Eaton Vance T/M GLBL Buy-WRETW
13F holders, Q4 2024 (December 31)160holders +17
19new positions
12sold out
$8.42avg. 13F price*
At the end of Q4 2024, 160 institutions reported holding Eaton Vance T/M GLBL Buy-WR (ETW) in their 13F filings, up 17 from Q3 2024. 19 opened new positions and 12 sold out. The largest holders were Bank of America Corp. ($19.4M), Guggenheim Capital LLC ($16.1M) and Karpus Management, Inc. ($15.4M).
- Company
- Eaton Vance T/M GLBL Buy-WR
- CUSIP
- 27829C105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $9.4M |
| Exits | 12 | $2.6M |
All 13F filers, Q3 2024 → Q4 2024: 2,375,421 shares bought and 2,071,890 shares sold, net +303,531 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 160 holders
| Bank of America Corp. | 0.00% | Reduce -13.0% | 2,302,326 | $19.4M |
| Guggenheim Capital LLC | 0.13% | Add +7.8% | 1,917,991 | $16.1M |
| Karpus Management, Inc. | 0.45% | Reduce -3.6% | 1,826,330 | $15.4M |
| Morgan Stanley | 0.00% | Reduce -12.5% | 1,820,809 | $15.3M |
| Invesco Ltd. | 0.00% | Reduce -5.9% | 1,589,802 | $13.4M |
| Raymond James Financial Inc. | 0.00% | — | 1,449,573 | $12.2M |
| AQR Arbitrage LLC | 0.32% | Reduce -24.6% | 888,263 | $7.5M |
| Pathstone Holdings, LLC | 0.03% | Reduce -18.9% | 809,402 | $6.8M |
| Royal Bank of Canada | 0.00% | Reduce -2.5% | 735,040 | $6.2M |
| UBS Group AG | 0.00% | Reduce -0.4% | 681,408 | $5.7M |
| Wells Fargo & Company | 0.00% | Add +119.9% | 670,907 | $5.6M |
| 1607 Capital Partners, LLC | 0.41% | Reduce -0.3% | 608,109 | $5.1M |
| Advisors Asset Management, Inc. | 0.09% | Add +7.9% | 603,587 | $5.1M |
| Flagship Harbor Advisors, LLC | 0.26% | Add +0.3% | 577,856 | $4.9M |
| Penserra Capital Management LLC | 0.09% | Add +7.2% | 569,263 | $4.8M |
| Cresset Asset Management, LLC | 0.02% | Add +0.1% | 551,279 | $4.6M |
| SAM Advisors, LLC | 1.47% | New | 499,013 | $4.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.4% | 410,853 | $3.5M |
| LPL Financial LLC | 0.00% | Add +8.1% | 405,191 | $3.4M |
| Shaker Financial Services, LLC | 1.19% | Add +577.5% | 367,624 | $3.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -16.7% | 314,136 | $2.6M |
| Franklin Resources Inc. | 0.00% | Add +1.8% | 257,369 | $2.2M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -8.8% | 239,192 | $2.0M |
| Mangrove Partners Im, LLC | 0.23% | No change | 221,120 | $1.9M |
| Independent Advisor Alliance | 0.02% | New | 220,499 | $1.9M |
| Prevail Innovative Wealth Advisors, LLC | 0.53% | Add +17.2% | 217,474 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +3.7% | 210,543 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.9% | 197,430 | $1.7M |
| Roman Butler Fullerton & Co. | 0.53% | Reduce -6.3% | 194,651 | $1.7M |
| Logan Stone Capital, LLC | 0.55% | Reduce -42.7% | 194,412 | $1.6M |
| Investment Planning Advisors, Inc. | 0.68% | Add +0.7% | 184,303 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +181.7% | 178,237 | $1.5M |
| Polar Asset Management Partners Inc. | 0.03% | New | 173,948 | $1.5M |
| Park Avenue Securities LLC | 0.01% | Add +4.3% | 168,690 | $1.4M |
| Franklin Street Advisors Inc. | 0.08% | No change | 150,334 | $1.3M |
| International Assets Investment Management, LLC | 0.10% | Add +4.9% | 147,973 | $1.2M |
| Cohen Klingenstein LLC | 0.04% | No change | 145,960 | $1.2M |
| Arkadios Wealth Advisors | 0.05% | Add +54.3% | 118,640 | $999K |
| Private Advisor Group, LLC | 0.01% | Reduce -7.2% | 115,262 | $971K |
| Cetera Investment Advisers | 0.00% | Reduce -11.4% | 102,350 | $862K |
| Winebrenner Capital Management LLC | 0.52% | — | 80,000 | $674K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.4% | 79,668 | $671K |
| one8zero8, LLC | 0.14% | — | 77,850 | $655K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -18.1% | 76,778 | $646K |
