STONE HBR EMERG MRKTS INC FD's ticker is EDF and the CUSIP is 86164T107.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,652 | -2.0% | 600 | 0.0% | 0.00% | – |
| Q2 2023 | $2,706 | -1.3% | 600 | 0.0% | 0.00% | – |
| Q1 2023 | $2,742 | +9.9% | 600 | 0.0% | 0.00% | – |
| Q4 2022 | $2,496 | +24.8% | 600 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | -33.3% | 600 | 0.0% | 0.00% | – |
| Q2 2022 | $3,000 | -25.0% | 600 | 0.0% | 0.00% | – |
| Q1 2022 | $4,000 | 0.0% | 600 | 0.0% | 0.00% | – |
| Q4 2021 | $4,000 | 0.0% | 600 | 0.0% | 0.00% | – |
| Q3 2021 | $4,000 | -20.0% | 600 | 0.0% | 0.00% | – |
| Q2 2021 | $5,000 | 0.0% | 600 | 0.0% | 0.00% | – |
| Q1 2021 | $5,000 | 0.0% | 600 | 0.0% | 0.00% | – |
| Q4 2020 | $5,000 | +25.0% | 600 | 0.0% | 0.00% | – |
| Q3 2020 | $4,000 | 0.0% | 600 | 0.0% | 0.00% | – |
| Q2 2020 | $4,000 | – | 600 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dynamic Advisor Solutions LLC | 44,072 | $311,000 | 0.04% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 56,800 | $400,000 | 0.04% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 20,242 | $148,000 | 0.03% |
| Walleye Capital LLC | 17,652 | $124,000 | 0.03% |
| Kovack Advisors, Inc. | 14,917 | $105,000 | 0.02% |
| Moors & Cabot, Inc. | 24,975 | $177,000 | 0.02% |
| Integrated Wealth Concepts LLC | 25,453 | $179,000 | 0.01% |
| WEDBUSH SECURITIES INC | 12,000 | $85,000 | 0.01% |
| B. Riley Wealth Advisors, Inc. | 10,250 | $73,000 | 0.01% |
| BELLEVUE ASSET MANAGEMENT, LLC | 400 | $3,000 | 0.00% |