Virtus Stone Harbor Emerging Markets Income Fund
EDF- Exchange
- NYSE
- SEC CIK
- 0001501103
In the last 90 days, Virtus Stone Harbor Emerging Markets Income Fund insiders filed 1 open-market purchase and 0 sales; 46 institutions reported holding it in 13F filings for Q2 2026, worth $21.2M in total; no superinvestor holds it.
Q4 2023 vs. Q3 2023
How the institutions holding Virtus Stone Harbor Emerging Markets Income Fund changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Q4 2023 | Change |
|---|---|---|---|
| Holders | 26 | 41 | +15 |
| Shares | 2.05M | 2.86M | +812.3K (+39.7%) |
| Value | $9.04M | $12.4M | +$3.31M (+36.5%) |
New holders (19)
Institutions that held Virtus Stone Harbor Emerging Markets Income Fund at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Wolverine Asset Management LLC | 297,800 | $1.28M | 0.02% |
| Kestra Advisory Services, LLC | 251,507 | $1.08M | 0.01% |
| Shaker Financial Services, LLC | 74,783 | $322.3K | 0.13% |
| Landscape Capital Management, L.L.C. | 71,871 | $309.8K | 0.03% |
| Janney Montgomery Scott LLC | 57,838 | $249.0K | 0.00% |
| Susquehanna International Group, LLP | 45,028 | $194.1K | 0.00% |
| Nomura Holdings Inc | 38,723 | $166.9K | 0.00% |
| Centaurus Financial, Inc. | 28,969 | $125.0K | 0.01% |
| Melfa Wealth Management, LLC | 26,788 | $115.5K | 0.11% |
| CoreCap Advisors, LLC | 19,882 | $85.7K | 0.01% |
| Envestnet Asset Management Inc | 16,614 | $71.6K | 0.00% |
| Virtu Financial LLC | 16,395 | $71.0K | 0.01% |
| Atria Wealth Solutions, Inc. | 14,753 | $63.6K | 0.00% |
| M3 Advisory Group, LLC | 14,200 | $61.2K | 0.07% |
| J.W. Cole Advisors, Inc. | 12,182 | $52.5K | 0.00% |
| Creative Planning | 11,501 | $49.6K | 0.00% |
| Raymond James & Associates | 10,343 | $44.6K | 0.00% |
| Cetera Advisors LLC | 10,074 | $43.4K | 0.00% |
| Sunbelt Securities, Inc. | 1,724 | $7.43K | 0.00% |
Sold out (4)
Institutions that held Virtus Stone Harbor Emerging Markets Income Fund at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Two Sigma Securities, LLC | 27,584 | $121.9K |
| Luken Investment Analytics, LLC | 10,000 | $44.2K |
| Comerica Bank | 1,205 | $5.33K |
| Sawyer & Company, Inc | 211 | $1.00K |