Eaton Vance T/M GLBL Buy-WRETW
13F holders, Q2 2024 (June 30)148holders +6
16new positions
13sold out
$8.25avg. 13F price*
At the end of Q2 2024, 148 institutions reported holding Eaton Vance T/M GLBL Buy-WR (ETW) in their 13F filings, up 6 from Q1 2024. 16 opened new positions and 13 sold out. The largest holders were Bank of America Corp. ($22.2M), Morgan Stanley ($16.7M) and Karpus Management, Inc. ($15.1M).
- 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $2.3M |
| Exits | 13 | $2.0M |
All 13F filers, Q1 2024 → Q2 2024: 1,503,633 shares bought and 1,633,858 shares sold, net −130,225 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 148 holders
| Bank of America Corp. | 0.00% | Add +0.5% | 2,684,743 | $22.2M |
| Morgan Stanley | 0.00% | Add +0.3% | 2,018,529 | $16.7M |
| Karpus Management, Inc. | 0.42% | Reduce -2.4% | 1,823,834 | $15.1M |
| Guggenheim Capital LLC | 0.11% | Add +3.9% | 1,781,622 | $14.7M |
| Invesco Ltd. | 0.00% | Reduce -3.0% | 1,592,506 | $13.2M |
| Cornerstone Advisors, LLC | 0.52% | Reduce -9.0% | 1,539,397 | $12.7M |
| AQR Arbitrage LLC | 0.46% | Add +7.0% | 1,221,268 | $10.1M |
| Raymond James & Associates | 0.01% | Reduce -22.4% | 1,130,282 | $9.3M |
| Baird Financial Group, Inc. | 0.02% | Add +3.8% | 885,159 | $7.3M |
| Royal Bank of Canada | 0.00% | Add +25.1% | 822,485 | $6.8M |
| Pathstone Holdings, LLC | 0.02% | Add +152.3% | 656,379 | $5.4M |
| UBS Group AG | 0.00% | Add +4.5% | 597,316 | $4.9M |
| Advisors Asset Management, Inc. | 0.09% | Add +7.0% | 576,731 | $4.8M |
| Flagship Harbor Advisors, LLC | 0.28% | Add +3.1% | 568,639 | $4.7M |
| Cresset Asset Management, LLC | 0.02% | Add +0.2% | 547,441 | $4.5M |
| Wolverine Asset Management LLC | 0.41% | Reduce -28.5% | 514,581 | $4.3M |
| 1607 Capital Partners, LLC | 0.38% | Reduce -4.5% | 507,061 | $4.2M |
| SAM Advisors, LLC | 1.39% | Reduce -0.2% | 449,936 | $3.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -10.8% | 445,878 | $3.7M |
| Logan Stone Capital, LLC | 0.84% | Reduce -10.4% | 392,891 | $3.2M |
| LPL Financial LLC | 0.00% | Add +22.1% | 371,712 | $3.1M |
| Shaker Financial Services, LLC | 1.22% | Add +4.7% | 364,908 | $3.0M |
| Ameriprise Financial Inc. | 0.00% | Add +9.3% | 327,814 | $2.7M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +2.5% | 297,955 | $2.5M |
| Wells Fargo & Company | 0.00% | Add +2.4% | 284,431 | $2.4M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.5% | 262,659 | $2.2M |
| Franklin Resources Inc. | 0.00% | Add +1.8% | 248,440 | $2.1M |
| Landscape Capital Management, L.L.C. | 0.17% | Reduce -42.4% | 245,769 | $2.0M |
| Mangrove Partners Im, LLC | 0.17% | No change | 221,120 | $1.8M |
| Roman Butler Fullerton & Co. | 0.56% | Add +0.8% | 204,245 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -35.0% | 204,243 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.4% | 195,656 | $1.6M |
| Investment Planning Advisors, Inc. | 0.77% | — | 183,057 | $1.5M |
| Park Avenue Securities LLC | 0.02% | Reduce -1.3% | 169,504 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -5.1% | 155,746 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +0.4% | 150,371 | $1.2M |
| Franklin Street Advisors Inc. | 0.09% | Add +36.3% | 150,334 | $1.2M |
| Cohen Klingenstein LLC | 0.04% | No change | 145,960 | $1.2M |
| Prevail Innovative Wealth Advisors, LLC | 0.42% | Add +18.6% | 142,553 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -1.1% | 123,904 | $1.0M |
| Claro Advisors Inc. | 0.14% | Reduce -5.1% | 112,084 | $927K |
