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 207 institutions that hold shares in the stock, with a total of 23.1 Million shares, which have been reported (via 13F filing form) to have a value of $329 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,820,703
shares
|
$26 Million
0.0% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,782,262
shares
|
$25.4 Million
0.01% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
1,568,517
shares
|
$22.4 Million
0.0% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
1,206,910
shares
|
$17.2 Million
0.13% of portfolio
|
Q3 2025
Reduced 6.39%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,020,627
shares
|
$14.6 Million
0.0% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Nov 12, 2025 Q3 2025 |
936,606
shares
|
$13.4 Million
8.43% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
797,142
shares
|
$11.4 Million
0.0% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
735,414
shares
|
$10.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
652,755
shares
|
$9.31 Million
0.15% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 27, 2025 Q3 2025 |
555,976
shares
|
$7.93 Million
3.37% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
492,038
shares
|
$7.02 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
491,757
shares
|
$7.01 Million
0.0% of portfolio
|
Q3 2025
Reduced 12.77%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
466,568
shares
|
$6.65 Million
0.02% of portfolio
|
Q3 2025
Added 5.36%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
444,706
shares
|
$6.34 Million
0.0% of portfolio
|
Q2 2025
Added 15.53%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
433,839
shares
|
$6.19 Million
0.0% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
394,221
shares
|
$5.62 Million
2.03% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
390,576
shares
|
$5.57 Million
0.0% of portfolio
|
Q3 2025
Added 9.44%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
333,676
shares
|
$4.76 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
|
$4.69 Million
0.19% of portfolio
|
Q3 2022
Reduced 5.85%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
326,368
shares
|
$4.65 Million
0.03% of portfolio
|
Q3 2025
Added 17.68%
|
|
|
Shaker Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
322,604
shares
|
$4.6 Million
1.63% of portfolio
|
Q3 2025
Added 58.9%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 07, 2025 Q3 2025 |
316,595
shares
|
$4.51 Million
0.15% of portfolio
|
Q3 2025
Added 91.7%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
302,699
shares
|
$4.32 Million
0.01% of portfolio
|
Q3 2025
Added 6.61%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
289,776
shares
|
$4.13 Million
0.0% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
288,286
shares
|
$4.11 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.81%
|
|