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Get Institutions for : 
Evergreen Income Advantage Fund (EAD)  
$6.51 0.06 (0.93%) as of 4:30 Wed 5/1


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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  : 
0.36 (5.85%)  




 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BROWN ADVISORY HOLDINGS INC 692 - 2024-03-31 221,061 $1,468,000 0
   Marks Group Wealth Management Inc 160 - 2023-12-31 167,759 $1,094,000 0
   FIERA SCEPTRE INC. 393 - 2023-12-31 113,867 $742,000 0
   BURROUGHS HUTCHINSON 64 - 2024-03-31 85,190 $566,000 0
   Claybrook Capital LLC 105 - 2023-09-30 56,161 $343,000 0
   RAYMOND JAMES & ASSOCIATES 3266 - 2024-03-31 50,409 $335,000 0
   FINANCIAL NETWORK 2344 - 2023-12-31 39,350 $257,000 0
   Sonora Investment Management Group LLC 223 - 2023-12-31 30,814 $201,000 0
   Genesee Capital Advisors LLC 119 - 2024-03-31 15,980 $106,000 0
   OPPENHEIMER & CO INC 1333 - 2023-12-31 16,100 $105,000 0
   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
   NBC SECURITIES INC. 1140 - 2024-03-31 7,325 $48,000 0
   PROEQUITIES INC. 1229 - 2023-12-31 5,800 $38,000 0
   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
   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
   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
   US BANCORP 3540 - 2023-12-31 409 $3,000 0
   IFP Advisors Inc 2673 - 2023-12-31 300 $2,000 0
   HARBOUR INVESTMENTS INC. 3012 - 2023-12-31 59 $0 0
   WELLS FARGO & CO/MN 6937 - 2023-12-31 1 $0 0
   Cedar Mountain Advisors LLC 363 - 2024-03-31 9 $0 0
  25 Records found
  1    
  Page 1 of 1
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