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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
   MORGAN STANLEY 2664 - 2023-12-31 3,090,479 $20,150,000 -43,762
   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
   SHAKER FINANCIAL SERVICES, LLC 14 - 2023-12-31 567,127 $3,727,000 -9,474
   UBS Group AG 2780 - 2023-12-31 323,699 $2,111,000 -13,005
   Advisor Group Holdings Inc. 2139 - 2023-12-31 220,962 $1,441,000 -11,241
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1576 - 2024-03-31 186,970 $1,241,000 -12,510
   PARK AVENUE SECURITIES LLC 591 - 2024-03-31 174,915 $1,161,000 -428
   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
   Luken Investment Analytics LLC 41 - 2024-03-31 42,039 $279,000 -12,763
   CREATIVE PLANNING 2194 - 2023-12-31 39,635 $258,000 -28,025
   Collaborative Wealth Managment Inc. 151 - 2023-12-31 32,590 $212,000 -2,215
   Clear Creek Financial Management LLC 393 - 2024-03-31 31,215 $207,000 -500
   Eschler Asset Management LLP 72 - 2023-12-31 29,000 $194,000 -15,000
   WOLVERINE ASSET MANAGEMENT LLC 565 - 2023-12-31 28,753 $187,000 -173,371
   Capital Investment Advisors LLC 594 - 2024-03-31 22,912 $152,000 -440
   MARINER WEALTH ADVISORS, LLC 2765 - 2023-12-31 22,698 $148,000 -987
   Sheaff Brock Investment Advisors LLC 443 - 2023-12-31 16,000 $104,000 -26,065
   COMMONWEALTH EQUITY SERVICES LLC. 3634 - 2023-12-31 10,980 $72,000 -10,486
   KPP Advisory Services LLC 125 - 2023-12-31 10,235 $67,000 -28,436
   COMERICA BANK 3132 - 2023-12-31 1,456 $9,000 -209
  22 Records found
  1    
  Page 1 of 1
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