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Disclosery

ETV EATON VANCE TAX-MANAGED BUY-

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COM (fund), issuer CIK 1322436

176 managers (178 13F filers) reported a position in ETV shares at 2024-12-31, 20,305,094 shares in all. 11 filers opened a position and 9 filers sold out during the quarter.

Managers
176
13F filers
178
New
11
Added
57
Reduced
44
Sold out
9
Shares held by filers
20,305,094

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 STANLEY1,853,541$26.7M<0.01%+31,31313F-HR/ATimelineGroup
LPL Financial LLC1,593,287$23M0.01%-22,87513F-HRTimeline
Invesco Ltd.in group Invesco Ltd.1,446,364$20.8M<0.01%+39,24113F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,319,674$19M0.16%+204,98813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC982,361$14.2M0.01%13F-HR/ATimelineGroup
Cornerstone Advisors, LLC843,863$12.2M0.48%-368,97313F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.772,288$11.1M8.38%new13F-HRTimeline
UBS Group AGin group UBS Group AG654,742$9.43M<0.01%+58,55913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/649,842$9.36M<0.01%-10,51513F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC553,448$7.98M0.18%+22,49113F-HRTimelineGroup
BALANCED WEALTH GROUP LLC545,774$7.87M3.53%+21,82213F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC393,016$5.66M3.2%13F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…372,711$5.37M0.1%+25,11113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA351,661$5.07M<0.01%+1,33713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN344,165$4.96M<0.01%+22,10413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC319,279$4.6M<0.01%+2,44713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP310,202$4.47M0.01%+88913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC306,828$4.42M0.01%+3,41913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources294,478$4.24M<0.01%-6,74913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC293,219$4.22M0.01%+5,62013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.285,099$4.11M0.01%+14913F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC276,316$3.99M<0.01%+44,57313F-HRTimelineGroup
Cambridge Investment Research Advisors,…269,094$3.88M0.01%+11,79413F-HRTimeline
Karpus Management, Inc.260,429$3.75M0.11%-7,44313F-HRTimeline
Kingstone Capital Partners Texas, LLC226,088$3.26M2.65%13F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.209,931$3.02M0.01%013F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC206,563$2.98M0.28%-2,03513F-HRTimeline
Shaker Financial Services, LLC192,501$2.77M1.06%-108,80113F-HRTimeline
Mariner, LLCin group Mariner, LLC161,838$2.33M<0.01%+3,55213F-HRTimelineGroup
Investment Planning Advisors, Inc.152,979$2.2M0.96%-10213F-HRTimeline
Private Advisor Group, LLC149,450$2.15M0.01%+94213F-HRTimeline
Beacon Pointe Advisors, LLC146,141$2.11M0.02%-44,22613F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding141,251$2.04M-2,606Timeline
IEQ CAPITAL, LLC129,302$1.86M0.02%-5,66313F-HRTimeline
Mutual Advisors, LLC123,623$1.76M0.05%+1,72913F-HRTimeline
SHARPEPOINT LLC121,845$1.76M1.58%13F-HRTimeline
WEDBUSH SECURITIES INC116,468$1.68M0.06%+21,20113F-HRTimeline
Outlook Wealth Advisors, LLC105,011$1.51M0.43%-4,48413F-HRTimeline
Obermeyer Wealth Partners99,373$1.43M0.07%-1,43913F-HRTimeline
Cetera Investment Advisers97,966$1.41M<0.01%+1,19413F-HRTimeline
Advisors Asset Management, Inc.93,766$1.35M0.02%-1,64713F-HR/ATimeline
Cresset Asset Management, LLC81,690$1.18M0.01%+1,68513F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC76,806$1.11M0.32%+25,98113F-HRTimeline
Janney Montgomery Scott LLC70,006$1.01M<0.01%-1,48113F-HRTimeline
Arlington Capital Management, Inc.69,065$995K0.69%+5,10213F-HRTimeline
Curi Capital, LLC66,961$965K0.02%+14013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …66,003$951K0.01%-2,95413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP63,220$911K<0.01%+3,21613F-HRTimelineGroup
Meridian Wealth Management, LLC62,437$900K0.04%+9,69413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC62,161$896K<0.01%+32,57013F-HRTimelineGroup
