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EATON VANCE TX MNG BY WRT OP
EATON VANCE TX MNG BY WRT OP. Institutional holdings reported to the SEC.

Institutional Holders (2014Q3)
Portfolio Summary: 73 Institutional holders with a total value of $143,269,637.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 Cutter & CO Brokerage, Inc. 13,226 196,000 0.14%
52 Bank of New York Mellon Corp 13,000 193,000 0.13%
53 FINANCIAL COUNSELORS INC 10,000 148,000 0.10%
54 Carroll Financial Associates, Inc. 8,175 123,000 0.09%
55 PNC FINANCIAL SERVICES GROUP, INC. 7,270 108,000 0.08%
56 Tower Research Capital LLC (TRC) 6,900 102,000 0.07%
57 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6,535 97,000 0.07%
58 MSI Financial Services Inc 4,900 73,000 0.05%
59 NEW ENGLAND SECURITIES CORP /MA/ 4,767 71,000 0.05%
60 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 4,077 60,000 0.04%
61 Shamrock Asset Management LLC 3,345 50,000 0.03%
62 Joel Isaacson & Co., LLC 3,050 45,000 0.03%
63 Evercore Wealth Management, LLC 3,000 44,000 0.03%
64 DEUTSCHE BANK AG\ 2,500 37,000 0.03%
65 D.A. DAVIDSON & CO. 2,000 29,000 0.02%
66 Creative Planning 1,921 28,000 0.02%
67 CITIGROUP INC 1,813 27,000 0.02%
68 FIRST FINANCIAL CORP /IN/ 1,500 22,000 0.02%
69 NEXT Financial Group, Inc 1,400 21,000 0.01%
70 SECURITY NATIONAL TRUST CO 675 10,000 0.01%
71 Ground Swell Capital, LLC 660 10,000 0.01%
72 AMERICAN ASSET MANAGEMENT INC. 330 4,000 0.00%
73 Bartlett & Co. LLC 150 2,000 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.