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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 (2016Q4)
Portfolio Summary: 86 Institutional holders with a total value of $117,532,786.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Bartlett & Co. LLC 150 2,000 0.00%
2 SEVENBRIDGE FINANCIAL GROUP, LLC 194 3,000 0.00%
3 MOSAIC FAMILY WEALTH, LLC 512 8,000 0.01%
4 SECURITY NATIONAL TRUST CO 675 10,000 0.01%
5 INTEGRATED INVESTMENT CONSULTANTS, LLC 834 12,000 0.01%
6 BENJAMIN F. EDWARDS & COMPANY, INC. 800 12,000 0.01%
7 SONORA INVESTMENT MANAGEMENT, LLC 929 13,786 0.01%
8 North Star Investment Management Corp. 945 14,000 0.01%
9 ROYAL FUND MANAGEMENT, LLC 1,000 14,000 0.01%
10 Apriem Advisors 1,059 16,000 0.01%
11 Joel Isaacson & Co., LLC 1,250 19,000 0.02%
12 FIRST FINANCIAL CORP /IN/ 1,500 22,000 0.02%
13 GENEOS WEALTH MANAGEMENT INC. 1,560 23,000 0.02%
14 D.A. DAVIDSON & CO. 2,000 29,000 0.02%
15 US BANCORP \DE\ 2,500 37,000 0.03%
16 MUFG Americas Holdings Corp 3,450 51,000 0.04%
17 Shamrock Asset Management LLC 4,000 59,000 0.05%
18 MANUFACTURERS LIFE INSURANCE COMPANY, THE 6,188 92,000 0.08%
19 FIRST COMMAND FINANCIAL SERVICES, INC. 6,257 93,000 0.08%
20 FIRST COMMAND BANK 6,257 93,000 0.08%
21 Carroll Financial Associates, Inc. 8,325 123,000 0.10%
22 CITIGROUP INC 8,494 126,000 0.11%
23 BAIRD FINANCIAL GROUP, INC. 10,139 150,000 0.13%
24 BANK HAPOALIM BM 10,410 154,000 0.13%
25 Cetera Advisors LLC 10,610 157,000 0.13%
26 Plante Moran Financial Advisors, LLC 11,100 165,000 0.14%
27 Private Advisor Group, LLC 11,083 168,000 0.14%
28 Arete Wealth Advisors, LLC 12,415 184,000 0.16%
29 AHRENS INVESTMENT PARTNERS LLC 12,550 186,000 0.16%
30 FLAGSHIP HARBOR ADVISORS, LLC 12,565 190,000 0.16%
31 IFP ADVISORS, INC 13,213 196,000 0.17%
32 Cutter & CO Brokerage, Inc. 13,226 196,000 0.17%
33 WHITE PINE CAPITAL LLC 13,850 206,000 0.18%
34 GLENVIEW STATE BANK TRUST DEPT. 14,277 212,000 0.18%
35 HighTower Advisors, LLC 15,060 223,000 0.19%
36 PNC FINANCIAL SERVICES GROUP, INC. 14,999 223,000 0.19%
37 FIRST MANHATTAN CO. LLC. 17,754 263,000 0.22%
38 Janney Montgomery Scott LLC 17,740 263,000 0.22%
39 Virtu KCG Holdings LLC 18,134 269,000 0.23%
40 EATON VANCE MANAGEMENT 18,255 271,000 0.23%
41 FineMark National Bank & Trust 19,667 292,000 0.25%
42 NEXT Financial Group, Inc 20,025 297,000 0.25%
43 Concert Wealth Management Inc. 20,197 300,000 0.26%
44 Obermeyer Wealth Partners 20,430 303,000 0.26%
45 SHEAFF BROCK INVESTMENT ADVISORS, LLC 21,318 316,000 0.27%
46 WEDBUSH SECURITIES INC 21,340 317,000 0.27%
47 IFC Holdings Incorporated/FL 22,345 331,000 0.28%
48 Creative Planning 22,880 340,000 0.29%
49 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 22,998 341,000 0.29%
50 ENVESTNET ASSET MANAGEMENT INC 23,657 350,000 0.30%
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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.