Stock TransactionsEATON VANCE TAX MNGED BUY WR

Total Bought
290,686
35 transactions
Total Sold
296,072
20 transactions
Net
-5,386
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
GUGGENHEIM CAPITAL LLC680,729825,240+144,5110.080.08+0.00buy
CITADEL ADVISORS LLC024,628+24,6280.000.00+0.00buy
HRT FINANCIAL LP018,839+18,8390.000.00+0.00buy
LPL Financial LLC334,080349,617+15,5370.000.00-0.00buy
Summit Financial, LLC014,825+14,8250.000.00+0.00buy
NewEdge Advisors, LLC1,59614,896+13,3000.000.00+0.00buy
VSM Wealth Advisory, LLC7,76420,451+12,6870.030.08+0.05buy
OSAIC HOLDINGS, INC.150,552156,939+6,3870.000.00-0.00buy
Ameritas Advisory Services, LLC25,26931,534+6,2650.010.01-0.00buy
UBS Group AG376,208382,004+5,7960.000.00-0.00buy
Meridian Wealth Management, LLC74,89379,209+4,3160.040.04-0.00buy
Creative Capital Management Investments LLC03,556+3,5560.000.01+0.01buy
Quartz Partners, LLC52,07855,205+3,1270.290.28-0.01buy
HORIZON FINANCIAL SERVICES, LLC03,100+3,1000.000.02+0.02buy
Janney Montgomery Scott LLC50,69952,807+2,1080.000.00-0.00buy
ROYAL BANK OF CANADA61,80763,800+1,9930.000.00-0.00buy
Gould Capital, LLC7,5189,095+1,5770.070.08+0.01buy
Rockefeller Capital Management L.P.2,5033,974+1,4710.000.00+0.00buy
Cape Investment Advisory, Inc.01,054+1,0540.000.00+0.00buy
Quent Capital, LLC01,000+1,0000.000.00+0.00buy
Arax Advisory Partners8751,750+8750.000.00-0.00buy
CFO4Life Group, LLC46,23747,086+8490.100.10-0.00buy
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO15,32516,127+8020.000.00-0.00buy
XTX Topco Ltd12,14212,824+6820.000.00-0.00buy
Continuum Advisory, LLC0540+5400.000.00+0.00buy
Global Retirement Partners, LLC12,62112,866+2450.000.00-0.00buy
Jacobi Capital Management LLC14,32714,566+2390.010.01-0.00buy
Parallel Advisors, LLC11,37711,542+1650.000.00-0.00buy
Intrua Financial, LLC11,53411,626+920.020.02-0.00buy
Founders Financial Alliance, LLC11,68311,727+440.030.02-0.01buy
IFP Advisors, Inc5,1285,162+340.000.00-0.00buy
Tyche Wealth Partners LLC24,63424,650+160.050.05-0.00buy
HighPoint Advisor Group LLC23,02523,037+120.010.01-0.00buy
Golden State Wealth Management, LLC650660+100.000.00-0.00buy
HHM Wealth Advisors, LLC227231+40.000.00-0.00buy
HANTZ FINANCIAL SERVICES, INC.75075000.000.00-0.00hold
D.A. DAVIDSON & CO.34,22834,22800.000.00-0.00hold
HOLLENCREST CAPITAL MANAGEMENT7,4447,44400.000.01+0.00hold
PRIVATE TRUST CO NA61961900.000.00-0.00hold
COHEN & STEERS, INC.70,96370,96300.000.00-0.00hold
Essex Financial Services, Inc.12,65012,65000.010.01-0.00hold
1607 Capital Partners, LLC297,953297,95300.310.40+0.09hold
HighTower Advisors, LLC12,82112,82100.000.00-0.00hold
Cerity Partners LLC15,20115,20100.000.00-0.00hold
Waverly Advisors, LLC11,91011,91000.000.00-0.00hold
Somerset Trust Co23,44623,44600.100.10-0.00hold
Stonebridge Capital Advisors LLC14,00014,00000.010.01-0.00hold
KESTRA PRIVATE WEALTH SERVICES, LLC13,52413,52400.000.00-0.00hold
Steward Partners Investment Advisory, LLC2,1182,11800.000.00+0.00hold
Keystone Financial Group28,15028,15000.030.03-0.00hold
MGO ONE SEVEN LLC15,34515,34500.000.00-0.00hold
SAGE RHINO CAPITAL LLC10,00010,00000.030.03-0.00hold
WCG Wealth Advisors LLC37,17737,17700.010.01-0.00hold
CoreCap Advisors, LLC8,0008,00000.000.00-0.00hold
Fortitude Advisory Group L.L.C.19,24119,24100.120.11-0.01hold
Arlington Trust Co LLC1,2391,23900.000.00+0.00hold
Burford Brothers, Inc.12,50012,50000.070.07-0.00hold
Federation des caisses Desjardins du Quebec50050000.000.00-0.00hold
HIGHLINE WEALTH PARTNERS LLC20020000.000.00-0.00hold
SIMS INVESTMENT MANAGEMENT, LLC100,475100,47500.530.48-0.05hold
AssuredPartners Investment Advisors, LLC13,15013,15000.020.02-0.00hold
Cambridge Investment Research Advisors, Inc.26,70126,636-650.000.00-0.00sell
Princeton Global Asset Management LLC2,8132,710-1030.010.01-0.00sell
King Wealth Management Group12,17711,981-1960.020.02-0.00sell
Abound Wealth Management2890-2890.000.00-0.00sell
Spire Wealth Management3300-3300.000.00-0.00sell
ENVESTNET ASSET MANAGEMENT INC126,525126,134-3910.000.00-0.00sell
Advisory Services Network, LLC5000-5000.000.00-0.00sell
Farther Finance Advisors, LLC3,2102,210-1,0000.000.00-0.00sell
PARK AVENUE SECURITIES LLC79,86478,410-1,4540.010.01-0.00sell
INTEGRATED CAPITAL MANAGEMENT, INC.14,73913,151-1,5880.140.14+0.00sell
Creative Planning20,12118,188-1,9330.000.00-0.00sell
MAI Capital Management3,4000-3,4000.000.00-0.00sell
Focus Partners Advisor Solutions, LLC16,63113,159-3,4720.000.00-0.00sell
Integrated Wealth Concepts LLC16,44511,888-4,5570.000.00-0.00sell
Cetera Investment Advisers302,650296,868-5,7820.000.00-0.00sell
Allworth Financial LP18,5965,981-12,6150.000.00-0.00sell
TWO SIGMA INVESTMENTS, LP41,13327,136-13,9970.000.00-0.00sell
Shaker Financial Services, LLC468,608437,829-30,7792.362.13-0.22sell
WOLVERINE ASSET MANAGEMENT LLC94,372106-94,2660.020.00-0.02sell
Destiny Wealth Partners, LLC119,3550-119,3550.190.00-0.19sell
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