| International Assets Investment Management, LLC | 0.08% | Reduce -2.9% | 107,309 | $887K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -22.4% | 106,761 | $883K |
| Quantedge Capital Pte Ltd | 0.31% | Reduce -18.2% | 105,400 | $872K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.8% | 78,535 | $649K |
| Sanctuary Advisors, LLC | 0.00% | — | 80,938 | $639K |
| Arkadios Wealth Advisors | 0.04% | Add +18.5% | 76,875 | $636K |
| Lido Advisors, LLC | 0.01% | No change | 74,900 | $619K |
| HighTower Advisors, LLC | 0.00% | Reduce -7.4% | 74,950 | $619K |
| D.A. Davidson & Co. | 0.01% | Reduce -5.3% | 71,311 | $590K |
| Saxon Interests, Inc. | 0.27% | Reduce -17.6% | 67,940 | $562K |
| Joseph P. Lucia & Associates, LLC | 0.28% | Add +0.6% | 66,483 | $550K |
| Tiller Private Wealth, Inc. | 0.24% | No change | 65,180 | $539K |
| NewEdge Advisors, LLC | 0.00% | Add +10.3% | 62,986 | $521K |
| Sheaff Brock Investment Advisors, LLC | 0.05% | Add +0.1% | 59,373 | $491K |
| Independent Financial Group, LLC | 0.02% | New | 51,080 | $422K |
| Dakota Wealth Management | 0.01% | Reduce -3.8% | 50,830 | $420K |
| Compound Planning, Inc. | 0.03% | Add +11.2% | 49,151 | $406K |
| Stifel Financial Corp. | 0.00% | Add +3.9% | 48,911 | $404K |
| Calamos Advisors LLC | 0.00% | Add +69.8% | 48,390 | $400K |
| Avory & Company, LLC | 0.27% | No change | 45,682 | $378K |
| Camelot Portfolios, LLC | 0.21% | New | 45,400 | $375K |
| Oppenheimer & Co. Inc. | 0.01% | Add +7.0% | 45,349 | $375K |
| Flputnam Investment Management Co. | 0.01% | No change | 45,100 | $373K |
| Citigroup Inc. | 0.00% | Add +9.3% | 43,289 | $358K |
| Centaurus Financial, Inc. | 0.02% | Reduce -37.6% | 42,566 | $352K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +16.4% | 42,535 | $352K |
| Creative Planning | 0.00% | Reduce -7.4% | 39,558 | $327K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.7% | 39,178 | $324K |
| Two Sigma Investments, LP | 0.00% | Add +177.3% | 37,617 | $311K |
| NWF Advisory Services Inc. | 0.05% | Reduce -2.5% | 36,037 | $298K |
| Avantax Advisory Services, Inc. | 0.00% | Add +1.1% | 34,457 | $285K |
| Certified Advisory Corp | 0.04% | Reduce -8.2% | 34,119 | $282K |
| Twin Lakes Capital Management, LLC | 0.19% | Add +2.5% | 34,075 | $282K |
| Susquehanna International Group, LLP | 0.00% | New | 33,838 | $280K |
| Keeley-Teton Advisors, LLC | 0.03% | No change | 30,963 | $256K |
| Jacobi Capital Management LLC | 0.02% | Reduce -0.8% | 30,081 | $249K |
| Mariner, LLC | 0.00% | New | 29,394 | $243K |
| Heritage Wealth Management, Inc. | 0.08% | — | 28,889 | $243K |
| Janney Montgomery Scott LLC | 0.00% | Add +6.3% | 29,209 | $242K |
| Rothschild Investment LLC | 0.02% | Reduce -3.4% | 29,078 | $240K |
| Integrated Capital Management, Inc. | 0.18% | Add +7.7% | 27,938 | $231K |
| Capital CS Group, LLC | 0.25% | Add +1.9% | 26,267 | $217K |
| Cornerstone Advisory, LLC | 0.03% | Add +9.6% | 24,259 | $201K |
| Comerica Bank | 0.00% | Add +0.3% | 23,415 | $194K |
| MML Investors Services, LLC | 0.00% | Add +1.2% | 22,081 | $183K |
| Diversified, LLC | 0.02% | Reduce -4.6% | 21,797 | $180K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -3.0% | 20,000 | $165K |
| Gratus Capital, LLC | 0.01% | New | 20,000 | $165K |
| HUB Investment Partners, LLC | 0.01% | No change | 19,275 | $159K |
| Modern Wealth Management, LLC | 0.01% | New | 19,188 | $159K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -1.7% | 18,619 | $154K |
| Truist Financial Corp. | 0.00% | No change | 18,506 | $153K |
| Commerce Bank | 0.00% | No change | 18,115 | $150K |
