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 Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $5,798,671 | -21.3% | 453,730 | -19.0% | 5.48% | -33.9% |
| Q3 2022 | $7,365,000 | +3.0% | 560,043 | +5.8% | 8.28% | +12.7% |
| Q2 2022 | $7,153,000 | -0.5% | 529,488 | +15.0% | 7.35% | +17.2% |
| Q1 2022 | $7,191,000 | -4.8% | 460,379 | +2.1% | 6.27% | +1.1% |
| Q4 2021 | $7,551,000 | – | 451,093 | – | 6.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Anfield Capital Management, LLC | 501,346 | $7,079,000 | 2.80% |
| Retirement Group, LLC | 190,892 | $2,695,000 | 1.67% |
| RFG Advisory, LLC | 604,485 | $8,535,000 | 1.33% |
| American Institute for Advanced Investment Management, LLP | 81,345 | $1,149,000 | 1.08% |
| FIDUCIARY TRUST INTERNATIONAL LLC | 313,088 | $4,421,000 | 0.72% |
| NAPLES GLOBAL ADVISORS, LLC | 222,148 | $3,137,000 | 0.68% |
| Outlook Wealth Advisors, LLC | 89,281 | $1,261,000 | 0.54% |
| Total Clarity Wealth Management, Inc. | 32,607 | $460,000 | 0.42% |
| RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 26,337 | $367,000 | 0.40% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 299,776 | $4,238,000 | 0.39% |