Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Eagle Capital Growth Fund, Inc. include RMG Wealth Management LLC, Allworth Financial LP, and Raymond James Financial Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Allworth Financial LP | 1,127 | 11 | ||||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 16,591 | 24.49 | 161 | 23.85 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 28,862 | 10.91 | 281 | 9.80 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 1,331 | 13 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 5,687 | 62.16 | 55 | 61.76 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 17 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-25 | NP | MDCEX - Matisse Discounted Closed-End Fund Strategy Institutional Class Shares | 6,737 | 28.10 | 66 | 29.41 | ||||
| 2025-07-23 | 13F | Matisse Capital | 12,860 | 127 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 22,177 | 45.07 | 219 | 46.31 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 910 | 1.79 | 9 | 0.00 |