| Lido Advisors, LLC | 0.00% | No change | 74,900 | $631K |
| Claro Advisors Inc. | 0.08% | Reduce -28.1% | 73,100 | $616K |
| Tiller Private Wealth, Inc. | 0.26% | Reduce -0.8% | 71,750 | $604K |
| Stifel Financial Corp. | 0.00% | Add +26.4% | 70,988 | $598K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +59.8% | 70,864 | $597K |
| D.A. Davidson & Co. | 0.00% | Reduce -1.3% | 69,633 | $586K |
| NewEdge Advisors, LLC | 0.00% | Add +5.3% | 67,022 | $564K |
| CreativeOne Wealth, LLC | 0.02% | New | 64,617 | $544K |
| HighTower Advisors, LLC | 0.00% | Reduce -19.5% | 64,154 | $540K |
| Joseph P. Lucia & Associates, LLC | 0.23% | Add +0.7% | 61,295 | $516K |
| Sheaff Brock Investment Advisors, LLC | 0.04% | Add +0.1% | 59,431 | $500K |
| Calamos Advisors LLC | 0.00% | Add +23.8% | 58,978 | $497K |
| Alteri Wealth LLC | 0.13% | — | 56,373 | $475K |
| Compound Planning, Inc. | 0.02% | Add +7.1% | 52,768 | $444K |
| Medallion Wealth Advisors, LLC | 0.22% | — | 53,534 | $443K |
| Centurion Wealth Management LLC | 0.14% | Add +0.5% | 52,043 | $438K |
| Dakota Wealth Management | 0.01% | No change | 51,230 | $431K |
| Avory & Company, LLC | 0.22% | No change | 45,682 | $385K |
| Centaurus Financial, Inc. | 0.02% | Add +0.8% | 45,660 | $384K |
| Flputnam Investment Management Co. | 0.01% | No change | 45,100 | $380K |
| Citigroup Inc. | 0.00% | Add +5.0% | 41,685 | $351K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 40,227 | $339K |
| Saxon Interests, Inc. | 0.14% | Add +1.4% | 37,146 | $313K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.9% | 37,144 | $313K |
| Avantax Advisory Services, Inc. | 0.00% | Add +1.1% | 36,749 | $309K |
| Twin Lakes Capital Management, LLC | 0.19% | Add +2.4% | 35,710 | $301K |
| Creative Planning | 0.00% | Reduce -11.6% | 35,057 | $295K |
| Certified Advisory Corp | 0.03% | Reduce -0.7% | 32,609 | $275K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -0.6% | 32,194 | $271K |
| Janney Montgomery Scott LLC | 0.00% | Add +7.5% | 32,050 | $270K |
| Jacobi Capital Management LLC | 0.02% | Add +1.5% | 31,014 | $261K |
| Keeley-Teton Advisors, LLC | 0.03% | No change | 30,963 | $261K |
| Integrated Capital Management, Inc. | 0.20% | Add +6.1% | 30,517 | $257K |
| Heritage Wealth Management, Inc. | 0.08% | No change | 28,889 | $243K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -1.4% | 28,297 | $238K |
| Rothschild Investment LLC | 0.02% | Reduce -2.5% | 27,964 | $235K |
| Capital CS Group, LLC | 0.30% | Reduce -0.1% | 26,650 | $224K |
| Argentarii, LLC | 0.11% | — | 25,195 | $212K |
| Truist Financial Corp. | 0.00% | Add +3.2% | 24,980 | $210K |
| Annex Advisory Services, LLC | 0.01% | New | 24,004 | $202K |
| MML Investors Services, LLC | 0.00% | Add +5.6% | 23,793 | $200K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 23,422 | $197K |
| Stratos Wealth Advisors, LLC | 0.01% | No change | 22,000 | $185K |
| Mariner, LLC | 0.00% | Reduce -5.2% | 21,928 | $185K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 21,486 | $181K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -11.5% | 21,469 | $181K |
| Summit Investment Advisory Services, LLC | 0.09% | Add +2.4% | 21,328 | $180K |
| Comerica Bank | 0.00% | Reduce -11.8% | 20,723 | $174K |
| Diversified Enterprises, LLC | 0.02% | Add +0.8% | 20,692 | $174K |
| Cornerstone Advisory, LLC | 0.02% | Reduce -19.8% | 19,559 | $169K |
| Vista Investment Partners Ii, LLC | 0.10% | — | 19,608 | $165K |
| Modern Wealth Management, LLC | 0.01% | Add +0.3% | 19,284 | $162K |
| HUB Investment Partners, LLC | 0.01% | No change | 19,275 | $162K |
| Quantedge Capital Pte Ltd | 0.06% | Reduce -83.6% | 18,400 | $155K |
| Commerce Bank | 0.00% | No change | 18,115 | $153K |
| Landscape Capital Management, L.L.C. | 0.02% | Reduce -65.8% | 17,892 | $151K |
| Regal Investment Advisors LLC | 0.01% | No change | 17,250 | $145K |
