EATON VANCE TXMGD GL BUYWR O shareholder history

Current and past EATON VANCE TXMGD GL BUYWR O shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
ROTHSCHILD INVESTMENT LLC /IL 42420.02%0.05%0.12%Q2 2013Q3 202342
Raymond James Financial Services Advisors, Inc. 42420.00%0.02%0.04%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
Advisors Asset Management, Inc. 42420.07%0.14%0.48%Q2 2013Q3 202342
Kingfisher Capital LLC 42420.07%0.17%0.23%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.00%0.01%Q2 2013Q3 202342
Cohen Klingenstein LLC 42420.08%0.33%0.71%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.01%0.01%0.02%Q2 2013Q3 202342
HighTower Advisors, LLC 42420.00%0.00%0.01%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.00%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.00%0.02%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.02%0.05%0.09%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.01%0.05%0.11%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.00%0.00%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.02%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.00%0.02%0.10%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.02%0.06%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.00%0.01%0.05%Q2 2013Q3 202341
Focused Wealth Management, Inc 41410.00%0.00%0.01%Q3 2013Q3 202341
Janney Montgomery Scott LLC 29110.00%0.00%0.01%Q3 2013Q3 202340
Private Advisor Group, LLC 40400.00%0.03%0.12%Q4 2013Q3 202340
STIFEL FINANCIAL CORP 39390.00%0.00%0.01%Q1 2014Q3 202339
ENVESTNET ASSET MANAGEMENT INC 20190.00%0.00%0.00%Q2 2013Q3 202339
WEDBUSH SECURITIES INC 39390.01%0.06%0.17%Q2 2013Q4 202239
EATON VANCE MANAGEMENT 38380.00%0.00%0.00%Q2 2013Q3 202238
Creative Planning 3310.00%0.00%0.01%Q2 2013Q3 202338
BANK OF MONTREAL /CAN/ 3210.00%0.00%0.00%Q2 2013Q3 202337
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
Stratos Wealth Partners, LTD. 36360.00%0.02%0.06%Q4 2014Q3 202336
Advisory Services Network, LLC 2710.00%0.09%0.31%Q4 2013Q3 202336
Baird Financial Group, Inc. 34340.00%0.02%0.04%Q2 2015Q3 202334
Cetera Advisor Networks LLC 1670.00%0.01%0.02%Q1 2013Q3 202333
COHEN & STEERS, INC. 33330.00%0.01%0.03%Q2 2013Q2 202133
Private Harbour Investment Management & Counsel, LLC 33330.11%1.02%2.07%Q2 2013Q2 202133
Sheaff Brock Investment Advisors, LLC 32320.02%0.04%0.10%Q4 2015Q3 202332
Cornerstone Advisory, LLC 32320.03%0.35%1.32%Q4 2015Q3 202332
Regal Investment Advisors LLC 1010.00%0.02%0.06%Q2 2013Q3 202332
Tiller Private Wealth, Inc. 2380.30%2.72%7.27%Q4 2015Q3 202331
Edge Wealth Management LLC 31310.02%0.03%0.05%Q1 2016Q3 202331
Uniplan Investment Counsel, Inc. 30300.20%0.39%0.73%Q2 2015Q3 202230
V Wealth Advisors LLC 18110.02%0.05%0.14%Q1 2016Q2 202329
FIDUCIARY TRUST INTERNATIONAL LLC 29290.28%0.88%1.70%Q2 2013Q2 202029
Steward Partners Investment Advisory, LLC 28280.00%0.00%0.01%Q4 2016Q3 202328
Cetera Advisors LLC 1250.00%0.01%0.04%Q1 2014Q3 202328
Keeley-Teton Advisors, LLC 27270.01%0.03%0.04%Q1 2017Q3 202327
RAYMOND JAMES TRUST N.A. 1410.00%0.02%0.04%Q2 2013Q3 202327
CFO4Life Group, LLC 27270.02%0.16%0.62%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.01%0.01%Q2 2013Q4 201927
FLAGSHIP HARBOR ADVISORS, LLC 2250.00%0.10%0.44%Q4 2016Q3 202327
Geneos Wealth Management Inc. 26260.00%0.00%0.01%Q1 2016Q2 202226