| LVZ, Inc. | 0.02% | No change | 17,695 | $146K |
| Wedbush Securities Inc. | 0.01% | Add +29.4% | 17,666 | $146K |
| ORG Partners LLC | 0.02% | Reduce -12.0% | 17,433 | $144K |
| Regal Investment Advisors LLC | 0.01% | No change | 17,250 | $143K |
| Cyndeo Wealth Partners, LLC | 0.01% | No change | 17,000 | $141K |
| Worth Asset Management, LLC | 0.08% | No change | 15,870 | $131K |
| DAVENPORT & Co LLC | 0.00% | Reduce -11.2% | 15,820 | $131K |
| CFO4Life Group, LLC | 0.02% | Add +2.1% | 15,249 | $126K |
| Financial Alternatives, Inc | 0.09% | No change | 15,091 | $125K |
| Sykon Capital LLC | 0.05% | New | 15,000 | $124K |
| Sensible Money, LLC | 0.06% | New | 14,586 | $121K |
| Asset Dedication, LLC | 0.01% | New | 14,586 | $121K |
| Kingsview Wealth Management, LLC | 0.00% | No change | 14,122 | $117K |
| West Michigan Advisors, LLC | 0.03% | New | 12,865 | $106K |
| Tyche Wealth Partners LLC | 0.02% | Add +0.1% | 12,115 | $100K |
| Harbour Investments, Inc. | 0.00% | Add +4112.0% | 11,583 | $96K |
| Ameritas Advisory Services, LLC | 0.00% | Add +0.5% | 11,419 | $94K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.1% | 11,297 | $93K |
| Edge Wealth Management LLC | 0.02% | No change | 11,000 | $91K |
| Corient Private Wealth LP | 0.00% | No change | 10,905 | $90K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.5% | 10,239 | $86K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -80.2% | 10,364 | $86K |
| Detalus Advisors, LLC | 0.03% | No change | 10,175 | $84K |
| Quad-Cities Investment Group, LLC | 0.05% | New | 10,159 | $84K |
| Kapstone Financial Advisors LLC | 0.05% | No change | 10,035 | $83K |
| Abel Hall, LLC | 0.06% | No change | 10,000 | $83K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 9,500 | $79K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 9,153 | $76K |
| CoreCap Advisors, LLC | 0.01% | Add +117.7% | 7,400 | $61K |
| Barrett & Company, Inc. | 0.03% | New | 6,600 | $55K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +0.0% | 5,994 | $50K |
| Private Trust Co. NA | 0.00% | No change | 5,500 | $45K |
| Lanark Financial, Inc. | 0.00% | Reduce -9.9% | 4,569 | $37K |
| US Bancorp \de | 0.00% | No change | 4,415 | $37K |
| Mather Group, Llc. | 0.00% | No change | 3,040 | $25K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 2,922 | $24K |
| Venturi Wealth Management, LLC | 0.00% | No change | 2,600 | $22K |
| Parallel Advisors, LLC | 0.00% | Add +1.7% | 2,500 | $21K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,925 | $16K |
| Strategic Financial Concepts, LLC | 0.01% | Add +748.6% | 89,544 | $15K |
| Lynx Investment Advisory | 0.01% | — | 1,075 | $9K |
| Triad Wealth Partners, LLC | 0.00% | New | 1,041 | $9K |
| Global Retirement Partners, LLC | 0.00% | Add +2.5% | 1,007 | $8K |
| Allworth Financial LP | 0.00% | Add +1.0% | 923 | $8K |
| Strategic Investment Solutions, Inc. | 0.00% | — | 775 | $6K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -68.1% | 579 | $5K |
| Balefire, LLC | 0.00% | No change | 550 | $5K |
| IFP Advisors, Inc | 0.00% | New | 500 | $4K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Reduce -79.7% | 583 | $4K |
| Farther Finance Advisors, LLC | 0.00% | New | 407 | $3K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 400 | $3K |
| JPMorgan Chase & Co. | 0.00% | Reduce -44.4% | 389 | $3K |
| Bellevue Asset Management, LLC | 0.00% | Reduce -61.3% | 180 | $1K |
| Voisard Asset Management Group, Inc. | 0.00% | New | 33 | $273 |
"% 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.