Eaton Vance T/M Buy-WRTETB
13F holders, Q1 2024 (March 31)87holders
$13.65avg. 13F price*
At the end of Q1 2024, 87 institutions reported holding Eaton Vance T/M Buy-WRT Inc. (ETB) in their 13F filings. The largest holders were Morgan Stanley ($14.3M), 1607 Capital Partners, LLC ($9.8M) and Cornerstone Advisors, LLC ($7.7M).
- Company
- Eaton Vance T/M Buy-WRT Inc.
- CUSIP
- 27828X100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $2.6M |
| Exits | 7 | $904K |
Ownership 87 holders
| Morgan Stanley | 0.00% | Reduce -19.1% | 1,045,650 | $14.3M |
| 1607 Capital Partners, LLC | 0.80% | Add +52.1% | 720,305 | $9.8M |
| Cornerstone Advisors, LLC | 0.32% | Add +16.2% | 565,946 | $7.7M |
| Guggenheim Capital LLC | 0.05% | Add +32.2% | 495,992 | $6.8M |
| Wells Fargo & Company | 0.00% | Reduce -5.3% | 455,544 | $6.2M |
| UBS Group AG | 0.00% | Reduce -5.1% | 372,151 | $5.1M |
| Invesco Ltd. | 0.00% | Reduce -1.6% | 355,984 | $4.9M |
| Bank of America Corp. | 0.00% | Add +10.6% | 346,107 | $4.7M |
| Cetera Investment Advisers | 0.01% | Add +1947.5% | 303,257 | $4.1M |
| Shaker Financial Services, LLC | 1.30% | Add +29.5% | 245,603 | $3.4M |
| Advisors Asset Management, Inc. | 0.06% | Add +10.6% | 223,625 | $3.1M |
| Wolverine Asset Management LLC | 0.20% | Add +20.7% | 162,250 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.2% | 150,407 | $2.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +180.5% | 142,892 | $2.0M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -27.3% | 137,703 | $1.9M |
| Cohen & Steers, Inc. | 0.00% | Add +107.6% | 134,963 | $1.8M |
| Royal Bank of Canada | 0.00% | Reduce -2.5% | 104,544 | $1.4M |
| Park Avenue Securities LLC | 0.02% | New | 87,205 | $1.2M |
| Landscape Capital Management, L.L.C. | 0.09% | Add +20.4% | 79,459 | $1.1M |
| IHT Wealth Management, LLC | 0.04% | Add +12.7% | 77,782 | $1.1M |
| LPL Financial LLC | 0.00% | Add +4.6% | 76,583 | $1.0M |
| Raymond James & Associates | 0.00% | Reduce -1.7% | 71,000 | $969K |
| CFO4Life Group, LLC | 0.14% | Reduce -1.2% | 54,755 | $747K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.1% | 53,059 | $724K |
| Claro Advisors Inc. | 0.12% | Add +14.3% | 48,668 | $664K |
| Sage Rhino Capital LLC | 0.16% | Reduce -5.3% | 48,500 | $662K |
| AQR Arbitrage LLC | 0.03% | Add +20.7% | 45,964 | $627K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.6% | 41,721 | $569K |
| Global Retirement Partners, LLC | 0.02% | Reduce -6.0% | 39,033 | $533K |
| Arlington Capital Management, Inc. | 0.42% | Reduce -0.4% | 37,318 | $509K |
| Flow State Investments, L.P. | 0.25% | Add +31.6% | 34,633 | $473K |
| Ameriprise Financial Inc. | 0.00% | Add +6.7% | 32,753 | $447K |
| Ameritas Advisory Services, LLC | 0.02% | New | 32,284 | $431K |
| Tyche Wealth Partners LLC | 0.10% | Reduce -26.7% | 30,514 | $417K |
| D.A. Davidson & Co. | 0.00% | Add +5.2% | 30,237 | $413K |
| Townsquare Capital LLC | 0.01% | Add +111.2% | 29,145 | $398K |
| MML Investors Services, LLC | 0.00% | Add +15.5% | 24,314 | $332K |
| Robinson Capital Management, LLC | 0.11% | New | 23,016 | $305K |
| AEGON USA Investment Management, LLC | 0.31% | No change | 21,756 | $297K |
