Skip to content
Disclosery

ETB EATON VANCE TAX MNGED BUY WR

Follow

COM (fund), issuer CIK 1308927

91 managers (91 13F filers) reported a position in ETB shares at 2024-12-31, 6,302,065 shares in all. 7 filers opened a position and 5 filers sold out during the quarter.

Managers
91
13F filers
91
New
7
Added
30
Reduced
19
Sold out
5
Shares held by filers
6,302,065

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY1,105,343$16.6M<0.01%+17,39513F-HR/ATimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC643,117$9.65M0.08%+37,85513F-HRTimelineGroup
1607 Capital Partners, LLC401,835$6.03M0.48%-266,10813F-HRTimeline
UBS Group AGin group UBS Group AG371,969$5.58M<0.01%-3313F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.352,884$5.29M<0.01%-24413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/310,469$4.66M<0.01%-33,07913F-HRTimelineGroup
Cetera Investment Advisers285,927$4.29M0.01%-5,56313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN245,404$3.68M<0.01%-47,09713F-HRTimelineGroup
Advisors Asset Management, Inc.231,846$3.48M0.06%-1,67513F-HR/ATimeline
Shaker Financial Services, LLC219,102$3.29M1.26%-106,84413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC203,735$3.06M<0.01%13F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC157,905$2.37M<0.01%+105,33713F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.154,963$2.32M<0.01%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC124,575$1.87M<0.01%+23513F-HRTimelineGroup
SIMS INVESTMENT MANAGEMENT, LLC100,425$1.51M0.85%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA91,958$1.38M<0.01%+1,68813F-HRTimelineGroup
LPL Financial LLC87,208$1.31M<0.01%+3,41613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC83,216$1.25M0.01%+2,77013F-HRTimelineGroup
IHT Wealth Management, LLC77,793$1.17M0.04%-38,62013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.71,583$1.07M<0.01%-1,06313F-HR/ATimelineGroup
CFO4Life Group, LLC58,130$872K0.15%+1,08613F-HRTimeline
Meridian Wealth Management, LLC49,761$746K0.04%+8,89013F-HRTimeline
Arlington Capital Management, Inc.44,306$665K0.46%+3,27113F-HRTimeline
Quartz Partners, LLC44,027$660K0.4%+3,33313F-HRTimeline
Janney Montgomery Scott LLC42,594$639K<0.01%+8,67913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC41,352$620K<0.01%+4,70313F-HRTimelineGroup
Cambridge Investment Research Advisors,…37,901$569K<0.01%-1,68513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…32,924$494K0.02%013F-HRTimelineGroup
D.A. DAVIDSON & CO.32,437$487K<0.01%+4,70013F-HRTimeline
SAGE RHINO CAPITAL LLC31,000$465K0.1%013F-HRTimeline
Tyche Wealth Partners LLC28,979$435K0.09%-7513F-HRTimeline
MML INVESTORS SERVICES, LLC25,947$389K<0.01%+48313F-HRTimeline
TOWNSQUARE CAPITAL LLC24,620$369K<0.01%013F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC23,016$345K0.14%013F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth20,333$305K0.01%+913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding19,348$290K-10,784Timeline
Fortitude Advisory Group L.L.C.19,241$289K0.17%+1,02713F-HRTimeline
MGO ONE SEVEN LLC18,629$279K0.01%+65413F-HRTimeline
Creative Planningin group Creative Planning18,160$272K<0.01%+1213F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.17,035$256K0.02%+9313F-HRTimelineGroup
HRT FINANCIAL LP16,611$249K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…16,155$242K<0.01%-59213F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC15,960$239K0.07%013F-HRTimeline
COMERICA BANK15,866$238K<0.01%013F-HR/ATimeline
Jacobi Capital Management LLC15,833$237K0.02%+25313F-HRTimeline
NewEdge Advisors, LLC15,168$228K<0.01%013F-HRTimeline
King Wealth Management Group14,935$224K0.03%+79213F-HRTimeline
Claro Advisors Inc.14,818$222K0.03%-28,57613F-HRTimeline
Sheaff Brock Investment Advisors, LLC14,474$217K0.02%+2113F-HRTimeline
HighTower Advisors, LLC14,221$213K<0.01%013F-HRTimeline
Graypoint LLC14,201$213K0.01%+1,04013F-HRTimeline
Stonebridge Capital Advisors LLC14,000$210K0.02%013F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.13,978$210K0.17%+14213F-HRTimeline
Wealth Advisors of Tampa Bay, LLC13,966$209K0.09%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP13,160$197K<0.01%013F-HRTimelineGroup
Burford Brothers, Inc.12,500$188K0.09%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,521$173K<0.01%new13F-HR/ATimeline
Empirical Financial Services, LLC d.b.a…10,837$163K<0.01%013F-HRTimeline
Parallel Advisors, LLC10,566$158K<0.01%+15113F-HRTimeline
Global Retirement Partners, LLC10,235$154K<0.01%-2,46913F-HRTimeline
Steward Partners Investment Advisory, L…8,052$121K<0.01%013F-HRTimeline
CoreCap Advisors, LLC7,575$114K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT7,444$112K<0.01%013F-HRTimeline
Gould Capital, LLC5,508$82.6K0.06%-43013F-HRTimeline
Van Hulzen Asset Management, LLC4,600$69K0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,525$67.9K<0.01%new13F-HRTimelineGroup
Allworth Financial LP3,757$57.4K<0.01%+73513F-HRTimeline
MAI Capital Management3,400$51K<0.01%new13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC3,376$50.6K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,298$49.5K<0.01%+2913F-HRTimelineGroup
Compass Planning Associates Inc3,050$45.8K0.05%13F-HRTimeline
Princeton Global Asset Management LLC2,813$42.2K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,763$41.4K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC2,706$40.6K0.01%13F-HRTimeline
Kessler Investment Group, LLC1,265$19K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.1,054$15.8K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.954$14.3K<0.01%013F-HRTimeline
Northwest Capital Management Inc885$13.3K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC885$13K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO812$12.2K<0.01%-4,60813F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/800$12K<0.01%-10013F-HRTimelineGroup
PRIVATE TRUST CO NA619$9.29K<0.01%+413F-HRTimeline
Continuum Advisory, LLC540$8.1K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…500$7.5K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management330$4.95K<0.01%013F-HRTimelineGroup
HHM Wealth Advisors, LLC225$3.38K<0.01%013F-HRTimeline
IFP Advisors, Inc125$1.88K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…101$1.51K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…100$1.5K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.1$15<0.01%-1,04413F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.