EATON VANCE TX MNG BY WRT OP's ticker is ETV and the CUSIP is 27828Y108. A total of 144 filers reported holding EATON VANCE TX MNG BY WRT OP in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $875,371 | -4.2% | 73,130 | +2.3% | 0.00% | +200.0% |
| Q2 2023 | $913,794 | +3.5% | 71,502 | +2.3% | 0.00% | -94.4% |
| Q1 2023 | $882,808 | +5.2% | 69,897 | +2.3% | 0.02% | +63.6% |
| Q4 2022 | $839,071 | -3.6% | 68,328 | +3.3% | 0.01% | 0.0% |
| Q3 2022 | $870,000 | -1.1% | 66,162 | +1.6% | 0.01% | 0.0% |
| Q2 2022 | $880,000 | -10.7% | 65,141 | +3.3% | 0.01% | +10.0% |
| Q1 2022 | $985,000 | -5.4% | 63,083 | +1.5% | 0.01% | 0.0% |
| Q4 2021 | $1,041,000 | +12.2% | 62,164 | +3.8% | 0.01% | -33.3% |
| Q1 2021 | $928,000 | +18.7% | 59,902 | +17.6% | 0.02% | +15.4% |
| Q4 2020 | $782,000 | – | 50,956 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shaker Financial Services, LLC | 146,515 | $1,753,785 | 0.82% |
| Cornerstone Advisors, LLC | 948,217 | $11,350,157 | 0.53% |
| American Institute for Advanced Investment Management, LLP | 43,421 | $531,462 | 0.49% |
| NAPLES GLOBAL ADVISORS, LLC | 240,413 | $2,877,744 | 0.35% |
| Avory & Company, LLC | 30,308 | $362,787 | 0.31% |
| Worth Asset Management, LLC | 29,721 | $355,760 | 0.29% |
| WEALTH EFFECTS LLC | 46,403 | $555,447 | 0.27% |
| ICA Group Wealth Management, LLC | 63,883 | $767,874 | 0.22% |
| Outlook Wealth Advisors, LLC | 44,945 | $537,988 | 0.20% |
| STABLEFORD CAPITAL II LLC | 35,053 | $389,439 | 0.18% |