Eaton Vance T/M GLBL Buy-WRETW
13F holders, Q3 2024 (September 30)143holders −5
10new positions
15sold out
$8.67avg. 13F price*
At the end of Q3 2024, 143 institutions reported holding Eaton Vance T/M GLBL Buy-WR (ETW) in their 13F filings, down 5 from Q2 2024. 10 opened new positions and 15 sold out. The largest holders were Bank of America Corp. ($23.0M), Morgan Stanley ($18.1M) and Karpus Management, Inc. ($16.4M).
- Company
- Eaton Vance T/M GLBL Buy-WR
- CUSIP
- 27829C105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $5.9M |
| Exits | 15 | $16.7M |
All 13F filers, Q2 2024 → Q3 2024: 1,684,963 shares bought and 4,605,778 shares sold, net −2,920,815 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 143 holders
| Bank of America Corp. | 0.00% | Reduce -1.4% | 2,646,586 | $23.0M |
| Morgan Stanley | 0.00% | Add +3.1% | 2,080,330 | $18.1M |
| Karpus Management, Inc. | 0.46% | Add +3.9% | 1,894,216 | $16.4M |
| Guggenheim Capital LLC | 0.11% | Reduce -0.1% | 1,779,431 | $15.4M |
| Invesco Ltd. | 0.00% | Add +6.1% | 1,689,248 | $14.7M |
| AQR Arbitrage LLC | 0.42% | Reduce -3.5% | 1,178,069 | $10.1M |
| Raymond James & Associates | 0.01% | Reduce -0.4% | 1,125,956 | $9.8M |
| Pathstone Holdings, LLC | 0.04% | Add +52.1% | 998,581 | $8.7M |
| Royal Bank of Canada | 0.00% | Reduce -8.4% | 753,513 | $6.5M |
| UBS Group AG | 0.00% | Add +14.5% | 684,035 | $5.9M |
| 1607 Capital Partners, LLC | 0.48% | Add +20.3% | 610,009 | $5.3M |
| Flagship Harbor Advisors, LLC | 0.27% | Add +1.3% | 575,826 | $5.0M |
| Advisors Asset Management, Inc. | 0.09% | Reduce -3.0% | 559,180 | $4.9M |
| Cresset Asset Management, LLC | 0.02% | Add +0.6% | 550,920 | $4.8M |
| Penserra Capital Management LLC | 0.10% | New | 530,922 | $4.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -5.6% | 420,994 | $3.7M |
| Ameriprise Financial Inc. | 0.00% | Add +15.1% | 377,141 | $3.3M |
| LPL Financial LLC | 0.00% | Add +0.8% | 374,742 | $3.3M |
| Logan Stone Capital, LLC | 0.73% | Reduce -13.6% | 339,414 | $2.9M |
| Wells Fargo & Company | 0.00% | Add +7.3% | 305,154 | $2.6M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +0.3% | 298,906 | $2.6M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.1% | 262,426 | $2.3M |
| Franklin Resources Inc. | 0.00% | Add +1.8% | 252,912 | $2.2M |
| Mangrove Partners Im, LLC | 0.19% | No change | 221,120 | $1.9M |
| Roman Butler Fullerton & Co. | 0.54% | Add +1.7% | 207,749 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.6% | 203,065 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.9% | 193,821 | $1.7M |
| Prevail Innovative Wealth Advisors, LLC | 0.49% | Add +30.1% | 185,487 | $1.6M |
| Investment Planning Advisors, Inc. | 0.77% | No change | 183,057 | $1.5M |
| Park Avenue Securities LLC | 0.02% | Reduce -4.6% | 161,668 | $1.4M |
| Franklin Street Advisors Inc. | 0.09% | No change | 150,334 | $1.3M |
| Cohen Klingenstein LLC | 0.04% | No change | 145,960 | $1.3M |
| International Assets Investment Management, LLC | 0.10% | Add +31.5% | 141,083 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +0.3% | 124,230 | $1.1M |
| Cetera Investment Advisers | 0.00% | Reduce -23.1% | 115,587 | $1.0M |
| Quantedge Capital Pte Ltd | 0.29% | Add +6.4% | 112,100 | $973K |
| Claro Advisors Inc. | 0.11% | Reduce -9.2% | 101,737 | $883K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -12.2% | 93,789 | $814K |
| HighTower Advisors, LLC | 0.00% | Add +6.3% | 79,655 | $691K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 78,535 | $682K |
