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EATON VANCE TAX MANAGED GLOB
EATON VANCE TAX MANAGED GLOB. Institutional holdings reported to the SEC.

Institutional Holders (2017Q1)
Portfolio Summary: 92 Institutional holders with a total value of $186,153,920.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 2,927,863 31,943,000 17.16%
2 BANK OF AMERICA CORP /DE/ 1,529,218 16,683,000 8.96%
3 Invesco Ltd. 1,223,752 13,351,000 7.17%
4 UBS Group AG 1,191,027 12,994,000 6.98%
5 GUGGENHEIM CAPITAL LLC 1,058,031 11,543,000 6.20%
6 UNIPLAN INVESTMENT COUNSEL, INC. 914,524 9,977,000 5.36%
7 TILLER PRIVATE WEALTH, INC. 809,575 8,832,000 4.74%
8 RAYMOND JAMES & ASSOCIATES 796,183 8,686,000 4.67%
9 Cambridge Investment Research Advisors, Inc. 504,440 5,503,000 2.96%
10 AMERIPRISE FINANCIAL INC 467,638 5,102,000 2.74%
11 COHEN & STEERS, INC. 441,607 4,818,000 2.59%
12 LPL Financial LLC 432,353 4,704,000 2.53%
13 Advisors Asset Management, Inc. 395,736 4,317,000 2.32%
14 WELLS FARGO & COMPANY/MN 388,116 4,235,000 2.27%
15 Raymond James Financial Services Advisors, Inc. 365,845 3,991,000 2.14%
16 BAIRD FINANCIAL GROUP, INC. 314,203 3,428,000 1.84%
17 FIDUCIARY TRUST INTERNATIONAL LLC 300,084 3,274,000 1.76%
18 RPG INVESTMENT ADVISORY, LLC 283,751 3,095,000 1.66%
19 Cohen Klingenstein LLC 247,996 2,706,000 1.45%
20 CORNERSTONE ADVISORY, LLC 239,309 2,611,000 1.40%
21 BANK OF NOVA SCOTIA 180,496 1,969,000 1.06%
22 Commonwealth Equity Services, Inc 132,598 1,447,000 0.78%
23 PNC FINANCIAL SERVICES GROUP, INC. 113,383 1,237,000 0.66%
24 CITIGROUP INC 104,914 1,145,000 0.62%
25 Private Harbour Investment Management & Counsel, LLC 103,875 1,133,000 0.61%
26 Private Advisor Group, LLC 103,083 1,126,000 0.60%
27 First Allied Advisory Services, Inc. 101,820 1,111,000 0.60%
28 ROYAL BANK OF CANADA 99,590 1,087,000 0.58%
29 Advisory Services Network, LLC 90,137 983,000 0.53%
30 LADENBURG THALMANN FINANCIAL SERVICES INC. 68,393 745,000 0.40%
31 SHEAFF BROCK INVESTMENT ADVISORS, LLC 60,050 655,000 0.35%
32 HighTower Advisors, LLC 59,493 651,000 0.35%
33 CFO4LIFE GROUP, LLC 57,820 631,000 0.34%
34 WEDBUSH SECURITIES INC 56,663 618,000 0.33%
35 FLAGSHIP HARBOR ADVISORS, LLC 55,541 608,000 0.33%
36 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 47,751 521,000 0.28%
37 M&T BANK CORP 47,671 520,000 0.28%
38 STIFEL FINANCIAL CORP 45,790 498,000 0.27%
39 FIFTH THIRD BANCORP 45,467 496,000 0.27%
40 ENVESTNET ASSET MANAGEMENT INC 44,902 490,000 0.26%
41 LAUREL WEALTH ADVISORS, INC. 41,450 452,000 0.24%
42 BANK OF MONTREAL /CAN/ 40,000 436,000 0.23%
43 IFP ADVISORS, INC 35,507 387,000 0.21%
44 Stratos Wealth Partners, LTD. 32,912 359,000 0.19%
45 Frontier Wealth Management LLC 31,700 346,000 0.19%
46 EATON VANCE MANAGEMENT 31,145 340,000 0.18%
47 Kingfisher Capital LLC 29,570 323,000 0.17%
48 Global X Management CO LLC 24,975 272,000 0.15%
49 Janney Montgomery Scott LLC 21,027 229,000 0.12%
50 FIRST FINANCIAL EQUITY CORPORATION 20,556 224,000 0.12%
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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.