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

Institutional Holders (2016Q2)
Portfolio Summary: 28 Institutional holders with a total value of $31,142,411.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 718,205 8,770,000 28.16%
2 WELLS FARGO & COMPANY/MN 443,564 5,416,000 17.39%
3 PROFICIO CAPITAL PARTNERS LLC 364,170 4,396,000 14.12%
4 BANK OF AMERICA CORP /DE/ 206,046 2,516,000 8.08%
5 Shaker Financial Services, LLC 151,155 1,846,000 5.93%
6 Invesco Ltd. 126,656 1,546,000 4.96%
7 RAYMOND JAMES & ASSOCIATES 84,324 1,030,000 3.31%
8 UBS Group AG 66,708 814,000 2.61%
9 Raymond James Financial Services Advisors, Inc. 58,692 717,000 2.30%
10 LADENBURG THALMANN FINANCIAL SERVICES INC. 50,470 617,000 1.98%
11 TFS CAPITAL LLC 45,807 559,000 1.79%
12 CLOUGH CAPITAL PARTNERS L P 44,600 545,000 1.75%
13 CORNERSTONE ADVISORS INC 39,457 482,000 1.55%
14 GUGGENHEIM CAPITAL LLC 28,549 349,000 1.12%
15 CITIGROUP INC 22,688 277,000 0.89%
16 WEDBUSH SECURITIES INC 21,285 260,000 0.83%
17 Cambridge Investment Research Advisors, Inc. 21,091 258,000 0.83%
18 Cetera Advisor Networks LLC 17,391 211,000 0.68%
19 GEODE CAPITAL MANAGEMENT, LLC 11,440 139,000 0.45% PRN
20 DOLIVER ADVISORS, LP 10,828 133,000 0.43%
21 SONORA INVESTMENT MANAGEMENT, LLC 8,035 98,107 0.32%
22 ROYAL BANK OF CANADA 4,170 51,000 0.16%
23 IFP ADVISORS, INC 2,663 33,000 0.11%
24 GENEOS WEALTH MANAGEMENT INC. 2,500 30,000 0.10%
25 NEXT Financial Group, Inc 1,800 21,000 0.07%
26 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,346 16,000 0.05%
27 MSI Financial Services Inc 950 12,000 0.04%
28 WOLVERINE TRADING LP /BD 25 304 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.