EATON VANCE TAX MNGD BUY WRI shareholder history

Current and past EATON VANCE TAX MNGD BUY WRI shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
WELLS FARGO & COMPANY/MN 40400.00%0.00%0.01%Q2 2013Q1 202340
CITIGROUP INC 40400.00%0.00%0.00%Q2 2013Q1 202340
BANK OF AMERICA CORP /DE/ 40400.00%0.00%0.00%Q2 2013Q1 202340
ROYAL BANK OF CANADA 40400.00%0.00%0.00%Q2 2013Q1 202340
MORGAN STANLEY 40400.00%0.00%0.01%Q2 2013Q1 202340
Invesco Ltd. 3050.00%0.00%0.00%Q2 2013Q4 202235
UBS Group AG 34340.00%0.00%0.00%Q4 2014Q1 202334
GUGGENHEIM CAPITAL LLC 1310.00%0.01%0.06%Q2 2013Q1 202332
Raymond James Financial Services Advisors, Inc. 30300.00%0.00%0.01%Q4 2015Q1 202330
Cambridge Investment Research Advisors, Inc. 2630.00%0.01%0.02%Q3 2013Q1 202329
Sonora Investment Management, LLC 23230.01%0.01%0.02%Q1 2016Q3 202123
LPL Financial LLC 2010.00%0.00%0.00%Q1 2016Q1 202321
LADENBURG THALMANN FINANCIAL SERVICES INC. 21210.00%0.01%0.02%Q4 2014Q4 201921
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 19190.00%0.00%0.00%Q3 2018Q1 202319
RAYMOND JAMES & ASSOCIATES 810.00%0.00%0.01%Q3 2013Q2 202019
DOLIVER ADVISORS, LP 820.06%0.29%1.20%Q3 2013Q3 201817
STIFEL FINANCIAL CORP 15150.00%0.00%0.00%Q4 2018Q2 202215
&PARTNERS 15150.15%0.29%0.47%Q3 2019Q1 202315
Proficio Capital Partners LLC 15150.03%1.31%3.15%Q4 2015Q2 201915
First Allied Advisory Services, Inc. 14140.01%0.02%0.04%Q2 2017Q3 202014
IFP Advisors, Inc 14140.00%0.00%0.00%Q4 2015Q1 201914
INFRASTRUCTURE CAPITAL ADVISORS, LLC 14140.01%0.07%0.18%Q4 2016Q1 202014
Advisors Asset Management, Inc. 14140.01%0.02%0.03%Q4 2019Q1 202314
WEDBUSH SECURITIES INC 860.02%0.04%0.06%Q2 2013Q3 201714
OSAIC HOLDINGS, INC. 13130.00%0.00%0.00%Q1 2020Q1 202313
Lindbrook Capital, LLC 850.00%0.03%0.06%Q1 2019Q3 202213
TFS CAPITAL LLC 510.01%0.06%0.11%Q2 2013Q2 201712
Shaker Financial Services, LLC 210.07%0.36%1.28%Q2 2014Q2 202112
WOLVERINE ASSET MANAGEMENT LLC 410.00%0.00%0.00%Q3 2013Q3 202111
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 430.01%0.03%0.06%Q2 2015Q4 202010
Geneos Wealth Management Inc. 990.00%0.00%0.01%Q1 2016Q1 20189
Advisor Group, Inc. 990.00%0.00%0.00%Q3 2017Q3 20199
Tower Research Capital LLC (TRC) 310.00%0.01%0.04%Q3 2013Q4 20209
GEODE CAPITAL MANAGEMENT, LLC 610.00%0.00%0.00%Q4 2013Q3 20199
American Portfolios Advisors 630.00%0.00%0.00%Q4 2017Q3 20229
K.J. Harrison & Partners Inc 990.02%0.06%0.10%Q3 2016Q3 20189
MARINER INVESTMENT GROUP LLC 530.29%1.19%2.92%Q4 2013Q2 20198
AMERICAN INTERNATIONAL GROUP, INC. 880.00%0.00%0.00%Q2 2013Q1 20158
Stockman Wealth Management, Inc. 520.02%0.02%0.03%Q1 2021Q1 20237
RIVERNORTH CAPITAL MANAGEMENT, LLC 610.02%0.17%0.25%Q3 2015Q1 20207
CLOUGH CAPITAL PARTNERS L P 310.01%0.02%0.05%Q2 2015Q3 20197
CORNERSTONE ADVISORS INC 410.01%0.12%0.28%Q4 2013Q3 20187
Vivaldi Capital Management LP 660.06%0.19%0.57%Q3 2017Q4 20186
Mariner, LLC 660.00%0.00%0.00%Q4 2021Q1 20236
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Advisory Services Network, LLC 210.00%0.00%0.00%Q1 2020Q1 20236
AQR Arbitrage LLC 410.00%0.00%0.00%Q2 2015Q4 20185
Cascadia Advisory Services, LLC 320.05%0.09%0.12%Q2 2020Q3 20215
Rockefeller Capital Management L.P. 550.00%0.00%0.00%Q4 2021Q4 20225
SIT INVESTMENT ASSOCIATES INC 410.00%0.07%0.11%Q2 2015Q1 20205
PVG Asset Management 550.04%0.06%0.12%Q4 2014Q4 20155
Worth Asset Management, LLC 550.10%0.13%0.19%Q1 2022Q1 20235
Pine River Capital Management L.P. 550.01%0.01%0.01%Q1 2015Q1 20165
AMERIPRISE FINANCIAL INC 320.00%0.00%0.00%Q2 2013Q3 20175
B. Riley Wealth Advisors, Inc. 550.00%0.00%0.01%Q1 2022Q1 20235
SG Americas Securities, LLC 210.00%0.00%0.00%Q4 2015Q2 20185
DUBUQUE BANK & TRUST CO 440.00%0.00%0.00%Q2 2015Q1 20164
Atria Wealth Solutions, Inc. 310.00%0.00%0.00%Q1 2022Q1 20234
BENJAMIN F. EDWARDS & COMPANY, INC. 440.00%0.00%0.00%Q1 2020Q4 20204
