Vault-13

EATON VANCE TAX-MANAGED GLOB ETW

COM · Closed-End Fund · CUSIP 27829C105

170 institutional holders +4 vs Q1 2025
26,259,77026.3m shares reported held*
$227.1mreported value*
24 new 52 added 48 reduced 19 sold out net bought ≈ $7.5m (+862.5k 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 ≈ $8.65.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 131Q4 22: 142Q1 23: 135Q2 23: 137Q3 23: 147Q4 23: 146Q1 24: 143Q2 24: 149Q3 24: 144Q4 24: 161Q1 25: 166Q2 25: 170170Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022131
Q4 2022142
Q1 2023135
Q2 2023137
Q3 2023147
Q4 2023146
Q1 2024143
Q2 2024149
Q3 2024144
Q4 2024161
Q1 2025166
Q2 2025170

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 71 bought or addedQ3 23: 50 cut or sold outQ4 23: 66 bought or addedQ4 23: 56 cut or sold outQ4 23Q1 24: 68 bought or addedQ1 24: 60 cut or sold outQ2 24: 69 bought or addedQ2 24: 55 cut or sold outQ2 24Q3 24: 65 bought or addedQ3 24: 53 cut or sold outQ4 24: 68 bought or addedQ4 24: 55 cut or sold outQ4 24Q1 25: 82 bought or addedQ1 25: 59 cut or sold outQ2 25: 76 bought or addedQ2 25: 67 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20237150
Q4 20236656
Q1 20246860
Q2 20246955
Q3 20246553
Q4 20246855
Q1 20258259
Q2 20257667

Biggest buyers

ROYAL BANK OF CANADA Added +895,214+895.2k
Rockefeller Capital Management L.P. Added +318,137+318.1k
TWO SIGMA INVESTMENTS, LP New +276,464+276.5k
RiverTree Advisors, LLC Added +231,417+231.4k
GUGGENHEIM CAPITAL LLC Added +200,480+200.5k
OSAIC HOLDINGS, INC. Added +149,625+149.6k
AMERIPRISE FINANCIAL INC Added +135,448+135.4k
Pathstone Holdings, LLC Added +121,756+121.8k
Shaker Financial Services, LLC Added +109,624+109.6k
LPL Financial LLC Added +107,835+107.8k

Biggest sellers

FLAGSHIP HARBOR ADVISORS, LLC Sold out -580,229-580.2k
SAM Advisors, LLC Sold out -478,221-478.2k
AQR Arbitrage LLC Reduced -298,463-298.5k
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC Sold out -258,758-258.8k
UBS Group AG Reduced -155,774-155.8k
Logan Stone Capital, LLC Reduced -101,208-101.2k
1607 Capital Partners, LLC Reduced -88,825-88.8k
CITADEL ADVISORS LLC Reduced -81,844-81.8k
Cambridge Investment Research Advisors, Inc. Reduced -43,028-43.0k
WOLVERINE ASSET MANAGEMENT LLC Reduced -39,609-39.6k

