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

Institutional Holders (2014Q3)
Portfolio Summary: 39 Institutional holders with a total value of $62,585,879.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 1,036,792 16,205,000 25.89%
2 GUGGENHEIM CAPITAL LLC 796,501 12,447,000 19.89%
3 Cambridge Investment Research Advisors, Inc. 719,919 11,250,000 17.98%
4 BANK OF AMERICA CORP /DE/ 372,734 5,826,000 9.31%
5 WELLS FARGO & COMPANY/MN 270,893 4,234,000 6.77%
6 UBS AG 189,349 2,959,000 4.73%
7 Invesco Ltd. 130,302 2,037,000 3.25%
8 Shaker Financial Services, LLC 61,042 954,000 1.52%
9 HHG & Company, LLC 45,667 714,000 1.14%
10 LPL Financial LLC 44,568 692,000 1.11%
11 Commonwealth Equity Services, Inc 40,728 637,000 1.02%
12 Raymond James Financial Services Advisors, Inc. 38,636 604,000 0.97%
13 WEDBUSH SECURITIES INC 35,945 562,000 0.90%
14 WFG Advisors, LP 28,367 443,000 0.71%
15 AMERICAN INTERNATIONAL GROUP, INC. 26,928 420,879 0.67%
16 Capital Investment Advisors, LLC 24,797 388,000 0.62%
17 CITIGROUP INC 22,988 359,000 0.57%
18 ROYAL BANK OF CANADA 20,417 319,000 0.51%
19 VICUS CAPITAL 16,087 251,000 0.40%
20 Essex Financial Services, Inc. 15,000 234,000 0.37%
21 DEUTSCHE BANK AG\ 14,600 228,000 0.36%
22 IFC Holdings Incorporated/FL 13,284 208,000 0.33%
23 CAMBRIDGE TRUST CO 10,100 158,000 0.25%
24 BENJAMIN F. EDWARDS & COMPANY, INC. 8,000 125,000 0.20%
25 LADENBURG THALMANN FINANCIAL SERVICES INC. 3,431 54,000 0.09%
26 FIFTH THIRD BANCORP 3,122 49,000 0.08%
27 TCI Wealth Advisors, Inc. 3,000 47,000 0.08%
28 Formidable Asset Management, LLC 2,450 39,000 0.06%
29 NEXT Financial Group, Inc 2,250 35,000 0.06%
30 Somerset Trust Co 1,800 28,000 0.04%
31 D.A. DAVIDSON & CO. 1,500 23,000 0.04%
32 PNC FINANCIAL SERVICES GROUP, INC. 1,250 20,000 0.03%
33 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 641 10,000 0.02%
34 MSI Financial Services Inc 493 8,000 0.01%
35 MOTCO 350 5,000 0.01%
36 Gary Goldberg Planning Services Inc 341 5,000 0.01%
37 Ground Swell Capital, LLC 225 4,000 0.01%
38 Tower Research Capital LLC (TRC) 138 2,000 0.00%
39 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 100 2,000 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.