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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
51 BOKF, NA 15,260 172,000 0.06%
52 HL FINANCIAL SERVICES LLC 14,789 167,000 0.06%
53 EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC 14,832 167,000 0.06%
54 Alpine Global Management, LLC 14,318 162,000 0.06%
55 ALPINE GROUP USVI, LLC 14,318 162,000 0.06%
56 NEXT Financial Group, Inc 14,200 160,000 0.05%
57 CORNERSTONE WEALTH MANAGEMENT, LLC 13,670 159,000 0.05%
58 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 13,961 157,000 0.05%
59 TRUIST FINANCIAL CORP 13,777 155,000 0.05%
60 WEDBUSH SECURITIES INC 13,435 152,000 0.05%
61 Institute for Wealth Management, LLC. 13,179 147,000 0.05%
62 Regis Management CO LLC 12,509 141,000 0.05%
63 MISSION WEALTH MANAGEMENT, LLC 12,499 141,000 0.05%
64 Concert Wealth Management Inc. 12,200 137,000 0.05%
65 GOLDMAN SACHS GROUP INC 12,098 136,000 0.05%
66 USCA RIA LLC 11,874 134,000 0.05%
67 CITADEL ADVISORS LLC 11,784 133,000 0.05%
68 Oxbow Advisors, LLC 11,080 125,000 0.04%
69 IMS Capital Management 10,826 122,000 0.04%
70 CARNICK & KUBIK GROUP, LLC 10,600 120,000 0.04%
71 Cypress Capital Management LLC (WY) 10,550 118,854 0.04%
72 Brown Advisory Securities, LLC 10,245 115,000 0.04%
73 Freestone Capital Holdings, LLC 10,000 113,000 0.04%
74 RELATIVE VALUE PARTNERS GROUP, LLC 10,000 113,000 0.04%
75 THOMPSON SIEGEL & WALMSLEY LLC 9,505 107,000 0.04%
76 Vantage Investment Advisors, LLC 9,416 106,000 0.04%
77 BRUDERMAN ASSET MANAGEMENT, LLC 9,163 103,000 0.04%
78 BESSEMER GROUP INC 8,500 96,000 0.03%
79 SEI INVESTMENTS CO 7,750 87,000 0.03%
80 KRILOGY FINANCIAL LLC 5,575 63,000 0.02%
81 CITY HOLDING CO 5,496 62,000 0.02%
82 Tower Research Capital LLC (TRC) 4,652 52,000 0.02%
83 IHT WEALTH MANAGEMENT, LLC 6,261 51,000 0.02%
84 D.A. DAVIDSON & CO. 4,200 47,000 0.02%
85 BRONFMAN E.L. ROTHSCHILD, L.P. 4,060 46,000 0.02%
86 Riggs Asset Managment Co. Inc. 4,000 45,000 0.02%
87 Allworth Financial LP 3,700 42,000 0.01%
88 REILLY FINANCIAL ADVISORS, LLC 3,220 36,000 0.01%
89 ROBLE, BELKO & COMPANY, INC 2,168 24,000 0.01%
90 PRENTISS SMITH & CO INC 1,500 17,000 0.01%
91 WEBSTER BANK, N. A. 1,500 17,000 0.01%
92 JFS WEALTH ADVISORS, LLC 1,366 15,000 0.01%
93 Financial Management Professionals, Inc. 1,000 11,000 0.00%
94 Gradient Investments LLC 858 10,000 0.00%
95 Tradewinds Capital Management, LLC 800 9,000 0.00%
96 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 600 7,000 0.00%
97 US BANCORP \DE\ 652 7,000 0.00%
98 AlphaMark Advisors, LLC 500 6,000 0.00% SH
99 SONORA INVESTMENT MANAGEMENT, LLC 420 4,738 0.00%
100 Carroll Financial Associates, Inc. 440 4,000 0.00%
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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.