Across its top 20 institutional holders, ETB's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 23/100).

Quarterly Activity

Recent Activity

+$57.9M

Total Buy Value

$35.0M

Total Sell Value

New buy15

Trim17

Add32

Sold out10

Net Buyers

Net Sellers

Smart Money Convergence

ETB does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

27828X100

FAQ

Who are the top institutional investors holding EATON VANCE T/M BUY-WRT INC (ETB)?

Major stakeholders currently include Guggenheim Capital LLC ($9.8M), Morgan Stanley ($7.3M), Shaker Financial Services, LLC ($6.8M). Based on the latest 13F filings, there are a total of 91 tracked investment funds and institutions maintaining positions in ETB.

What is the overall institutional sentiment toward ETB recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $559.2K, driven by 47 managers accumulating shares while 27 reduced their exposure.

Which institutions have been selling or reducing their ETB positions?

In the latest period, 17 funds trimmed their holdings, and 10 managers completely exited their positions. The aggregate reported sell value was $35.0M.

Are there any notable investors adding ETB to their portfolios?

Yes, buying activity remains notable. 15 institutions opened new positions in {ticker}, and 32 existing holders added to their shares. The total reported buy value for the quarter amounted to $57.9M.