EATON VANCE TAX MNGD BUY WRI's ticker is EXD and the CUSIP is 27829M103. A total of 22 filers reported holding EATON VANCE TAX MNGD BUY WRI in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $325,495 | +4.9% | 33,765 | 0.0% | 0.16% | +1.9% |
| Q4 2022 | $310,300 | -3.3% | 33,765 | -5.3% | 0.15% | -17.2% |
| Q3 2022 | $321,000 | -9.6% | 35,665 | +1.8% | 0.19% | -9.3% |
| Q2 2022 | $355,000 | -13.8% | 35,050 | 0.0% | 0.20% | -11.3% |
| Q1 2022 | $412,000 | -3.7% | 35,050 | 0.0% | 0.23% | -10.5% |
| Q4 2021 | $428,000 | +8.4% | 35,050 | 0.0% | 0.26% | +2.8% |
| Q3 2021 | $395,000 | -7.1% | 35,050 | -4.9% | 0.25% | -8.7% |
| Q2 2021 | $425,000 | +7.3% | 36,850 | 0.0% | 0.28% | -4.5% |
| Q1 2021 | $396,000 | +8.5% | 36,850 | 0.0% | 0.29% | -6.2% |
| Q4 2020 | $365,000 | +10.6% | 36,850 | 0.0% | 0.31% | -8.4% |
| Q3 2020 | $330,000 | 0.0% | 36,850 | 0.0% | 0.34% | -16.0% |
| Q2 2020 | $330,000 | +17.0% | 36,850 | 0.0% | 0.40% | -9.1% |
| Q1 2020 | $282,000 | -27.1% | 36,850 | -2.5% | 0.44% | -4.6% |
| Q4 2019 | $387,000 | +7.5% | 37,800 | 0.0% | 0.46% | -1.5% |
| Q3 2019 | $360,000 | – | 37,800 | – | 0.47% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| &PARTNERS | 35,050 | $355,000 | 0.20% |
| Worth Asset Management, LLC | 14,510 | $147,000 | 0.10% |
| Advisors Asset Management, Inc. | 149,958 | $1,521,000 | 0.03% |
| Lindbrook Capital, LLC | 8,000 | $81,000 | 0.01% |
| Raleigh Capital Management Inc. | 900 | $9,000 | 0.01% |
| B. Riley Wealth Advisors, Inc. | 11,389 | $116,000 | 0.01% |
| CoreCap Advisors, LLC | 5,860 | $59,000 | 0.01% |
| Raymond James Financial Services Advisors, Inc. | 103,170 | $1,046,000 | 0.00% |
| NewEdge Advisors, LLC | 10,800 | $110,000 | 0.00% |
| OSAIC HOLDINGS, INC. | 67,458 | $684,000 | 0.00% |