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 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 2,288,6532.3m $19.8m $19.8m 0.00% Added +79.9k +79,874
2 GUGGENHEIM CAPITAL LLC 0.14% of their portfolio CHICAGO, IL 2,043,6502.0m $17.7m $17.7m 0.14% Added +200.5k +200,480
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,835,2581.8m $15.9m $15.9m 0.00% Added +30.7k +30,729
4 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,765,4461.8m $15.3m $15.3m 0.00% Added +895.2k +895,214
5 Karpus Management, Inc. 0.47% of their portfolio Pittsford, NY 1,695,4911.7m $14.7m $14.7m 0.47% Reduced -32.5k -32,479
6 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 1,568,4681.6m $13.6m $13.6m 0.00% Reduced -17.7k -17,705
7 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 1,544,7731.5m $13.4m $13.4m 0.00% Added +25.2k +25,209
8 Pathstone Holdings, LLC 0.04% of their portfolio ENGLEWOOD, NJ 1,192,5021.2m $10.3m $10.3m 0.04% Added +121.8k +121,756
9 Advisors Asset Management, Inc. 0.10% of their portfolio Monument, CO 669,868669.9k $5.8m $5.8m 0.10% Added +65.4k +65,375
10 Penserra Capital Management LLC 0.07% of their portfolio ORINDA, CA 590,064590.1k $5.1m $5.1m 0.07% Added +17.4k +17,429
11 UBS Group AG 0.00% of their portfolio ZURICH, V8 556,848556.8k $4.8m $4.8m 0.00% Reduced -155.8k -155,774
12 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 553,642553.6k $4.8m $4.8m 0.01% Added +318.1k +318,137
13 Cresset Asset Management, LLC 0.02% of their portfolio Chicago, IL 542,709542.7k $4.7m $4.7m 0.02% Reduced -8.4k -8,358
14 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 524,999525.0k $4.5m $4.5m 0.00% Added +107.8k +107,835
15 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 464,182464.2k $4.0m $4.0m 0.00% Added +135.4k +135,448
16 1607 Capital Partners, LLC 0.32% of their portfolio Richmond, VA 462,934462.9k $4.0m $4.0m 0.32% Reduced -88.8k -88,825
17 Shaker Financial Services, LLC 1.41% of their portfolio Arlington, VA 449,311449.3k $3.9m $3.9m 1.41% Added +109.6k +109,624
18 RiverTree Advisors, LLC 2.44% of their portfolio WINTER PARK, FL 420,140420.1k $3.6m $3.6m 2.44% Added +231.4k +231,417
19 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 389,308389.3k $3.4m $3.4m 0.01% Added +149.6k +149,625
20 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 309,629309.6k $2.7m $2.7m 0.00% Reduced -18.0k -18,025
21 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 293,571293.6k $2.5m $2.5m 0.01% Reduced -43.0k -43,028
22 AQR Arbitrage LLC 0.06% of their portfolio Greenwich, CT 292,139292.1k $2.5m $2.5m 0.06% Reduced -298.5k -298,463
23 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 276,464276.5k $2.4m $2.4m 0.00% New
24 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 261,782261.8k $2.3m $2.3m 0.00% Reduced -164 -164
25 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 219,025219.0k $1.9m $1.9m 0.00% Reduced -3.9k -3,918
26 ROMAN BUTLER FULLERTON & CO 0.51% of their portfolio ST LOUIS, MO 196,762196.8k $1.7m $1.7m 0.51% Reduced -1.4k -1,426
27 READYSTATE ASSET MANAGEMENT LP 0.06% of their portfolio CHICAGO, IL 167,796167.8k $1.5m $1.5m 0.06% Added +29.0k +29,017
28 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 166,461166.5k $1.4m $1.4m 0.01% Reduced -5.1k -5,071
29 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.11% of their portfolio ORLANDO, FL 160,758160.8k $1.4m $1.4m 0.11% Added +4.9k +4,941
30 FRANKLIN STREET ADVISORS INC /NC 0.08% of their portfolio CHAPEL HILL, NC 150,334150.3k $1.3m $1.3m 0.08% Unchanged
31 Cohen Klingenstein LLC 0.04% of their portfolio NEW YORK, NY 145,960146.0k $1.3m $1.3m 0.04% Unchanged
32 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 127,228127.2k $1.1m $1.1m 0.00% Reduced -21.1k -21,123
33 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 126,427126.4k $1.1m $1.1m 0.01% Added +68.7k +68,715
