Eaton Vance T/M Buy-WRTETB
13F holders, Q4 2024 (December 31)90holders +4
7new positions
5sold out
$15.00avg. 13F price*
At the end of Q4 2024, 90 institutions reported holding Eaton Vance T/M Buy-WRT Inc. (ETB) in their 13F filings, up 4 from Q3 2024. 7 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($16.6M), Guggenheim Capital LLC ($9.6M) and 1607 Capital Partners, LLC ($6.0M).
- Company
- Eaton Vance T/M Buy-WRT Inc.
- CUSIP
- 27828X100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $613K |
| Exits | 5 | $1.3M |
All 13F filers, Q3 2024 → Q4 2024: 250,058 shares bought and 627,292 shares sold, net −377,234 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 90 holders
| Morgan Stanley | 0.00% | Add +1.6% | 1,105,343 | $16.6M |
| Guggenheim Capital LLC | 0.08% | Add +6.3% | 643,117 | $9.6M |
| 1607 Capital Partners, LLC | 0.48% | Reduce -39.8% | 401,835 | $6.0M |
| UBS Group AG | 0.00% | Reduce -0.0% | 371,969 | $5.6M |
| Invesco Ltd. | 0.00% | Reduce -0.1% | 352,884 | $5.3M |
| Bank of America Corp. | 0.00% | Reduce -9.6% | 310,469 | $4.7M |
| Cetera Investment Advisers | 0.01% | Reduce -1.9% | 285,927 | $4.3M |
| Wells Fargo & Company | 0.00% | Reduce -16.1% | 245,404 | $3.7M |
| Advisors Asset Management, Inc. | 0.06% | Reduce -0.7% | 231,846 | $3.5M |
| Shaker Financial Services, LLC | 1.26% | Reduce -32.8% | 219,102 | $3.3M |
| Raymond James Financial Inc. | 0.00% | — | 203,735 | $3.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +200.4% | 157,905 | $2.4M |
| Cohen & Steers, Inc. | 0.00% | No change | 154,963 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.2% | 124,575 | $1.9M |
| Sims Investment Management, LLC | 0.85% | — | 100,425 | $1.5M |
| Royal Bank of Canada | 0.00% | Add +1.9% | 91,958 | $1.4M |
| LPL Financial LLC | 0.00% | Add +4.1% | 87,208 | $1.3M |
| Park Avenue Securities LLC | 0.01% | Add +3.4% | 83,216 | $1.2M |
| IHT Wealth Management, LLC | 0.04% | Reduce -33.2% | 77,793 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.5% | 71,583 | $1.1M |
| CFO4Life Group, LLC | 0.15% | Add +1.9% | 58,130 | $872K |
| Meridian Wealth Management, LLC | 0.04% | Add +21.8% | 49,761 | $746K |
| Arlington Capital Management, Inc. | 0.46% | Add +8.0% | 44,306 | $665K |
| Quartz Partners, LLC | 0.40% | Add +8.2% | 44,027 | $660K |
| Janney Montgomery Scott LLC | 0.00% | Add +25.6% | 42,594 | $639K |
| Ameriprise Financial Inc. | 0.00% | Add +12.8% | 41,352 | $620K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.3% | 37,901 | $569K |
| Ameritas Advisory Services, LLC | 0.02% | No change | 32,924 | $494K |
| D.A. Davidson & Co. | 0.00% | Add +16.9% | 32,437 | $487K |
| Sage Rhino Capital LLC | 0.10% | No change | 31,000 | $465K |
| Tyche Wealth Partners LLC | 0.09% | Reduce -0.3% | 28,979 | $435K |
| MML Investors Services, LLC | 0.00% | Add +1.9% | 25,947 | $389K |
| Townsquare Capital LLC | 0.00% | No change | 24,620 | $369K |
| Robinson Capital Management, LLC | 0.14% | No change | 23,016 | $345K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +0.0% | 20,333 | $305K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +2.1% | 19,348 | $290K |
| Fortitude Advisory Group L.L.C. | 0.17% | Add +5.6% | 19,241 | $289K |
| Mgo One Seven LLC | 0.01% | Add +3.6% | 18,629 | $279K |