Arkadios Wealth Advisors58,766$847K0.05%+30,30813F-HRTimeline
Focus Financial Network, Inc.53,728$774K0.03%+1,29813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…53,035$764K<0.01%+10,00013F-HRTimelineGroup
HighTower Advisors, LLC48,449$698K<0.01%-3,10313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding48,376$697K+1,342Timeline
Wealth Alliance Advisory Group, LLC47,046$678K0.14%013F-HRTimeline
SteelPeak Wealth, LLC44,162$636K0.03%+99513F-HRTimeline
Creative Planningin group Creative Planning44,155$636K<0.01%-1,43813F-HRTimelineGroup
WEALTH EFFECTS LLC38,244$551K0.2%-2,93613F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…38,190$550K0.11%+25,58713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV37,168$536K<0.01%+6,85413F-HRTimeline
GPS Wealth Strategies Group, LLC36,686$529K0.07%+2,84113F-HRTimeline
STABLEFORD CAPITAL II LLC36,303$523K0.21%013F-HRTimeline
HBK Sorce Advisory LLC34,812$502K0.02%013F-HRTimeline
IFG Advisory, LLC33,785$487K0.03%013F-HRTimeline
Everstar Asset Management, LLC33,360$481K0.34%-30013F-HRTimeline
NewEdge Advisors, LLC33,238$479K<0.01%-6,42513F-HRTimeline
Keeley-Teton Advisors, LLC32,815$473K0.05%013F-HRTimeline
Executive Wealth Management, LLC32,088$462K0.04%new13F-HRTimeline
Prospera Financial Services Inc31,543$455K0.01%+62513F-HRTimeline
Gladstone Institutional Advisory LLC31,122$448K0.02%-46313F-HRTimeline
Avory & Company, LLC30,308$437K0.24%013F-HRTimeline
B. Riley Wealth Advisors, Inc.29,562$428K0.01%+33613F-HRTimeline
Dynamic Advisor Solutions LLC28,637$413K0.02%-3,99013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.28,089$405K0.03%+32913F-HRTimelineGroup
Westend Capital Management, LLC26,914$388K0.12%+17,41813F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC25,666$370K0.23%-2,07013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO23,075$333K0.01%-50013F-HRTimeline
&PARTNERS22,695$327K<0.01%013F-HRTimeline
American Institute for Advanced Investm…22,600$326K0.24%-1,09213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.20,963$302K<0.01%+45013F-HRTimelineGroup
Steward Partners Investment Advisory, L…20,731$299K<0.01%+1,28813F-HRTimeline
Triumph Capital Management20,628$297K0.1%-1,82213F-HRTimeline
COMMONS CAPITAL, LLC19,277$278K0.25%+1,86213F-HRTimeline
D.A. DAVIDSON & CO.18,475$266K<0.01%-1,69413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC18,340$264K<0.01%013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.18,290$264K<0.01%-80013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP18,175$262K<0.01%013F-HRTimelineGroup
Sanctuary Advisors, LLC17,863$258K<0.01%-30013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC17,345$250K0.13%013F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC17,242$248K0.1%013F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC17,189$248K0.1%013F-HRTimeline
MGO ONE SEVEN LLC17,062$246K0.01%-45513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.17,162$245K<0.01%-3,15013F-HRTimelineGroup
Sigma Planning Corp16,687$240K0.01%+3,59713F-HRTimeline
Summit Investment Advisory Services, LLC16,607$239K0.12%+34313F-HRTimeline
Cannon Advisors, Inc.16,591$239K0.2%+3,76613F-HRTimeline
Diversified Enterprises, LLC16,503$238K0.02%-39913F-HRTimeline
Turtle Creek Wealth Advisors, LLC15,854$228K0.05%013F-HRTimeline
CENTAURUS FINANCIAL, INC.15,751$227K0.01%+32513F-HRTimeline
M.E. ALLISON & CO., INC.14,388$207K0.23%13F-HRTimeline
AlphaStar Capital Management, LLC14,314$206K0.02%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,284$206K<0.01%+1,34413F-HR/ATimeline
Clearstead Advisors, LLC13,392$193K<0.01%new13F-HRTimeline
Anderson Financial Strategies, LLC13,226$191K0.11%13F-HRTimeline
Burford Brothers, Inc.13,200$190K0.09%013F-HRTimeline
Jacobi Capital Management LLC13,176$190K0.01%-36213F-HRTimeline
Integrated Wealth Concepts LLC12,800$184K<0.01%+41213F-HRTimeline
Principle Wealth Partners LLC12,800$184K0.01%013F-HRTimeline
Merit Financial Group, LLC12,781$184K<0.01%+59213F-HRTimeline
Birchcreek Wealth Management, LLC12,593$181K0.11%013F-HRTimeline
