Vault-13

EATON VANCE TAX-MANAGED BUY- ETV

COM · Closed-End Fund · CUSIP 27828Y108

187 institutional holders +8 vs Q1 2025
21,015,91021.0m shares reported held*
$291.4mreported value*
25 new 57 added 50 reduced 18 sold out net bought ≈ $14.2m (+1.0m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $13.87.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 147Q4 22: 153Q1 23: 147Q2 23: 150Q3 23: 151Q4 23: 161Q1 24: 153Q2 24: 158Q3 24: 167Q4 24: 179Q1 25: 179Q2 25: 187187Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022147
Q4 2022153
Q1 2023147
Q2 2023150
Q3 2023151
Q4 2023161
Q1 2024153
Q2 2024158
Q3 2024167
Q4 2024179
Q1 2025179
Q2 2025187

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 56 bought or addedQ3 23: 57 cut or sold outQ4 23: 60 bought or addedQ4 23: 60 cut or sold outQ4 23Q1 24: 68 bought or addedQ1 24: 61 cut or sold outQ2 24: 60 bought or addedQ2 24: 63 cut or sold outQ2 24Q3 24: 78 bought or addedQ3 24: 52 cut or sold outQ4 24: 68 bought or addedQ4 24: 54 cut or sold outQ4 24Q1 25: 71 bought or addedQ1 25: 66 cut or sold outQ2 25: 82 bought or addedQ2 25: 68 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20235657
Q4 20236060
Q1 20246861
Q2 20246063
Q3 20247852
Q4 20246854
Q1 20257166
Q2 20258268

Biggest buyers

ROYAL BANK OF CANADA Added +459,081+459.1k
Shaker Financial Services, LLC Added +129,408+129.4k
Rockefeller Capital Management L.P. Added +125,248+125.2k
Texas Capital Bank Wealth Management Services Inc New +110,019+110.0k
PARAGON FINANCIAL PARTNERS, INC. Added +106,556+106.6k
PRINCIPAL SECURITIES, INC. Added +71,825+71.8k
Farther Finance Advisors, LLC New +56,239+56.2k
LPL Financial LLC Added +52,523+52.5k
Invesco Ltd. Added +50,208+50.2k
BANK OF AMERICA CORP /DE/ Added +47,136+47.1k

Biggest sellers

Investment Planning Advisors, Inc. Reduced -91,666-91.7k
Cornerstone Advisors, LLC Reduced -87,467-87.5k
Karpus Management, Inc. Reduced -66,604-66.6k
UBS Group AG Reduced -61,349-61.3k
AMERIPRISE FINANCIAL INC Reduced -49,344-49.3k
COHEN & STEERS, INC. Reduced -45,000-45.0k
Cambridge Investment Research Advisors, Inc. Reduced -33,918-33.9k
NAPLES GLOBAL ADVISORS, LLC Reduced -33,200-33.2k
IEQ CAPITAL, LLC Reduced -31,673-31.7k
MORGAN STANLEY Reduced -25,097-25.1k

