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

Institutional Holders (2016Q1)
Portfolio Summary: 39 Institutional holders with a total value of $52,899,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 1,036,806 16,817,000 31.79%
2 GUGGENHEIM CAPITAL LLC 698,844 11,336,000 21.43%
3 WELLS FARGO & COMPANY/MN 337,056 5,467,000 10.33%
4 LPL Financial LLC 228,942 3,675,000 6.95%
5 UBS Group AG 174,659 2,833,000 5.36%
6 Invesco Ltd. 114,130 1,851,000 3.50%
7 CFO4Life, L.P. 109,522 1,776,000 3.36%
8 BANK OF AMERICA CORP /DE/ 100,825 1,636,000 3.09%
9 Commonwealth Equity Services, Inc 57,702 936,000 1.77%
10 RAYMOND JAMES & ASSOCIATES 37,942 615,000 1.16%
11 Cambridge Investment Research Advisors, Inc. 37,392 607,000 1.15%
12 CITIGROUP INC 32,082 520,000 0.98%
13 LADENBURG THALMANN FINANCIAL SERVICES INC. 29,154 473,000 0.89%
14 VICUS CAPITAL 27,899 453,000 0.86%
15 Kistler-Tiffany Companies, LLC 23,616 383,000 0.72%
16 Capital Investment Advisors, LLC 22,054 358,000 0.68%
17 AMERICAN INTERNATIONAL GROUP, INC. 21,522 349,000 0.66%
18 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 21,112 343,000 0.65%
19 King Wealth Management Group 18,614 302,000 0.57%
20 Cetera Advisors LLC 18,567 301,000 0.57%
21 HHG & Company, LLC 17,258 280,000 0.53%
22 IFP ADVISORS, INC 15,545 252,000 0.48%
23 NEXT Financial Group, Inc 12,256 198,000 0.37%
24 Stratos Wealth Partners, LTD. 11,040 179,000 0.34%
25 CAMBRIDGE TRUST CO 10,100 164,000 0.31%
26 ROYAL BANK OF CANADA 9,034 147,000 0.28%
27 DEUTSCHE BANK AG\ 8,100 131,000 0.25%
28 PNC FINANCIAL SERVICES GROUP, INC. 6,346 103,000 0.19%
29 ROBLE, BELKO & COMPANY, INC 6,300 102,000 0.19%
30 D.A. DAVIDSON & CO. 4,500 72,000 0.14%
31 MOSAIC FAMILY WEALTH, LLC 4,336 70,000 0.13%
32 Creative Planning 2,928 47,000 0.09%
33 Formidable Asset Management, LLC 2,350 37,000 0.07%
34 ENVESTNET ASSET MANAGEMENT INC 2,000 32,000 0.06%
35 Orion Porfolio Solutions, LLC 1,241 20,000 0.04%
36 BENJAMIN F. EDWARDS & COMPANY, INC. 1,134 18,000 0.03%
37 INTEGRATED WEALTH MANAGEMENT 600 10,000 0.02%
38 Tower Research Capital LLC (TRC) 245 4,000 0.01%
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.