Skip to content
Disclosery

ETW EATON VANCE TAX-MANAGED GLOB

Follow

COM (fund), issuer CIK 1322435

159 managers (161 13F filers) reported a position in ETW shares at 2024-12-31, 26,020,026 shares in all. 19 filers opened a position and 12 filers sold out during the quarter.

Managers
159
13F filers
161
New
19
Added
49
Reduced
43
Sold out
12
Shares held by filers
26,020,026

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,302,326$19.4M<0.01%-344,26013F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,917,991$16.1M0.13%+138,56013F-HRTimelineGroup
Karpus Management, Inc.1,826,330$15.4M0.45%-67,88613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,820,809$15.3M<0.01%-259,52113F-HR/ATimelineGroup
Invesco Ltd.in group Invesco Ltd.1,589,802$13.4M<0.01%-99,44613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,449,573$12.2M<0.01%13F-HR/ATimelineGroup
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC888,263$7.48M0.18%-289,80613F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC809,402$6.82M0.03%-189,17913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA735,040$6.19M<0.01%-18,47313F-HRTimelineGroup
UBS Group AGin group UBS Group AG681,408$5.74M<0.01%-2,62713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN670,907$5.65M<0.01%+365,75313F-HRTimelineGroup
1607 Capital Partners, LLC608,109$5.12M0.41%-1,90013F-HRTimeline
Advisors Asset Management, Inc.603,587$5.08M0.09%+44,40713F-HR/ATimeline
FLAGSHIP HARBOR ADVISORS, LLC577,856$4.87M0.26%+2,03013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…569,263$4.79M0.09%+38,34113F-HRTimelineGroup
Cresset Asset Management, LLC551,279$4.64M0.02%+35913F-HRTimeline
SAM Advisors, LLC499,013$4.08M1.47%new13F-HRTimeline
Cambridge Investment Research Advisors,…410,853$3.46M0.01%-10,14113F-HRTimeline
LPL Financial LLC405,191$3.41M<0.01%+30,44913F-HRTimeline
Shaker Financial Services, LLC367,624$3.1M1.19%+313,36613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC314,136$2.64M<0.01%-63,00513F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources257,369$2.17M<0.01%+4,45713F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…239,192$2.01M0.01%-23,23413F-HRTimelineGroup
MANGROVE PARTNERS IM, LLC221,120$1.86M0.22%013F-HRTimeline
Independent Advisor Alliance220,499$1.86M0.02%new13F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC217,474$1.83M0.53%+31,98713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.210,543$1.77M<0.01%+7,47813F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding199,723$1.68M+136,451Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC197,430$1.66M<0.01%+3,60913F-HRTimelineGroup
ROMAN BUTLER FULLERTON & CO194,651$1.66M0.53%-13,09813F-HRTimeline
Logan Stone Capital, LLC194,412$1.64M0.55%-145,00213F-HRTimeline
Investment Planning Advisors, Inc.184,303$1.55M0.68%+1,24613F-HRTimeline
Polar Asset Management Partners Inc.173,948$1.46M0.02%new13F-HR/ATimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC168,690$1.42M0.01%+7,02213F-HRTimelineGroup
FRANKLIN STREET ADVISORS INC /NC150,334$1.27M0.08%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…147,973$1.25M0.1%-1,076,62713F-HRTimeline
Cohen Klingenstein LLC145,960$1.23M0.04%013F-HRTimeline
Arkadios Wealth Advisors118,640$999K0.05%+41,72413F-HRTimeline
Private Advisor Group, LLC115,262$971K0.01%-8,96813F-HRTimeline
Cetera Investment Advisers102,350$862K<0.01%-13,23713F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC80,000$674K0.52%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…79,668$671K<0.01%+1,13313F-HRTimelineGroup
one8zero8, LLC77,850$655K0.14%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC76,778$646K<0.01%-17,01113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC74,900$631K<0.01%013F-HRTimelineGroup