Insider purchases and sales in Q2 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q2 2025.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,750,2011.8m $24.3m $24.3m 0.00% Reduced -25.1k -25,097
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,737,4821.7m $24.1m $24.1m 0.01% Added +52.5k +52,523
3 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 1,518,5091.5m $21.1m $21.1m 0.00% Added +50.2k +50,208
4 GUGGENHEIM CAPITAL LLC 0.15% of their portfolio CHICAGO, IL 1,289,3501.3m $17.9m $17.9m 0.15% Reduced -8.9k -8,905
5 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 984,979985.0k $13.7m $13.7m 0.00% Added +3.3k +3,272
6 PARAGON FINANCIAL PARTNERS, INC. 8.75% of their portfolio WOODLAND HILLS, CA 923,778923.8k $12.8m $12.8m 8.75% Added +106.6k +106,556
7 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 809,352809.4k $11.2m $11.2m 0.00% Added +459.1k +459,081
8 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 773,562773.6k $10.7m $10.7m 0.00% Added +47.1k +47,136
9 PRINCIPAL SECURITIES, INC. 0.16% of their portfolio DES MOINES, IA 629,276629.3k $8.7m $8.7m 0.16% Added +71.8k +71,825
10 UBS Group AG 0.00% of their portfolio ZURICH, V8 563,734563.7k $7.8m $7.8m 0.00% Reduced -61.3k -61,349
11 BALANCED WEALTH GROUP LLC 3.34% of their portfolio WESTLAKE, OH 558,514558.5k $7.7m $7.7m 3.34% Added +17.1k +17,092
12 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 505,172505.2k $7.0m $7.0m 0.01% Reduced -8.4k -8,371
13 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 442,827442.8k $6.1m $6.1m 0.02% Reduced -12.9k -12,924
14 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 428,499428.5k $5.9m $5.9m 0.00% Added +41.8k +41,836
15 SIMS INVESTMENT MANAGEMENT, LLC 2.19% of their portfolio CINCINNATI, OH 392,741392.7k $5.4m $5.4m 2.19% Reduced -3.2k -3,176
16 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 356,885356.9k $4.9m $4.9m 0.00% Reduced -49.3k -49,344
17 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 310,736310.7k $4.3m $4.3m 0.01% Added +1.3k +1,313
18 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 299,715299.7k $4.2m $4.2m 0.00% Reduced -7.3k -7,349
19 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 285,795285.8k $4.0m $4.0m 0.00% Reduced -12.6k -12,561
20 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 283,936283.9k $3.9m $3.9m 0.01% Reduced -11.5k -11,490
21 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 277,332277.3k $3.8m $3.8m 0.03% Added +38.9k +38,917
22 Kingstone Capital Partners Texas, LLC 2.22% of their portfolio FRISCO, TX 245,669245.7k $3.4m $3.4m 2.22% Reduced -19.6k -19,562
23 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 238,321238.3k $3.3m $3.3m 0.01% Reduced -33.9k -33,918
24 Shaker Financial Services, LLC 1.02% of their portfolio Arlington, VA 203,026203.0k $2.8m $2.8m 1.02% Added +129.4k +129,408
25 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 191,692191.7k $2.7m $2.7m 0.00% Added +125.2k +125,248
26 Karpus Management, Inc. 0.08% of their portfolio Pittsford, NY 176,120176.1k $2.4m $2.4m 0.08% Reduced -66.6k -66,604
27 Cornerstone Advisors, LLC 0.08% of their portfolio ASHEVILLE, NC 165,152165.2k $2.3m $2.3m 0.08% Reduced -87.5k -87,467
28 NAPLES GLOBAL ADVISORS, LLC 0.19% of their portfolio NAPLES, FL 160,688160.7k $2.2m $2.2m 0.19% Reduced -33.2k -33,200
29 Mariner, LLC 0.00% of their portfolio Overland Park, KS 158,822158.8k $2.2m $2.2m 0.00% Reduced -1.1k -1,141
30 SHARPEPOINT LLC 2.26% of their portfolio PHOENIX, AZ 158,330158.3k $2.2m $2.2m 2.26% Added +1.8k +1,790
31 COHEN & STEERS, INC. 0.00% of their portfolio NEW YORK, NY 156,931156.9k $2.2m $2.2m 0.00% Reduced -45.0k -45,000
32 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 154,815154.8k $2.1m $2.1m 0.01% Added +2.7k +2,716
33 Outlook Wealth Advisors, LLC 0.49% of their portfolio SHENANDOAH, TX 136,632136.6k $1.9m $1.9m 0.49% Reduced -2.5k -2,492
