Institutional Ownership Eaton Vance Tax Managed Buy Write Opportunities Fund (ETV)
This table provides information about the institutional ownership of Eaton Vance Tax Managed Buy Write Opportunities Fund (ETV). We have compiled data on the 199 institutions that hold shares in the stock, with a total of 21.9 Million shares, which have been reported (via 13F filing form) to have a value of $292 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,853,541
shares
|
$25.1 Million
0.0% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,593,287
shares
|
$21.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
1,446,364
shares
|
$19.6 Million
0.0% of portfolio
|
Q4 2024
Added 2.79%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,319,674
shares
|
$17.9 Million
0.16% of portfolio
|
Q4 2024
Added 18.39%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
982,360
shares
|
$13.3 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Feb 07, 2025 Q4 2024 |
843,863
shares
|
$11.4 Million
0.49% of portfolio
|
Q4 2024
Reduced 30.42%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jan 17, 2025 Q4 2024 |
772,288
shares
|
$10.5 Million
8.38% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
735,414
shares
|
$9.96 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
654,742
shares
|
$8.87 Million
0.0% of portfolio
|
Q4 2024
Added 9.82%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
649,842
shares
|
$8.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
553,448
shares
|
$7.49 Million
0.18% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Feb 10, 2025 Q4 2024 |
545,774
shares
|
$7.39 Million
3.53% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
393,016
shares
|
$5.32 Million
3.2% of portfolio
|
Q4 2024
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
372,711
shares
|
$5.05 Million
0.1% of portfolio
|
Q4 2024
Added 7.22%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
351,661
shares
|
$4.76 Million
0.0% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
344,165
shares
|
$4.66 Million
0.0% of portfolio
|
Q4 2024
Added 6.86%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
333,676
shares
|
$4.52 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
328,590
shares
|
$4.45 Million
0.19% of portfolio
|
Q3 2022
Reduced 5.85%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
319,279
shares
|
$4.32 Million
0.0% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
310,202
shares
|
$4.2 Million
0.01% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
306,828
shares
|
$4.15 Million
0.01% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
294,478
shares
|
$3.99 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
293,219
shares
|
$3.97 Million
0.01% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
276,316
shares
|
$3.74 Million
0.0% of portfolio
|
Q4 2024
Added 19.23%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
269,094
shares
|
$3.64 Million
0.01% of portfolio
|
Q4 2024
Added 4.58%
|