Claro Advisors Inc.73,100$616K0.08%-28,63713F-HRTimeline
Tiller Private Wealth, Inc.71,750$604K0.26%-60013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP70,988$598K<0.01%+14,83513F-HRTimelineGroup
Steward Partners Investment Advisory, L…70,864$597K0.01%+26,52413F-HRTimeline
D.A. DAVIDSON & CO.69,633$586K<0.01%-92313F-HRTimeline
NewEdge Advisors, LLC67,022$564K<0.01%+3,37113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC64,617$544K0.02%new13F-HRTimelineGroup
HighTower Advisors, LLC64,154$540K<0.01%-15,50113F-HRTimeline
Joseph P. Lucia & Associates, LLC61,295$516K0.23%+41013F-HRTimeline
Sheaff Brock Investment Advisors, LLC59,431$500K0.04%+3513F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC58,978$497K<0.01%+11,34013F-HRTimelineGroup
Alteri Wealth LLC56,373$475K0.13%13F-HRTimeline
Compound Planning, Inc.52,768$444K0.02%+3,49013F-HRTimeline
Medallion Wealth Advisors, LLC53,534$443K0.22%13F-HRTimeline
Centurion Wealth Management LLC52,043$438K0.14%+23313F-HRTimeline
Dakota Wealth Management51,230$431K0.01%013F-HRTimeline
Avory & Company, LLC45,682$385K0.22%013F-HRTimeline
CENTAURUS FINANCIAL, INC.45,660$384K0.02%+35313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO45,100$380K0.01%013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding43,469$366K-2,779Timeline
CITIGROUP INCin group CITIGROUP INC41,685$351K<0.01%+1,99413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…40,227$339K<0.01%new13F-HR/ATimeline
SAXON INTERESTS, INC.37,146$313K0.14%+51913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…37,144$313K<0.01%-1,91213F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.36,749$309K<0.01%+39413F-HRTimeline
Twin Lakes Capital Management, LLC35,710$301K0.19%+82613F-HRTimeline
Creative Planningin group Creative Planning35,057$295K<0.01%-4,60013F-HRTimelineGroup
Certified Advisory Corp32,609$275K0.03%-23413F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth32,194$271K<0.01%-19113F-HRTimelineGroup
Janney Montgomery Scott LLC32,050$270K<0.01%+2,24513F-HRTimeline
Jacobi Capital Management LLC31,014$261K0.02%+47113F-HRTimeline
Keeley-Teton Advisors, LLC30,963$261K0.03%013F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.30,517$257K0.2%+1,75013F-HRTimeline
Heritage Wealth Management, Inc.28,889$243K0.08%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …28,297$238K<0.01%-39713F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC27,964$235K0.02%-72013F-HRTimeline
Capital CS Group, LLC26,650$224K0.3%-2113F-HRTimeline
Argentarii, LLC25,195$212K0.11%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP24,980$210K<0.01%+77213F-HRTimelineGroup
Annex Advisory Services, LLC24,004$202K0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC23,793$200K<0.01%+1,26113F-HRTimeline
Atria Wealth Solutions, Inc.23,422$197K<0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC21,928$185K<0.01%-1,20013F-HRTimelineGroup
Summit Investment Advisory Services, LLC21,328$180K0.09%+49313F-HRTimeline
COMERICA BANK20,723$174K<0.01%-2,78313F-HR/ATimeline
Diversified Enterprises, LLC20,692$174K0.02%+15813F-HRTimeline
Cornerstone Advisory, LLC19,559$169K0.02%-4,82713F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC19,608$165K0.1%13F-HRTimeline
Modern Wealth Management, LLC19,284$162K0.01%+4813F-HR/ATimeline
HUB Investment Partners, LLC19,275$162K0.01%013F-HRTimeline
Quantedge Capital Pte Ltd18,400$155K0.06%-93,70013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK18,115$153K<0.01%013F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…17,892$151K0.02%-34,36113F-HRTimelineGroup
Regal Investment Advisors LLC17,250$145K0.01%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP17,155$144K<0.01%+6,25013F-HRTimelineGroup
