EATON VANCE TAX MNGD BUY WRI's ticker is EXD and the CUSIP is 27829M103. A total of 23 filers reported holding EATON VANCE TAX MNGD BUY WRI in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $540,383 | +9.1% | 56,056 | +4.0% | 0.00% | 0.0% |
| Q4 2022 | $495,497 | +1.5% | 53,884 | -0.7% | 0.00% | 0.0% |
| Q3 2022 | $488,000 | -28.7% | 54,284 | -19.5% | 0.00% | -50.0% |
| Q2 2022 | $684,000 | -27.6% | 67,458 | -16.1% | 0.00% | 0.0% |
| Q1 2022 | $945,000 | +24.0% | 80,408 | +28.9% | 0.00% | +100.0% |
| Q4 2021 | $762,000 | +19.1% | 62,397 | +9.9% | 0.00% | 0.0% |
| Q3 2021 | $640,000 | 0.0% | 56,765 | +2.3% | 0.00% | 0.0% |
| Q2 2021 | $640,000 | -1.8% | 55,494 | -8.5% | 0.00% | -50.0% |
| Q1 2021 | $652,000 | +9.6% | 60,626 | +0.9% | 0.00% | 0.0% |
| Q4 2020 | $595,000 | +6.2% | 60,108 | -3.8% | 0.00% | 0.0% |
| Q3 2020 | $560,000 | -11.1% | 62,469 | -11.0% | 0.00% | 0.0% |
| Q2 2020 | $630,000 | +63.6% | 70,216 | +39.6% | 0.00% | 0.0% |
| Q1 2020 | $385,000 | – | 50,297 | – | 0.00% | – |
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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% |