Eaton Vance T/M Buy-WRTETB
13F holders, Q3 2024 (September 30)86holders −3
4new positions
8sold out
$14.43avg. 13F price*
At the end of Q3 2024, 86 institutions reported holding Eaton Vance T/M Buy-WRT Inc. (ETB) in their 13F filings, down 3 from Q2 2024. 4 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($15.7M), 1607 Capital Partners, LLC ($9.6M) and Guggenheim Capital LLC ($8.7M).
- Company
- Eaton Vance T/M Buy-WRT Inc.
- CUSIP
- 27828X100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.1M |
| Exits | 8 | $7.9M |
All 13F filers, Q2 2024 → Q3 2024: 352,124 shares bought and 655,223 shares sold, net −303,099 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 86 holders
| Morgan Stanley | 0.00% | Add +1.2% | 1,087,948 | $15.7M |
| 1607 Capital Partners, LLC | 0.88% | Add +5.2% | 667,943 | $9.6M |
| Guggenheim Capital LLC | 0.06% | Add +10.1% | 605,262 | $8.7M |
| UBS Group AG | 0.00% | Reduce -0.3% | 372,002 | $5.4M |
| Invesco Ltd. | 0.00% | Add +4.9% | 353,128 | $5.1M |
| Bank of America Corp. | 0.00% | Reduce -0.3% | 343,548 | $5.0M |
| Shaker Financial Services, LLC | 1.77% | Add +24.5% | 325,946 | $4.7M |
| Wells Fargo & Company | 0.00% | Reduce -14.9% | 292,501 | $4.2M |
| Cetera Investment Advisers | 0.01% | Add +0.1% | 291,490 | $4.2M |
| Advisors Asset Management, Inc. | 0.06% | Add +0.7% | 233,521 | $3.4M |
| Cohen & Steers, Inc. | 0.00% | No change | 154,963 | $2.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +0.2% | 135,832 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.8% | 124,340 | $1.8M |
| IHT Wealth Management, LLC | 0.05% | Add +50.4% | 116,413 | $1.7M |
| Royal Bank of Canada | 0.00% | Reduce -3.1% | 90,270 | $1.3M |
| LPL Financial LLC | 0.00% | Reduce -2.6% | 83,792 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Reduce -4.8% | 80,446 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +36.6% | 72,646 | $1.0M |
| Raymond James & Associates | 0.00% | Add +0.6% | 65,406 | $944K |
| CFO4Life Group, LLC | 0.15% | Add +2.0% | 57,044 | $823K |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.0% | 52,568 | $759K |
| Claro Advisors Inc. | 0.08% | Reduce -10.6% | 43,394 | $626K |
| Arlington Capital Management, Inc. | 0.49% | Add +14.4% | 41,035 | $592K |
| Innova Wealth Partners | 0.49% | New | 41,035 | $592K |
| Meridian Wealth Management, LLC | 0.03% | Add +35.9% | 40,871 | $590K |
| Quartz Partners, LLC | 0.37% | — | 40,694 | $587K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.9% | 39,586 | $571K |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.4% | 36,649 | $529K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.9% | 33,915 | $489K |
| Ameritas Advisory Services, LLC | 0.02% | No change | 32,924 | $475K |
| Sage Rhino Capital LLC | 0.10% | Reduce -17.3% | 31,000 | $447K |
| Tyche Wealth Partners LLC | 0.09% | Reduce -4.8% | 29,054 | $419K |
| D.A. Davidson & Co. | 0.00% | No change | 27,737 | $400K |
| MML Investors Services, LLC | 0.00% | Add +3.5% | 25,464 | $367K |
| Townsquare Capital LLC | 0.00% | No change | 24,620 | $355K |
| Robinson Capital Management, LLC | 0.11% | No change | 23,016 | $329K |
| AEGON USA Investment Management, LLC | 0.31% | No change | 21,756 | $314K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 20,324 | $293K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -0.3% | 18,951 | $273K |
| Fortitude Advisory Group L.L.C. | 0.17% | No change | 18,214 | $263K |
| Creative Planning | 0.00% | Reduce -2.3% | 18,148 | $262K |
| Mgo One Seven LLC | 0.01% | No change | 17,975 | $259K |
| Essex Financial Services, Inc. | 0.02% | Add +0.4% | 16,942 | $247K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.2% | 16,747 | $242K |
| Ashton Thomas Securities, LLC | 0.04% | No change | 15,960 | $230K |
| Comerica Bank | 0.00% | Reduce -15.4% | 15,866 | $229K |
| Jacobi Capital Management LLC | 0.02% | Add +1.7% | 15,580 | $225K |
| NewEdge Advisors, LLC | 0.00% | No change | 15,168 | $219K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | Add +0.1% | 14,453 | $209K |
| King Wealth Management Group | 0.03% | Reduce -5.0% | 14,143 | $204K |
| HighTower Advisors, LLC | 0.00% | Add +1.4% | 14,221 | $204K |
| Stonebridge Capital Advisors LLC | 0.02% | No change | 14,000 | $202K |
| Wealth Advisors of Tampa Bay, LLC | 0.08% | No change | 13,966 | $202K |
| Integrated Capital Management, Inc. | 0.15% | Add +0.5% | 13,836 | $200K |
| Graypoint LLC | 0.01% | Add +26.9% | 13,161 | $190K |
| Truist Financial Corp. | 0.00% | No change | 13,160 | $190K |
| Global Retirement Partners, LLC | 0.01% | Add +1.2% | 12,704 | $183K |
| Burford Brothers, Inc. | 0.09% | No change | 12,500 | $180K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.2% | 11,181 | $161K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | No change | 10,837 | $156K |
| Parallel Advisors, LLC | 0.00% | Add +1.5% | 10,415 | $150K |
| Wolverine Asset Management LLC | 0.01% | New | 10,072 | $145K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +143.2% | 8,052 | $116K |
| CoreCap Advisors, LLC | 0.01% | No change | 7,575 | $109K |
| Hollencrest Capital Management | 0.00% | No change | 7,444 | $107K |
| Gould Capital, LLC | 0.06% | Add +3.1% | 5,938 | $86K |
| JPMorgan Chase & Co. | 0.00% | Add +491.7% | 5,420 | $78K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | No change | 4,387 | $63K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 3,376 | $49K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.9% | 3,269 | $47K |
| Allworth Financial LP | 0.00% | Add +0.7% | 3,022 | $44K |
| Princeton Global Asset Management LLC | 0.01% | New | 2,813 | $41K |
| Harbour Investments, Inc. | 0.00% | Add +56.7% | 2,763 | $40K |
| Kessler Investment Group, LLC | 0.01% | No change | 1,265 | $18K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 1,054 | $15K |
| Lanark Financial, Inc. | 0.00% | No change | 1,045 | $15K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 954 | $14K |
| Cwm, LLC | 0.00% | No change | 885 | $13K |
| National Bank of Canada | 0.00% | No change | 900 | $13K |
| Northwest Capital Management Inc | 0.00% | No change | 885 | $13K |
| Private Trust Co. NA | 0.00% | Add +2.3% | 615 | $9K |
| Continuum Advisory, LLC | 0.00% | No change | 540 | $8K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 500 | $7K |
| Spire Wealth Management | 0.00% | No change | 330 | $5K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 225 | $3K |
| IFP Advisors, Inc | 0.00% | No change | 125 | $2K |
"% 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.