Eaton Vance TAX Mngd BUY WRI

Q4 2022 vs Q1 2023

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Sort by

Morgan Stanley

DECREASED

Shares355,770 from 358,815

Change-3,045 (-1%)

Value$3.4M (+$132.1K)

Filed 2023-05-15

Advisors Asset Management, Inc.

INCREASED

Shares272,756 from 137,339

Change+135,417 (+99%)

Value$2.6M (+$1.4M)

Filed 2026-08-26

LPL Financial LLC

INCREASED

Shares167,616 from 154,351

Change+13,265 (+9%)

Value$1.6M (+$197.3K)

Filed 2023-05-10

Raymond James Financial Services Advisors, Inc.

INCREASED

Shares91,001 from 87,660

Change+3,341 (+4%)

Value$877.2K (+$71.7K)

Filed 2023-04-14

Osaic Holdings, Inc.

INCREASED

Shares56,056 from 53,884

Change+2,172 (+4%)

Value$540.4K (+$44.9K)

Filed 2023-05-12

Mariner, LLC

DECREASED

Shares53,235 from 53,860

Change-625 (-1%)

Value$513 (+$18)

Filed 2023-05-15

Bank of America Corp

DECREASED

Shares43,273 from 46,651

Change-3,378 (-7%)

Value$417.2K (-$11.6K)

Filed 2023-05-12

&partners

UNCHANGED

Shares33,765 from 33,765

Change0 (0%)

Value$325.5K (+$15.2K)

Filed 2023-04-06

UBS Group AG

INCREASED

Shares29,895 from 27,640

Change+2,255 (+8%)

Value$288.2K (+$34.2K)

Filed 2023-05-12

Worth Asset Management, LLC

INCREASED

Shares25,815 from 18,185

Change+7,630 (+42%)

Value$248.9K (+$81.7K)

Filed 2023-04-12

Wells Fargo & Company

INCREASED

Shares23,078 from 20,420

Change+2,658 (+13%)

Value$222.5K (+$34.8K)

Filed 2023-05-12

Brown Advisory Inc

UNCHANGED

Shares18,000 from 18,000

Change0 (0%)

Value$173.5K (+$8.1K)

Filed 2023-05-08

B. Riley Wealth Advisors, Inc.

INCREASED

Shares16,479 from 15,184

Change+1,295 (+9%)

Value$158.9K (+$19.3K)

Filed 2023-05-17

Atria Wealth Solutions, Inc.

UNCHANGED

Shares15,703 from 15,703

Change0 (0%)

Value$151.4K (+$7.1K)

Filed 2023-08-23

Guggenheim Capital LLC

NEW

Shares15,355

Change+15,355

Value$148.0K

Filed 2023-05-11

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares11,189 from 23,787

Change-12,598 (-53%)

Value$108 (-$111)

Filed 2023-05-11

Royal Bank of Canada

INCREASED

Shares10,934 from 2,800

Change+8,134 (+291%)

Value$105.0K (+$79.0K)

Filed 2023-05-15

Stockman Wealth Management, Inc.

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$96.4K (+$4.5K)

Filed 2023-05-04

Advisory Services Network, LLC

UNCHANGED

Shares2,589 from 2,589

Change0 (0%)

Value$25.0K (+$1.2K)

Filed 2023-05-17

Northwestern Mutual Wealth Management Co

NEW

Shares2,261

Change+2,261

Value$21.8K

Filed 2023-05-15

Citigroup Inc

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$10 (+$1)

Filed 2023-05-11

Invesco Ltd.

CLOSED

Shares0 from 43,074

Change-43,074 (-100%)

Value$0 (-$395.9K)

Filed 2023-05-12

NewEdge Advisors, LLC

CLOSED

Shares0 from 12,600

Change-12,600 (-100%)

Value$0 (-$115.8K)

Filed 2023-05-12

Rockefeller Capital Management L.P.

CLOSED

Shares0 from 3,000

Change-3,000 (-100%)

Value$0 (-$27)

Filed 2023-05-16

Gradient Investments LLC

CLOSED

Shares0 from 920

Change-920 (-100%)

Value$0 (-$8.5K)

Filed 2023-04-17

Raleigh Capital Management Inc.

