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

Institutional Holders (2014Q4)
Portfolio Summary: 44 Institutional holders with a total value of $60,559,975.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 1,125,454 17,895,000 29.55%
2 GUGGENHEIM CAPITAL LLC 762,637 12,126,000 20.02%
3 BANK OF AMERICA CORP /DE/ 406,760 6,468,000 10.68%
4 CFO4Life, L.P. 380,324 6,047,000 9.99%
5 WELLS FARGO & COMPANY/MN 289,276 4,599,000 7.59%
6 UBS Group AG 188,272 2,994,000 4.94%
7 Invesco Ltd. 137,388 2,184,000 3.61%
8 WEDBUSH SECURITIES INC 57,308 911,000 1.50%
9 Commonwealth Equity Services, Inc 43,155 686,000 1.13%
10 Raymond James Financial Services Advisors, Inc. 39,436 627,000 1.04%
11 LPL Financial LLC 38,266 608,000 1.00%
12 HHG & Company, LLC 38,058 605,000 1.00%
13 ROYAL BANK OF CANADA 33,653 535,000 0.88%
14 Cambridge Investment Research Advisors, Inc. 29,093 463,000 0.76%
15 CITIGROUP INC 26,508 421,000 0.70%
16 RAYMOND JAMES & ASSOCIATES 24,983 397,000 0.66%
17 AMERICAN INTERNATIONAL GROUP, INC. 24,398 387,924 0.64%
18 Capital Investment Advisors, LLC 24,098 383,000 0.63%
19 VICUS CAPITAL 16,087 256,000 0.42%
20 Essex Financial Services, Inc. 15,000 239,000 0.39%
21 DEUTSCHE BANK AG\ 14,600 232,000 0.38%
22 IFC Holdings Incorporated/FL 13,812 224,000 0.37%
23 WFG Advisors, LP 13,216 210,000 0.35%
24 King Wealth Management Group 12,703 202,000 0.33%
25 M&T BANK CORP 10,502 167,000 0.28%
26 CAMBRIDGE TRUST CO 10,100 161,000 0.27%
27 BENJAMIN F. EDWARDS & COMPANY, INC. 9,500 151,000 0.25%
28 LADENBURG THALMANN FINANCIAL SERVICES INC. 5,368 85,000 0.14%
29 D.A. DAVIDSON & CO. 4,500 71,000 0.12%
30 Formidable Asset Management, LLC 2,450 39,000 0.06%
31 PNC FINANCIAL SERVICES GROUP, INC. 2,200 35,000 0.06%
32 Somerset Trust Co 1,800 29,000 0.05%
33 B. Riley Wealth Advisors, Inc. 1,249 20,000 0.03%
34 Orion Porfolio Solutions, LLC 1,241 20,000 0.03%
35 FIFTH THIRD BANCORP 1,000 16,000 0.03%
36 Creative Planning 1,000 16,000 0.03%
37 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 654 10,000 0.02%
38 NEW ENGLAND SECURITIES CORP /MA/ 609 10,000 0.02%
39 MSI Financial Services Inc 493 8,000 0.01%
40 Stratos Wealth Partners, LTD. 460 7,314 0.01%
41 MOTCO 350 6,000 0.01%
42 NATIONAL PLANNING CORP 300 4,737 0.01%
43 Vantage Investment Advisors, LLC 200 3,000 0.00%
44 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 100 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.