34 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 115,132115.1k $995.9k $995.9k 0.01% Added +220 +220
35 Investment Planning Advisors, Inc. 0.33% of their portfolio CUMMING, GA 107,111107.1k $926.5k $926.5k 0.33% Reduced -13.9k -13,882
36 Arkadios Wealth Advisors 0.03% of their portfolio ATLANTA, GA 98,70498.7k $853.8k $853.8k 0.03% Added +39 +39
37 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 91,28191.3k $789.6k $789.6k 0.00% Reduced -12.5k -12,537
38 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 84,72984.7k $737.1k $737.1k 0.00% Added +11.0k +11,001
39 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 83,10183.1k $719.0k $719.0k 0.00% Added +4.4k +4,398
40 WINEBRENNER CAPITAL MANAGEMENT LLC 0.56% of their portfolio LOUISVILLE, KY 80,00080.0k $692.0k $692.0k 0.56% Unchanged
41 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 76,15376.2k $658.7k $658.7k 0.00% Added +2.2k +2,209
42 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 74,90074.9k $647.9k $647.9k 0.00% Unchanged
43 WOLVERINE ASSET MANAGEMENT LLC 0.01% of their portfolio CHICAGO, IL 73,47673.5k $635.6k $635.6k 0.01% Reduced -39.6k -39,609
44 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 67,84567.8k $586.9k $586.9k 0.00% Added +24 +24
45 WCG Wealth Advisors LLC 0.04% of their portfolio LAS VEGAS, NV 65,79765.8k $569.1k $569.1k 0.04% Added +24.9k +24,939
46 Joseph P. Lucia & Associates, LLC 0.22% of their portfolio Yorktown Heights, NY 62,42062.4k $539.9k $539.9k 0.22% Added +702 +702
47 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 60,41960.4k $522.6k $522.6k 0.00% Added +59.5k +59,469
48 one8zero8, LLC 0.12% of their portfolio GREENSBORO, NC 60,40060.4k $522.5k $522.5k 0.12% Reduced -17.4k -17,450
49 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 59,87859.9k $517.9k $517.9k 0.00% Reduced -788 -788
50 Alteri Wealth LLC 0.20% of their portfolio WESTLAKE VILLAGE, CA 58,82758.8k $508.9k $508.9k 0.20% Reduced -25 -25
51 Medallion Wealth Advisors, LLC 0.19% of their portfolio FARMINGTON, CT 58,20558.2k $503.6k $503.6k 0.19% Added +2.2k +2,171
52 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 57,58557.6k $498.1k $498.1k 0.00% Reduced -22.1k -22,083
53 Tiller Private Wealth, Inc. 0.18% of their portfolio BETHLEHEM, PA 55,38055.4k $480.0k $480.0k 0.18% Reduced -12.6k -12,570
54 Compound Planning, Inc. 0.02% of their portfolio NEW YORK, NY 53,49253.5k $462.7k $462.7k 0.02% Unchanged
55 Kovack Advisors, Inc. 0.05% of their portfolio FT. LAUDERDALE, FL 53,18553.2k $460.1k $460.1k 0.05% New
56 Calamos Advisors LLC 0.00% of their portfolio NAPERVILLE, IL 52,17452.2k $451.3k $451.3k 0.00% Reduced -4.5k -4,536
57 Centurion Wealth Management LLC 0.13% of their portfolio Mclean, VA 52,04352.0k $450.2k $450.2k 0.13% Unchanged
58 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 51,16451.2k $442.6k $442.6k 0.00% Added +38.0k +38,004
59 Dakota Wealth Management 0.01% of their portfolio PALM BEACH GARDENS, FL 51,03051.0k $441.4k $441.4k 0.01% Unchanged
60 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 49,66449.7k $429.6k $429.6k 0.00% Reduced -21.5k -21,500
61 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 47,76747.8k $413.2k $413.2k 0.01% Added +29.3k +29,320
62 B. Riley Wealth Advisors, Inc. 0.02% of their portfolio MEMPHIS, TN 46,62446.6k $403.3k $403.3k 0.02% New
63 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 46,48346.5k $402.1k $402.1k 0.01% Reduced -6.5k -6,484
64 Avory & Company, LLC 0.24% of their portfolio MIAMI, FL 45,68245.7k $395.1k $395.1k 0.24% Unchanged
65 Camelot Portfolios, LLC 0.24% of their portfolio Maumee, OH 45,40045.4k $392.7k $392.7k 0.24% Unchanged
66 FLPUTNAM INVESTMENT MANAGEMENT CO 0.01% of their portfolio PORTLAND, ME 45,10045.1k $390.1k $390.1k 0.01% Unchanged