Cyndeo Wealth Partners, LLC17,000$143K0.01%013F-HRTimeline
LVZ, Inc.16,535$139K0.02%-1,16013F-HRTimeline
Worth Asset Management, LLC15,870$134K0.07%013F-HRTimeline
DAVENPORT & Co LLC15,820$133K<0.01%013F-HRTimeline
Clearstead Advisors, LLC15,612$131K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.15,331$129K<0.01%+2,22413F-HRTimeline
Financial Alternatives, Inc15,091$127K0.09%013F-HRTimeline
Aptus Capital Advisors, LLC14,608$123K<0.01%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC14,608$123K0.01%new13F-HRTimeline
ORG Partners LLC14,606$123K0.02%+4213F-HRTimeline
Asset Dedication, LLC14,586$123K0.01%013F-HRTimeline
Sensible Money, LLC14,586$123K0.05%013F-HRTimeline
WEDBUSH SECURITIES INC14,286$120K<0.01%-20013F-HRTimeline
Fearless Solutions, LLC dba Best Invest13,526$114K0.09%13F-HRTimeline
CFO4Life Group, LLC13,264$112K0.02%-2,28613F-HRTimeline
WEST MICHIGAN ADVISORS, LLC12,865$108K0.03%013F-HRTimeline
Kingsview Wealth Management, LLC12,842$108K<0.01%-1,28013F-HRTimeline
Tyche Wealth Partners LLC12,074$102K0.02%-5613F-HRTimeline
VSM Wealth Advisory, LLC11,604$97.7K0.03%13F-HRTimeline
Strategic Financial Concepts, LLC11,352$95.6K0.02%+55213F-HR/ATimeline
Integrated Wealth Concepts LLC11,310$95.2K<0.01%+613F-HRTimeline
Advisory Services Network, LLC10,901$91.8K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,731$90.5K<0.01%+24913F-HRTimelineGroup
Quad-Cities Investment Group, LLC10,603$89.3K0.04%+21913F-HRTimeline
IHT Wealth Management, LLC10,386$87.5K<0.01%new13F-HRTimeline
Kapstone Financial Advisors LLC10,035$85.9K0.05%013F-HRTimeline
Detalus Advisors, LLC10,175$85.7K0.03%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC10,170$85.6K<0.01%13F-HRTimeline
Abel Hall, LLC10,000$84.2K0.05%013F-HRTimeline
GPS Wealth Strategies Group, LLC9,153$77.1K0.01%013F-HRTimeline
MAI Capital Management8,329$70.1K<0.01%new13F-HRTimeline
Elequin Capital, LP7,711$64.9K0.01%new13F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC7,018$59.1K<0.01%new13F-HRTimelineGroup
BARRETT & COMPANY, INC.6,600$54.5K0.02%+4,35013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC5,994$50.5K0.01%013F-HRTimeline
PRIVATE TRUST CO NA5,500$46.3K<0.01%013F-HRTimeline
MATHER GROUP, LLC.3,040$25.6K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,841$23.9K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.2,747$23.1K0.01%13F-HRTimeline
Venturi Wealth Management, LLC2,600$21.9K<0.01%013F-HRTimeline
Parallel Advisors, LLC2,581$21.7K<0.01%+4113F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC2,188$18.4K0.01%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,925$16.2K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,400$11.8K<0.01%new13F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC1,200$10.4K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC1,150$9.68K<0.01%-6,25013F-HRTimeline
Allworth Financial LP940$8.11K<0.01%+813F-HRTimeline
Strategic Investment Solutions, Inc. /IL775$6.53K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.607$5.11K<0.01%+1413F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC600$5.05K<0.01%new13F-HRTimelineGroup
AMERIFLEX GROUP, INC.525$4.51K<0.01%13F-HRTimeline
Farther Finance Advisors, LLC407$3.43K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.400$3.37K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO220$1.86K<0.01%-4,42313F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC180$1.51K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC23$199<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.4$35<0.01%-4,26513F-HRTimeline
FMR LLCin group FMR LLC1$8<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.