EATON VANCE TX ADV GLB DIV O shareholder history

Current and past EATON VANCE TX ADV GLB DIV O shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Joel Isaacson & Co., LLC 44440.02%0.16%0.64%Q4 2012Q3 202344
FIRST TRUST ADVISORS LP 42420.00%0.01%0.01%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.02%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.00%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 3560.00%0.02%0.05%Q2 2013Q3 202341
FIFTH THIRD BANCORP 40400.00%0.00%0.00%Q2 2013Q1 202340
HOLLENCREST CAPITAL MANAGEMENT 40400.04%0.11%0.27%Q4 2013Q3 202340
Advisors Asset Management, Inc. 23150.00%0.09%0.33%Q2 2013Q3 202338
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
Raymond James Financial Services Advisors, Inc. 2210.00%0.01%0.03%Q2 2013Q3 202332
Invesco Ltd. 1110.00%0.00%0.00%Q2 2013Q3 202332
AMERIPRISE FINANCIAL INC 2720.00%0.00%0.00%Q2 2013Q3 202329
Cambridge Investment Research Advisors, Inc. 2230.00%0.01%0.02%Q1 2014Q3 202328
COHEN & STEERS, INC. 2430.00%0.01%0.02%Q2 2013Q3 202127
Advisory Services Network, LLC 1310.00%0.05%0.24%Q2 2013Q1 202327
Formidable Asset Management, LLC 1210.00%0.28%0.77%Q3 2013Q3 202326
CITIGROUP INC 1510.00%0.00%0.00%Q2 2013Q2 202125
BENJAMIN F. EDWARDS & COMPANY, INC. 1870.00%0.00%0.00%Q2 2013Q3 202325
Ahrens Investment Partners LLC 2310.04%0.31%1.58%Q4 2016Q1 202324
Stratos Wealth Partners, LTD. 24240.01%0.01%0.02%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
Mutual Advisors, LLC 1910.01%0.03%0.16%Q4 2017Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
LADENBURG THALMANN FINANCIAL SERVICES INC. 21210.00%0.00%0.01%Q4 2014Q4 201921
EATON VANCE MANAGEMENT 1040.00%0.00%0.00%Q1 2017Q3 202221
Steward Partners Investment Advisory, LLC 1810.00%0.00%0.00%Q3 2018Q3 202319
Parisi Gray Wealth Management 19190.24%1.01%1.72%Q4 2017Q2 202219
Aspire Private Capital, LLC 1340.01%0.01%0.02%Q1 2019Q3 202317
Focused Wealth Management, Inc 17170.00%0.01%0.01%Q3 2013Q3 201717
JAMES INVESTMENT RESEARCH INC 16160.00%0.00%0.01%Q2 2013Q1 201716
MSI Financial Services Inc 15150.00%0.00%0.01%Q2 2013Q4 201615
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Princeton Global Asset Management LLC 15150.00%0.01%0.01%Q2 2019Q4 202215
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
FLAGSHIP HARBOR ADVISORS, LLC 1010.00%0.11%1.10%Q4 2016Q3 202315
Parallel Advisors, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
Geneos Wealth Management Inc. 15150.00%0.00%0.00%Q4 2016Q2 202015
STIFEL FINANCIAL CORP 950.00%0.00%0.01%Q1 2019Q3 202314
Shaker Financial Services, LLC 510.10%0.50%1.18%Q3 2013Q2 202313
North Star Investment Management Corp. 1210.00%0.00%0.00%Q2 2014Q3 201813
Ancora Advisors LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
WOLVERINE ASSET MANAGEMENT LLC 610.00%0.01%0.03%Q3 2013Q2 202313
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Cribstone Capital Management, LLC 12120.00%0.00%0.01%Q2 2016Q1 201912
TRUIST FINANCIAL CORP 530.00%0.00%0.00%Q1 2020Q3 202312
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 11110.00%0.00%0.00%Q4 2020Q2 202311
SevenBridge Financial Group, LLC 710.00%0.00%0.00%Q2 2016Q2 201911
Concert Wealth Management Inc. 910.02%0.03%0.06%Q2 2013Q3 201611
Allworth Financial LP 1010.00%0.00%0.00%Q2 2019Q3 202311
Institute for Wealth Management, LLC. 610.04%0.05%0.06%Q2 2017Q1 202211
GPS Wealth Strategies Group, LLC 730.00%0.01%0.01%Q1 2021Q3 202310
D.A. DAVIDSON & CO. 10100.00%0.00%0.00%Q2 2013Q3 201510
Rockefeller Capital Management L.P. 10100.00%0.00%0.00%Q2 2021Q3 202310
BANK OF MONTREAL /CAN/ 520.00%0.00%0.00%Q2 2013Q1 202110
Koshinski Asset Management, Inc. 730.02%0.03%0.03%Q3 2020Q1 202310
Private Advisor Group, LLC 540.00%0.00%0.01%Q3 2018Q2 20239
SG Americas Securities, LLC 810.00%0.01%0.01%Q2 2013Q4 20159
HOWE & RUSLING INC 990.00%0.00%0.00%Q3 2015Q3 20179