Jacobi Capital Management LLC 26260.03%0.06%0.11%Q2 2017Q3 202326
SIGNATUREFD, LLC 2140.00%0.00%0.01%Q4 2015Q2 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.03%Q4 2017Q3 202324
B. Riley Wealth Advisors, Inc. 1510.00%0.03%0.19%Q2 2013Q3 202324
BESSEMER GROUP INC 1850.00%0.00%0.00%Q1 2014Q1 202223
Mutual Advisors, LLC 22220.02%0.04%0.10%Q4 2017Q1 202322
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1510.00%0.03%0.31%Q2 2013Q3 202322
Certified Advisory Corp 11110.06%0.35%0.98%Q4 2017Q3 202322
HOLLENCREST CAPITAL MANAGEMENT 1480.02%0.03%0.04%Q4 2013Q1 202022
OPPENHEIMER & CO INC 22220.00%0.01%0.01%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
First Horizon Advisors, Inc. 21210.01%0.01%0.02%Q3 2013Q3 201821
CENTAURUS FINANCIAL, INC. 1910.02%0.17%0.45%Q2 2018Q3 202320
GLENMEDE TRUST CO NA 1230.00%0.00%0.00%Q1 2014Q2 201920
American Portfolios Advisors 20200.01%0.02%0.05%Q4 2017Q3 202220
ROMAN BUTLER FULLERTON & CO 20200.65%0.79%0.94%Q4 2018Q3 202320
STEPHENS INC /AR/ 1810.00%0.00%0.00%Q2 2018Q2 202319
Rockefeller Capital Management L.P. 19190.00%0.00%0.01%Q1 2019Q3 202319
Private Capital Group, LLC 19190.00%0.00%0.00%Q4 2017Q2 202219
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1410.01%0.01%0.02%Q1 2014Q1 202019
Quad-Cities Investment Group, LLC 1170.11%0.16%0.21%Q1 2018Q3 202218
M&T BANK CORP 18180.00%0.00%0.00%Q2 2013Q3 201718
IFP Advisors, Inc 1440.00%0.02%0.03%Q4 2015Q4 202218
NEXT Financial Group, Inc 720.00%0.02%0.04%Q2 2014Q4 202018
Commonwealth Equity Services, Inc 18180.00%0.01%0.01%Q2 2013Q3 201718
NATIONAL PLANNING CORP 18180.01%0.02%0.04%Q2 2013Q3 201718
PINNACLE ASSOCIATES LTD 17170.00%0.00%0.01%Q3 2015Q3 201917
RPG Investment Advisory, LLC 17170.64%0.79%0.96%Q4 2015Q4 201917
Claro Advisors LLC 1520.09%0.15%0.22%Q4 2018Q3 202317
GOLDMAN SACHS GROUP INC 510.00%0.00%0.00%Q2 2012Q1 202216
BELLEVUE ASSET MANAGEMENT, LLC 16160.00%0.01%0.03%Q4 2019Q3 202316
Allworth Financial LP 16160.00%0.00%0.00%Q4 2019Q3 202316
Shaker Financial Services, LLC 610.07%0.98%2.32%Q4 2014Q3 202316
CITY HOLDING CO 15150.00%0.00%0.00%Q4 2013Q2 201715
DOLIVER ADVISORS, LP 410.08%0.66%1.92%Q1 2013Q3 202315
Highlander Capital Management, LLC 810.00%0.00%0.01%Q3 2013Q4 201815
Global Wealth Management Investment Advisory, Inc. 1320.00%0.00%0.00%Q2 2019Q3 202315
TRUIST FINANCIAL CORP 960.00%0.00%0.00%Q4 2019Q3 202315
Equitable Holdings, Inc. 15150.00%0.01%0.01%Q1 2020Q3 202315
Chicago Partners Investment Group LLC 960.00%0.00%0.01%Q4 2014Q3 201815
Advisor Group, Inc. 15150.00%0.01%0.02%Q2 2016Q4 201915
FMR LLC 710.00%0.00%0.00%Q3 2018Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
MSI Financial Services Inc 15150.00%0.01%0.02%Q2 2013Q4 201615
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15150.02%0.07%0.15%Q1 2020Q3 202315
BB&T SECURITIES, LLC 1040.00%0.00%0.01%Q1 2015Q3 201914
Mosaic Family Wealth, LLC 14140.02%0.03%0.04%Q4 2015Q1 201914
Riggs Asset Managment Co. Inc. 14140.02%0.02%0.03%Q3 2014Q4 201714
Tower Research Capital LLC (TRC) 710.00%0.01%0.05%Q2 2013Q2 202314
Retirement Group, LLC 14140.00%0.02%0.03%Q2 2020Q3 202314
Hanson & Doremus Investment Management 14140.02%0.02%0.02%Q2 2013Q3 201614
Fieldpoint Private Securities, LLC 710.01%0.01%0.04%Q1 2017Q2 202214
Concert Wealth Management Inc. 14140.00%0.02%0.05%Q4 2013Q1 201714
Arkadios Wealth Advisors 1220.05%0.51%2.22%Q4 2019Q3 202314