| Creative Planning | 0.00% | Add +3.1% | 19,443 | $265K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -23.6% | 18,797 | $257K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +16.0% | 18,698 | $255K |
| Fortitude Advisory Group L.L.C. | 0.13% | No change | 17,495 | $239K |
| Essex Financial Services, Inc. | 0.02% | Add +0.5% | 16,751 | $229K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +33.0% | 16,135 | $220K |
| Jacobi Capital Management LLC | 0.02% | Add +2.5% | 16,049 | $219K |
| Mgo One Seven LLC | 0.01% | New | 15,345 | $209K |
| NewEdge Advisors, LLC | 0.00% | No change | 15,168 | $207K |
| King Wealth Management Group | 0.04% | Reduce -0.6% | 14,854 | $203K |
| HighTower Advisors, LLC | 0.00% | Reduce -46.6% | 14,438 | $199K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | Add +14.3% | 14,415 | $197K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.5% | 14,233 | $194K |
| Stonebridge Capital Advisors LLC | 0.02% | No change | 14,000 | $191K |
| Wealth Advisors of Tampa Bay, LLC | 0.09% | No change | 13,966 | $191K |
| Truist Financial Corp. | 0.00% | No change | 13,160 | $180K |
| Integrated Capital Management, Inc. | 0.14% | New | 12,862 | $176K |
| Burford Brothers, Inc. | 0.11% | No change | 12,500 | $171K |
| Comerica Bank | 0.00% | No change | 11,866 | $162K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | No change | 10,837 | $148K |
| Graypoint LLC | 0.01% | No change | 10,372 | $142K |
| Diversified, LLC | 0.02% | New | 10,127 | $138K |
| Parallel Advisors, LLC | 0.00% | Add +19.4% | 10,106 | $138K |
| CoreCap Advisors, LLC | 0.01% | New | 7,575 | $103K |
| Hollencrest Capital Management | 0.00% | No change | 7,444 | $102K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | No change | 4,387 | $60K |
| Gould Capital, LLC | 0.04% | Add +4.8% | 3,983 | $54K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.8% | 3,209 | $44K |
| Allworth Financial LP | 0.00% | No change | 3,000 | $41K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 2,945 | $40K |
| Harbour Investments, Inc. | 0.00% | No change | 1,763 | $24K |
| Kessler Investment Group, LLC | 0.01% | No change | 1,265 | $17K |
| JPMorgan Chase & Co. | 0.00% | Add +42.4% | 1,139 | $16K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 1,054 | $14K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +93.5% | 1,035 | $14K |
| Lanark Financial, Inc. | 0.00% | No change | 1,045 | $14K |
| National Bank of Canada | 0.00% | No change | 900 | $12K |
| Northwest Capital Management Inc | 0.00% | No change | 885 | $12K |
| Cwm, LLC | 0.00% | No change | 885 | $12K |
| Private Trust Co. NA | 0.00% | Add +3.0% | 588 | $8K |
| Continuum Advisory, LLC | 0.00% | New | 540 | $7K |
| Beacon Capital Management, LLC | 0.00% | New | 500 | $7K |
| Brown Brothers Harriman & Co. | 0.00% | New | 500 | $7K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 500 | $7K |
| Spire Wealth Management | 0.00% | No change | 330 | $5K |
| IFP Advisors, Inc | 0.00% | No change | 125 | $2K |
| FMR LLC | 0.00% | No change | 1 | $14 |
| Retirement Group, LLC | 0.00% | Reduce -100.0% | 1 | $14 |
"% of holder's portfolio" is ETB's weight in each manager's 13F, not the share of Eaton Vance T/M Buy-WRT Inc. the manager owns.