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 510.02%0.09%0.19%Q2 2013Q3 20239
1607 Capital Partners, LLC 440.05%0.12%0.25%Q3 2020Q3 20238
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 530.03%0.08%0.20%Q1 2020Q2 20238
CULLEN/FROST BANKERS, INC. 880.00%0.00%0.00%Q1 2021Q4 20228
PARAMETRIC PORTFOLIO ASSOCIATES LLC 880.00%0.01%0.02%Q2 2013Q1 20158
Kovack Advisors, Inc. 440.02%0.04%0.06%Q1 2019Q1 20228
Tower Research Capital LLC (TRC) 410.00%0.00%0.00%Q3 2013Q4 20158
FMR LLC 410.00%0.00%0.00%Q3 2018Q4 20217
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Frontier Wealth Management LLC 310.03%0.17%0.54%Q1 2018Q1 20207
MUFG Americas Holdings Corp 660.00%0.00%0.00%Q4 2013Q1 20156
MOTCO 660.00%0.00%0.00%Q2 2013Q3 20146
DOLIVER ADVISORS, LP 210.10%0.19%0.32%Q3 2013Q3 20206
UBS AG 660.00%0.00%0.01%Q2 2013Q3 20146
Clear Perspective Advisors, LLC 660.01%0.01%0.02%Q4 2016Q1 20186
WFG Advisors, LP 660.00%0.01%0.02%Q3 2013Q4 20146
Patriot Financial Group Insurance Agency, LLC 660.24%0.35%0.44%Q4 2016Q1 20186
Quad-Cities Investment Group, LLC 660.03%0.03%0.04%Q2 2018Q3 20196
Jacobi Capital Management LLC 550.01%0.01%0.01%Q2 2017Q2 20185
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 550.02%0.04%0.09%Q3 2020Q3 20215
Syverson Strege & Co 550.03%0.04%0.05%Q4 2020Q4 20215
Creative Planning 550.00%0.00%0.00%Q2 2016Q2 20175
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.00%0.01%Q3 2020Q3 20235
All Season Financial Advisors, Inc. 440.25%0.29%0.33%Q2 2021Q1 20224
VICUS CAPITAL 220.04%0.05%0.06%Q1 2015Q2 20164
Elequin Capital, LP 440.02%0.06%0.10%Q4 2022Q3 20234
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Bartlett & Co. LLC 310.00%0.00%0.00%Q3 2019Q3 20204
BB&T SECURITIES, LLC 440.01%0.01%0.01%Q1 2014Q4 20144
Hoxton Financial, Inc. 440.01%0.01%0.02%Q2 2013Q1 20144
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 220.01%0.02%0.02%Q2 2020Q2 20214
IHT Wealth Management, LLC 440.00%0.01%0.04%Q2 2017Q1 20184
Karpus Management, Inc. 440.12%0.32%0.46%Q4 2022Q3 20234
Partnervest Advisory Services LLC 440.01%0.02%0.03%Q3 2013Q2 20144
MBA Advisors LLC 330.16%0.16%0.17%Q3 2021Q1 20223
SEI INVESTMENTS CO 330.00%0.00%0.00%Q4 2017Q2 20183
Arkadios Wealth Advisors 330.00%0.01%0.01%Q4 2020Q2 20213
Sugarloaf Wealth Management, LLC 330.01%0.01%0.01%Q4 2019Q2 20203
AQR Capital Management 210.00%0.01%0.01%Q4 2012Q3 20133
Corient Private Wealth LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Woodline Partners LP 330.01%0.02%0.02%Q4 2022Q2 20233
NWAM LLC 330.09%0.10%0.10%Q2 2012Q4 20123
CWM, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Stonegate Investment Group, LLC 330.01%0.02%0.03%Q4 2021Q2 20223
Commonwealth Equity Services, Inc 330.00%0.00%0.00%Q1 2017Q3 20173
FNY Investment Advisers, LLC 110.00%0.09%0.23%Q4 2020Q3 20223
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q2 2020Q4 20212
Hennion & Walsh Asset Management, Inc. 220.01%0.02%0.02%Q2 2023Q3 20232
Strategic Asset Management, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
US BANCORP \DE\ 220.00%0.00%0.00%Q4 2013Q1 20142
Blue Trust, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
AVANTAX ADVISORY SERVICES, INC. 220.01%0.01%0.01%Q3 2022Q4 20222
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.01%0.02%0.02%Q4 2020Q1 20212
Cordasco Financial Network 220.00%0.00%0.00%Q1 2022Q2 20222
Cornerstone Wealth Management, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
COMERICA BANK 110.00%0.00%0.00%Q3 2013Q3 20232
Detwiler Fenton Investment Management LLC 220.44%0.50%0.55%Q2 2011Q3 20112
SILVER OAK SECURITIES, INCORPORATED 110.06%0.06%0.06%Q3 2022Q3 20232
Carnegie Capital Asset Management, LLC 110.04%0.04%0.04%Q3 2014Q1 20152
AQR Arbitrage LLC 110.01%0.01%0.02%Q4 2020Q3 20232
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2020Q1 20212
