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Get Institutions for : 
Evergreen Income Advantage Fund (EAD)  
$6.34 0.02 (0.32%) as of 4:30 Thu 4/18


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 77    0
Total shares held : 
 13,874,247  
% of shares held : 
 19.55%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -5  
Amount of shares held : 
 -36,305  
% of shares held change : 
   -0.05%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $6.05  
Last Quarter's Ending Price : 
 $6.52  
Last Quarter's Average Price : 
 $6.15  
Change from last quarter's     
avg. price to the last closing  : 
0.19 (3.09%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 677,235
 4.88%
 
Increased Positions :
20
 1,154,539
 8.32%
 
Unchanged Positions :
22
 1,024,179
 7.38%
 
Decreased Positions :
25
-1,706,893
-12.3%
 
Closed Positions :
10
-161,186
-1.16%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 2664 - 2023-12-31 3,090,479 $20,150,000 -43,762
   SIT INVESTMENT ASSOCIATES INC 165 - 2023-12-31 1,138,895 $7,426,000 525,166
   COHEN & STEERS INC 118 - 2023-12-31 1,018,389 $6,640,000 -35,000
   Bramshill Investments LLC 20 - 2023-12-31 982,578 $6,406,000 -987,717
   INVESCO LTD 2139 - 2023-12-31 811,056 $5,288,000 16,225
   CNH PARTNERS LLC 88 - 2023-12-31 702,026 $4,577,000 223,415
   SHAKER FINANCIAL SERVICES, LLC 14 - 2023-12-31 567,127 $3,727,000 -9,474
   GUGGENHEIM CAPITAL LLC 656 - 2023-12-31 529,427 $3,452,000 63,330
   CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 58 *New 2023-12-31 474,918 $3,096,000 474,918
   Pathstone Holdings LLC 632 - 2023-12-31 412,758 $2,691,000 0
   THRIVENT FINANCIAL FOR LUTHERANS 1160 - 2023-12-31 389,884 $2,542,000 8,000
   UBS Group AG 2780 - 2023-12-31 323,699 $2,111,000 -13,005
   ENVESTNET ASSET MANAGEMENT INC 2458 - 2023-12-31 309,141 $2,016,000 35,232
   LPL FINANCIAL CORP 2573 - 2023-12-31 250,626 $1,634,000 79,662
   Advisor Group Holdings Inc. 2139 - 2023-12-31 220,962 $1,441,000 -11,241
   BROWN ADVISORY HOLDINGS INC 689 - 2023-12-31 221,061 $1,441,000 -412
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 171 - 2023-12-31 199,961 $1,304,000 141,003
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1463 - 2023-12-31 199,480 $1,301,000 -6,366
   PRINCIPAL SECURITIES INC. 345 - 2023-12-31 190,040 $1,239,000 0
   PARK AVENUE SECURITIES LLC 591 - 2024-03-31 174,915 $1,161,000 -428
   Marks Group Wealth Management Inc 160 - 2023-12-31 167,759 $1,094,000 0
   AMERIPRISE FINANCIAL INC 3136 - 2023-12-31 90,001 $938,000 -122,782
   Levin Easterly Partners LLC 142 - 2023-12-31 130,519 $851,000 -13,000
   FIERA SCEPTRE INC. 393 - 2023-12-31 113,867 $742,000 0
   ADVISOR PARTNERS II LLC 588 *New 2023-09-30 114,841 $701,000 114,841
   BURROUGHS HUTCHINSON 64 - 2024-03-31 85,190 $566,000 0
   Stratos Wealth Partners LTD. - 2023-12-31 77,452 $505,000 -35,900
   Goss Wealth Management LLC 1315 - 2023-12-31 69,100 $453,000 7,600
   ROYAL BANK OF CANADA 3858 - 2023-12-31 60,322 $393,000 611
   Lido Advisors LLC 845 *New 2023-12-31 56,161 $369,000 56,161
   Luken Investment Analytics LLC 35 - 2023-12-31 54,802 $357,000 -120,792
   RIVERNORTH CAPITAL MANAGEMENT, INC. 229 *New 2023-12-31 53,284 $347,000 53,284
   Claybrook Capital LLC 105 - 2023-09-30 56,161 $343,000 0
   RAYMOND JAMES & ASSOCIATES 3177 - 2023-12-31 50,409 $329,000 -696
   BOOTHBAY FUND MANAGEMENT LLC 955 - 2023-12-31 44,000 $287,000 20,000
   BANK OF AMERICA CORP /DE/ 4866 - 2023-12-31 39,877 $260,000 10,284
   CREATIVE PLANNING 2194 - 2023-12-31 39,635 $258,000 -28,025
   FINANCIAL NETWORK 2344 - 2023-12-31 39,350 $257,000 0
   Collaborative Wealth Managment Inc. 151 - 2023-12-31 32,590 $212,000 -2,215