| Corient Private Wealth LP | 0.00% | Add +57.3% | 17,155 | $144K |
| Cyndeo Wealth Partners, LLC | 0.01% | No change | 17,000 | $143K |
| LVZ, Inc. | 0.02% | Reduce -6.6% | 16,535 | $139K |
| Worth Asset Management, LLC | 0.07% | No change | 15,870 | $134K |
| DAVENPORT & Co LLC | 0.00% | No change | 15,820 | $133K |
| Clearstead Advisors, LLC | 0.00% | New | 15,612 | $131K |
| Harbour Investments, Inc. | 0.00% | Add +17.0% | 15,331 | $129K |
| Financial Alternatives, Inc | 0.09% | No change | 15,091 | $127K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | New | 14,608 | $123K |
| Aptus Capital Advisors, LLC | 0.00% | New | 14,608 | $123K |
| ORG Partners LLC | 0.02% | Add +0.3% | 14,606 | $123K |
| Sensible Money, LLC | 0.05% | No change | 14,586 | $123K |
| Asset Dedication, LLC | 0.01% | No change | 14,586 | $123K |
| Wedbush Securities Inc. | 0.00% | Reduce -1.4% | 14,286 | $120K |
| Fearless Solutions, LLC dba Best Invest | 0.09% | — | 13,526 | $114K |
| CFO4Life Group, LLC | 0.02% | Reduce -14.7% | 13,264 | $112K |
| West Michigan Advisors, LLC | 0.03% | No change | 12,865 | $108K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -9.1% | 12,842 | $108K |
| Tyche Wealth Partners LLC | 0.02% | Reduce -0.5% | 12,074 | $102K |
| VSM Wealth Advisory, LLC | 0.03% | — | 11,604 | $98K |
| Strategic Financial Concepts, LLC | 0.02% | Add +5.1% | 11,352 | $96K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.1% | 11,310 | $95K |
| Advisory Services Network, LLC | 0.00% | New | 10,901 | $92K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.4% | 10,731 | $90K |
| Quad-Cities Investment Group, LLC | 0.04% | Add +2.1% | 10,603 | $89K |
| IHT Wealth Management, LLC | 0.00% | New | 10,386 | $87K |
| Kapstone Financial Advisors LLC | 0.05% | No change | 10,035 | $86K |
| Detalus Advisors, LLC | 0.03% | No change | 10,175 | $86K |
| Sagespring Wealth Partners, LLC | 0.00% | — | 10,170 | $86K |
| Abel Hall, LLC | 0.05% | No change | 10,000 | $84K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 9,153 | $77K |
| MAI Capital Management | 0.00% | New | 8,329 | $70K |
| Elequin Capital, LP | 0.01% | New | 7,711 | $65K |
| Wolverine Asset Management LLC | 0.00% | New | 7,018 | $59K |
| Barrett & Company, Inc. | 0.02% | Add +193.3% | 6,600 | $54K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 5,994 | $50K |
| Private Trust Co. NA | 0.00% | No change | 5,500 | $46K |
| Mather Group, Llc. | 0.00% | No change | 3,040 | $26K |
| Tucker Asset Management LLC | 0.01% | No change | 2,841 | $24K |
| Vermillion Wealth Management, Inc. | 0.01% | — | 2,747 | $23K |
| Venturi Wealth Management, LLC | 0.00% | No change | 2,600 | $22K |
| Parallel Advisors, LLC | 0.00% | Add +1.6% | 2,581 | $22K |
| MPWM Advisory Solutions, LLC | 0.01% | — | 2,188 | $18K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,925 | $16K |
| Jones Financial Companies LLLP | 0.00% | New | 1,400 | $12K |
| Synergy Asset Management, LLC | 0.00% | New | 1,200 | $10K |
| CoreCap Advisors, LLC | 0.00% | Reduce -84.5% | 1,150 | $10K |
| Allworth Financial LP | 0.00% | Add +0.9% | 940 | $8K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 775 | $7K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +2.4% | 607 | $5K |
| Assetmark, Inc. | 0.00% | New | 600 | $5K |
| Ameriflex Group, Inc. | 0.00% | — | 525 | $5K |
| Farther Finance Advisors, LLC | 0.00% | No change | 407 | $3K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 400 | $3K |
| JPMorgan Chase & Co. | 0.00% | Reduce -95.3% | 220 | $2K |
| Bellevue Asset Management, LLC | 0.00% | No change | 180 | $2K |
| Golden State Wealth Management, LLC | 0.00% | — | 23 | $199 |
| Lanark Financial, Inc. | 0.00% | — | 4 | $35 |
| FMR LLC | 0.00% | New | 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.