Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Eagle Point Income Company Inc. include Whipplewood Advisors, LLC, BlackRock, Inc., Friedenthal Financial, TCTC Holdings, LLC, EverSource Wealth Advisors, LLC, Geneos Wealth Management Inc., WPG Advisers, LLC, and Comerica Bank .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | UBS Group AG | 82,007 | 447.11 | 1,121 | 400.45 | ||||
| 2025-08-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 23,784 | 325 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 55 | 1 | ||||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 243 | 3 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 68,729 | 83.36 | 940 | 67.68 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 5,744 | 79 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 14,369 | 17.79 | 196 | 7.69 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 2,400 | 20.00 | 36 | 12.90 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 99,584 | 2.84 | 1,361 | -5.94 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 14,043 | 192 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 3,322 | 97.39 | 45 | 80.00 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 24,650 | 96.59 | 337 | 79.68 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 572 | 8 | ||||||
| 2025-07-15 | 13F | Graypoint LLC | 208,652 | 3.86 | 2,852 | -5.03 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 267,827 | 344.14 | 3,661 | 306.33 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 2,600 | 36 | ||||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 160,870 | 2,199 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 16,597 | 227 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 5,759 | 0.44 | 79 | -8.24 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1,070 | 15 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 70,498 | 0.22 | 964 | -8.37 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 99,584 | 15.97 | 1,361 | 2.02 | ||||
| 2025-08-14 | 13F | Enstar Group LTD | 3,819,656 | 1.46 | 52,215 | -7.22 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 8,500 | 116 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 46,770 | 0.72 | 639 | -7.93 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 |