VICUS CAPITAL 14140.02%0.03%0.05%Q3 2015Q4 201814
First Allied Advisory Services, Inc. 1220.00%0.09%0.16%Q2 2014Q2 201914
IHT Wealth Management, LLC 640.01%0.02%0.09%Q4 2016Q1 202114
Clearstead Advisors, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Kingsview Wealth Management, LLC 760.00%0.01%0.01%Q2 2020Q3 202313
DAVENPORT & Co LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
LAZARD ASSET MANAGEMENT LLC 13130.01%0.06%0.13%Q2 2013Q2 201613
HUNTINGTON NATIONAL BANK 1120.00%0.00%0.00%Q4 2012Q3 202313
J.P. Morgan Private Wealth Advisors LLC 13130.00%0.07%0.13%Q3 2015Q3 201813
FRANKLIN RESOURCES INC 13130.00%0.00%0.00%Q3 2020Q3 202313
Frontier Wealth Management LLC 13130.01%0.04%0.06%Q1 2016Q1 201913
MANUFACTURERS LIFE INSURANCE COMPANY, THE 13130.00%0.00%0.00%Q3 2015Q3 201813
1832 Asset Management L.P. 13130.00%0.01%0.02%Q2 2013Q2 201613
Key FInancial Inc 12120.00%0.00%0.00%Q4 2020Q3 202312
CREDIT SUISSE AG/ 12120.00%0.01%0.02%Q1 2013Q4 201512
ENTERPRISE FINANCIAL SERVICES CORP 12120.00%0.03%0.07%Q1 2019Q4 202112
Claraphi Advisory Network, LLC 1020.07%0.09%0.14%Q2 2019Q2 202212
Capital CS Group, LLC 12120.17%0.35%0.71%Q4 2020Q3 202312
DEUTSCHE BANK AG\ 12120.00%0.00%0.00%Q3 2013Q2 201612
SOA Wealth Advisors, LLC. 12120.00%0.01%0.01%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Weather Gauge Advisory, LLC 12120.54%0.57%0.65%Q4 2018Q3 202112
Diversified, LLC 12120.05%0.10%0.18%Q4 2020Q3 202312
Global X Management CO LLC 12120.00%0.01%0.01%Q3 2015Q2 201812
Arete Wealth Advisors, LLC 650.01%0.24%0.47%Q4 2013Q3 202311
Westside Investment Management, Inc. 910.00%0.00%0.01%Q4 2016Q1 202011
Mariner, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
NATIXIS ADVISORS, L.P. 11110.00%0.01%0.01%Q2 2013Q4 201511
WOLVERINE ASSET MANAGEMENT LLC 410.00%0.03%0.06%Q4 2014Q3 202311
Parallel Advisors, LLC 830.00%0.00%0.00%Q2 2018Q3 202311
Wealthcare Advisory Partners LLC 1010.00%0.00%0.00%Q4 2017Q1 202111
AVANTAX ADVISORY SERVICES, INC. 11110.00%0.01%0.02%Q1 2021Q3 202311
COMMERCE BANK 11110.00%0.00%0.00%Q1 2021Q3 202311
HARBOR INVESTMENT ADVISORY, LLC 11110.00%0.01%0.02%Q1 2021Q3 202311
Valeo Financial Advisors, LLC 11110.00%0.00%0.00%Q3 2018Q1 202111
Twin Lakes Capital Management, LLC 650.16%0.17%0.18%Q4 2020Q3 202311
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
Constellation Wealth Advisors, LLC 10101.02%1.22%1.54%Q2 2013Q3 201510
Ellis Investment Partners, LLC 10100.02%0.02%0.02%Q2 2020Q3 202210
KESTRA PRIVATE WEALTH SERVICES, LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 410.02%0.11%0.34%Q4 2014Q3 202310
Neuberger Berman Group LLC 810.00%0.00%0.00%Q4 2014Q3 202310
OTA Financial Group L.P. 210.14%0.39%0.98%Q1 2014Q1 202210
Ameritas Investment Company, LLC 910.00%0.03%0.05%Q4 2018Q3 202110
Syverson Strege & Co 10100.00%0.01%0.01%Q4 2020Q1 202310
CFO4Life, L.P. 910.02%0.73%1.08%Q4 2014Q4 202210
WFG Advisors, LP 10100.01%0.09%0.15%Q2 2013Q3 201510
AE Wealth Management LLC 810.00%0.00%0.02%Q4 2018Q4 202110
Stonebridge Financial Planning Group, LLC 990.01%0.07%0.16%Q4 2019Q4 20219
REGIONS FINANCIAL CORP 420.00%0.00%0.00%Q3 2015Q1 20199
ELEMENT POINTE ADVISORS, LLC 990.10%0.19%0.25%Q4 2018Q4 20209
UNITED CAPITAL FINANCIAL ADVISORS, LLC 610.00%0.00%0.00%Q2 2016Q1 20229
Carroll Financial Associates, Inc. 720.00%0.00%0.01%Q3 2013Q2 20199
