Eaton Vance T/M GLBL Buy-WRETW
13F holders, Q1 2024 (March 31)142holders
1famous investor
$8.20avg. 13F price*
At the end of Q1 2024, 142 institutions reported holding Eaton Vance T/M GLBL Buy-WR (ETW) in their 13F filings. The largest holders were Bank of America Corp. ($21.9M), Morgan Stanley ($16.5M) and Karpus Management, Inc. ($15.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Eaton Vance T/M GLBL Buy-WR
- CUSIP
- 27829C105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $4.7M |
| Exits | 16 | $3.5M |
Ownership 142 holders
| Bank of America Corp. | 0.00% | Add +3.1% | 2,670,856 | $21.9M |
| Morgan Stanley | 0.00% | Add +1.1% | 2,012,120 | $16.5M |
| Karpus Management, Inc. | 0.44% | Reduce -0.3% | 1,868,582 | $15.3M |
| Guggenheim Capital LLC | 0.10% | Add +0.3% | 1,714,843 | $14.1M |
| Cornerstone Advisors, LLC | 0.57% | Add +21.6% | 1,691,542 | $13.9M |
| Invesco Ltd. | 0.00% | Add +16.6% | 1,641,768 | $13.5M |
| Raymond James & Associates | 0.01% | Add +1.6% | 1,457,324 | $12.0M |
| AQR Arbitrage LLC | 0.50% | Add +29.7% | 1,141,507 | $9.4M |
| Baird Financial Group, Inc. | 0.01% | Add +0.6% | 852,939 | $7.0M |
| Wolverine Asset Management LLC | 0.52% | Reduce -2.2% | 719,332 | $5.9M |
| Royal Bank of Canada | 0.00% | Add +4.6% | 657,368 | $5.4M |
| UBS Group AG | 0.00% | Reduce -5.0% | 571,619 | $4.7M |
| Flagship Harbor Advisors, LLC | 0.29% | Add +2.4% | 551,313 | $4.5M |
| Cresset Asset Management, LLC | 0.02% | Add +0.8% | 546,520 | $4.5M |
| Advisors Asset Management, Inc. | 0.09% | Reduce -4.3% | 539,084 | $4.4M |
| 1607 Capital Partners, LLC | 0.35% | Add +34.9% | 530,661 | $4.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -3.5% | 499,907 | $4.1M |
| SAM Advisors, LLC | 1.36% | Add +3.3% | 450,855 | $3.7M |
| Logan Stone Capital, LLC | 0.77% | Add +29.1% | 438,626 | $3.6M |
| Landscape Capital Management, L.L.C. | 0.31% | Reduce -7.9% | 426,495 | $3.5M |
| Shaker Financial Services, LLC | 1.11% | Reduce -10.8% | 348,448 | $2.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -8.8% | 314,075 | $2.6M |
| LPL Financial LLC | 0.00% | Reduce -12.4% | 304,318 | $2.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.6% | 299,934 | $2.5M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -2.7% | 290,751 | $2.4M |
| Wells Fargo & Company | 0.00% | Add +3.7% | 277,767 | $2.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +5.2% | 263,889 | $2.2M |
| Pathstone Holdings, LLC | 0.01% | New | 260,109 | $2.1M |
| Franklin Resources Inc. | 0.00% | Add +1.6% | 244,107 | $2.0M |
| Mangrove Partners Im, LLC | 0.16% | Add +35.6% | 221,120 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.9% | 196,367 | $1.6M |
| Roman Butler Fullerton & Co. | 0.59% | Add +2.2% | 202,595 | $1.6M |
| Park Avenue Securities LLC | 0.02% | Reduce -0.9% | 171,698 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +1196.4% | 164,193 | $1.3M |
| Cetera Investment Advisers | 0.00% | New | 149,752 | $1.2M |
| Cohen Klingenstein LLC | 0.04% | No change | 145,960 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -27.0% | 137,629 | $1.1M |
| Quantedge Capital Pte Ltd | 0.44% | Add +78.2% | 128,800 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -1.0% | 125,281 | $1.0M |
| Prevail Innovative Wealth Advisors, LLC | 0.37% | Add +23.2% | 120,200 | $986K |
| Claro Advisors Inc. | 0.17% | Reduce -6.2% | 118,107 | $968K |