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.00%0.01%0.01%Q4 2020Q3 20212
AdvisorNet Financial, Inc 110.00%0.00%0.00%Q2 2020Q2 20212
Vectors Research Management, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Weiss Asset Management LP 110.02%0.17%0.33%Q4 2014Q2 20202
MML INVESTORS SERVICES, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Cornerstone Advisors, LLC 220.13%0.18%0.22%Q2 2023Q3 20232
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
NBC SECURITIES, INC. 110.03%0.03%0.03%Q3 2023Q3 20231
EPG Wealth Management LLC 110.06%0.06%0.06%Q1 2020Q1 20201
Allred Capital Management, LLC 110.08%0.08%0.08%Q4 2019Q4 20191
RMB Capital Management, LLC 110.05%0.05%0.05%Q2 2015Q2 20151
THOMPSON SIEGEL & WALMSLEY LLC 110.00%0.00%0.00%Q4 2014Q4 20141
CoreCap Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Thomas J. Herzfeld Advisors, Inc. 110.02%0.02%0.02%Q1 2016Q1 20161
EWG Elevate Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Tradewinds Capital Management, LLC 110.01%0.01%0.01%Q2 2017Q2 20171
GFS Advisors, LLC 110.02%0.02%0.02%Q1 2016Q1 20161
HARBOUR INVESTMENTS, INC. 110.00%0.00%0.00%Q3 2021Q3 20211
Virtu KCG Holdings LLC 110.01%0.01%0.01%Q3 2016Q3 20161
FourThought Financial, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Kingsview Wealth Management, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Parkside Financial Bank & Trust 110.00%0.00%0.00%Q4 2022Q4 20221
Cerity Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
NORTHERN TRUST CORP 110.00%0.00%0.00%Q2 2015Q2 20151
MARINER INVESTMENT GROUP LLC 110.41%0.41%0.41%Q4 2020Q4 20201
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
AlphaMark Advisors, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
WESTPORT RESOURCES MANAGEMENT INC 110.03%0.03%0.03%Q4 2015Q4 20151
Bulldog Investors, LLP 110.94%0.94%0.94%Q4 2012Q4 20121
BlackRock Inc. 110.00%0.00%0.00%Q1 2017Q1 20171
NewSquare Capital LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Mariner, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Dakota Wealth Management 110.01%0.01%0.01%Q3 2023Q3 20231
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q1 2023Q1 20231
CENTAURUS FINANCIAL, INC. 110.01%0.01%0.01%Q2 2018Q2 20181
COMMERCE BANK 110.00%0.00%0.00%Q4 2021Q4 20211
Whitnell & Co. 110.00%0.00%0.00%Q2 2013Q2 20131
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
DEUTSCHE BANK AG\ 110.00%0.00%0.00%Q2 2016Q2 20161
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Cetera Investment Advisers 110.00%0.00%0.00%Q3 2022Q3 20221
Cresset Asset Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
TFS CAPITAL LLC 110.02%0.02%0.02%Q3 2013Q3 20131
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
CLOUGH CAPITAL PARTNERS L P 110.03%0.03%0.03%Q4 2016Q4 20161
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Destiny Wealth Partners, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Paloma Partners Management Co 110.01%0.01%0.01%Q4 2013Q4 20131
Laurion Capital Management LP 110.01%0.01%0.01%Q4 2016Q4 20161
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q2 2014Q2 20141
WEST PACES ADVISORS INC. 110.00%0.00%0.00%Q1 2018Q1 20181
Altus Wealth Group LLC 110.10%0.10%0.10%Q4 2020Q4 20201
NEXT Financial Group, Inc 110.00%0.00%0.00%Q3 2016Q3 20161
Weil Company, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
AllSquare Wealth Management LLC 110.00%0.00%0.00%Q1 2018Q1 20181
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
Tortoise Investment Management, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Charter Oak Capital Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
COHEN & STEERS CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q1 2015Q1 20151
External links

This page lists all the filers that currently own EATON VANCE TX ADV GLB DIV O or have owned EATON VANCE TX ADV GLB DIV O in the past.