CAROLINAS WEALTH CONSULTING LLC 990.01%0.01%0.01%Q3 2021Q3 20239
Mirae Asset Global Investments Co., Ltd. 990.00%0.00%0.01%Q3 2018Q3 20209
SAM Advisors, LLC 991.34%1.50%1.78%Q3 2021Q3 20239
ACCURATE INVESTMENT SOLUTIONS, INC. 990.00%0.00%0.00%Q4 2015Q4 20179
NORTHERN TRUST CORP 810.00%0.00%0.00%Q4 2016Q2 20209
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.00%Q3 2016Q1 20229
MML INVESTORS SERVICES, LLC 510.00%0.00%0.00%Q1 2017Q3 20239
LGL PARTNERS, LLC 990.05%0.06%0.08%Q4 2015Q4 20179
PFG Advisors 990.05%0.12%0.23%Q4 2017Q4 20199
TIEDEMANN ADVISORS, LLC 880.04%0.05%0.07%Q2 2018Q1 20208
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 880.08%0.10%0.12%Q3 2016Q2 20188
BOSTON PRIVATE BANK & TRUST CO 880.00%0.00%0.00%Q2 2013Q1 20158
VSR Financial Services, Inc. 710.02%0.02%0.03%Q2 2013Q1 20168
NewEdge Advisors, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Western Wealth Management, LLC 440.01%0.02%0.03%Q3 2020Q3 20228
Wealth Management Solutions, LLC 880.05%0.07%0.09%Q4 2021Q3 20238
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 880.01%0.07%0.14%Q2 2019Q1 20218
Castle Rock Wealth Management, LLC 440.00%0.20%0.36%Q4 2017Q4 20198
Advocacy Wealth Management Services, LLC 880.00%0.05%0.32%Q4 2015Q3 20178
HOWE & RUSLING INC 880.00%0.00%0.00%Q1 2014Q4 20158
Joel Isaacson & Co., LLC 880.00%0.00%0.00%Q4 2014Q3 20168
JANE STREET GROUP, LLC 210.00%0.00%0.00%Q4 2014Q4 20227
SAXON INTERESTS, INC. 770.38%0.49%0.57%Q4 2021Q2 20237
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q1 2014Q3 20237
Accel Wealth Management 520.00%0.01%0.01%Q4 2020Q1 20237
Index Management Solutions, LLC 770.00%0.24%0.46%Q2 2013Q4 20147
Karpus Management, Inc. 430.09%0.26%0.46%Q1 2020Q3 20237
JPMORGAN CHASE & CO 410.00%0.00%0.00%Q1 2016Q3 20237
Avory & Company, LLC 770.26%0.29%0.32%Q1 2022Q3 20237
Virtu KCG Holdings LLC 310.00%0.00%0.01%Q3 2013Q4 20167
J.W. COLE ADVISORS, INC. 770.03%0.04%0.04%Q1 2022Q3 20237
Integrated Wealth Management 770.01%0.01%0.01%Q1 2015Q3 20167
L.M. KOHN & COMPANY 770.05%0.06%0.07%Q1 2022Q3 20237
Clarus Wealth Advisors 770.04%0.14%0.27%Q2 2018Q4 20197
INVESTMENT CENTERS OF AMERICA INC 770.02%0.03%0.03%Q2 2014Q4 20157
AVIANCE CAPITAL MANAGEMENT, LLC 770.65%0.89%1.03%Q2 2013Q4 20147
SeaCrest Wealth Management, LLC 610.00%0.00%0.00%Q4 2017Q2 20227
1607 Capital Partners, LLC 410.02%0.31%0.76%Q2 2013Q3 20237
SG Americas Securities, LLC 770.00%0.02%0.02%Q2 2013Q4 20147
Somerset Trust Co 660.01%0.02%0.02%Q4 2013Q1 20156
WEST MICHIGAN ADVISORS, LLC 660.07%0.10%0.11%Q4 2021Q1 20236
Wagner Wealth Management, LLC 420.00%0.01%0.01%Q1 2021Q3 20226
Atlas Private Wealth Advisors 660.02%0.08%0.18%Q2 2020Q3 20216
UBS AG 660.01%0.01%0.02%Q2 2013Q3 20146
Walleye Capital LLC 410.00%0.03%0.14%Q1 2019Q3 20236
Detalus Advisors, LLC 660.04%0.04%0.05%Q2 2022Q3 20236
Laurel Wealth Advisors, Inc. 660.14%0.17%0.19%Q3 2016Q4 20176
PRIVATE TRUST CO NA 660.01%0.01%0.01%Q2 2022Q3 20236
BRIGHTON JONES LLC 660.01%0.01%0.01%Q2 2021Q3 20226
Ledyard National Bank 660.00%0.00%0.00%Q2 2015Q3 20166
B. Riley Wealth Management, Inc. 660.00%0.01%0.01%Q1 2014Q2 20156
Sowell Financial Services LLC 510.01%0.01%0.01%Q1 2020Q1 20236
GPS Wealth Strategies Group, LLC 330.01%0.01%0.02%Q1 2022Q3 20236
Atria Wealth Solutions, Inc. 510.00%0.00%0.01%Q1 2022Q3 20236
Golden State Wealth Management, LLC 310.01%0.01%0.01%Q1 2019Q3 20205