AQR Capital Management 440.00%0.00%0.00%Q4 2013Q3 20144
Spire Wealth Management 440.00%0.00%0.00%Q1 2021Q4 20214
MSI Financial Services Inc 440.00%0.00%0.00%Q3 2015Q2 20164
Raleigh Capital Management Inc. 440.00%0.01%0.01%Q1 2022Q4 20224
Point View Wealth Management, Inc. 220.05%0.06%0.07%Q2 2017Q2 20184
Ancora Advisors LLC 110.00%0.09%0.27%Q2 2015Q3 20183
First Horizon Advisors, Inc. 330.00%0.00%0.00%Q4 2013Q2 20143
NEXT Financial Group, Inc 330.01%0.01%0.01%Q4 2015Q2 20163
B. Riley Wealth Management, Inc. 330.01%0.01%0.01%Q4 2014Q2 20153
Cetera Advisor Networks LLC 210.00%0.01%0.01%Q2 2016Q2 20203
Cetera Investment Advisers 330.01%0.01%0.01%Q4 2020Q2 20213
Americana Partners, LLC 330.04%0.05%0.06%Q3 2021Q1 20223
NewEdge Advisors, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
Cornerstone Wealth Management, LLC 330.02%0.02%0.02%Q3 2019Q1 20203
Thomas J. Herzfeld Advisors, Inc. 330.06%0.07%0.07%Q4 2018Q2 20193
CoreCap Advisors, LLC 110.00%0.00%0.01%Q4 2021Q4 20223
Janney Montgomery Scott LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Relative Value Partners Group, LLC 330.02%0.02%0.02%Q1 2019Q3 20193
Matisse Capital 330.86%1.78%2.58%Q3 2018Q1 20193
Clean Yield Group 220.00%0.02%0.04%Q4 2018Q1 20192
Vectors Research Management, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Magnetar Financial LLC 220.00%0.00%0.00%Q2 2017Q3 20172
RPg Family Wealth Advisory, LLC 110.01%0.01%0.01%Q1 2016Q3 20162
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q2 2016Q1 20232
Measured Wealth Private Client Group, LLC 220.30%0.32%0.34%Q2 2019Q3 20192
LBA Wealth Management, LLC 220.00%0.00%0.00%Q4 2016Q1 20172
BROWN ADVISORY INC 220.00%0.00%0.00%Q4 2022Q1 20232
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 220.08%0.09%0.09%Q1 2014Q2 20142
Capital Investment Advisory Services, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Allen Investment Management, LLC 220.01%0.01%0.01%Q4 2014Q1 20152
GOLDMAN SACHS GROUP INC 220.00%0.00%0.00%Q3 2013Q4 20132
BDO Wealth Advisors, LLC 220.00%0.00%0.00%Q2 2017Q3 20172
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 220.01%0.01%0.01%Q2 2021Q3 20212
Polaris Wealth Advisory Group, LLC 110.00%0.00%0.00%Q1 2018Q3 20182
Ausdal Financial Partners, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
COMERICA BANK 110.00%0.00%0.00%Q2 2013Q2 20131
Procyon Advisors, LLC 110.03%0.03%0.03%Q2 2020Q2 20201
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q1 2015Q1 20151
STRATEGIC INVESTMENT MANAGEMENT, LLC 110.11%0.11%0.11%Q3 2016Q3 20161
Creative Planning 110.00%0.00%0.00%Q2 2018Q2 20181
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Ground Swell Capital, LLC 110.02%0.02%0.02%Q3 2014Q3 20141
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q1 2014Q1 20141
Weiss Asset Management LP 110.12%0.12%0.12%Q4 2013Q4 20131
OTA Financial Group L.P. 110.14%0.14%0.14%Q4 2013Q4 20131
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Windsor Capital Management, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
SEI INVESTMENTS CO 110.00%0.00%0.00%Q2 2017Q2 20171
Steward Partners Investment Advisory, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Gradient Investments LLC 110.00%0.00%0.00%Q4 2022Q4 20221
GIRARD PARTNERS LTD. 110.04%0.04%0.04%Q2 2017Q2 20171
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Ahrens Investment Partners LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Saba Capital Management, L.P. 110.02%0.02%0.02%Q4 2018Q4 20181
Disciplined Investments, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Virtu KCG Holdings LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Arkadios Wealth Advisors 110.00%0.00%0.00%Q4 2020Q4 20201
BARCLAYS PLC 110.00%0.00%0.00%Q3 2020Q3 20201
External links

This page lists all the filers that currently own EATON VANCE TAX MNGD BUY WRI or have owned EATON VANCE TAX MNGD BUY WRI in the past.