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Disclosery

ETO EATON VANCE TAX-ADVANTAGED G

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COM (fund), issuer CIK 1281926

59 managers (59 13F filers) reported a position in ETO shares at 2024-12-31, 3,202,138 shares in all. 2 filers opened a position and 7 filers sold out during the quarter.

Managers
59
13F filers
59
New
2
Added
22
Reduced
19
Sold out
7
Shares held by filers
3,202,138

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
Karpus Management, Inc.695,488$17.6M0.52%-11,36713F-HRTimeline
Cornerstone Advisors, LLC275,963$6.97M0.28%-46,38513F-HRTimeline
1607 Capital Partners, LLC248,949$6.29M0.51%+2,95913F-HRTimeline
Advisors Asset Management, Inc.198,428$5.01M0.09%+5,11513F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP180,722$4.57M<0.01%-34113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/124,895$3.15M<0.01%-11,60213F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC124,004$3.13M0.16%+74413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY109,699$2.77M<0.01%+4,66413F-HR/ATimelineGroup
LPL Financial LLC109,387$2.76M<0.01%+3,70313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP101,865$2.57M<0.01%+3,14213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN99,758$2.52M<0.01%+2,82013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC73,859$1.87M<0.01%13F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…70,236$1.77M<0.01%+1,15513F-HR/ATimeline
Formidable Asset Management, LLC68,482$1.73M0.28%-2,00013F-HRTimeline
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC61,387$1.55M0.04%-14,70513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC53,908$1.36M<0.01%+9813F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC46,887$1.18M0.02%-5,46913F-HRTimelineGroup
Shaker Financial Services, LLC42,950$1.08M0.42%+21,21113F-HRTimeline
Invesco Ltd.in group Invesco Ltd.42,802$1.08M<0.01%+5,68613F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.42,763$1.08M0.05%-35113F-HRTimeline
UBS Group AGin group UBS Group AG41,292$1.04M<0.01%-5,10713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA35,219$890K<0.01%-72413F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC33,091$836K0.01%+8,67713F-HRTimelineGroup
Cambridge Investment Research Advisors,…31,444$794K<0.01%-413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…22,939$579K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.21,585$545K<0.01%+4,76713F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP18,619$470K<0.01%+2,16013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…18,322$463K<0.01%013F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED17,252$434K0.04%+1,55613F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT16,365$413K0.02%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,946$378K<0.01%+2,14113F-HRTimelineGroup
Joel Isaacson & Co., LLC14,111$356K0.02%+6213F-HRTimeline
NewEdge Advisors, LLC13,175$333K<0.01%-16313F-HRTimeline
Mutual Advisors, LLC12,938$333K0.01%+25913F-HRTimeline
Cetera Investment Advisers12,614$319K<0.01%+87713F-HRTimeline
Dakota Wealth Management12,440$314K0.01%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp12,402$313K<0.01%new13F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC11,349$287K0.05%-2,25313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP11,052$279K<0.01%-113F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC10,690$270K0.07%013F-HRTimeline
Steward Partners Investment Advisory, L…10,410$263K<0.01%+5,61013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC10,180$257K<0.01%-1113F-HRTimeline
Private Advisor Group, LLC9,384$237K<0.01%-4,73213F-HRTimeline
COMERICA BANK5,602$142K<0.01%-55013F-HR/ATimeline
Parallel Advisors, LLC2,744$69.3K<0.01%+5413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,900$48K<0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,325$33.5K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,137$29K<0.01%-4,00013F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC1,059$26.8K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC1,007$25.4K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC922$23.3K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…850$21.5K<0.01%013F-HRTimeline
Allworth Financial LP307$8.04K<0.01%+713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\300$7.58K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management300$7.58K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC286$7K<0.01%013F-HRTimelineGroup
MAI Capital Management140$3.54K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.8$2050.02%-11,87113F-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.