| Franklin Street Advisors Inc. | 0.07% | No change | 110,310 | $905K |
| International Assets Investment Management, LLC | 0.09% | Add +8.9% | 110,559 | $901K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 82,535 | $677K |
| Saxon Interests, Inc. | 0.32% | Add +0.3% | 82,410 | $676K |
| HighTower Advisors, LLC | 0.00% | Add +173.7% | 80,949 | $666K |
| D.A. Davidson & Co. | 0.01% | Add +6.9% | 75,331 | $618K |
| Lido Advisors, LLC | 0.01% | No change | 74,900 | $614K |
| Centaurus Financial, Inc. | 0.04% | Reduce -27.8% | 68,182 | $559K |
| Joseph P. Lucia & Associates, LLC | 0.29% | Add +0.7% | 66,073 | $542K |
| Tiller Private Wealth, Inc. | 0.24% | Reduce -2.9% | 65,180 | $534K |
| Arkadios Wealth Advisors | 0.04% | Reduce -4.5% | 64,855 | $532K |
| Sheaff Brock Investment Advisors, LLC | 0.04% | Add +72.7% | 59,338 | $487K |
| NewEdge Advisors, LLC | 0.00% | Reduce -14.3% | 57,105 | $468K |
| Dakota Wealth Management | 0.01% | No change | 52,830 | $433K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -20.4% | 52,223 | $428K |
| Centurion Wealth Management LLC | 0.17% | No change | 51,810 | $425K |
| Spire Wealth Management | 0.01% | No change | 51,810 | $425K |
| Stifel Financial Corp. | 0.00% | Add +0.0% | 47,081 | $386K |
| Avory & Company, LLC | 0.26% | No change | 45,682 | $375K |
| Flputnam Investment Management Co. | 0.01% | No change | 45,100 | $370K |
| Compound Planning, Inc. | 0.03% | Add +2.8% | 44,214 | $363K |
| Creative Planning | 0.00% | Reduce -1.4% | 42,724 | $350K |
| Oppenheimer & Co. Inc. | 0.01% | Add +1.7% | 42,401 | $348K |
| Citigroup Inc. | 0.00% | Add +33.8% | 39,616 | $325K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -14.4% | 39,062 | $320K |
| Walleye Capital LLC | 0.00% | Reduce -15.8% | 37,247 | $305K |
| Certified Advisory Corp | 0.04% | Reduce -6.6% | 37,184 | $305K |
| NWF Advisory Services Inc. | 0.05% | Reduce -0.1% | 36,951 | $303K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.1% | 36,535 | $300K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.1% | 35,402 | $290K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -35.2% | 34,066 | $279K |
| Twin Lakes Capital Management, LLC | 0.18% | Add +3.0% | 33,248 | $273K |
| Keeley-Teton Advisors, LLC | 0.03% | No change | 30,963 | $254K |
| Jacobi Capital Management LLC | 0.02% | Add +1.8% | 30,330 | $249K |
| Rothschild Investment LLC | 0.02% | Add +4.3% | 30,112 | $247K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -7.0% | 31,001 | $237K |
| Calamos Advisors LLC | 0.00% | New | 28,504 | $234K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.8% | 27,489 | $225K |
| Integrated Capital Management, Inc. | 0.17% | Add +8.7% | 25,949 | $213K |
| Capital CS Group, LLC | 0.21% | Add +17.3% | 25,770 | $211K |
| Comerica Bank | 0.00% | Add +2.4% | 23,353 | $191K |
| Diversified, LLC | 0.03% | Reduce -3.0% | 22,854 | $187K |
| Cornerstone Advisory, LLC | 0.03% | Add +0.7% | 22,129 | $181K |
| MML Investors Services, LLC | 0.00% | Add +0.7% | 21,826 | $179K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +3.1% | 20,625 | $169K |
| Summit Investment Advisory Services, LLC | 0.10% | Add +3.0% | 19,859 | $163K |
| ORG Partners LLC | 0.31% | New | 19,809 | $161K |
| HUB Investment Partners, LLC | 0.01% | New | 19,275 | $158K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -7.1% | 18,943 | $155K |
| Truist Financial Corp. | 0.00% | Add +2.6% | 18,506 | $152K |
