Dark
Light
System
Security
EATON VANCE TX MNG BY WRT OP
EATON VANCE TX MNG BY WRT OP. Institutional holdings reported to the SEC.

Institutional Holders (2017Q1)
Portfolio Summary: 87 Institutional holders with a total value of $113,487,025.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 Bank of New York Mellon Corp 14,838 226,000 0.20%
52 Essex Financial Services, Inc. 14,450 220,000 0.19%
53 GLENVIEW STATE BANK TRUST DEPT. 14,277 217,000 0.19%
54 AHRENS INVESTMENT PARTNERS LLC 13,450 205,000 0.18%
55 IFP ADVISORS, INC 13,368 203,000 0.18%
56 Cutter & CO Brokerage, Inc. 13,226 201,000 0.18%
57 FLAGSHIP HARBOR ADVISORS, LLC 12,565 190,000 0.17%
58 Arete Wealth Advisors, LLC 12,415 189,000 0.17%
59 BANK HAPOALIM BM 11,410 174,000 0.15%
60 Plante Moran Financial Advisors, LLC 11,100 169,000 0.15%
61 Winslow, Evans & Crocker, Inc. 10,876 165,410 0.15%
62 Cetera Advisors LLC 10,564 161,000 0.14%
63 Private Advisor Group, LLC 10,425 158,000 0.14%
64 BAIRD FINANCIAL GROUP, INC. 10,139 154,000 0.14%
65 CITIGROUP INC 6,738 102,000 0.09%
66 FNY PARTNERS FUND LP 4,400 66,000 0.06%
67 Shamrock Asset Management LLC 4,000 61,000 0.05%
68 US BANCORP \DE\ 3,500 53,000 0.05%
69 MUFG Americas Holdings Corp 3,450 52,000 0.05%
70 WESPAC ADVISORS SOCAL, LLC 3,253 49,485 0.04%
71 PINNACLE BANCORP, INC. 3,090 47,000 0.04% SH
72 D.A. DAVIDSON & CO. 2,000 30,000 0.03%
73 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 1,839 28,000 0.02%
74 NEXT Financial Group, Inc 1,800 28,000 0.02%
75 Baystate Wealth Management LLC 1,800 28,000 0.02%
76 FIRST FINANCIAL CORP /IN/ 1,500 23,000 0.02%
77 Carroll Financial Associates, Inc. 1,175 17,000 0.01%
78 North Star Investment Management Corp. 966 15,000 0.01%
79 SONORA INVESTMENT MANAGEMENT, LLC 929 14,130 0.01%
80 GENEOS WEALTH MANAGEMENT INC. 910 13,000 0.01%
81 BENJAMIN F. EDWARDS & COMPANY, INC. 800 12,000 0.01%
82 MANUFACTURERS LIFE INSURANCE COMPANY, THE 715 11,000 0.01%
83 SECURITY NATIONAL TRUST CO 675 10,000 0.01%
84 MOSAIC FAMILY WEALTH, LLC 512 8,000 0.01%
85 SEVENBRIDGE FINANCIAL GROUP, LLC 194 3,000 0.00%
86 Bartlett & Co. LLC 150 2,000 0.00%
87 INTEGRATED INVESTMENT CONSULTANTS, LLC 0 0 0.00%
Page 2 of 2

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.