AQR Arbitrage LLC 410.02%0.05%0.14%Q1 2020Q3 20235
Placemark Investments, Inc. 550.00%0.00%0.00%Q4 2013Q4 20145
BLAIR WILLIAM & CO/IL 210.00%0.05%0.13%Q2 2016Q3 20185
COMERICA BANK 210.00%0.00%0.00%Q2 2013Q3 20235
JOHNSON INVESTMENT COUNSEL INC 550.00%0.00%0.00%Q3 2021Q3 20225
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.01%0.03%Q4 2020Q3 20235
FLPUTNAM INVESTMENT MANAGEMENT CO 410.01%0.01%0.01%Q2 2021Q3 20235
Patriot Financial Group Insurance Agency, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
Ameritas Advisory Services, LLC 410.00%0.01%0.01%Q4 2021Q3 20235
Bank of New York Mellon Corp 310.00%0.00%0.00%Q4 2014Q3 20175
FineMark National Bank & Trust 550.00%0.01%0.01%Q4 2015Q4 20165
MUFG Americas Holdings Corp 550.00%0.01%0.01%Q3 2013Q3 20145
AQR Capital Management 410.00%0.01%0.03%Q4 2012Q1 20145
Piscataqua Savings Bank 550.01%0.01%0.01%Q1 2021Q1 20225
Virtu Financial LLC 310.01%0.01%0.03%Q3 2017Q1 20235
KMS FINANCIAL SERVICES, INC 550.02%0.03%0.04%Q3 2013Q3 20145
Kapstone Financial Advisors LLC 440.07%0.07%0.08%Q4 2022Q3 20234
Royal Fund Management, LLC 440.01%0.01%0.01%Q3 2017Q2 20184
Trust Co 440.00%0.00%0.00%Q4 2021Q3 20224
Running Point Capital Advisors, LLC 440.07%0.08%0.09%Q1 2022Q4 20224
Stratos Wealth Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Gupta Wealth Management LLC 440.00%0.00%0.00%Q1 2015Q4 20154
Worth Asset Management, LLC 310.02%0.06%0.10%Q1 2022Q3 20234
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 440.19%0.26%0.34%Q4 2019Q3 20204
Global Retirement Partners, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Joseph P. Lucia & Associates, LLC 440.36%0.39%0.45%Q4 2022Q3 20234
DUBUQUE BANK & TRUST CO 440.00%0.00%0.00%Q2 2015Q1 20164
Hennion & Walsh Asset Management, Inc. 220.01%0.01%0.01%Q1 2021Q1 20224
Elequin Capital, LP 440.06%0.12%0.17%Q4 2022Q3 20234
LVZ, Inc. 440.02%0.02%0.02%Q4 2022Q3 20234
GOFEN & GLOSSBERG LLC /IL/ 440.00%0.00%0.01%Q1 2022Q4 20224
Alpine Global Management, LLC 210.02%0.16%0.38%Q4 2018Q4 20224
Community Bank, N.A. 440.00%0.00%0.00%Q4 2017Q3 20184
Relative Value Partners, LLC 440.02%0.06%0.09%Q2 2013Q1 20144
Baystate Wealth Management LLC 440.01%0.01%0.01%Q1 2017Q4 20174
CLOUGH CAPITAL PARTNERS L P 310.01%0.08%0.17%Q4 2015Q3 20204
Proficio Capital Partners LLC 220.04%0.09%0.21%Q2 2016Q2 20174
KWMG, LLC 440.00%0.00%0.00%Q2 2018Q1 20194
KEELEY ASSET MANAGEMENT CORP 440.01%0.01%0.01%Q1 2016Q4 20164
Horan Securities, Inc. 440.00%0.00%0.00%Q3 2022Q2 20234
INSIGHT 2811, INC. 441.29%1.41%1.56%Q4 2013Q3 20144
CITIZENS FINANCIAL GROUP INC/RI 440.00%0.00%0.00%Q3 2019Q2 20204
Summit Investment Advisory Services, LLC 440.10%0.12%0.17%Q4 2022Q3 20234
Venturi Wealth Management, LLC 310.00%0.00%0.00%Q3 2022Q3 20234
FINANCIAL COUNSELORS INC 440.01%0.01%0.01%Q2 2014Q1 20154
Citadel Advisors 110.00%0.00%0.00%Q2 2014Q4 20224
Financial Alternatives, Inc 440.11%0.11%0.12%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Weiss Asset Management LP 110.02%0.06%0.12%Q4 2016Q4 20224
Dakota Wealth Management 440.01%0.01%0.02%Q4 2022Q3 20234
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
Cornerstone Advisors, LLC 210.13%0.20%0.30%Q1 2020Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q3 2022Q3 20233
Integrated Wealth Concepts LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
CoreCap Advisors, LLC 110.00%0.09%0.26%Q4 2021Q4 20223
