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 184 institutions that hold shares in the stock, with a total of 20.2 Million shares, which have been reported (via 13F filing form) to have a value of $293 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
231,743
shares
|
$3.36 Million
0.0% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
209,931
shares
|
$3.04 Million
0.01% of portfolio
|
Q2 2024
Added 14.76%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
208,598
shares
|
$3.02 Million
0.27% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
190,367
shares
|
$2.76 Million
0.03% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
158,286
shares
|
$2.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 22, 2025 Q4 2024 |
152,979
shares
|
$2.22 Million
1.1% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
148,508
shares
|
$2.15 Million
0.01% of portfolio
|
Q3 2024
Added 151.38%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
134,965
shares
|
$1.96 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
124,207
shares
|
$1.8 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
123,623
shares
|
$1.79 Million
0.05% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
105,011
shares
|
$1.52 Million
0.52% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
100,812
shares
|
$1.46 Million
0.08% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
96,772
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
95,413
shares
|
$1.38 Million
0.02% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
95,267
shares
|
$1.38 Million
0.05% of portfolio
|
Q3 2024
Reduced 10.53%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
80,005
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
70,006
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
69,882
shares
|
$1.01 Million
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
68,957
shares
|
$999,876
0.01% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
66,821
shares
|
$968,904
0.02% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Oct 30, 2024 Q3 2024 |
63,963
shares
|
$927,463
0.79% of portfolio
|
Q3 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
60,004
shares
|
$870,058
0.0% of portfolio
|
Q3 2024
Added 18.75%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
58,766
shares
|
$852,107
0.05% of portfolio
|
Q4 2024
Added 106.5%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
52,743
shares
|
$764,773
0.04% of portfolio
|
Q3 2024
Added 27.49%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
52,430
shares
|
$760,235
0.03% of portfolio
|
Q3 2024
Added 3.83%
|