   Clear Creek Financial Management LLC - 2023-12-31 31,715 $207,000 -5,027
   Sonora Investment Management Group LLC 223 - 2023-12-31 30,814 $201,000 0
   Eschler Asset Management LLP 72 - 2023-12-31 29,000 $194,000 -15,000
   MML INVESTORS SERVICES LLC 2315 - 2023-12-31 29,167 $190,000 1,400
   WOLVERINE ASSET MANAGEMENT LLC 565 - 2023-12-31 28,753 $187,000 -173,371
   Integrated Capital Management Inc. 49 - 2024-03-31 26,938 $179,000 15
   Capital Investment Advisors LLC 572 - 2023-12-31 23,352 $152,000 -375
   MARINER WEALTH ADVISORS, LLC 2765 - 2023-12-31 22,698 $148,000 -987
   CTC ALTERNATIVE STRATEGIES, LTD. 51 *New 2023-12-31 21,596 $141,000 21,596
   JANE STREET GROUP LLC 4938 *New 2023-12-31 18,709 $122,000 18,709
   NOMURA HOLDINGS INC 950 *New 2023-12-31 16,930 $110,000 16,930
   OPPENHEIMER & CO INC 1333 - 2023-12-31 16,100 $105,000 0
   Genesee Capital Advisors LLC 111 *New 2023-12-31 15,980 $104,000 15,980
   Sheaff Brock Investment Advisors LLC 443 - 2023-12-31 16,000 $104,000 -26,065
   Kestra Advisory Services LLC 2183 - 2023-12-31 13,679 $89,000 857
   Catalytic Wealth RIA LLC 221 - 2023-12-31 11,974 $78,000 0
   HBK SORCE ADVISORY LLC - 2023-12-31 11,890 $78,000 15
   GeoWealth Management LLC 599 *New 2023-12-31 11,974 $78,000 11,974
   COMMONWEALTH EQUITY SERVICES LLC. 3634 - 2023-12-31 10,980 $72,000 -10,486
   KESTRA PRIVATE WEALTH SERVICES LLC 1142 - 2023-12-31 10,966 $71,000 0
   THOROUGHBRED FINANCIAL SERVICES LLC 579 - 2023-12-31 10,930 $71,000 0
   KPP Advisory Services LLC 125 - 2023-12-31 10,235 $67,000 -28,436
   NBC SECURITIES INC. 1140 - 2024-03-31 7,325 $48,000 0
   PROEQUITIES INC. 1229 - 2023-12-31 5,800 $38,000 0
   ADVISORY SERVICES NETWORK, LLC 2144 *New 2023-12-31 5,683 $37,000 5,683
   ELEQUIN CAPITAL LP 213 - 2023-12-31 5,303 $35,000 981
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2288 - 2023-12-31 4,045 $26,000 0
   CWM LLC 2872 - 2024-03-31 3,032 $20,000 0
   PIERSHALE FINANCIAL GROUP, INC. 90 - 2023-06-30 2,520 $16,000 20
   Farther Finance Advisors LLC 1475 *New 2023-12-31 2,000 $13,000 2,000
   FNY Investment Advisers LLC 286 - 2023-12-31 1,800 $11,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1054 - 2023-12-31 1,700 $11,000 0
   COMERICA BANK 3132 - 2023-12-31 1,456 $9,000 -209
   Livelsberger Financial Advisory 202 - 2023-12-31 1,295 $8,000 0
   PNC FINANCIAL SERVICES GROUP INC 3730 - 2023-12-31 1,256 $8,000 0
   HHM Wealth Advisors LLC 556 - 2023-12-31 1,210 $8,000 0
   Ahrens Investment Partners LLC 775 *New 2023-03-31 800 $5,000 800
   US BANCORP 3540 - 2023-12-31 409 $3,000 0
   TOWER RESEARCH CAPITAL LLC 5250 - 2023-12-31 326 $2,000 26
   IFP Advisors Inc 2673 - 2023-12-31 300 $2,000 0
   BDO Wealth Advisors LLC 945 *Closed 2023-06-30 0 $0 -1,353
   FMR LLC 4703 *Closed 2023-12-31 0 $0 -1
   HOLLENCREST SECURITIES LLC 1062 *Closed 2023-12-31 0 $0 -300
   HANSON MCCLAIN, INC. *Closed 2023-12-31 0 $0 -495
   IEQ CAPITAL LLC 959 *Closed 2023-12-31 0 $0 -10,856
   Cetera Investment Advisers 2266 *Closed 2023-12-31 0 $0 -13,094
   Cedar Mountain Advisors LLC 311 - 2023-12-31 9 $0 0
   HARBOUR INVESTMENTS INC. 3012 - 2023-12-31 59 $0 0
   Flow State Investments L.P. 201 *Closed 2023-12-31 0 $0 -18,798
   J P MORGAN CHASE & CO 6123 *Closed 2023-12-31 0 $0 -16,369
   NORTHERN TRUST CORP 4521 *Closed 2023-12-31 0 $0 -13,509
   WELLS FARGO & CO/MN 6937 - 2023-12-31 1 $0 0
   Logan Stone Capital LLC 185 *Closed 2023-12-31 0 $0 -84,564
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 1861 *Closed 2023-12-31 0 $0 -3,200
  93 Records found
  1    
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