Dark
Light
System
Security
EATON VANCE TAX MNGED BUY WRIT
EATON VANCE TAX MNGED BUY WRIT. Institutional holdings reported to the SEC.

Institutional Holders (2015Q3)
Portfolio Summary: 40 Institutional holders with a total value of $52,770,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 938,122 14,325,000 27.15%
2 GUGGENHEIM CAPITAL LLC 735,459 11,228,000 21.28%
3 BANK OF AMERICA CORP /DE/ 401,763 6,135,000 11.63%
4 WELLS FARGO & COMPANY/MN 263,562 4,025,000 7.63%
5 UBS Group AG 187,196 2,858,000 5.42%
6 CFO4Life, L.P. 144,050 2,200,000 4.17%
7 Invesco Ltd. 119,953 1,832,000 3.47%
8 LPL Financial LLC 87,579 1,340,000 2.54%
9 BANK OF NOVA SCOTIA 73,247 1,122,000 2.13%
10 Commonwealth Equity Services, Inc 64,896 991,000 1.88%
11 WEDBUSH SECURITIES INC 55,013 840,000 1.59%
12 RAYMOND JAMES & ASSOCIATES 36,992 565,000 1.07%
13 Cambridge Investment Research Advisors, Inc. 36,512 558,000 1.06%
14 HHG & Company, LLC 30,758 470,000 0.89%
15 CITIGROUP INC 27,847 425,000 0.81%
16 Capital Investment Advisors, LLC 65,971 387,000 0.73%
17 LADENBURG THALMANN FINANCIAL SERVICES INC. 24,373 373,000 0.71%
18 Raymond James Financial Services Advisors, Inc. 21,784 333,000 0.63%
19 Cetera Advisors LLC 20,984 319,000 0.60%
20 AMERICAN INTERNATIONAL GROUP, INC. 19,941 304,000 0.58%
21 VICUS CAPITAL 17,846 273,000 0.52%
22 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 17,395 266,000 0.50%
23 King Wealth Management Group 16,461 251,000 0.48%
24 Essex Financial Services, Inc. 16,255 248,000 0.47%
25 M&T BANK CORP 10,502 161,000 0.31%
26 ROYAL BANK OF CANADA 10,286 157,000 0.30%
27 CAMBRIDGE TRUST CO 10,100 154,000 0.29%
28 DEUTSCHE BANK AG\ 9,100 138,000 0.26%
29 BENJAMIN F. EDWARDS & COMPANY, INC. 7,109 109,000 0.21%
30 ROBLE, BELKO & COMPANY, INC 6,605 101,000 0.19%
31 PNC FINANCIAL SERVICES GROUP, INC. 6,300 97,000 0.18%
32 D.A. DAVIDSON & CO. 4,500 68,000 0.13%
33 Formidable Asset Management, LLC 2,450 37,000 0.07%
34 Kistler-Tiffany Companies, LLC 1,400 21,000 0.04%
35 Orion Porfolio Solutions, LLC 1,241 19,000 0.04%
36 NEXT Financial Group, Inc 983 15,000 0.03%
37 WFG Advisors, LP 600 9,000 0.02%
38 INTEGRATED WEALTH MANAGEMENT 600 9,000 0.02%
39 MOTCO 350 5,000 0.01%
40 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.