Eaton Vance High Income 2021

Q1 2021 vs Q2 2021

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Relative Value Partners Group, LLC

INCREASED

Shares338,226 from 260,256

Change+77,970 (+30%)

Value$3.3K (+$770)

Filed 2021-08-12

Rivernorth Capital Management, LLC

NEW

Shares38,684

Change+38,684

Value$381

Filed 2021-08-16

Steward Partners Investment Advisory, LLC

DECREASED

Shares12,972 from 22,612

Change-9,640 (-43%)

Value$128 (-$222.1K)

Filed 2021-08-13

SIT Investment Associates Inc

UNCHANGED

Shares12,846 from 12,846

Change0 (0%)

Value$126 ($0)

Filed 2021-08-13

Advisory Services Network, LLC

NEW

Shares1,014

Change+1,014

Value$10

Filed 2021-08-12

Integrated Wealth Concepts LLC

CLOSED

Shares0 from 1,933,030

Change-1,933,030 (-100%)

Value$0 (-$19.0K)

Filed 2021-08-13

Wells Fargo & Company

CLOSED

Shares0 from 711,553

Change-711,553 (-100%)

Value$0 (-$7.0K)

Filed 2021-08-16

Morgan Stanley

CLOSED

Shares0 from 622,570

Change-622,570 (-100%)

Value$0 (-$6.1K)

Filed 2021-08-23

Stifel Financial Corp

CLOSED

Shares0 from 416,781

Change-416,781 (-100%)

Value$0 (-$4.1K)

Filed 2021-08-13

Bank of America Corp

CLOSED

Shares0 from 282,301

Change-282,301 (-100%)

Value$0 (-$2.8K)

Filed 2021-09-13

Truist Financial Corp

CLOSED

Shares0 from 223,149

Change-223,149 (-100%)

Value$0 (-$2.2K)

Filed 2021-08-16

Bramshill Investments, LLC

CLOSED

Shares0 from 193,460

Change-193,460 (-100%)

Value$0 (-$1.9K)

Filed 2021-08-17

Marble Harbor Investment Counsel, LLC

CLOSED

Shares0 from 189,644

Change-189,644 (-100%)

Value$0 (-$1.9K)

Filed 2021-08-09

Chicago Partners Investment Group LLC

CLOSED

Shares0 from 145,160

Change-145,160 (-100%)

Value$0 (-$1.4K)

Filed 2021-08-02

Royal Bank of Canada

CLOSED

Shares0 from 127,598

Change-127,598 (-100%)

Value$0 (-$1.3K)

Filed 2021-08-16

UBS Group AG

CLOSED

Shares0 from 95,235

Change-95,235 (-100%)

Value$0 (-$936)

Filed 2021-08-13

Arlington Capital Management Inc

CLOSED

Shares0 from 93,373

Change-93,373 (-100%)

Value$0 (-$918)

Filed 2021-08-12

D.A. Davidson & Co.

CLOSED

Shares0 from 76,035

Change-76,035 (-100%)

Value$0 (-$747)

Filed 2021-08-10

B. Riley Wealth Advisors, Inc.

CLOSED

Shares0 from 66,883

Change-66,883 (-100%)

Value$0 (-$651)

Filed 2021-08-10

Raymond James & Associates

CLOSED

Shares0 from 55,768

Change-55,768 (-100%)

Value$0 (-$548)

Filed 2021-08-11

Barclays PLC

CLOSED

Shares0 from 40,560

Change-40,560 (-100%)

Value$0 (-$401)

Filed 2021-08-13

Raymond James Financial Services Advisors, Inc.

CLOSED

Shares0 from 24,530

Change-24,530 (-100%)

Value$0 (-$241)

Filed 2021-08-11

LPL Financial LLC

CLOSED

Shares0 from 23,563

Change-23,563 (-100%)

Value$0 (-$232)

Filed 2021-08-13

Royal Fund Management, LLC

CLOSED

Shares0 from 22,160

Change-22,160 (-100%)

Value$0 (-$217)

Filed 2021-07-26

Osaic Holdings, Inc.

CLOSED

Shares0 from 21,529

Change-21,529 (-100%)

Value$0 (-$211)

Filed 2021-08-02

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 20,000

Change-20,000 (-100%)

Value$0 (-$196)

Filed 2021-08-11

Sigma Planning Corp

CLOSED

Shares0 from 17,630

Change-17,630 (-100%)

Value$0 (-$173)

Filed 2021-08-13

Shaker Financial Services, LLC

CLOSED

Shares0 from 16,990

Change-16,990 (-100%)

Value$0 (-$167)

Filed 2021-08-04

OneDigital Investment Advisors LLC

CLOSED

Shares0 from 15,005

Change-15,005 (-100%)

Value$0 (-$147)

Filed 2021-08-09

Ranch Capital Advisors Inc.

CLOSED

Shares0 from 6,300

Change-6,300 (-100%)

Value$0 (-$61)

Filed 2021-08-16

Harbour Investments, Inc.

