Ticker: EVIM CUSIP: 61774R882 Class: EATON VANCE INTE
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Fortress Wealth Group, LLC | 82,643 | $4,418 |
| Interchange Capital Partners, LLC | 36,222 | $1,922 |
| FSA Advisors, Inc. | 6,786 | $360 |
| Miller Financial Services LLC | 3,870 | $205 |
| TCFG WEALTH MANAGEMENT, LLC | 4,400 | $234 |
| OLD MISSION CAPITAL LLC | 16,857 | $895 |
| Cornerstone Wealth Management, LLC | 7,125 | $378 |
| RAYMOND JAMES FINANCIAL INC | 146,377 | $7,768 |
| Clarity Asset Management, Inc. | 489 | $26 |
| IFP Advisors, Inc | 2,089 | $111 |
| NewEdge Advisors, LLC | 5,190 | $275 |
| CITADEL ADVISORS LLC | 5,017 | $266 |
| PRIVATE TRUST CO NA | 250 | $13 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Coign Capital Advisors LLC | 75,118 | 91,507 | +16,389 (+21.8%) |
| SK Wealth Management, LLC | 21,744 | 40,097 | +18,353 (+84.4%) |
| &PARTNERS | 1,133,615 | 1,272,793 | +139,178 (+12.3%) |
| Legacy Private Trust Co. | 58,980 | 79,940 | +20,960 (+35.5%) |
| ENVESTNET ASSET MANAGEMENT INC | 1,088,706 | 1,188,942 | +100,236 (+9.2%) |
| FLOW TRADERS U.S. LLC | 8,103 | 21,339 | +13,236 (+163.3%) |
| OSAIC HOLDINGS, INC. | 207 | 31,384 | +31,177 (+15061.4%) |
| LPL Financial LLC | 10,695 | 30,218 | +19,523 (+182.5%) |
| Sanctuary Advisors, LLC | 4,241 | 9,808 | +5,567 (+131.3%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 6,944 | 12,467 | +5,523 (+79.5%) |
| MERCER GLOBAL ADVISORS INC /ADV | 6,366 | 6,444 | +78 (+1.2%) |
| Janney Montgomery Scott LLC | 4,684 | 5,744 | +1,060 (+22.6%) |
| Global Retirement Partners, LLC | 50 | 51 | +1 (+2.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| MORGAN STANLEY | 590,109 | 431,796 | -158,313 (-26.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| CLEAR INVESTMENT RESEARCH, LLC | 2,580 | $135 |
| JANE STREET GROUP, LLC | 12,058 | $633 |
| UBS Group AG | 31 | $2 |