67 CENTAURUS FINANCIAL, INC. 0.02% of their portfolio ANAHEIM, CA 44,72544.7k $387.0k $387.0k 0.02% Reduced -857 -857
68 Claro Advisors Inc. 0.06% of their portfolio BOSTON, MA 39,95340.0k $345.6k $345.6k 0.06% Reduced -23.7k -23,725
69 SAXON INTERESTS, INC. 0.15% of their portfolio HOUSTON, TX 38,11638.1k $314.5k $314.5k 0.15% Unchanged
70 Twin Lakes Capital Management, LLC 0.20% of their portfolio REDWOOD SHORES, CA 37,44337.4k $323.9k $323.9k 0.20% Added +880 +880
71 Logan Stone Capital, LLC 0.15% of their portfolio CHICAGO, IL 37,13237.1k $321.2k $321.2k 0.15% Reduced -101.2k -101,208
72 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 36,99337.0k $320.0k $320.0k 0.00% Added +3.1k +3,071
73 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 35,87735.9k $310.3k $310.3k 0.00% Reduced -3.9k -3,924
74 INTEGRATED CAPITAL MANAGEMENT, INC. 0.23% of their portfolio JESSUP, PA 35,39935.4k $306.2k $306.2k 0.23% Added +1.5k +1,484
75 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 35,30735.3k $307.3k $307.3k 0.00% Added +751 +751
76 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 35,23335.2k $304.8k $304.8k 0.00% Reduced -585 -585
77 NWF Advisory Services Inc. 0.03% of their portfolio Los Angeles, CA 33,60033.6k $290.6k $290.6k 0.03% Unchanged
78 Certified Advisory Corp 0.03% of their portfolio ALTAMONTE SPRINGS, FL 32,56832.6k $281.7k $281.7k 0.03% Reduced -298 -298
79 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 32,31632.3k $279.5k $279.5k 0.00% Reduced -6.9k -6,928
80 Focus Partners Advisor Solutions, LLC 0.00% of their portfolio SAINT LOUIS, MO 32,19432.2k $278.5k $278.5k 0.00% New
81 Jacobi Capital Management LLC 0.02% of their portfolio PITTSTON, PA 32,00432.0k $276.8k $276.8k 0.02% Added +502 +502
82 GAMCO INVESTORS, INC. ET AL 0.00% of their portfolio GREENWICH, CT 30,96331.0k $267.8k $267.8k 0.00% New
83 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 30,07030.1k $260.0k $260.0k 0.00% Added +1.0k +1,023
84 Heritage Wealth Management, Inc. 0.08% of their portfolio CINCINNATI, OH 28,88928.9k $249.9k $249.9k 0.08% Unchanged
85 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 28,60628.6k $247.4k $247.4k 0.00% New
86 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 28,05028.1k $243.0k $243.0k 0.00% Reduced -1.0k -1,000
87 ROTHSCHILD INVESTMENT LLC 0.02% of their portfolio CHICAGO, IL 27,83127.8k $240.7k $240.7k 0.02% Reduced -62 -62
88 Mariner, LLC 0.00% of their portfolio Overland Park, KS 27,60327.6k $238.8k $238.8k 0.00% Added +3.2k +3,201
89 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 27,54427.5k $238.3k $238.3k 0.00% Added +6.9k +6,914
90 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 27,30127.3k $236.2k $236.2k 0.01% New
91 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 24,73724.7k $214.0k $214.0k 0.00% Reduced -700 -700
92 Capital CS Group, LLC 0.34% of their portfolio IRVINE, CA 24,28224.3k $210.0k $210.0k 0.34% Reduced -889 -889
93 Annex Advisory Services, LLC 0.00% of their portfolio BROOKFIELD, WI 24,00424.0k $207.6k $207.6k 0.00% Unchanged
94 David J Yvars Group 0.12% of their portfolio UNIVERSITY PARK, FL 23,63523.6k $204.4k $204.4k 0.12% New
95 Stratos Wealth Advisors, LLC 0.01% of their portfolio BEACHWOOD, OH 23,00023.0k $198.9k $198.9k 0.01% Unchanged
96 Summit Investment Advisory Services, LLC 0.08% of their portfolio ROSEVILLE, MN 22,36222.4k $193.4k $193.4k 0.08% Added +524 +524
97 Diversified Enterprises, LLC 0.01% of their portfolio Wilmington, DE 21,02421.0k $181.9k $181.9k 0.01% Added +169 +169
98 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 20,23120.2k $175.0k $175.0k 0.00% New
99 Cornerstone Advisory, LLC 0.02% of their portfolio HUNT VALLEY, MD 19,78819.8k $171.2k $171.2k 0.02% Added +91 +91
100 VISTA INVESTMENT PARTNERS II, LLC 0.08% of their portfolio RICHMOND, IN 19,60719.6k $169.6k $169.6k 0.08% Reduced -1 -1