34 Beacon Pointe Advisors, LLC 0.02% of their portfolio NEWPORT BEACH, CA 133,369133.4k $1.8m $1.8m 0.02% Added +10.4k +10,378
35 IEQ CAPITAL, LLC 0.01% of their portfolio Foster City, CA 131,302131.3k $1.8m $1.8m 0.01% Reduced -31.7k -31,673
36 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 0.36% of their portfolio LEAWOOD, KS 114,235114.2k $1.6m $1.6m 0.36% Added +15.5k +15,465
37 WEDBUSH SECURITIES INC 0.05% of their portfolio PASADENA, CA 113,023113.0k $1.6m $1.6m 0.05% Reduced -2.2k -2,243
38 Mutual Advisors, LLC 0.04% of their portfolio OMAHA, NE 111,956112.0k $1.5m $1.5m 0.04% Reduced -12.5k -12,489
39 Texas Capital Bank Wealth Management Services Inc 0.14% of their portfolio Dallas, TX 110,019110.0k $1.5m $1.5m 0.14% New
40 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 93,65593.7k $1.3m $1.3m 0.00% Reduced -8.6k -8,567
41 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 85,31585.3k $1.2m $1.2m 0.01% Added +1.9k +1,871
42 Advisors Asset Management, Inc. 0.02% of their portfolio Monument, CO 84,23784.2k $1.2m $1.2m 0.02% Reduced -9.7k -9,739
43 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 81,20781.2k $1.1m $1.1m 0.00% Added +9.4k +9,385
44 Obermeyer Wealth Partners 0.06% of their portfolio ASPEN, CO 80,28080.3k $1.1m $1.1m 0.06% Added +5.0k +5,000
45 Meridian Wealth Management, LLC 0.05% of their portfolio LEXINGTON, KY 78,46178.5k $1.1m $1.1m 0.05% Added +7.1k +7,101
46 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 72,00572.0k $998.7k $998.7k 0.01% Added +39.0k +38,967
47 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 71,91471.9k $997.4k $997.4k 0.00% Added +8.8k +8,786
48 Curi Capital, LLC 0.02% of their portfolio CHICAGO, IL 67,26267.3k $932.9k $932.9k 0.02% Reduced -3.5k -3,490
49 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 65,54265.5k $909.0k $909.0k 0.00% Added +52 +52
50 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 65,45665.5k $907.9k $907.9k 0.01% Unchanged
51 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 58,76658.8k $815.1k $815.1k 0.02% Unchanged
52 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 57,73757.7k $800.8k $800.8k 0.00% Added +8.4k +8,434
53 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 56,23956.2k $780.0k $780.0k 0.02% New
54 Focus Financial Network, Inc. 0.03% of their portfolio MINNEAPOLIS, MN 55,06955.1k $763.8k $763.8k 0.03% Added +2.1k +2,106
55 Wealth Alliance Advisory Group, LLC 0.12% of their portfolio Wichita, KS 46,64946.6k $647.0k $647.0k 0.12% Reduced -397 -397
56 WCG Wealth Advisors LLC 0.04% of their portfolio LAS VEGAS, NV 44,47644.5k $616.9k $616.9k 0.04% Added +16.1k +16,076
57 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 43,41843.4k $602.2k $602.2k 0.00% Reduced -559 -559
58 SteelPeak Wealth, LLC 0.02% of their portfolio WOODLAND HILLS, CA 42,12442.1k $584.3k $584.3k 0.02% Reduced -2.3k -2,312
59 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 41,92841.9k $581.5k $581.5k 0.01% New
60 STABLEFORD CAPITAL II LLC 0.20% of their portfolio SCOTTSDALE, AZ 39,10639.1k $538.9k $538.9k 0.20% Added +2.8k +2,803
61 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 38,03738.0k $527.6k $527.6k 0.00% Added +20.7k +20,674
62 WEALTH EFFECTS LLC 0.19% of their portfolio BOSTON, MA 37,21937.2k $516.2k $516.2k 0.19% Reduced -235 -235
63 Kovack Advisors, Inc. 0.05% of their portfolio FT. LAUDERDALE, FL 37,13237.1k $515.0k $515.0k 0.05% Added +26.9k +26,862
64 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.06% of their portfolio INDIANAPOLIS, IN 35,61535.6k $494.0k $494.0k 0.06% Reduced -2.6k -2,640
65 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 33,77133.8k $468.4k $468.4k 0.00% New
66 GPS Wealth Strategies Group, LLC 0.05% of their portfolio CENTENNIAL, CO 33,22933.2k $460.9k $460.9k 0.05% Unchanged
