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

Institutional Holders (2016Q3)
Portfolio Summary: 25 Institutional holders with a total value of $29,757,399.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 829,562 9,972,000 33.51%
2 PROFICIO CAPITAL PARTNERS LLC 352,092 4,232,000 14.22%
3 WELLS FARGO & COMPANY/MN 326,651 3,929,000 13.20%
4 BANK OF AMERICA CORP /DE/ 233,707 2,809,000 9.44%
5 RAYMOND JAMES & ASSOCIATES 162,581 1,954,000 6.57%
6 Invesco Ltd. 134,150 1,613,000 5.42%
7 Raymond James Financial Services Advisors, Inc. 70,386 846,000 2.84%
8 UBS Group AG 62,559 752,000 2.53%
9 LADENBURG THALMANN FINANCIAL SERVICES INC. 52,451 631,000 2.12%
10 CLOUGH CAPITAL PARTNERS L P 40,163 483,000 1.62%
11 TFS CAPITAL LLC 34,393 413,000 1.39%
12 Cetera Advisor Networks LLC 26,810 322,000 1.08%
13 WEDBUSH SECURITIES INC 24,105 290,000 0.97%
14 CITIGROUP INC 23,116 278,000 0.93%
15 Cambridge Investment Research Advisors, Inc. 21,091 254,000 0.85%
16 Shaker Financial Services, LLC 17,635 212,000 0.71%
17 STRATEGIC INVESTMENT MANAGEMENT, LLC 12,851 154,000 0.52%
18 DOLIVER ADVISORS, LP 12,012 144,000 0.48%
19 GEODE CAPITAL MANAGEMENT, LLC 10,849 130,000 0.44%
20 K.J. Harrison & Partners Inc 10,000 120,000 0.40%
21 SONORA INVESTMENT MANAGEMENT, LLC 8,035 96,581 0.32%
22 ROYAL BANK OF CANADA 4,182 50,000 0.17%
23 IFP ADVISORS, INC 2,677 32,000 0.11%
24 GENEOS WEALTH MANAGEMENT INC. 2,500 30,000 0.10%
25 RPG FAMILY WEALTH ADVISORY, LLC 900 10,818 0.04%

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.