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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
51 WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 20,000 218,000 0.12%
52 BB&T SECURITIES, LLC 18,850 205,000 0.11%
53 Regal Investment Advisors LLC 17,250 188,000 0.10%
54 Creative Planning 17,014 186,000 0.10%
55 NATIONAL PLANNING CORP 16,272 177,000 0.10%
56 MML INVESTORS SERVICES, INC. 16,153 176,000 0.09%
57 VICUS CAPITAL 14,578 159,000 0.09%
58 US BANCORP \DE\ 13,790 150,000 0.08%
59 ADVISOR GROUP, INC. 13,177 144,000 0.08%
60 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 12,892 141,000 0.08%
61 PROFICIO CAPITAL PARTNERS LLC 11,110 128,000 0.07%
62 V WEALTH MANAGEMENT,LLC 11,428 124,000 0.07%
63 GOLDMAN SACHS GROUP INC 11,154 122,000 0.07%
64 RAYMOND JAMES TRUST N.A. 11,044 121,000 0.06%
65 Edge Wealth Management LLC 11,000 120,000 0.06%
66 LGL PARTNERS, LLC 10,042 110,000 0.06%
67 Bank of New York Mellon Corp 10,136 110,000 0.06%
68 First Horizon Advisors, Inc. 10,000 109,000 0.06%
69 Concert Wealth Management Inc. 10,841 108,000 0.06%
70 D.A. DAVIDSON & CO. 7,665 83,000 0.04%
71 GLENMEDE TRUST CO NA 6,995 76,000 0.04%
72 NewSquare Capital LLC 5,175 56,000 0.03%
73 MOSAIC FAMILY WEALTH, LLC 4,863 53,000 0.03%
74 FIELDPOINT PRIVATE SECURITIES, LLC 4,300 47,000 0.03%
75 Riggs Asset Managment Co. Inc. 3,564 39,000 0.02%
76 Baystate Wealth Management LLC 3,000 33,000 0.02%
77 NEXT Financial Group, Inc 2,900 33,000 0.02%
78 MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,995 22,000 0.01%
79 IHT WEALTH MANAGEMENT, LLC 1,247 19,000 0.01%
80 BENJAMIN F. EDWARDS & COMPANY, INC. 1,000 11,000 0.01%
81 WESTSIDE INVESTMENT MANAGEMENT, INC. 1,000 10,920 0.01%
82 Focused Wealth Management, Inc 785 9,000 0.00%
83 GENEOS WEALTH MANAGEMENT INC. 845 9,000 0.00%
84 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 500 5,000 0.00%
85 CITY HOLDING CO 400 4,000 0.00%
86 CENTRAL TRUST Co 400 4,000 0.00%
87 Highlander Capital Management, LLC 380 4,000 0.00%
88 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 300 3,000 0.00%
89 GIERL AUGUSTINE INVESTMENT MANAGEMENT INC 258 3,000 0.00%
90 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 200 2,000 0.00%
91 North Star Investment Management Corp. 0 0 0.00%
92 JPMORGAN CHASE & CO 1 0 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.