Financial Architects, Inc 330.00%0.00%0.00%Q4 2019Q2 20203
Snowden Capital Advisors LLC 210.00%0.00%0.00%Q3 2019Q4 20213
Cape Investment Advisory, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
First City Capital Management, Inc. 210.01%0.01%0.01%Q2 2014Q1 20153
WealthShield Partners, LLC 330.05%0.06%0.06%Q4 2020Q2 20213
MERCER GLOBAL ADVISORS INC /ADV 210.00%0.00%0.01%Q2 2022Q3 20233
Heron Bay Capital Management 330.29%2.57%5.56%Q4 2020Q2 20213
AXXCESS WEALTH MANAGEMENT, LLC 210.01%0.01%0.01%Q4 2022Q3 20233
TWO SIGMA SECURITIES, LLC 110.00%0.02%0.05%Q4 2016Q1 20233
Gladstone Institutional Advisory LLC 330.05%0.06%0.07%Q4 2020Q2 20213
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 330.00%0.00%0.00%Q2 2016Q4 20163
Realta Investment Advisors 330.01%0.01%0.01%Q2 2019Q4 20193
HRT FINANCIAL LP 110.00%0.00%0.00%Q2 2021Q3 20223
Valentine Capital Asset Management, Inc. 210.79%1.09%1.60%Q3 2014Q4 20153
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
MGO ONE SEVEN LLC 210.00%0.01%0.01%Q4 2017Q4 20183
NINE MASTS CAPITAL Ltd 110.02%0.17%0.47%Q4 2016Q3 20183
Trilogy Capital Inc. 330.00%0.01%0.01%Q1 2018Q3 20183
Spire Wealth Management 110.00%0.01%0.02%Q1 2021Q3 20233
Atomi Financial Group, Inc. 330.11%0.16%0.21%Q1 2023Q3 20233
NEW ENGLAND SECURITIES CORP /MA/ 330.00%0.00%0.00%Q2 2014Q4 20143
Kestra Advisory Services, LLC 110.00%0.00%0.00%Q4 2020Q2 20233
Allen Investment Management, LLC 210.02%0.03%0.04%Q2 2013Q1 20143
SHEPHERD KAPLAN KROCHUK, LLC 330.04%0.06%0.08%Q2 2013Q4 20133
Essex Financial Services, Inc. 330.03%0.13%0.32%Q3 2015Q1 20163
Sandy Spring Bank 220.00%0.01%0.01%Q4 2018Q1 20192
Detwiler Fenton Investment Management LLC 220.12%0.14%0.16%Q2 2011Q3 20112
VisionPoint Advisory Group, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Cyndeo Wealth Partners, LLC 220.01%0.01%0.02%Q2 2023Q3 20232
Gradient Investments LLC 110.00%0.00%0.00%Q3 2013Q1 20212
FRANKLIN STREET ADVISORS INC /NC 220.07%0.07%0.08%Q2 2023Q3 20232
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
RIVERNORTH CAPITAL MANAGEMENT, LLC 220.76%1.16%1.57%Q2 2013Q3 20132
Ancora Advisors LLC 110.00%0.00%0.00%Q4 2016Q3 20182
RMB Capital Management, LLC 110.01%0.01%0.01%Q4 2016Q1 20202
Manchester Capital Management LLC 110.00%0.00%0.00%Q4 2014Q1 20192
COUNTRY TRUST BANK 110.00%0.00%0.00%Q2 2015Q4 20172
Haverford Trust Co 110.00%0.00%0.01%Q1 2014Q4 20172
IBERIABANK CORP 220.10%0.10%0.10%Q1 2015Q2 20152
Archer Investment Corp 220.01%0.01%0.01%Q4 2020Q1 20212
CENTRAL TRUST Co 110.00%0.00%0.00%Q1 2017Q3 20192
NOMURA HOLDINGS INC 220.00%0.00%0.00%Q2 2013Q3 20132
Camelot Portfolios, LLC 110.23%0.23%0.23%Q2 2022Q2 20232
Vectors Research Management, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
BUCKINGHAM STRATEGIC PARTNERS, LLC 110.01%0.02%0.03%Q4 2021Q4 20222
SENTINEL PENSION ADVISORS INC 110.04%0.04%0.04%Q3 2020Q4 20212
GIRARD PARTNERS LTD. 110.00%0.03%0.06%Q1 2016Q3 20182
Cresset Asset Management, LLC 220.01%0.01%0.02%Q2 2023Q3 20232
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 220.01%0.01%0.02%Q2 2021Q3 20212
Lido Advisors, LLC 110.00%0.00%0.00%Q1 2020Q3 20232
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
MARINER INVESTMENT GROUP LLC 110.30%0.50%0.69%Q4 2014Q1 20192
Diversified Trust Co 220.26%0.36%0.45%Q2 2013Q3 20132
STIFEL NICOLAUS & CO INC \MO\ 220.02%0.02%0.02%Q2 2013Q3 20132
