Eaton Vance T/M Buy-WRTETB
13F holders, Q1 2025 (March 31)92holders +2
9new positions
7sold out
$13.65avg. 13F price*
At the end of Q1 2025, 92 institutions reported holding Eaton Vance T/M Buy-WRT Inc. (ETB) in their 13F filings, up 2 from Q4 2024. 9 opened new positions and 7 sold out. The largest holders were Shaker Financial Services, LLC ($7.6M), Guggenheim Capital LLC ($7.1M) and Morgan Stanley ($6.6M).
- Company
- Eaton Vance T/M Buy-WRT Inc.
- CUSIP
- 27828X100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $5.9M |
| Exits | 7 | $1.4M |
All 13F filers, Q4 2024 → Q1 2025: 1,065,708 shares bought and 1,024,723 shares sold, net +40,985 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 92 holders
| Shaker Financial Services, LLC | 2.94% | Add +152.6% | 553,541 | $7.6M |
| Guggenheim Capital LLC | 0.07% | Reduce -19.1% | 520,623 | $7.1M |
| Morgan Stanley | 0.00% | Reduce -56.3% | 482,900 | $6.6M |
| Invesco Ltd. | 0.00% | Add +7.0% | 377,507 | $5.2M |
| UBS Group AG | 0.00% | Reduce -3.7% | 358,322 | $4.9M |
| Bank of America Corp. | 0.00% | Add +2.6% | 318,547 | $4.3M |
| 1607 Capital Partners, LLC | 0.34% | Reduce -22.4% | 311,777 | $4.3M |
| Cetera Investment Advisers | 0.01% | Add +0.6% | 287,574 | $3.9M |
| Osaic Holdings, Inc. | 0.01% | Add +265.1% | 261,311 | $3.6M |
| Wells Fargo & Company | 0.00% | Reduce -7.7% | 226,624 | $3.1M |
| Raymond James Financial Inc. | 0.00% | Add +2.8% | 209,365 | $2.9M |
| Advisors Asset Management, Inc. | 0.05% | Reduce -12.0% | 204,118 | $2.8M |
| Wolverine Asset Management LLC | 0.21% | New | 201,384 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.5% | 166,565 | $2.3M |
| Cohen & Steers, Inc. | 0.00% | No change | 154,963 | $2.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.9% | 123,446 | $1.7M |
| Integrated Wealth Concepts LLC | 0.02% | New | 106,468 | $1.5M |
| Sims Investment Management, LLC | 0.61% | Add +0.3% | 100,725 | $1.4M |
| LPL Financial LLC | 0.00% | Add +8.8% | 94,904 | $1.3M |
| Royal Bank of Canada | 0.00% | Reduce -0.9% | 91,131 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Reduce -2.6% | 81,083 | $1.1M |
| IHT Wealth Management, LLC | 0.03% | Reduce -0.9% | 77,097 | $1.1M |
| Ameriprise Financial Inc. | 0.00% | Add +59.2% | 65,850 | $899K |
| CFO4Life Group, LLC | 0.14% | Add +2.0% | 59,314 | $810K |
| Meridian Wealth Management, LLC | 0.04% | Add +15.1% | 57,296 | $782K |
| Janney Montgomery Scott LLC | 0.00% | Add +17.6% | 50,109 | $684K |
| Cornerstone Advisors, LLC | 0.03% | New | 46,188 | $630K |
| Quartz Partners, LLC | 0.36% | No change | 44,027 | $601K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.4% | 37,363 | $510K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -1.9% | 32,281 | $476K |
| D.A. Davidson & Co. | 0.00% | Reduce -4.6% | 30,946 | $422K |
| Readystate Asset Management LP | 0.04% | New | 29,607 | $404K |
| Tyche Wealth Partners LLC | 0.09% | Add +0.1% | 28,995 | $396K |
| MML Investors Services, LLC | 0.00% | Add +7.7% | 27,939 | $381K |
| Townsquare Capital LLC | 0.00% | No change | 24,620 | $336K |
| Robinson Capital Management, LLC | 0.13% | No change | 23,016 | $314K |
| Sage Rhino Capital LLC | 0.07% | Reduce -25.8% | 23,000 | $314K |
| WCG Wealth Advisors LLC | 0.02% | New | 22,957 | $313K |
| Creative Planning | 0.00% | Add +0.1% | 18,172 | $248K |
