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EATON VANCE RISK MNGD DIV EQ
EATON VANCE RISK MNGD DIV EQ. Institutional holdings reported to the SEC.

Institutional Holders (2015Q3)
Portfolio Summary: 72 Institutional holders with a total value of $124,750,280.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 PARAMETRIC PORTFOLIO ASSOCIATES LLC 3,044,418 29,226,000 23.43%
2 RELATIVE VALUE PARTNERS GROUP, LLC 2,838,254 27,247,000 21.84%
3 MORGAN STANLEY 1,316,670 12,639,000 10.13%
4 1832 Asset Management L.P. 787,923 7,592,000 6.09%
5 UBS Group AG 590,206 5,666,000 4.54%
6 Aris Wealth Services, Inc. 461,034 4,426,000 3.55%
7 Invesco Ltd. 458,938 4,406,000 3.53%
8 WELLS FARGO & COMPANY/MN 390,668 3,750,000 3.01%
9 POINTE CAPITAL MANAGEMENT LLC 301,622 2,896,000 2.32%
10 RAYMOND JAMES & ASSOCIATES 205,965 1,977,000 1.58%
11 Arete Wealth Advisors, LLC 204,789 1,966,000 1.58%
12 Advisors Asset Management, Inc. 175,858 1,688,000 1.35%
13 1607 Capital Partners, LLC 169,780 1,630,000 1.31%
14 Aviance Capital Partners, LLC 153,793 1,476,000 1.18%
15 ROYAL BANK OF CANADA 143,356 1,377,000 1.10%
16 BANK OF AMERICA CORP /DE/ 141,852 1,362,000 1.09%
17 LPL Financial LLC 135,081 1,359,000 1.09%
18 CITIGROUP INC 133,519 1,282,000 1.03%
19 HighTower Advisors, LLC 110,129 1,059,000 0.85%
20 ANCORA PRIVATE WEALTH ADVISORS, LLC 109,222 1,049,000 0.84%
21 Commonwealth Equity Services, Inc 99,159 952,000 0.76%
22 Sterneck Capital Management, LLC 97,085 932,000 0.75%
23 Cambridge Investment Research Advisors, Inc. 88,118 846,000 0.68%
24 Raymond James Financial Services Advisors, Inc. 72,723 698,000 0.56%
25 NINE MASTS CAPITAL Ltd 52,000 500,000 0.40%
26 Independence Trust CO 47,155 453,000 0.36%
27 Formidable Asset Management, LLC 46,867 449,000 0.36%
28 Investors Capital Advisory Services 46,712 448,000 0.36%
29 First Allied Advisory Services, Inc. 44,638 427,000 0.34%
30 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 42,994 413,000 0.33%
31 Sigma Planning Corp 37,639 361,000 0.29%
32 LADENBURG THALMANN FINANCIAL SERVICES INC. 37,438 360,000 0.29%
33 DOLIVER ADVISORS, LP 31,738 305,000 0.24%
34 Shaker Financial Services, LLC 26,700 256,000 0.21%
35 AMERIPRISE FINANCIAL INC 23,421 225,000 0.18%
36 DAVENPORT & Co LLC 22,925 220,080 0.18%
37 NATIONAL PLANNING CORP 20,644 212,000 0.17%
38 AMERICAN INTERNATIONAL GROUP, INC. 21,183 203,000 0.16%
39 GOLDMAN SACHS GROUP INC 19,139 184,000 0.15%
40 CORNERSTONE ADVISORS INC 18,750 180,000 0.14%
41 B. Riley Wealth Advisors, Inc. 17,583 169,000 0.14%
42 Private Advisor Group, LLC 16,286 156,000 0.13%
43 Janney Montgomery Scott LLC 15,850 152,000 0.12%
44 United Asset Strategies, Inc. 15,425 148,000 0.12%
45 PNC FINANCIAL SERVICES GROUP, INC. 13,637 131,000 0.11%
46 RAYMOND JAMES TRUST N.A. 13,342 128,000 0.10%
47 EULAV Asset Management 12,910 124,000 0.10%
48 Thomas J. Herzfeld Advisors, Inc. 12,500 120,000 0.10%
49 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 12,439 119,000 0.10%
50 Cetera Advisor Networks LLC 11,550 112,000 0.09%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.