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EATON VANCE TAX MNGED BUY WRIT
EATON VANCE TAX MNGED BUY WRIT. Institutional holdings reported to the SEC.

Institutional Holders (2014Q2)
Portfolio Summary: 41 Institutional holders with a total value of $55,207,276.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 1,082,107 17,282,000 31.30%
2 GUGGENHEIM CAPITAL LLC 762,457 12,177,000 22.06%
3 BANK OF AMERICA CORP /DE/ 511,089 8,162,000 14.78%
4 WELLS FARGO & COMPANY/MN 253,781 4,052,000 7.34%
5 UBS AG 157,980 2,523,000 4.57%
6 Invesco Ltd. 125,561 2,006,000 3.63%
7 Advisors Asset Management, Inc. 76,493 1,222,000 2.21%
8 Shaker Financial Services, LLC 61,731 986,000 1.79%
9 HHG & Company, LLC 46,667 747,000 1.35%
10 LPL Financial LLC 40,053 640,000 1.16%
11 Commonwealth Equity Services, Inc 37,310 596,000 1.08%
12 Raymond James Financial Services Advisors, Inc. 37,136 593,000 1.07%
13 WFG Advisors, LP 28,087 449,000 0.81%
14 Capital Investment Advisors, LLC 26,996 431,000 0.78%
15 WEDBUSH SECURITIES INC 26,945 430,000 0.78%
16 AMERICAN INTERNATIONAL GROUP, INC. 26,899 429,578 0.78%
17 Cambridge Investment Research Advisors, Inc. 26,641 425,000 0.77%
18 CITIGROUP INC 24,649 394,000 0.71%
19 ROYAL BANK OF CANADA 15,952 255,000 0.46%
20 VICUS CAPITAL 14,687 235,000 0.43%
21 DEUTSCHE BANK AG\ 11,100 177,000 0.32%
22 IFC Holdings Incorporated/FL 10,692 172,000 0.31%
23 CAMBRIDGE TRUST CO 10,100 161,000 0.29%
24 Essex Financial Services, Inc. 10,000 160,000 0.29%
25 BENJAMIN F. EDWARDS & COMPANY, INC. 6,100 97,000 0.18%
26 B. Riley Wealth Advisors, Inc. 3,425 54,698 0.10%
27 LADENBURG THALMANN FINANCIAL SERVICES INC. 3,363 54,000 0.10%
28 NEXT Financial Group, Inc 3,250 51,000 0.09%
29 TCI Wealth Advisors, Inc. 3,000 48,000 0.09%
30 Formidable Asset Management, LLC 2,500 40,000 0.07%
31 MSI Financial Services Inc 2,415 39,000 0.07%
32 Somerset Trust Co 1,800 29,000 0.05%
33 D.A. DAVIDSON & CO. 1,500 23,000 0.04%
34 PNC FINANCIAL SERVICES GROUP, INC. 1,250 20,000 0.04%
35 FIFTH THIRD BANCORP 1,000 16,000 0.03%
36 Ground Swell Capital, LLC 620 10,000 0.02%
37 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 629 10,000 0.02%
38 MOTCO 350 6,000 0.01%
39 Tower Research Capital LLC (TRC) 137 2,000 0.00%
40 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 100 2,000 0.00%
41 WEALTHFRONT CORP 55 1,000 0.00%

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.