CLOSED

Shares0 from 2,500

Change-2,500 (-100%)

Value$0 (-$25)

Filed 2021-08-16

Citigroup Inc

CLOSED

Shares0 from 1,268

Change-1,268 (-100%)

Value$0 (-$12)

Filed 2021-08-10

Wolverine Asset Management LLC

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 ($0)

Filed 2021-08-13

Proequities, Inc.

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2021-08-13

	Status
Relative Value Partners Group, LLC	INCREASED	338,226	260,256	+77,970	+30%	$2.6K	$3.3K	+$770	2021-08-12
Rivernorth Capital Management, LLC	NEW	38,684	—	+38,684	—	—	$381	—	2021-08-16
Steward Partners Investment Advisory, LLC	DECREASED	12,972	22,612	-9,640	-43%	$222.3K	$128	-$222.1K	2021-08-13
SIT Investment Associates Inc	UNCHANGED	12,846	12,846	0	0%	$126	$126	$0	2021-08-13
Advisory Services Network, LLC	NEW	1,014	—	+1,014	—	—	$10	—	2021-08-12
Integrated Wealth Concepts LLC	CLOSED	0	1,933,030	-1,933,030	-100%	$19.0K	$0	-$19.0K	2021-08-13
Wells Fargo & Company	CLOSED	0	711,553	-711,553	-100%	$7.0K	$0	-$7.0K	2021-08-16
Morgan Stanley	CLOSED	0	622,570	-622,570	-100%	$6.1K	$0	-$6.1K	2021-08-23
Stifel Financial Corp	CLOSED	0	416,781	-416,781	-100%	$4.1K	$0	-$4.1K	2021-08-13
Bank of America Corp	CLOSED	0	282,301	-282,301	-100%	$2.8K	$0	-$2.8K	2021-09-13
Truist Financial Corp	CLOSED	0	223,149	-223,149	-100%	$2.2K	$0	-$2.2K	2021-08-16
Bramshill Investments, LLC	CLOSED	0	193,460	-193,460	-100%	$1.9K	$0	-$1.9K	2021-08-17
Marble Harbor Investment Counsel, LLC	CLOSED	0	189,644	-189,644	-100%	$1.9K	$0	-$1.9K	2021-08-09
Chicago Partners Investment Group LLC	CLOSED	0	145,160	-145,160	-100%	$1.4K	$0	-$1.4K	2021-08-02
Royal Bank of Canada	CLOSED	0	127,598	-127,598	-100%	$1.3K	$0	-$1.3K	2021-08-16
UBS Group AG	CLOSED	0	95,235	-95,235	-100%	$936	$0	-$936	2021-08-13
Arlington Capital Management Inc	CLOSED	0	93,373	-93,373	-100%	$918	$0	-$918	2021-08-12
D.A. Davidson & Co.	CLOSED	0	76,035	-76,035	-100%	$747	$0	-$747	2021-08-10
B. Riley Wealth Advisors, Inc.	CLOSED	0	66,883	-66,883	-100%	$651	$0	-$651	2021-08-10
Raymond James & Associates	CLOSED	0	55,768	-55,768	-100%	$548	$0	-$548	2021-08-11
Barclays PLC	CLOSED	0	40,560	-40,560	-100%	$401	$0	-$401	2021-08-13
Raymond James Financial Services Advisors, Inc.	CLOSED	0	24,530	-24,530	-100%	$241	$0	-$241	2021-08-11
LPL Financial LLC	CLOSED	0	23,563	-23,563	-100%	$232	$0	-$232	2021-08-13
Royal Fund Management, LLC	CLOSED	0	22,160	-22,160	-100%	$217	$0	-$217	2021-07-26
Osaic Holdings, Inc.	CLOSED	0	21,529	-21,529	-100%	$211	$0	-$211	2021-08-02
Commonwealth Equity Services, LLC	CLOSED	0	20,000	-20,000	-100%	$196	$0	-$196	2021-08-11
Sigma Planning Corp	CLOSED	0	17,630	-17,630	-100%	$173	$0	-$173	2021-08-13
Shaker Financial Services, LLC	CLOSED	0	16,990	-16,990	-100%	$167	$0	-$167	2021-08-04
OneDigital Investment Advisors LLC	CLOSED	0	15,005	-15,005	-100%	$147	$0	-$147	2021-08-09
Ranch Capital Advisors Inc.	CLOSED	0	6,300	-6,300	-100%	$61	$0	-$61	2021-08-16
Harbour Investments, Inc.	CLOSED	0	2,500	-2,500	-100%	$25	$0	-$25	2021-08-16
Citigroup Inc	CLOSED	0	1,268	-1,268	-100%	$12	$0	-$12	2021-08-10
Wolverine Asset Management LLC	CLOSED	0	100	-100	-100%	$0	$0	$0	2021-08-13
Proequities, Inc.	CLOSED	0	0	0	—	$0	$0	$0	2021-08-13

Showing 34 of 34 institutions