| Creative Planning | 0.00% | Add +0.1% | 18,160 | $272K |
| Essex Financial Services, Inc. | 0.02% | Add +0.6% | 17,035 | $256K |
| HRT Financial LP | 0.00% | New | 16,611 | $249K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.5% | 16,155 | $242K |
| Ashton Thomas Securities, LLC | 0.07% | No change | 15,960 | $239K |
| Comerica Bank | 0.00% | No change | 15,866 | $238K |
| Jacobi Capital Management LLC | 0.02% | Add +1.6% | 15,833 | $237K |
| NewEdge Advisors, LLC | 0.00% | No change | 15,168 | $228K |
| King Wealth Management Group | 0.03% | Add +5.6% | 14,935 | $224K |
| Claro Advisors Inc. | 0.03% | Reduce -65.8% | 14,818 | $222K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | Add +0.1% | 14,474 | $217K |
| HighTower Advisors, LLC | 0.00% | No change | 14,221 | $213K |
| Graypoint LLC | 0.01% | Add +7.9% | 14,201 | $213K |
| Stonebridge Capital Advisors LLC | 0.02% | No change | 14,000 | $210K |
| Integrated Capital Management, Inc. | 0.17% | Add +1.0% | 13,978 | $210K |
| Wealth Advisors of Tampa Bay, LLC | 0.09% | No change | 13,966 | $209K |
| Truist Financial Corp. | 0.00% | No change | 13,160 | $197K |
| Burford Brothers, Inc. | 0.09% | No change | 12,500 | $188K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 11,521 | $173K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | No change | 10,837 | $163K |
| Parallel Advisors, LLC | 0.00% | Add +1.4% | 10,566 | $158K |
| Global Retirement Partners, LLC | 0.00% | Reduce -19.4% | 10,235 | $154K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 8,052 | $121K |
| CoreCap Advisors, LLC | 0.01% | No change | 7,575 | $114K |
| Hollencrest Capital Management | 0.00% | No change | 7,444 | $112K |
| Gould Capital, LLC | 0.06% | Reduce -7.2% | 5,508 | $83K |
| Van Hulzen Asset Management, LLC | 0.01% | New | 4,600 | $69K |
| BlackRock, Inc. | 0.00% | New | 4,525 | $68K |
| Allworth Financial LP | 0.00% | Add +24.3% | 3,757 | $57K |
| MAI Capital Management | 0.00% | New | 3,400 | $51K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 3,376 | $51K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.9% | 3,298 | $49K |
| Compass Planning Associates Inc | 0.05% | — | 3,050 | $46K |
| Princeton Global Asset Management LLC | 0.01% | No change | 2,813 | $42K |
| Harbour Investments, Inc. | 0.00% | No change | 2,763 | $41K |
| Golden State Wealth Management, LLC | 0.01% | — | 2,706 | $41K |
| Kessler Investment Group, LLC | 0.01% | No change | 1,265 | $19K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 1,054 | $16K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 954 | $14K |
| Northwest Capital Management Inc | 0.01% | No change | 885 | $13K |
| Cwm, LLC | 0.00% | No change | 885 | $13K |
| JPMorgan Chase & Co. | 0.00% | Reduce -85.0% | 812 | $12K |
| National Bank of Canada | 0.00% | Reduce -11.1% | 800 | $12K |
| Private Trust Co. NA | 0.00% | Add +0.7% | 619 | $9K |
| Continuum Advisory, LLC | 0.00% | No change | 540 | $8K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 500 | $8K |
| 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 |
| Vermillion & White Wealth Management Group, LLC | 0.00% | New | 101 | $2K |
| Fifth Third Bancorp | 0.00% | New | 100 | $2K |
| Lanark Financial, Inc. | 0.00% | — | 1 | $15 |
"% 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.