Joel Isaacson & Co., LLC - EATON VANCE TX MNG BY WRT OP ownership

EATON VANCE TX MNG BY WRT OP's ticker is ETV and the CUSIP is 27828Y108. A total of 150 filers reported holding EATON VANCE TX MNG BY WRT OP in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Joel Isaacson & Co., LLC ownership history of EATON VANCE TX MNG BY WRT OP
ValueSharesWeighting
Q4 2016$19,0000.0%1,2500.0%0.00%0.0%
Q3 2016$19,000
+5.6%
1,2500.0%0.00%0.0%
Q2 2016$18,000
-60.0%
1,250
-59.0%
0.00%
-60.0%
Q1 2016$45,000
-4.3%
3,0500.0%0.01%
-16.7%
Q4 2015$47,000
+9.3%
3,0500.0%0.01%
+9.1%
Q3 2015$43,000
-4.4%
3,0500.0%0.01%
-8.3%
Q2 2015$45,000
-2.2%
3,0500.0%0.01%0.0%
Q1 2015$46,000
+7.0%
3,0500.0%0.01%0.0%
Q4 2014$43,000
-4.4%
3,0500.0%0.01%
-14.3%
Q3 2014$45,0000.0%3,0500.0%0.01%0.0%
Q2 2014$45,000
+4.7%
3,0500.0%0.01%0.0%
Q1 2014$43,0000.0%3,0500.0%0.01%
-12.5%
Q4 2013$43,000
+7.5%
3,0500.0%0.02%0.0%
Q3 2013$40,000
+150.0%
3,050
+144.0%
0.02%
+100.0%
Q2 2013$16,0000.0%1,2500.0%0.01%0.0%
Q1 2013$16,0000.0%1,2500.0%0.01%
-20.0%
Q4 2012$16,0001,2500.01%
Other shareholders
EATON VANCE TX MNG BY WRT OP shareholders Q3 2023
NameSharesValueWeighting ↓
Shaker Financial Services, LLC 146,515$1,753,7850.82%
Cornerstone Advisors, LLC 948,217$11,350,1570.53%
American Institute for Advanced Investment Management, LLP 43,421$531,4620.49%
NAPLES GLOBAL ADVISORS, LLC 240,413$2,877,7440.35%
Avory & Company, LLC 30,308$362,7870.31%
Worth Asset Management, LLC 29,721$355,7600.29%
WEALTH EFFECTS LLC 46,403$555,4470.27%
ICA Group Wealth Management, LLC 63,883$767,8740.22%
Outlook Wealth Advisors, LLC 44,945$537,9880.20%
STABLEFORD CAPITAL II LLC 35,053$389,4390.18%
View complete list of EATON VANCE TX MNG BY WRT OP shareholders