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EATON VANCE TAX MNGD GBL DV
EATON VANCE TAX MNGD GBL DV. Institutional holdings reported to the SEC.

Institutional Holders (2016Q2)
Portfolio Summary: 117 Institutional holders with a total value of $376,723,420.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 Sigma Planning Corp 38,440 329,000 0.09%
52 MSI Financial Services Inc 37,868 324,000 0.09%
53 SII INVESTMENTS INC/WI 37,723 323,000 0.09%
54 MILLENNIUM MANAGEMENT LLC 37,112 318,000 0.08%
55 InterOcean Capital, LLC 36,200 310,000 0.08%
56 Thomas J. Herzfeld Advisors, Inc. 35,485 304,000 0.08%
57 Stratos Wealth Partners, LTD. 34,954 299,000 0.08%
58 BAR HARBOR TRUST SERVICES 33,545 287,000 0.08%
59 Private Advisor Group, LLC 32,898 284,000 0.08%
60 BESSEMER GROUP INC 33,000 282,000 0.07%
61 WHITTIER TRUST CO 28,307 242,000 0.06%
62 WILLIAMS JONES & ASSOCIATES LLC 28,243 242,000 0.06%
63 OPPENHEIMER & CO INC 28,015 240,000 0.06%
64 MISSION WEALTH MANAGEMENT, LLC 27,214 233,000 0.06%
65 Cetera Advisors LLC 27,063 232,000 0.06%
66 OTA Financial Group L.P. 26,563 227,000 0.06%
67 Investors Capital Advisory Services 26,591 227,000 0.06%
68 Concert Wealth Management Inc. 24,877 212,000 0.06%
69 Bank of New York Mellon Corp 23,251 199,000 0.05%
70 NAPLES GLOBAL ADVISORS, LLC 23,092 198,000 0.05%
71 CFO4Life, L.P. 22,224 190,000 0.05%
72 Sterneck Capital Management, LLC 21,400 183,000 0.05%
73 First Allied Advisory Services, Inc. 21,139 180,000 0.05%
74 VAN STRUM & TOWNE INC. 20,000 171,000 0.05%
75 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 24,269 157,000 0.04%
76 FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 15,805 135,000 0.04%
77 GENEOS WEALTH MANAGEMENT INC. 15,580 133,000 0.04%
78 Financial Sense Advisors, Inc. 13,237 113,000 0.03%
79 RELATIVE VALUE PARTNERS GROUP, LLC 13,365 113,000 0.03%
80 Hilltop Holdings Inc. 12,800 110,000 0.03%
81 EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC 12,074 107,000 0.03%
82 Brown Advisory Securities, LLC 12,340 106,000 0.03%
83 INVESTMENT CENTERS OF AMERICA INC 12,223 104,000 0.03%
84 NATIONAL PLANNING CORP 10,628 92,000 0.02%
85 OPTIMUM INVESTMENT ADVISORS 10,500 90,000 0.02%
86 First Horizon Advisors, Inc. 10,535 90,000 0.02%
87 WELCH & FORBES LLC 10,227 87,000 0.02%
88 1ST SOURCE BANK 10,000 86,000 0.02%
89 Argent Trust Co 10,000 86,000 0.02%
90 Livingston Group Asset Management CO (operating as Southport Capital Management) 10,000 86,000 0.02%
91 FIFTH THIRD BANCORP 8,104 69,000 0.02%
92 BALDWIN WEALTH PARTNERS LLC/MA 8,000 68,000 0.02%
93 TRUST CO OF VERMONT 7,640 65,000 0.02%
94 MUFG Americas Holdings Corp 6,719 58,000 0.02%
95 Cypress Capital Management LLC (WY) 6,625 56,710 0.02%
96 FineMark National Bank & Trust 6,000 51,000 0.01%
97 INTEGRATED WEALTH MANAGEMENT 5,470 47,000 0.01%
98 KRILOGY FINANCIAL LLC 4,225 36,000 0.01%
99 US BANCORP \DE\ 4,084 35,000 0.01%
100 MOSAIC FAMILY WEALTH, LLC 3,820 33,000 0.01%
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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.