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EATON VANCE TAX MANAGED DIVE
EATON VANCE TAX MANAGED DIVE. Institutional holdings reported to the SEC.

Institutional Holders (2017Q2)
Portfolio Summary: 104 Institutional holders with a total value of $291,297,014.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MassMutual Private Wealth & Trust, FSB 0 0 0.00%
2 GENEOS WEALTH MANAGEMENT INC. 165 1,000 0.00%
3 M&R CAPITAL MANAGEMENT INC 333 3,000 0.00%
4 MUFG Americas Holdings Corp 287 3,000 0.00%
5 Carroll Financial Associates, Inc. 440 4,000 0.00%
6 SONORA INVESTMENT MANAGEMENT, LLC 420 4,738 0.00%
7 AlphaMark Advisors, LLC 500 6,000 0.00% SH
8 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 600 7,000 0.00%
9 US BANCORP \DE\ 652 7,000 0.00%
10 Tradewinds Capital Management, LLC 800 9,000 0.00%
11 Gradient Investments LLC 858 10,000 0.00%
12 Financial Management Professionals, Inc. 1,000 11,000 0.00%
13 JFS WEALTH ADVISORS, LLC 1,366 15,000 0.01%
14 WEBSTER BANK, N. A. 1,500 17,000 0.01%
15 PRENTISS SMITH & CO INC 1,500 17,000 0.01%
16 ROBLE, BELKO & COMPANY, INC 2,168 24,000 0.01%
17 REILLY FINANCIAL ADVISORS, LLC 3,220 36,000 0.01%
18 Allworth Financial LP 3,700 42,000 0.01%
19 Riggs Asset Managment Co. Inc. 4,000 45,000 0.02%
20 BRONFMAN E.L. ROTHSCHILD, L.P. 4,060 46,000 0.02%
21 D.A. DAVIDSON & CO. 4,200 47,000 0.02%
22 IHT WEALTH MANAGEMENT, LLC 6,261 51,000 0.02%
23 Tower Research Capital LLC (TRC) 4,652 52,000 0.02%
24 CITY HOLDING CO 5,496 62,000 0.02%
25 KRILOGY FINANCIAL LLC 5,575 63,000 0.02%
26 SEI INVESTMENTS CO 7,750 87,000 0.03%
27 BESSEMER GROUP INC 8,500 96,000 0.03%
28 BRUDERMAN ASSET MANAGEMENT, LLC 9,163 103,000 0.04%
29 Vantage Investment Advisors, LLC 9,416 106,000 0.04%
30 THOMPSON SIEGEL & WALMSLEY LLC 9,505 107,000 0.04%
31 RELATIVE VALUE PARTNERS GROUP, LLC 10,000 113,000 0.04%
32 Freestone Capital Holdings, LLC 10,000 113,000 0.04%
33 Brown Advisory Securities, LLC 10,245 115,000 0.04%
34 Cypress Capital Management LLC (WY) 10,550 118,854 0.04%
35 CARNICK & KUBIK GROUP, LLC 10,600 120,000 0.04%
36 IMS Capital Management 10,826 122,000 0.04%
37 Oxbow Advisors, LLC 11,080 125,000 0.04%
38 CITADEL ADVISORS LLC 11,784 133,000 0.05%
39 USCA RIA LLC 11,874 134,000 0.05%
40 GOLDMAN SACHS GROUP INC 12,098 136,000 0.05%
41 Concert Wealth Management Inc. 12,200 137,000 0.05%
42 Regis Management CO LLC 12,509 141,000 0.05%
43 MISSION WEALTH MANAGEMENT, LLC 12,499 141,000 0.05%
44 Institute for Wealth Management, LLC. 13,179 147,000 0.05%
45 WEDBUSH SECURITIES INC 13,435 152,000 0.05%
46 TRUIST FINANCIAL CORP 13,777 155,000 0.05%
47 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 13,961 157,000 0.05%
48 CORNERSTONE WEALTH MANAGEMENT, LLC 13,670 159,000 0.05%
49 NEXT Financial Group, Inc 14,200 160,000 0.05%
50 Alpine Global Management, LLC 14,318 162,000 0.06%
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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.