Eaton Vance T/M GLBL Buy-WRETW
13F holders, Q1 2025 (March 31)165holders +5
20new positions
16sold out
1famous investor
$8.25avg. 13F price*
At the end of Q1 2025, 165 institutions reported holding Eaton Vance T/M GLBL Buy-WR (ETW) in their 13F filings, up 5 from Q4 2024. 20 opened new positions and 16 sold out. The largest holders were Bank of America Corp. ($18.2M), Guggenheim Capital LLC ($15.2M) and Morgan Stanley ($14.9M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $5.9M |
| Exits | 16 | $6.2M |
All 13F filers, Q4 2024 → Q1 2025: 1,626,298 shares bought and 2,164,631 shares sold, net −538,333 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 165 holders
| Bank of America Corp. | 0.00% | Reduce -4.1% | 2,208,779 | $18.2M |
| Guggenheim Capital LLC | 0.14% | Reduce -3.9% | 1,843,170 | $15.2M |
| Morgan Stanley | 0.00% | Reduce -0.9% | 1,804,529 | $14.9M |
| Karpus Management, Inc. | 0.46% | Reduce -5.4% | 1,727,970 | $14.3M |
| Invesco Ltd. | 0.00% | Reduce -0.2% | 1,586,173 | $13.1M |
| Raymond James Financial Inc. | 0.00% | Add +4.8% | 1,519,564 | $12.5M |
| Pathstone Holdings, LLC | 0.04% | Add +32.3% | 1,070,746 | $9.0M |
| Royal Bank of Canada | 0.00% | Add +18.4% | 870,232 | $7.2M |
| UBS Group AG | 0.00% | Add +4.6% | 712,622 | $5.9M |
| Advisors Asset Management, Inc. | 0.09% | Add +0.1% | 604,493 | $5.0M |
| AQR Arbitrage LLC | 0.21% | Reduce -33.5% | 590,602 | $4.8M |
| Flagship Harbor Advisors, LLC | 0.25% | Add +0.4% | 580,229 | $4.8M |
| Penserra Capital Management LLC | 0.08% | Add +0.6% | 572,635 | $4.7M |
| 1607 Capital Partners, LLC | 0.37% | Reduce -9.3% | 551,759 | $4.6M |
| Cresset Asset Management, LLC | 0.02% | Reduce -0.0% | 551,067 | $4.5M |
| SAM Advisors, LLC | 1.46% | Reduce -4.2% | 478,221 | $3.9M |
| LPL Financial LLC | 0.00% | Add +3.0% | 417,164 | $3.4M |
| Shaker Financial Services, LLC | 1.09% | Reduce -7.6% | 339,687 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -18.1% | 336,599 | $2.8M |
| Ameriprise Financial Inc. | 0.00% | Add +4.7% | 328,734 | $2.7M |
| Wells Fargo & Company | 0.00% | Reduce -51.2% | 327,654 | $2.7M |
| Franklin Resources Inc. | 0.00% | Add +1.8% | 261,946 | $2.2M |
| Prevail Innovative Wealth Advisors, LLC | 0.57% | Add +19.0% | 258,758 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Add +13.8% | 239,683 | $2.0M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.5% | 235,505 | $1.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.9% | 222,943 | $1.8M |
| Roman Butler Fullerton & Co. | 0.61% | Add +1.8% | 198,188 | $1.6M |
| RiverTree Advisors, LLC | 1.04% | New | 188,723 | $1.6M |
| Park Avenue Securities LLC | 0.02% | Add +1.7% | 171,532 | $1.4M |
| International Assets Investment Management, LLC | 0.11% | Add +5.3% | 155,817 | $1.3M |
| Franklin Street Advisors Inc. | 0.09% | No change | 150,334 | $1.2M |
| Stifel Financial Corp. | 0.00% | Add +109.0% | 148,351 | $1.2M |
| Cohen Klingenstein LLC | 0.04% | No change | 145,960 | $1.2M |
| Readystate Asset Management LP | 0.10% | New | 138,779 | $1.1M |
| Logan Stone Capital, LLC | 0.53% | Reduce -28.8% | 138,340 | $1.1M |
| Investment Planning Advisors, Inc. | 0.41% | Reduce -34.4% | 120,993 | $998K |
| Private Advisor Group, LLC | 0.01% | Reduce -0.3% | 114,912 | $948K |
| Wolverine Asset Management LLC | 0.07% | Add +1511.4% | 113,085 | $933K |
| Cetera Investment Advisers | 0.00% | Add +1.4% | 103,818 | $856K |
| Arkadios Wealth Advisors | 0.03% | Reduce -16.8% | 98,665 | $814K |
| Citadel Advisors | 0.00% | New | 93,192 | $769K |
| Winebrenner Capital Management LLC | 0.60% | No change | 80,000 | $660K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 79,668 | $657K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.5% | 78,703 | $649K |
| one8zero8, LLC | 0.15% | No change | 77,850 | $642K |
| Lido Advisors, LLC | 0.00% | No change | 74,900 | $618K |