Empower Advisory Group, LLC12,466$180K<0.01%013F-HRTimeline
COMERICA BANK12,257$177K<0.01%+1,02113F-HR/ATimeline
Focused Wealth Management, Inc12,248$176K0.02%-1,88613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…12,228$176K<0.01%+4,03013F-HRTimelineGroup
Atria Wealth Solutions, Inc.12,166$175K<0.01%+1,73813F-HRTimeline
Mill Creek Capital Advisors, LLC12,151$175K<0.01%013F-HRTimeline
J.W. COLE ADVISORS, INC.11,882$171K0.01%013F-HRTimeline
Kingsview Wealth Management, LLC11,388$164K<0.01%-50013F-HRTimeline
PINNACLE ASSOCIATES LTD11,219$162K<0.01%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …11,190$161K<0.01%+2113F-HRTimelineGroup
Kapstone Financial Advisors LLC11,185$160K0.09%new13F-HRTimeline
Cornerstone Wealth Management, LLC11,101$160K0.01%-1,24413F-HRTimeline
Investor's Fiduciary Advisor Network, L…10,495$151K0.06%13F-HRTimeline
Capital CS Group, LLC10,464$151K0.2%+10813F-HRTimeline
Clark Capital Management Group, Inc.10,395$150K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…10,504$149K0.01%-1,128,43213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…10,080$145K0.01%013F-HRTimelineGroup
Kovack Advisors, Inc.10,064$145K0.01%new13F-HRTimeline
Parallel Advisors, LLC8,650$125K<0.01%+11013F-HRTimeline
Main Street Group, LTD8,444$122K0.05%-6,41713F-HRTimeline
Olistico Wealth, LLC8,400$121K0.07%013F-HRTimeline
Kentucky Trust Co8,252$119K0.07%13F-HRTimeline
Avion Wealth7,561$108K0.03%013F-HRTimeline
MONTAG A & ASSOCIATES INC6,900$99.4K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC6,420$92.5K0.02%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,180$89.1K<0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC6,700$88.5K0.04%13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC5,809$83.7K0.02%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department5,560$80.1K0.03%13F-HRTimelineGroup
PRIVATE TRUST CO NA5,127$73.9K0.01%-2,43613F-HRTimeline
Mountain Hill Investment Partners Corp.4,565$65.8K0.07%13F-HRTimeline
HARBOUR INVESTMENTS, INC.3,671$52.9K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,550$51.2K<0.01%013F-HRTimelineGroup
OLIVER LAGORE VANVALIN INVESTMENT GROUP3,000$43.2K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.2,784$40.1K0.02%13F-HRTimeline
BARRETT & COMPANY, INC.2,500$36K0.02%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,418$34K0.02%+1,37213F-HRTimeline
Global Retirement Partners, LLC2,351$33.9K<0.01%013F-HRTimeline
MAI Capital Management2,207$31.8K<0.01%new13F-HRTimeline
Park Place Capital Corp2,003$28.9K0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA1,820$25.7K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC1,446$20.8K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.1,250$18K<0.01%013F-HR/ATimeline
Darwin Wealth Management, LLC1,114$16.1K0.01%013F-HR/ATimeline
Farther Finance Advisors, LLC1,063$15.3K<0.01%013F-HRTimeline
Blume Capital Management, Inc.1,000$14.4K<0.01%013F-HRTimeline
GAMMA Investing LLC1,000$14.4K<0.01%013F-HRTimeline
CoreFirst Bank & Trust937$13.5K0.01%013F-HRTimeline
Fortitude Family Office, LLC793$11.4K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC700$10K<0.01%013F-HRTimelineGroup
Dunhill Financial, LLC673$9.7K<0.01%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC685$9.45K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO636$9.17K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management517$7.46K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC500$7.21K<0.01%013F-HRTimeline
Allworth Financial LP400$5.8K<0.01%-10013F-HRTimeline
Laurel Wealth Advisors LLC400$5.76K<0.01%013F-HRTimeline
Measured Risk Portfolios, Inc.387$5.58K0.01%13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC333$4.8K<0.01%013F-HRTimeline
Signature Resources Capital Management,…225$3.24K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC200$2.88K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.31$4600.04%-28,25013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9$130<0.01%013F-HRTimelineGroup
DecisionPoint Financial, LLC8$121<0.01%013F-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.