| Commerce Bank | 0.00% | No change | 18,115 | $149K |
| DAVENPORT & Co LLC | 0.00% | No change | 17,820 | $146K |
| LVZ, Inc. | 0.02% | Reduce -3.0% | 17,695 | $145K |
| Regal Investment Advisors LLC | 0.01% | No change | 17,250 | $141K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 17,068 | $140K |
| Cyndeo Wealth Partners, LLC | 0.01% | No change | 17,000 | $139K |
| Worth Asset Management, LLC | 0.08% | No change | 15,870 | $130K |
| Financial Alternatives, Inc | 0.10% | No change | 15,091 | $124K |
| CFO4Life Group, LLC | 0.02% | Add +24.3% | 14,941 | $123K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -3.5% | 14,122 | $116K |
| L.M. Kohn & Company | 0.03% | Reduce -23.8% | 14,115 | $116K |
| Raymond James Trust N.A. | 0.00% | No change | 13,700 | $112K |
| Wedbush Securities Inc. | 0.00% | New | 13,654 | $112K |
| Two Sigma Investments, LP | 0.00% | New | 13,566 | $111K |
| Tyche Wealth Partners LLC | 0.02% | Add +0.1% | 12,099 | $99K |
| Citadel Advisors | 0.00% | Reduce -23.3% | 11,482 | $94K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -0.6% | 11,291 | $93K |
| Ameritas Advisory Services, LLC | 0.00% | New | 11,362 | $90K |
| Edge Wealth Management LLC | 0.02% | No change | 11,000 | $90K |
| Corient Private Wealth LP | 0.00% | No change | 10,905 | $89K |
| Strategic Financial Concepts, LLC | 0.02% | New | 10,552 | $87K |
| Detalus Advisors, LLC | 0.03% | Reduce -15.4% | 10,175 | $83K |
| Kapstone Financial Advisors LLC | 0.06% | No change | 10,035 | $82K |
| Abel Hall, LLC | 0.06% | No change | 10,000 | $82K |
| CIBC Private Wealth Group LLC | 0.00% | New | 9,991 | $81K |
| Blue Bell Private Wealth Management, LLC | 0.02% | Add +171.4% | 9,500 | $78K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +7.8% | 9,153 | $75K |
| Financial Synergies Wealth Advisors, Inc. | 0.01% | New | 7,832 | $64K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 5,993 | $49K |
| Private Trust Co. NA | 0.00% | Reduce -14.0% | 5,500 | $45K |
| Lanark Financial, Inc. | 0.00% | No change | 5,069 | $41K |
| US Bancorp \de | 0.00% | Reduce -0.3% | 4,415 | $36K |
| CoreCap Advisors, LLC | 0.00% | New | 3,400 | $28K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 2,922 | $24K |
| Mather Group, Llc. | 0.00% | New | 3,040 | $24K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 2,867 | $24K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -50.0% | 2,600 | $21K |
| Parallel Advisors, LLC | 0.00% | Add +1.1% | 2,459 | $20K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 2,002 | $16K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,925 | $16K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +0.9% | 1,815 | $15K |
| Global Retirement Partners, LLC | 0.00% | Add +2.2% | 982 | $8K |
| Benjamin Edwards Inc. | 0.00% | New | 1,000 | $8K |
| Allworth Financial LP | 0.00% | Add +29.5% | 914 | $7K |
| JPMorgan Chase & Co. | 0.00% | Add +102.9% | 700 | $6K |
| Balefire, LLC | 0.00% | No change | 550 | $5K |
| Bellevue Asset Management, LLC | 0.00% | No change | 465 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 400 | $3K |
| Retirement Group, LLC | 0.00% | No change | 310 | $3K |
| Harbour Investments, Inc. | 0.00% | No change | 275 | $2K |
| FMR LLC | 0.00% | Reduce -50.0% | 1 | $8 |
"% of holder's portfolio" is ETW's weight in each manager's 13F, not the share of Eaton Vance T/M GLBL Buy-WR the manager owns.