| D.A. Davidson & Co. | 0.00% | Add +6.2% | 73,944 | $610K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +83.3% | 73,728 | $608K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.4% | 71,164 | $587K |
| Tiller Private Wealth, Inc. | 0.23% | Reduce -5.3% | 67,950 | $561K |
| NewEdge Advisors, LLC | 0.00% | Add +1.2% | 67,821 | $560K |
| Claro Advisors Inc. | 0.07% | Reduce -12.9% | 63,678 | $525K |
| Joseph P. Lucia & Associates, LLC | 0.23% | Add +0.7% | 61,718 | $509K |
| HighTower Advisors, LLC | 0.00% | Reduce -5.4% | 60,666 | $500K |
| Sheaff Brock Investment Advisors, LLC | 0.04% | Add +0.0% | 59,453 | $490K |
| Alteri Wealth LLC | 0.21% | Add +4.4% | 58,852 | $486K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -67.6% | 57,712 | $476K |
| Calamos Advisors LLC | 0.00% | Reduce -3.9% | 56,710 | $468K |
| Medallion Wealth Advisors, LLC | 0.21% | Add +4.7% | 56,034 | $462K |
| Compound Planning, Inc. | 0.02% | Add +1.4% | 53,492 | $441K |
| Centurion Wealth Management LLC | 0.14% | No change | 52,043 | $438K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -18.0% | 52,967 | $437K |
| Dakota Wealth Management | 0.01% | Reduce -0.4% | 51,030 | $421K |
| Avory & Company, LLC | 0.25% | No change | 45,682 | $377K |
| Centaurus Financial, Inc. | 0.02% | Reduce -0.2% | 45,582 | $376K |
| Camelot Portfolios, LLC | 0.23% | New | 45,400 | $375K |
| Flputnam Investment Management Co. | 0.01% | No change | 45,100 | $372K |
| WCG Wealth Advisors LLC | 0.03% | New | 40,858 | $337K |
| Citigroup Inc. | 0.00% | Reduce -4.5% | 39,801 | $328K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.7% | 39,244 | $324K |
| Saxon Interests, Inc. | 0.15% | Add +2.6% | 38,116 | $314K |
| Advisor Resource Council | 0.02% | New | 37,234 | $307K |
| Twin Lakes Capital Management, LLC | 0.20% | Add +2.4% | 36,563 | $302K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -2.5% | 35,818 | $296K |
| Creative Planning | 0.00% | Reduce -1.4% | 34,556 | $285K |
| Oppenheimer & Co. Inc. | 0.00% | Add +19.9% | 33,922 | $280K |
| Integrated Capital Management, Inc. | 0.22% | Add +11.1% | 33,915 | $280K |
| NWF Advisory Services Inc. | 0.04% | New | 33,600 | $277K |
| Certified Advisory Corp | 0.03% | Add +0.8% | 32,866 | $271K |
| Jacobi Capital Management LLC | 0.02% | Add +1.6% | 31,502 | $260K |
| Keeley-Teton Advisors, LLC | 0.03% | No change | 30,963 | $255K |
| Sharp Wealth Advisory, LLC | 0.19% | New | 29,630 | $244K |
| MML Investors Services, LLC | 0.00% | Add +22.1% | 29,047 | $240K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -9.4% | 29,050 | $240K |
| Heritage Wealth Management, Inc. | 0.08% | No change | 28,889 | $238K |
| Rothschild Investment LLC | 0.02% | Reduce -0.3% | 27,893 | $230K |
| Truist Financial Corp. | 0.00% | Add +1.8% | 25,437 | $210K |
| Argentarii, LLC | 0.10% | No change | 25,195 | $208K |
| Capital CS Group, LLC | 0.35% | Reduce -5.5% | 25,171 | $208K |
| Mariner, LLC | 0.00% | Add +11.3% | 24,402 | $201K |
| Annex Advisory Services, LLC | 0.01% | No change | 24,004 | $198K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +4.5% | 23,000 | $190K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -5.1% | 22,227 | $183K |
| Summit Investment Advisory Services, LLC | 0.09% | Add +2.4% | 21,838 | $180K |
| Diversified Enterprises, LLC | 0.01% | Add +0.8% | 20,855 | $172K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -4.0% | 20,630 | $170K |
| Cornerstone Advisory, LLC | 0.02% | Add +0.7% | 19,697 | $163K |
| Vista Investment Partners Ii, LLC | 0.09% | No change | 19,608 | $162K |
| Modern Wealth Management, LLC | 0.01% | Add +0.3% | 19,334 | $160K |
| HUB Investment Partners, LLC | 0.01% | No change | 19,275 | $159K |
| Comerica Bank | 0.00% | Reduce -10.9% | 18,471 | $152K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -14.1% | 18,447 | $152K |
| Commerce Bank | 0.00% | No change | 18,115 | $149K |
| Sowell Financial Services LLC | 0.01% | New | 17,638 | $146K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 17,284 | $143K |