| Arkadios Wealth Advisors | 0.04% | Add +0.1% | 76,916 | $668K |
| Lido Advisors, LLC | 0.00% | No change | 74,900 | $650K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -5.6% | 76,407 | $649K |
| Tiller Private Wealth, Inc. | 0.26% | Add +11.0% | 72,350 | $628K |
| D.A. Davidson & Co. | 0.01% | Reduce -1.1% | 70,556 | $612K |
| NewEdge Advisors, LLC | 0.00% | Add +1.1% | 63,651 | $552K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -59.4% | 63,272 | $549K |
| Joseph P. Lucia & Associates, LLC | 0.24% | Reduce -8.4% | 60,885 | $528K |
| Sheaff Brock Investment Advisors, LLC | 0.05% | Add +0.0% | 59,396 | $516K |
| Stifel Financial Corp. | 0.00% | Add +14.8% | 56,153 | $487K |
| Shaker Financial Services, LLC | 0.18% | Reduce -85.1% | 54,258 | $471K |
| Landscape Capital Management, L.L.C. | 0.05% | Reduce -78.7% | 52,253 | $454K |
| Centurion Wealth Management LLC | 0.14% | — | 51,810 | $450K |
| Dakota Wealth Management | 0.01% | Add +0.8% | 51,230 | $445K |
| Compound Planning, Inc. | 0.03% | Add +0.3% | 49,278 | $428K |
| Calamos Advisors LLC | 0.00% | Reduce -1.6% | 47,638 | $413K |
| Cornerstone Advisors, LLC | 0.02% | Reduce -97.0% | 46,639 | $405K |
| Avory & Company, LLC | 0.24% | No change | 45,682 | $397K |
| Centaurus Financial, Inc. | 0.03% | Add +6.4% | 45,307 | $393K |
| Flputnam Investment Management Co. | 0.01% | No change | 45,100 | $391K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4.2% | 44,340 | $385K |
| Citigroup Inc. | 0.00% | Reduce -8.3% | 39,691 | $345K |
| Creative Planning | 0.00% | Add +0.3% | 39,657 | $344K |
| Walleye Capital LLC | 0.00% | New | 39,352 | $342K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.3% | 39,056 | $339K |
| Saxon Interests, Inc. | 0.14% | Reduce -46.1% | 36,627 | $318K |
| Avantax Advisory Services, Inc. | 0.00% | Add +5.5% | 36,355 | $316K |
| Twin Lakes Capital Management, LLC | 0.20% | Add +2.4% | 34,884 | $303K |
| NWF Advisory Services Inc. | 0.04% | Reduce -5.9% | 33,896 | $294K |
| Certified Advisory Corp | 0.03% | Reduce -3.7% | 32,843 | $285K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 32,385 | $281K |
| Independent Financial Group, LLC | 0.01% | Reduce -36.7% | 32,313 | $280K |
| Robinson Capital Management, LLC | 0.09% | New | 31,668 | $270K |
| Keeley-Teton Advisors, LLC | 0.03% | No change | 30,963 | $269K |
| Jacobi Capital Management LLC | 0.02% | Add +1.5% | 30,543 | $265K |
| Janney Montgomery Scott LLC | 0.00% | Add +2.0% | 29,805 | $259K |
| Heritage Wealth Management, Inc. | 0.08% | No change | 28,889 | $251K |
| Integrated Capital Management, Inc. | 0.19% | Add +3.0% | 28,767 | $250K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -36.7% | 28,694 | $249K |
| Rothschild Investment LLC | 0.02% | Reduce -1.4% | 28,684 | $249K |
| Capital CS Group, LLC | 0.28% | Add +1.5% | 26,671 | $232K |
| Cornerstone Advisory, LLC | 0.03% | Add +0.5% | 24,386 | $212K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +30.2% | 24,248 | $210K |
| Truist Financial Corp. | 0.00% | Add +30.8% | 24,208 | $210K |
| Comerica Bank | 0.00% | Add +0.4% | 23,506 | $204K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +126.0% | 23,422 | $203K |
| Mariner, LLC | 0.00% | Reduce -21.3% | 23,128 | $201K |
| MML Investors Services, LLC | 0.00% | Add +2.0% | 22,532 | $196K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +10.0% | 22,000 | $191K |
| Summit Investment Advisory Services, LLC | 0.10% | New | 20,835 | $181K |
