Virtus Stone Harbor Emerging Markets Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 1.01 M | $4.81 M | 9.20% | 3.23% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 04/22/2026 | 246.83 K | $1.18 M | -30.46% | 0.79% |
| LPL FINANCIAL LLC | 05/06/2026 | 237.14 K | $1.13 M | -0.13% | 0.76% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 204.48 K | $977.00 K | -11.26% | 0.66% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 198.91 K | $950.80 K | 100.00% | 0.64% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 198.26 K | $947.69 K | 6.02% | 0.64% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 194.48 K | $929.61 K | 45.05% | 0.62% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 164.76 K | $787.57 K | 100.00% | 0.53% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 137.91 K | $659.20 K | 21.55% | 0.44% |
| ECLECTIC ASSOCIATES INC /ADV | 04/08/2026 | 123.48 K | $590.23 K | 62.00% | 0.40% |
| JOURNEY STRATEGIC WEALTH LLC | 04/15/2026 | 101.00 K | $482.78 K | 16.09% | 0.32% |
| QUARRY LP | 05/15/2026 | 98.81 K | $472.32 K | 46.15% | 0.32% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 96.91 K | $463.21 K | -24.05% | 0.31% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 04/08/2026 | 95.41 K | $456.05 K | 2.38% | 0.31% |
| MOORS & CABOT, INC. | 05/08/2026 | 94.58 K | $452.07 K | -3.49% | 0.30% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 39.69 K | $189.70 K | 100.00% | 0.13% |
| ARLINGTON CAPITAL MANAGEMENT, INC. | 05/01/2026 | 32.69 K | $156.24 K | 9.06% | 0.11% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 31.81 K | $152.07 K | 249.11% | 0.10% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 04/20/2026 | 28.28 K | $135.20 K | 2.55% | 0.09% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 24.94 K | $119.21 K | 66.94% | 0.08% |
| INVESCO LTD. | 05/12/2026 | 23.54 K | $112.52 K | 100.00% | 0.08% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 04/13/2026 | 21.78 K | $104.11 K | 0.61% | 0.07% |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 21.56 K | $103.04 K | 0.00% | 0.07% |
| NOMURA HOLDINGS INC | 05/15/2026 | 20.00 K | $95.60 K | -50.00% | 0.06% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 17.31 K | $82.72 K | 100.00% | 0.06% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 17.12 K | $81.85 K | 1.20% | 0.06% |
| UBS GROUP AG | 05/05/2026 | 16.21 K | $77.50 K | -4.58% | 0.05% |
| KOVACK ADVISORS, INC. | 05/13/2026 | 16.11 K | $77.08 K | 3.59% | 0.05% |
| MADISON WEALTH PARTNERS, INC | 04/30/2026 | 16.00 K | $76.48 K | 100.00% | 0.05% |
| M3 ADVISORY GROUP, LLC | 04/22/2026 | 15.84 K | $75.73 K | 4.91% | 0.05% |
| TACTIVE ADVISORS, LLC | 04/16/2026 | 15.35 K | $73.39 K | 100.00% | 0.05% |
| SEQUOIA FINANCIAL ADVISORS, LLC | 04/30/2026 | 15.09 K | $72.15 K | 0.00% | 0.05% |
| INDEPENDENT FINANCIAL GROUP, LLC | 05/15/2026 | 14.90 K | $71.22 K | -16.76% | 0.05% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 13.65 K | $65.26 K | 100.00% | 0.04% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 13.33 K | $63.73 K | 1.25% | 0.04% |
| GREAT VALLEY ADVISOR GROUP, INC. | 05/11/2026 | 12.90 K | $61.66 K | 0.00% | 0.04% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 11.59 K | $55.42 K | 100.00% | 0.04% |
| AMERITAS ADVISORY SERVICES, LLC | 05/12/2026 | 10.84 K | $51.83 K | 100.00% | 0.03% |
| NEXT CAPITAL MANAGEMENT LLC | 05/07/2026 | 10.00 K | $47.80 K | 0.00% | 0.03% |
| ROYAL BANK OF CANADA | 05/15/2026 | 7.70 K | $37.00 K | -1.47% | 0.02% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 7.36 K | $35.19 K | -61.10% | 0.02% |
| THOMAS J. HERZFELD ADVISORS, INC. | 05/12/2026 | 6.61 K | $31.62 K | 222.32% | 0.02% |
| AMERIFLEX GROUP, INC. | 05/15/2026 | 5.50 K | $26.29 K | 100.00% | 0.02% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 4.41 K | $21.09 K | 100.00% | 0.01% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 3.66 K | $17.50 K | 37.57% | 0.01% |
| HIGHLINE WEALTH PARTNERS LLC | 04/06/2026 | 2.15 K | $10.28 K | 0.00% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 1.97 K | $9.39 K | -92.29% | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 1.00 K | $4.84 K | 100.00% | 0.00% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 831 | $3.98 K | 100.00% | 0.00% |
| IFP ADVISORS, INC | 04/13/2026 | 163 | $779 | 5.16% | 0.00% |
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Virtus Stone Harbor Emerging Markets Income Fund institutional Ownership - FAQ's
During the previous two years, 74 institutional investors and hedge funds held shares of Virtus Stone Harbor Emerging Markets Income Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 1.01 M
ABSOLUTE INVESTMENT ADVISERS, LLC: 246,827
LPL Financial LLC: 237,139
WEDBUSH SECURITIES INC: 204,483
ENVESTNET ASSET MANAGEMENT INC: 198,913
Baird Financial Group, Inc.: 198,261
11.89% of Virtus Stone Harbor Emerging Markets Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 4.22 M shares in the last 24 months. This purchase volume represents approximately $21.11 M in transactions.