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EVG Holdings Changes image
This page summarizes the EVG holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2019 period, comparing share count change from 9/30/2019 to 12/31/2019. Share count is compared over these two periods to provide an indication of whether EVG is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer9/30/2019
 Share Count 
12/31/2019
 Share Count 
Change% Change
13F Filers Increasing EVG Share Count
Shaker Financial Services LLC 33,043 74,631 +41,588 +125.86%
Thomas J. Herzfeld Advisors Inc. 69,601 144,556 +74,955 +107.69%
UBS Group AG 3,026 4,162 +1,136 +37.54%
Advisor Group Inc. 12,372 16,560 +4,188 +33.85%
Q Global Advisors LLC 21,174 26,555 +5,381 +25.41%
Morgan Stanley 296,335 336,565 +40,230 +13.58%
Advisory Services Network LLC 850 939 +89 +10.47%
NEXT Financial Group Inc 500 540 +40 +8.00%
Mid Atlantic Financial Management Inc. ADV 32,257 34,657 +2,400 +7.44%
Bank of America Corp DE 190,422 201,727 +11,305 +5.94%
Ladenburg Thalmann Financial Services Inc. 73,653 76,872 +3,219 +4.37%
Relative Value Partners Group LLC 1,710,953 1,774,630 +63,677 +3.72%
Sit Investment Associates Inc. 5,347,906 5,535,971 +188,065 +3.52%
Commonwealth Equity Services LLC 28,974 29,742 +768 +2.65%
Janney Montgomery Scott LLC 14,255 14,555 +300 +2.10%
13F Filers Reporting New Positions In EVG
Proequities Inc. 0 0 UNCH 100%
Northern Trust Corp 0 19,312 +19,312 +100%
CWM LLC 0 23 +23 +100%
Sunbelt Securities Inc. 0 200 +200 +100%
Independent Advisor Alliance 0 59,425 +59,425 +100%
Strategic Capital Advisers Inc. 0 22,300 +22,300 +100%
FNY Investment Advisers LLC 0 9,914 +9,914 +100%
13F Filers With Unchanged Share Count
Zazove Associates LLC 37,247 37,247 UNCH 0.00%
City of London Investment Management Co. Ltd. 36,929 36,929 UNCH 0.00%
13F Filers Decreasing EVG Share Count
Eaton Vance Management 48,930 18,319 -30,611 -62.56%
1607 Capital Partners LLC 1,204,116 791,279 -412,837 -34.29%
Steward Partners Investment Advisory LLC 1,721 1,221 -500 -29.05%
Ameriprise Financial Inc. 30,539 21,928 -8,611 -28.20%
Royal Bank of Canada 12,784 10,453 -2,331 -18.23%
Nwam LLC 12,036 10,172 -1,864 -15.49%
Pointe Capital Management LLC 19,679 18,384 -1,295 -6.58%
Winning Points Advisors LLC 15,595 14,895 -700 -4.49%
Capital Investment Advisors LLC 33,527 32,278 -1,249 -3.73%
Guggenheim Capital LLC 26,550 25,605 -945 -3.56%
Wells Fargo & Company MN 481,393 471,393 -10,000 -2.08%
First Trust Advisors LP 170,161 168,036 -2,125 -1.25%
Invesco Ltd. 268,829 266,768 -2,061 -0.77%
13F Filers Exiting EVG
Kovitz Investment Group Partners LLC 138,441 0 -138,441 -100.00%
Cambridge Investment Research Advisors Inc. 64,392 0 -64,392 -100.00%
Raymond James & Associates 12,842 0 -12,842 -100.00%
Stifel Financial Corp 10,514 0 -10,514 -100.00%

See Summary: Institutional Holders of EVG
See Details: Top 10 Hedge Funds Holding EVG
Also See: EVG Insider Buying

EVG Holdings Changes | www.HoldingsChannel.com

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