CLOSED

Shares0 from 900

Change-900 (-100%)

Value$0 (-$8.3K)

Filed 2023-05-22

Proequities, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2023-05-15

CoreCap Advisors, LLC

N/A

Shares— from 6,945

Change-6,945 (-100%)

Value—

	Status
Morgan Stanley	DECREASED	355,770	358,815	-3,045	-1%	$3.3M	$3.4M	+$132.1K	2023-05-15
Advisors Asset Management, Inc.	INCREASED	272,756	137,339	+135,417	+99%	$1.3M	$2.6M	+$1.4M	2026-08-26
LPL Financial LLC	INCREASED	167,616	154,351	+13,265	+9%	$1.4M	$1.6M	+$197.3K	2023-05-10
Raymond James Financial Services Advisors, Inc.	INCREASED	91,001	87,660	+3,341	+4%	$805.6K	$877.2K	+$71.7K	2023-04-14
Osaic Holdings, Inc.	INCREASED	56,056	53,884	+2,172	+4%	$495.5K	$540.4K	+$44.9K	2023-05-12
Mariner, LLC	DECREASED	53,235	53,860	-625	-1%	$495	$513	+$18	2023-05-15
Bank of America Corp	DECREASED	43,273	46,651	-3,378	-7%	$428.7K	$417.2K	-$11.6K	2023-05-12
&partners	UNCHANGED	33,765	33,765	0	0%	$310.3K	$325.5K	+$15.2K	2023-04-06
UBS Group AG	INCREASED	29,895	27,640	+2,255	+8%	$254.0K	$288.2K	+$34.2K	2023-05-12
Worth Asset Management, LLC	INCREASED	25,815	18,185	+7,630	+42%	$167.1K	$248.9K	+$81.7K	2023-04-12
Wells Fargo & Company	INCREASED	23,078	20,420	+2,658	+13%	$187.7K	$222.5K	+$34.8K	2023-05-12
Brown Advisory Inc	UNCHANGED	18,000	18,000	0	0%	$165.4K	$173.5K	+$8.1K	2023-05-08
B. Riley Wealth Advisors, Inc.	INCREASED	16,479	15,184	+1,295	+9%	$139.5K	$158.9K	+$19.3K	2023-05-17
Atria Wealth Solutions, Inc.	UNCHANGED	15,703	15,703	0	0%	$144.3K	$151.4K	+$7.1K	2023-08-23
Guggenheim Capital LLC	NEW	15,355	—	+15,355	—	—	$148.0K	—	2023-05-11
Cambridge Investment Research Advisors, Inc.	DECREASED	11,189	23,787	-12,598	-53%	$219	$108	-$111	2023-05-11
Royal Bank of Canada	INCREASED	10,934	2,800	+8,134	+291%	$26.0K	$105.0K	+$79.0K	2023-05-15
Stockman Wealth Management, Inc.	UNCHANGED	10,000	10,000	0	0%	$91.9K	$96.4K	+$4.5K	2023-05-04
Advisory Services Network, LLC	UNCHANGED	2,589	2,589	0	0%	$23.8K	$25.0K	+$1.2K	2023-05-17
Northwestern Mutual Wealth Management Co	NEW	2,261	—	+2,261	—	—	$21.8K	—	2023-05-15
Citigroup Inc	UNCHANGED	1	1	0	0%	$9	$10	+$1	2023-05-11
Invesco Ltd.	CLOSED	0	43,074	-43,074	-100%	$395.9K	$0	-$395.9K	2023-05-12
NewEdge Advisors, LLC	CLOSED	0	12,600	-12,600	-100%	$115.8K	$0	-$115.8K	2023-05-12
Rockefeller Capital Management L.P.	CLOSED	0	3,000	-3,000	-100%	$27	$0	-$27	2023-05-16
Gradient Investments LLC	CLOSED	0	920	-920	-100%	$8.5K	$0	-$8.5K	2023-04-17
Raleigh Capital Management Inc.	CLOSED	0	900	-900	-100%	$8.3K	$0	-$8.3K	2023-05-22
Proequities, Inc.	UNCHANGED	0	0	0	—	$0	$0	$0	2023-05-15
CoreCap Advisors, LLC	N/A	—	6,945	-6,945	-100%	$63.8K	—	—	—

Showing 28 of 28 institutions