# EATON VANCE TAX MNGD BUY WRI (EXD)

> Institutional ownership reported to the SEC as of Q1 2023, from Form 13F filings. Source: https://holderbook.com/stocks/EXD/

- Reporting holders: 21
- Reported value: $10.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $3.4M | 355,770 | 0.0% | 22 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $1.6M | 167,616 | 0.0% | 18 |
| [Advisors Asset Management, Inc.](https://holderbook.com/funds/1297376-advisors-asset-management-inc/) | $1.3M | 136,378 | 0.0% | 14 |
| [Raymond James Financial Services Advisors, Inc.](https://holderbook.com/funds/1462284-raymond-james-financial-services-advisors-inc/) | $877.2K | 91,001 | 0.0% | 18 |
| [ADVISOR GROUP HOLDINGS, INC.](https://holderbook.com/funds/1677044-advisor-group-holdings-inc/) | $540.4K | 56,056 | 0.0% | 13 |
| [Mariner, LLC](https://holderbook.com/funds/1373442-mariner-llc/) | $513.0K | 53,235 | 0.0% | 6 |
| [BANK OF AMERICA CORP /DE/](https://holderbook.com/funds/70858-bank-of-america-corp-de/) | $417.2K | 43,273 | 0.0% | 18 |
| [WILEY BROS.-AINTREE CAPITAL, LLC](https://holderbook.com/funds/107136-wiley-bros-aintree-capital-llc/) | $325.5K | 33,765 | 0.2% | 15 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $288.2K | 29,895 | 0.0% | 18 |
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $248.9K | 25,815 | 0.2% | 5 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $222.5K | 23,078 | 0.0% | 18 |
| [BROWN ADVISORY INC](https://holderbook.com/funds/1345929-brown-advisory-inc/) | $173.5K | 18,000 | 0.0% | 2 |
| [B. Riley Wealth Advisors, Inc.](https://holderbook.com/funds/1464811-b-riley-wealth-advisors-inc/) | $158.9K | 16,479 | 0.0% | 5 |
| [Atria Wealth Solutions, Inc.](https://holderbook.com/funds/1927543-atria-wealth-solutions-inc/) | $151.4K | 15,703 | 0.0% | 3 |
| [GUGGENHEIM CAPITAL LLC](https://holderbook.com/funds/1283072-guggenheim-capital-llc/) | $148.0K | 15,355 | 0.0% | 1 |
| [Cambridge Investment Research Advisors, Inc.](https://holderbook.com/funds/1419186-cambridge-investment-research-advisors-inc/) | $108.0K | 11,189 | 0.0% | 3 |
| [Royal Bank of Canada](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $105.0K | 10,934 | 0.0% | 18 |
| [Stockman Wealth Management, Inc.](https://holderbook.com/funds/1389400-stockman-wealth-management-inc/) | $96.4K | 10,000 | 0.0% | 2 |
| [Advisory Services Network, LLC](https://holderbook.com/funds/1573876-advisory-services-network-llc/) | $25.0K | 2,589 | 0.0% | 2 |
| [NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO](https://holderbook.com/funds/1141802-northwestern-mutual-wealth-management-co/) | $21.8K | 2,261 | 0.0% | 1 |
| [CITIGROUP INC](https://holderbook.com/funds/831001-citigroup-inc/) | $10 | 1 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q1 2023 | 21 | $10.8M |
| Q4 2022 | 25 | $10.6M |
| Q3 2022 | 21 | $10.0M |
| Q2 2022 | 22 | $12.0M |
| Q1 2022 | 24 | $15.1M |
| Q4 2021 | 21 | $15.3M |
| Q3 2021 | 21 | $14.2M |
| Q2 2021 | 23 | $14.6M |
| Q1 2021 | 20 | $13.3M |
| Q4 2020 | 22 | $12.2M |
| Q3 2020 | 21 | $11.6M |
| Q2 2020 | 24 | $12.7M |