Walleye Trading LLC 110.00%0.00%0.00%Q1 2019Q1 20202
NewSquare Capital LLC 220.01%0.01%0.01%Q1 2017Q2 20172
AMERICAN ASSET MANAGEMENT INC. 110.00%0.00%0.00%Q3 2014Q3 20152
AFT, FORSYTH & COMPANY, INC. 220.02%0.02%0.02%Q2 2013Q3 20132
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 220.16%0.20%0.25%Q2 2023Q3 20232
LIBERTY ONE INVESTMENT MANAGEMENT, LLC 220.08%0.08%0.09%Q4 2019Q1 20202
Inscription Capital, LLC 220.05%0.05%0.05%Q4 2018Q1 20192
BAIRD ROBERT W & CO INC /WI/ 110.00%0.00%0.01%Q2 2013Q1 20142
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
STANCORP INVESTMENT ADVISERS INC 220.01%0.01%0.01%Q4 2014Q1 20152
Kovack Advisors, Inc. 220.05%0.05%0.05%Q4 2017Q1 20182
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q4 2015Q1 20232
PATHSTONE FAMILY OFFICE, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Kerntke Otto McGlone Wealth Management Group 110.16%0.16%0.16%Q4 2019Q4 20191
Magnus Financial Group LLC 110.02%0.02%0.02%Q4 2019Q4 20191
WEALTHFRONT Corp 110.00%0.00%0.00%Q3 2014Q3 20141
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q4 2021Q4 20211
Centerpoint Advisors, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
NewEdge Wealth, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Crosspoint Capital Strategies, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
PARK AVENUE SECURITIES LLC 110.02%0.02%0.02%Q3 2023Q3 20231
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Allegis Investment Advisors, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Reliant Investment Management, LLC 110.18%0.18%0.18%Q4 2013Q4 20131
IAG Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
BANK OF NOVA SCOTIA 110.01%0.01%0.01%Q1 2017Q1 20171
B, B, H, & B INC. 110.00%0.00%0.00%Q4 2020Q4 20201
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2016Q3 20161
Hendershot Investments Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
SYKON CAPITAL LLC 110.09%0.09%0.09%Q2 2023Q2 20231
PrairieView Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
North Star Investment Management Corp. 110.00%0.00%0.00%Q1 2017Q1 20171
Alpha Cubed Investments, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
INTEGRATED CAPITAL MANAGEMENT, INC. 110.17%0.17%0.17%Q3 2023Q3 20231
FIRST HORIZON CORP 110.02%0.02%0.02%Q2 2013Q2 20131
RiverFront Investment Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
ExodusPoint Capital Management, LP 110.00%0.00%0.00%Q1 2022Q1 20221
TCI Wealth Advisors, Inc. 110.02%0.02%0.02%Q2 2017Q2 20171
Centurion Wealth Management LLC 110.19%0.19%0.19%Q3 2023Q3 20231
Paloma Partners Management Co 110.01%0.01%0.01%Q4 2013Q4 20131
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q4 2016Q4 20161
Simplicity Solutions, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
COHEN & STEERS CAPITAL MANAGEMENT INC 110.02%0.02%0.02%Q1 2015Q1 20151
Capital Bank & Trust Co 110.00%0.00%0.00%Q2 2019Q2 20191
FormulaFolio Investments, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Delphi Private Advisors LLC 110.08%0.08%0.08%Q4 2017Q4 20171
Brookstone Capital Management 110.01%0.01%0.01%Q3 2015Q3 20151
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
JEPPSON WEALTH MANAGEMENT, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
STONEBRIDGE CAPITAL MANAGEMENT INC 110.08%0.08%0.08%Q2 2014Q2 20141
Visium Asset Management, LP 110.02%0.02%0.02%Q2 2013Q2 20131