| Fortitude Advisory Group L.L.C. | 0.18% | No change | 19,241 | $244K |
| Ashton Thomas Securities, LLC | 0.07% | Add +10.9% | 17,700 | $242K |
| Mgo One Seven LLC | 0.01% | Reduce -10.1% | 16,745 | $229K |
| XTX Topco Ltd | 0.01% | New | 16,492 | $225K |
| Jacobi Capital Management LLC | 0.02% | Add +1.7% | 16,101 | $220K |
| Comerica Bank | 0.00% | No change | 15,866 | $217K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.5% | 15,271 | $208K |
| NewEdge Advisors, LLC | 0.00% | No change | 15,168 | $207K |
| Integrated Capital Management, Inc. | 0.16% | Add +5.0% | 14,682 | $200K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | Add +0.1% | 14,483 | $198K |
| Graypoint LLC | 0.01% | No change | 14,201 | $194K |
| Stonebridge Capital Advisors LLC | 0.02% | No change | 14,000 | $191K |
| Wealth Advisors of Tampa Bay, LLC | 0.08% | No change | 13,966 | $191K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -28.0% | 13,933 | $190K |
| HighTower Advisors, LLC | 0.00% | Reduce -2.8% | 13,821 | $189K |
| King Wealth Management Group | 0.03% | Reduce -9.9% | 13,463 | $184K |
| Truist Financial Corp. | 0.00% | No change | 13,160 | $180K |
| Essex Financial Services, Inc. | 0.01% | Reduce -25.7% | 12,650 | $173K |
| Burford Brothers, Inc. | 0.08% | No change | 12,500 | $171K |
| Claro Advisors Inc. | 0.02% | Reduce -15.8% | 12,482 | $170K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -5.5% | 10,890 | $149K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | No change | 10,837 | $148K |
| Parallel Advisors, LLC | 0.00% | Add +1.5% | 10,724 | $146K |
| CoreCap Advisors, LLC | 0.00% | No change | 7,575 | $103K |
| Hollencrest Capital Management | 0.00% | No change | 7,444 | $102K |
| VSM Wealth Advisory, LLC | 0.04% | New | 7,354 | $100K |
| Gould Capital, LLC | 0.06% | Add +15.3% | 6,353 | $87K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -35.1% | 5,227 | $71K |
| Private Trust Co. NA | 0.01% | Add +651.0% | 4,649 | $63K |
| Allworth Financial LP | 0.00% | Add +1.8% | 3,826 | $50K |
| MAI Capital Management | 0.00% | No change | 3,400 | $46K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 3,376 | $46K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.9% | 3,329 | $45K |
| Elequin Capital, LP | 0.01% | New | 3,256 | $44K |
| Princeton Global Asset Management LLC | 0.01% | No change | 2,813 | $38K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -3.6% | 2,609 | $36K |
| Harbour Investments, Inc. | 0.00% | Reduce -9.1% | 2,513 | $34K |
| Kessler Investment Group, LLC | 0.01% | No change | 1,265 | $17K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 1,054 | $14K |
| Lanark Financial, Inc. | 0.00% | — | 1,045 | $14K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 954 | $13K |
| Northwest Capital Management Inc | 0.01% | No change | 885 | $12K |
| Cwm, LLC | 0.00% | No change | 885 | $12K |
| Private Wealth Asset Management, LLC | 0.00% | — | 800 | $11K |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.5% | 800 | $11K |
| National Bank of Canada | 0.00% | No change | 800 | $11K |
| Safe Harbor Fiduciary, LLC | 0.01% | New | 595 | $8K |
| Continuum Advisory, LLC | 0.00% | No change | 540 | $7K |
| 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 |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 101 | $1K |
"% 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.