||||
2025-08-14 | 13F | Karpus Management, Inc. | 644,155 | -2.32 | 17,515 | 8.10 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Creative Planning | 24,193 | 658 | ||||||
2025-08-13 | 13F | Invesco Ltd. | 31,677 | -24.83 | 861 | -16.81 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 72,477 | 1.50 | 1,996 | 13.80 | ||||
2025-08-12 | 13F | LPL Financial LLC | 121,887 | 2.79 | 3,314 | 13.77 | ||||
2025-08-13 | 13F | Guggenheim Capital Llc | 55,562 | 73.69 | 1,511 | 92.36 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 10,708 | -1.30 | 291 | 9.40 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 372 | 10 | ||||||
2025-07-25 | NP | FCEF - First Trust CEF Income Opportunity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 56,350 | 4.45 | 1,467 | 7.01 | ||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 14,240 | 0.46 | 387 | 11.21 | ||||
2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 82,200 | 100.44 | 2,235 | 121.95 | ||||
2025-08-14 | 13F | Cnh Partners Llc | 23,412 | -51.21 | 637 | -46.06 | ||||
2025-08-22 | NP | Cornerstone Strategic Value Fund Inc | 165,450 | 0.00 | 4,499 | 10.65 | ||||
2025-04-10 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 29,223 | 60.36 | 795 | 77.63 | ||||
2025-07-25 | 13F | Cwm, Llc | 286 | 0.00 | 0 | |||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 106,873 | -10.30 | 2,906 | -0.75 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 | -99.91 | 0 | -100.00 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 12,654 | -3.95 | 344 | 6.50 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 45,624 | -75.16 | 1,241 | -72.52 | ||||
2025-08-05 | 13F | Shaker Financial Services, LLC | 86,048 | 106.35 | 2,340 | 128.42 | ||||
2025-08-14 | 13F | UBS Group AG | 26,999 | -28.75 | 734 | -21.16 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 10,702 | 0.00 | 291 | 10.69 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 56,780 | 3.60 | 1,544 | 14.64 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 8,938 | 0.78 | 243 | 11.98 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,900 | 0.00 | 52 | 10.87 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 65,797 | -4.03 | 1,789 | 6.17 | ||||
2025-07-21 | 13F | Ashton Thomas Securities, Llc | 10,690 | 0.00 | 291 | 10.69 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 33,713 | -18.21 | 917 | -9.49 | ||||
2025-08-12 | 13F | Advisors Asset Management, Inc. | 178,998 | 2.57 | 4,867 | 13.51 | ||||
2025-08-04 | 13F | Spire Wealth Management | 300 | 0.00 | 8 | 14.29 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 922 | 0.00 | 25 | 8.70 | ||||
2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 71 | -39.83 | 2 | -50.00 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 102,006 | -1.59 | 2,774 | 8.92 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 13,148 | 2.03 | 365 | 16.29 |