| Diversified, LLC | 0.02% | Reduce -5.8% | 20,534 | $178K |
| Diversified Enterprises, LLC | 0.02% | — | 20,534 | $178K |
| HUB Investment Partners, LLC | 0.01% | No change | 19,275 | $167K |
| Modern Wealth Management, LLC | 0.01% | Add +0.3% | 19,236 | $167K |
| Commerce Bank | 0.00% | No change | 18,115 | $157K |
| LVZ, Inc. | 0.02% | No change | 17,695 | $154K |
| Regal Investment Advisors LLC | 0.01% | No change | 17,250 | $150K |
| Cyndeo Wealth Partners, LLC | 0.01% | No change | 17,000 | $148K |
| Worth Asset Management, LLC | 0.07% | No change | 15,870 | $138K |
| DAVENPORT & Co LLC | 0.00% | No change | 15,820 | $137K |
| CFO4Life Group, LLC | 0.02% | Add +2.0% | 15,550 | $135K |
| Financial Alternatives, Inc | 0.09% | No change | 15,091 | $131K |
| Sensible Money, LLC | 0.06% | No change | 14,586 | $127K |
| Asset Dedication, LLC | 0.01% | No change | 14,586 | $127K |
| ORG Partners LLC | 0.02% | Reduce -16.5% | 14,564 | $126K |
| Wedbush Securities Inc. | 0.00% | Reduce -18.0% | 14,486 | $126K |
| L.M. Kohn & Company | 0.03% | New | 14,380 | $125K |
| Kingsview Wealth Management, LLC | 0.00% | No change | 14,122 | $123K |
| Harbour Investments, Inc. | 0.00% | Add +13.2% | 13,107 | $114K |
| West Michigan Advisors, LLC | 0.03% | No change | 12,865 | $112K |
| Tyche Wealth Partners LLC | 0.02% | Add +0.1% | 12,130 | $105K |
| Blue Bell Private Wealth Management, LLC | 0.02% | Add +25.3% | 11,900 | $103K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.1% | 11,304 | $98K |
| Corient Private Wealth LP | 0.00% | No change | 10,905 | $95K |
| Strategic Financial Concepts, LLC | 0.03% | Reduce -87.9% | 10,800 | $94K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.4% | 10,482 | $91K |
| Quad-Cities Investment Group, LLC | 0.05% | Add +2.2% | 10,384 | $90K |
| Detalus Advisors, LLC | 0.03% | No change | 10,175 | $88K |
| Abel Hall, LLC | 0.06% | No change | 10,000 | $87K |
| Kapstone Financial Advisors LLC | 0.05% | No change | 10,035 | $87K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 9,153 | $79K |
| Ashton Thomas Securities, LLC | 0.01% | New | 7,686 | $67K |
| CoreCap Advisors, LLC | 0.00% | No change | 7,400 | $64K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 5,994 | $52K |
| Private Trust Co. NA | 0.00% | No change | 5,500 | $48K |
| JPMorgan Chase & Co. | 0.00% | Add +1093.6% | 4,643 | $40K |
| Lanark Financial, Inc. | 0.00% | Reduce -6.6% | 4,269 | $37K |
| Mather Group, Llc. | 0.00% | No change | 3,040 | $26K |
| Tucker Asset Management LLC | 0.01% | New | 2,841 | $25K |
| Venturi Wealth Management, LLC | 0.00% | No change | 2,600 | $23K |
| Parallel Advisors, LLC | 0.00% | Add +1.6% | 2,540 | $22K |
| Barrett & Company, Inc. | 0.01% | Reduce -65.9% | 2,250 | $20K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,925 | $17K |
| Peterson Financial Group, Inc. | 0.04% | New | 1,315 | $11K |
| Global Retirement Partners, LLC | 0.00% | Add +2.4% | 1,031 | $9K |
| Allworth Financial LP | 0.00% | Add +1.0% | 932 | $8K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 775 | $7K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +2.4% | 593 | $5K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 583 | $5K |
| Farther Finance Advisors, LLC | 0.00% | No change | 407 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 400 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | New | 200 | $2K |
| Bellevue Asset Management, LLC | 0.00% | No change | 180 | $2K |
"% 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.