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

Institutional Holders (2016Q4)
Portfolio Summary: 21 Institutional holders with a total value of $27,387,037.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 912,761 10,341,000 37.76%
2 PROFICIO CAPITAL PARTNERS LLC 323,734 3,668,000 13.39%
3 WELLS FARGO & COMPANY/MN 306,489 3,474,000 12.68%
4 BANK OF AMERICA CORP /DE/ 230,371 2,610,000 9.53%
5 RAYMOND JAMES & ASSOCIATES 141,065 1,598,000 5.83%
6 Invesco Ltd. 128,609 1,458,000 5.32%
7 Raymond James Financial Services Advisors, Inc. 64,880 735,000 2.68%
8 UBS Group AG 62,607 709,000 2.59%
9 LADENBURG THALMANN FINANCIAL SERVICES INC. 50,565 572,000 2.09%
10 INFRASTRUCTURE CAPITAL ADVISORS, LLC 49,183 557,000 2.03%
11 TFS CAPITAL LLC 28,993 328,000 1.20%
12 WEDBUSH SECURITIES INC 28,950 328,000 1.20%
13 Cambridge Investment Research Advisors, Inc. 26,419 299,000 1.09%
14 CITIGROUP INC 22,529 255,000 0.93%
15 SG Americas Securities, LLC 13,662 155,000 0.57%
16 K.J. Harrison & Partners Inc 11,670 132,000 0.48%
17 SONORA INVESTMENT MANAGEMENT, LLC 8,035 91,037 0.33%
18 IFP ADVISORS, INC 2,693 31,000 0.11%
19 GENEOS WEALTH MANAGEMENT INC. 2,500 28,000 0.10%
20 ROYAL BANK OF CANADA 1,433 16,000 0.06%
21 LBA Wealth Management, LLC 168 2,000 0.01% PRN

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.