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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
101 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 1,331,300 15,017,000 5.16%
102 RFG Advisory, LLC 1,385,854 15,732,000 5.40%
103 Invesco Ltd. 1,753,767 19,782,000 6.79%
104 MORGAN STANLEY 10,928,466 123,273,000 42.32%
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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.