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EATON VANCE TAX MNGD BUY WRI
EATON VANCE TAX MNGD BUY WRI. Institutional holdings reported to the SEC.

Institutional Holders (2016Q1)
Portfolio Summary: 27 Institutional holders with a total value of $33,615,213.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WELLS FARGO & COMPANY/MN 839,614 10,327,000 30.72%
2 MORGAN STANLEY 712,044 8,758,000 26.05%
3 PROFICIO CAPITAL PARTNERS LLC 306,585 3,771,000 11.22%
4 SIT INVESTMENT ASSOCIATES INC 165,748 2,039,000 6.07%
5 BANK OF AMERICA CORP /DE/ 130,716 1,608,000 4.78%
6 UBS Group AG 102,598 1,262,000 3.75%
7 Invesco Ltd. 99,855 1,228,000 3.65%
8 Raymond James Financial Services Advisors, Inc. 60,325 742,000 2.21%
9 RAYMOND JAMES & ASSOCIATES 52,560 646,000 1.92%
10 LADENBURG THALMANN FINANCIAL SERVICES INC. 49,918 614,000 1.83%
11 Pine River Capital Management L.P. 45,464 559,000 1.66%
12 GUGGENHEIM CAPITAL LLC 43,954 540,000 1.61%
13 CITIGROUP INC 25,395 312,000 0.93%
14 Cambridge Investment Research Advisors, Inc. 21,091 259,000 0.77%
15 CLOUGH CAPITAL PARTNERS L P 19,900 245,000 0.73%
16 DOLIVER ADVISORS, LP 12,268 151,000 0.45%
17 AQR ARBITRAGE LLC 11,619 143,000 0.43%
18 LPL Financial LLC 10,111 124,000 0.37%
19 SONORA INVESTMENT MANAGEMENT, LLC 8,035 97,143 0.29%
20 MSI Financial Services Inc 4,100 50,000 0.15%
21 IFP ADVISORS, INC 2,649 33,000 0.10%
22 GENEOS WEALTH MANAGEMENT INC. 2,500 30,000 0.09%
23 ROYAL BANK OF CANADA 2,100 26,000 0.08%
24 NEXT Financial Group, Inc 1,800 22,000 0.07%
25 DUBUQUE BANK & TRUST CO 1,103 14,000 0.04%
26 RPG FAMILY WEALTH ADVISORY, LLC 900 11,070 0.03%
27 Tower Research Capital LLC (TRC) 337 4,000 0.01%

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.