CORNERSTONE ADVISORS INC 110.02%0.02%0.02%Q1 2019Q1 20191
SPINNAKER TRUST 110.07%0.07%0.07%Q3 2018Q3 20181
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Spectrum Management Group, LLC 110.05%0.05%0.05%Q3 2017Q3 20171
Busey Bank 110.01%0.01%0.01%Q4 2019Q4 20191
Thomas J. Herzfeld Advisors, Inc. 110.12%0.12%0.12%Q2 2013Q2 20131
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
HERITAGE WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
WealthPLAN Partners, LLC 110.01%0.01%0.01%Q3 2016Q3 20161
Brinker Capital Investments, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
TFS CAPITAL LLC 110.16%0.16%0.16%Q4 2014Q4 20141
Ground Swell Capital, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Logan Stone Capital, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
SEI INVESTMENTS CO 110.00%0.00%0.00%Q1 2018Q1 20181
Scissortail Wealth Management, LLC 110.15%0.15%0.15%Q4 2022Q4 20221
Kistler-Tiffany Companies, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Whitegate Investment Counselors, Inc. 110.04%0.04%0.04%Q1 2014Q1 20141
Clear Perspective Advisors, LLC 110.07%0.07%0.07%Q2 2021Q2 20211
Aviance Capital Partners, LLC 110.05%0.05%0.05%Q2 2015Q2 20151
Sargent Bickham Lagudis LLC 110.01%0.01%0.01%Q1 2016Q1 20161
FIRST FINANCIAL EQUITY CORPORATION 110.04%0.04%0.04%Q1 2017Q1 20171
Integrated Investment Consultants, LLC 110.04%0.04%0.04%Q1 2018Q1 20181
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Cerity Partners LLC 110.02%0.02%0.02%Q4 2020Q4 20201
HBK Sorce Advisory LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Vantage Investment Advisors, LLC 110.04%0.04%0.04%Q3 2016Q3 20161
Karp Capital Management Corp 110.00%0.00%0.00%Q4 2018Q4 20181
Vestmark Advisory Solutions, Inc. 110.01%0.01%0.01%Q3 2022Q3 20221
SIENA CAPITAL LLC 110.13%0.13%0.13%Q4 2021Q4 20211
Matisse Capital 110.22%0.22%0.22%Q1 2020Q1 20201
KNIGHT CAPITAL GROUP LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Transamerica Financial Advisors, Inc. 110.00%0.00%0.00%Q4 2016Q4 20161
CAZ INVESTMENTS LP 110.07%0.07%0.07%Q2 2015Q2 20151
BARCLAYS PLC 110.00%0.00%0.00%Q3 2020Q3 20201
LEVEL FOUR ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
ORG Partners LLC 110.02%0.02%0.02%Q2 2023Q2 20231
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Regis Management CO LLC 110.04%0.04%0.04%Q4 2015Q4 20151
ARXIS SECURITIES LLC 110.16%0.16%0.16%Q4 2016Q4 20161
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q4 2014Q4 20141
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q1 2015Q1 20151
OTA LLC 110.98%0.98%0.98%Q2 2014Q2 20141
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q3 2022Q3 20221
Laurion Capital Management LP 110.02%0.02%0.02%Q4 2016Q4 20161
Capital Wealth Alliance, LLC 110.07%0.07%0.07%Q4 2019Q4 20191
McGowan Group Asset Management, Inc. 110.06%0.06%0.06%Q1 2015Q1 20151
MYCIO WEALTH PARTNERS, LLC 110.05%0.05%0.05%Q2 2016Q2 20161
Elgethun Capital Management 110.01%0.01%0.01%Q4 2016Q4 20161
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Lebenthal Global Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q3 2017Q3 20171
Widmann Financial Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
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This page lists all the filers that currently own EATON VANCE TXMGD GL BUYWR O or have owned EATON VANCE TXMGD GL BUYWR O in the past.