67 GAMCO INVESTORS, INC. ET AL 0.00% of their portfolio GREENWICH, CT 32,81532.8k $455.1k $455.1k 0.00% New
68 Gladstone Institutional Advisory LLC 0.02% of their portfolio Bedminster, NJ 32,69232.7k $453.4k $453.4k 0.02% Added +544 +544
69 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 32,45732.5k $450.2k $450.2k 0.00% Reduced -3.9k -3,906
70 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 31,94631.9k $443.1k $443.1k 0.00% Added +9.3k +9,251
71 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 30,62930.6k $424.0k $424.0k 0.00% New
72 Avory & Company, LLC 0.26% of their portfolio MIAMI, FL 30,30830.3k $420.4k $420.4k 0.26% Unchanged
73 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 29,59029.6k $410.4k $410.4k 0.01% Added +18.6k +18,590
74 LANARK FINANCIAL, INC. 0.03% of their portfolio BIRMINGHAM, AL 29,52029.5k $409.0k $409.0k 0.03% Unchanged
75 Essex Financial Services, Inc. 0.03% of their portfolio ESSEX, CT 29,31529.3k $406.6k $406.6k 0.03% Added +548 +548
76 IFG Advisory, LLC 0.02% of their portfolio ATLANTA, GA 27,96228.0k $387.8k $387.8k 0.02% Reduced -5.8k -5,823
77 B. Riley Wealth Advisors, Inc. 0.02% of their portfolio MEMPHIS, TN 26,82526.8k $372.1k $372.1k 0.02% Added +468 +468
78 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 26,09326.1k $361.9k $361.9k 0.00% Reduced -1.6k -1,571
79 HBK Sorce Advisory LLC 0.01% of their portfolio ERIE, PA 26,04726.0k $361.3k $361.3k 0.01% Reduced -100 -100
80 Everstar Asset Management, LLC 0.22% of their portfolio MOORESVILLE, NC 25,96026.0k $360.1k $360.1k 0.22% Reduced -1.1k -1,100
81 FLPUTNAM INVESTMENT MANAGEMENT CO 0.01% of their portfolio PORTLAND, ME 24,62824.6k $341.6k $341.6k 0.01% Unchanged
82 Dynamic Advisor Solutions LLC 0.01% of their portfolio PHOENIX, AZ 24,28024.3k $336.8k $336.8k 0.01% Reduced -4.4k -4,394
83 MCCARTER PRIVATE WEALTH SERVICES LLC 0.19% of their portfolio Boston, MA 24,02524.0k $333.2k $333.2k 0.19% New
84 Triumph Capital Management 0.10% of their portfolio DENVER, CO 23,34923.3k $323.9k $323.9k 0.10% Added +859 +859
85 American Institute for Advanced Investment Management, LLP 0.24% of their portfolio Scottsdale, AZ 22,67022.7k $334.8k $334.8k 0.24% Reduced -1.1k -1,069
86 Belpointe Asset Management LLC 0.01% of their portfolio RENO, NV 21,04521.0k $291.9k $291.9k 0.01% Reduced -3.1k -3,053
87 Fortis Capital Advisors, LLC 0.05% of their portfolio PRAIRIE VILLAGE, KS 21,04521.0k $291.9k $291.9k 0.05% Reduced -3.1k -3,053
88 Investment Planning Advisors, Inc. 0.10% of their portfolio CUMMING, GA 20,92520.9k $290.2k $290.2k 0.10% Reduced -91.7k -91,666
89 Focus Partners Advisor Solutions, LLC 0.00% of their portfolio SAINT LOUIS, MO 20,44920.4k $283.6k $283.6k 0.00% New
90 COMMONS CAPITAL, LLC 0.22% of their portfolio NEEDHAM, MA 20,40620.4k $283.0k $283.0k 0.22% Added +163 +163
91 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 20,07920.1k $278.5k $278.5k 0.00% Added +2.1k +2,088
92 Prospera Financial Services Inc 0.00% of their portfolio Dallas, TX 18,71518.7k $259.6k $259.6k 0.00% Added +381 +381
93 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 18,29518.3k $255.0k $255.0k 0.00% Added +799 +799
94 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 18,17518.2k $252.1k $252.1k 0.00% Unchanged
95 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 17,86317.9k $247.8k $247.8k 0.00% Unchanged
96 Westend Capital Management, LLC 0.08% of their portfolio SAUSALITO, CA 17,85517.9k $247.6k $247.6k 0.08% Added +497 +497
97 Stratos Wealth Advisors, LLC 0.01% of their portfolio BEACHWOOD, OH 17,75117.8k $246.2k $246.2k 0.01% Unchanged
98 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 17,74417.7k $246.1k $246.1k 0.00% New
99 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 17,68117.7k $245.2k $245.2k 0.00% Reduced -551 -551
100 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 17,42617.4k $241.7k $241.7k 0.01% Reduced -3.0k -3,045