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Eaton Vance Management 
 MA
  SEC # 1076598

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479  SEC Filings
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  from  2/9/99  to  2/13/24  (6 Weeks Ago)

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Most-Recent Filing:    ‘13F-NT’ — Quarterly Holdings Notice by a Money Manager — Form 13F — for 12/31/23 — Filed as:  Filer / Offerer 
 
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involving  Eaton Vance Management 

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Forms
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, Documents
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& Exhibits
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 in  479 Filings
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 Filed as:  Filer / Offerer  or  Owner / Insider


        
Latest Filing  Type    Category    Description        Documents
     
2/13/2413F-NTOwnership:  Quarterly Holdings Notices by Money Managers — Form 13F — Assets Under Management
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5
8/18/2340-APPRegistration:  Applications for Exemption Orders and Other Relief by Investment Companies28
11/14/22 OLD13F-HROwnership:  Quarterly Holdings and Combination Reports by Money Managers — Form 13F  OLD  — Assets Under Management
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119
1/4/22 OLDAPP WDRegistration:  Withdrawals of Applications for Exemption Orders and Other Relief  OLD 2
12/14/21 OLDSC 13GOwnership:  Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G  OLD 312
4/4/11 OLDAPP ORDRSEC:  Application for an SEC Exemption Order – ‘40-APP’ SEC Order  OLD 1
3/14/11 OLDAPP NTCSEC:  Applications for SEC Exemption Orders – ‘40-APP’ SEC Notices  OLD 2
6/16/08 OLDNO ACTSEC:  SEC No-Action Letter re: a Shareholder Proposal  OLD 1
9/7/05 OLD40-6CRegistration:  Applications for Exemptions and Other Relief by Investment Companies  OLD 6
3/12/04 OLD3Ownership:  Initial Statement of Beneficial Ownership of Securities by an Insider — Form 3  OLD 1
12/8/99 OLD4Ownership:  Statements of Changes in Beneficial Ownership of Securities by Insiders — Form 4  OLD 3

Form-Specific Documents: 
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11/14/22 OLDINFO-TABLEPortfolio Securities Holdings – Info Tables — Form 13F  OLD  — Assets Under Management
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46

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1/4/22 OLDGRAPHICPhotos, Images and Graphs  OLD 13

History as a Money Manager:  Assets Under Management
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 ·  Related Money Managers


11 Related Managers who also Reported Holdings for this Manager

As Of
In descending order
  
 
Quarter
(Ended)
  Holdings
Form 13F
  Assets
(Millions)
  Reporting Manager
Manager with whom Investment Discretion is Shared
2/14/2412/31/23  2,790 of 3,647  $1,884,333  
 NE
 
Ameritas Investment Partners, Inc.
2/13/2412/31/23  NA of 511  NA  
 NJ
 
Personal Cfo Solutions, LLC
2/13/2412/31/23  47 of 3,250  $3,616  
 NY
 
Oppenheimer Asset Management Inc.
2/13/2412/31/23  1,541 of 44,939  $23,259,060  
 NY
 
Morgan Stanley
11/1/239/30/23  16 of 106  $18  
 MA
 
PRW Wealth Management LLC
11/14/229/30/22  NA of 64  NA  
 PA
 
Penn Mutual Asset Management, LLC
2/11/2212/31/21  25 of 287  $516  
 AL
 
Stonegate Investment Group, LLC
5/10/213/31/21  127 of 420  $85  
 FL
 
Dakota Wealth Management
11/13/209/30/20  NA of 269  NA  
 NJ
 
Transcend Capital Advisors, LLC [ formerly Transcend Wealth Collective, LLC ]
2/19/2012/31/19  6 of 471  $19  
 MA
 
Integrated Wealth Concepts LLC
2/13/1812/31/17  32 of 469  $17  
 CA
 
Corient Capital Partners, LLC


No Forms
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 nor  Documents
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 Filed re:  Issuer / Subject Company


        

        

Filings History

Year    # of Filings
In descending order
2024 1
2023 7
2022 8
2021 57
2020 41
2019 34
2018 32
2017 26
2016 23
2015 18
2014 24
2013 54
2012 20
2011 14
2010 10
2009 15
2008 20
2007 15
2006 7
2005 5
2004 17
2003 8
2002 8
2001 4
2000 4
1999 7

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