| Regal Investment Advisors LLC | 0.01% | No change | 17,250 | $142K |
| Cyndeo Wealth Partners, LLC | 0.01% | No change | 17,000 | $140K |
| Elequin Capital, LP | 0.04% | Add +117.6% | 16,777 | $138K |
| LVZ, Inc. | 0.02% | No change | 16,535 | $136K |
| Worth Asset Management, LLC | 0.07% | No change | 15,870 | $131K |
| Harbour Investments, Inc. | 0.00% | Add +0.2% | 15,357 | $127K |
| Financial Alternatives, Inc | 0.09% | No change | 15,091 | $125K |
| DAVENPORT & Co LLC | 0.00% | Reduce -5.1% | 15,020 | $124K |
| Corient Private Wealth LP | 0.00% | Reduce -14.2% | 14,725 | $121K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Add +0.3% | 14,651 | $121K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.3% | 14,651 | $121K |
| L.M. Kohn & Company | 0.03% | New | 14,642 | $121K |
| Sensible Money, LLC | 0.05% | No change | 14,586 | $120K |
| Asset Dedication, LLC | 0.01% | No change | 14,586 | $120K |
| CFO4Life Group, LLC | 0.02% | Add +2.4% | 13,581 | $112K |
| Fearless Solutions, LLC dba Best Invest | 0.09% | No change | 13,526 | $112K |
| Jane Street Group, LLC | 0.00% | New | 13,160 | $109K |
| West Michigan Advisors, LLC | 0.04% | No change | 12,865 | $106K |
| Kingsview Wealth Management, LLC | 0.00% | No change | 12,842 | $106K |
| Blue Bell Private Wealth Management, LLC | 0.02% | New | 12,187 | $101K |
| VSM Wealth Advisory, LLC | 0.03% | Add +0.2% | 11,628 | $96K |
| Tyche Wealth Partners LLC | 0.02% | Reduce -5.0% | 11,464 | $95K |
| Strategic Financial Concepts, LLC | 0.02% | No change | 11,352 | $94K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.1% | 11,317 | $93K |
| Kapstone Financial Advisors LLC | 0.05% | Add +11.5% | 11,185 | $92K |
| Quad-Cities Investment Group, LLC | 0.04% | Add +2.1% | 10,830 | $89K |
| Ashton Thomas Securities, LLC | 0.02% | New | 10,467 | $86K |
| Wedbush Securities Inc. | 0.00% | Reduce -27.3% | 10,381 | $86K |
| Sagespring Wealth Partners, LLC | 0.00% | Add +2.4% | 10,412 | $86K |
| Walleye Capital LLC | 0.00% | New | 10,402 | $86K |
| IHT Wealth Management, LLC | 0.00% | No change | 10,386 | $86K |
| Detalus Advisors, LLC | 0.03% | Add +2.0% | 10,375 | $86K |
| Abel Hall, LLC | 0.05% | No change | 10,000 | $83K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.4% | 10,987 | $80K |
| MAI Capital Management | 0.00% | Add +2.4% | 8,528 | $70K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -7.2% | 8,493 | $70K |
| Coldstream Capital Management Inc. | 0.00% | New | 6,974 | $58K |
| Carolinas Wealth Consulting LLC | 0.01% | Reduce -0.0% | 5,993 | $49K |
| Private Trust Co. NA | 0.00% | No change | 5,500 | $45K |
| Lanark Financial, Inc. | 0.00% | — | 4,269 | $35K |
| Mather Group, Llc. | 0.00% | No change | 3,040 | $25K |
| Vermillion Wealth Management, Inc. | 0.01% | No change | 2,747 | $23K |
| Barrett & Company, Inc. | 0.01% | Reduce -65.9% | 2,250 | $19K |
| MPWM Advisory Solutions, LLC | 0.01% | Add +2.4% | 2,240 | $18K |
| CoreCap Advisors, LLC | 0.00% | Add +87.0% | 2,150 | $18K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,925 | $16K |
| Parallel Advisors, LLC | 0.00% | Reduce -29.8% | 1,812 | $15K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 1,495 | $12K |
| US Bancorp \de | 0.00% | New | 1,000 | $8K |
| Allworth Financial LP | 0.00% | Add +1.1% | 950 | $8K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 775 | $6K |
| Caldwell Trust Co | 0.00% | New | 720 | $6K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +2.5% | 622 | $5K |
| Ameriflex Group, Inc. | 0.00% | No change | 525 | $4K |
| 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% | No change | 220 | $2K |
| Bernard Wealth Management Corp. | 0.00% | New | 205 | $2K |
| Golden State Wealth Management, LLC | 0.00% | No change | 23 | $196 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 7 | $58 |
"% 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.