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 |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
51,552
shares
|
$747,504
0.0% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
50,825
shares
|
$736,962
0.21% of portfolio
|
Q3 2024
Added 34.46%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
47,046
shares
|
$682,167
0.15% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
45,593
shares
|
$661,098
0.0% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
44,162
shares
|
$640,349
0.03% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
43,640
shares
|
$632,780
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
43,035
shares
|
$624,007
0.0% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
39,663
shares
|
$575,113
0.0% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
38,244
shares
|
$554,538
0.22% of portfolio
|
Q4 2024
Reduced 7.13%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
38,190
shares
|
$553,755
0.12% of portfolio
|
Q4 2024
Added 203.02%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 24, 2025 Q4 2024 |
36,303
shares
|
$526,393
0.22% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
36,292
shares
|
$526,234
0.2% of portfolio
|
Q1 2024
Added 2.69%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
34,812
shares
|
$504,774
0.02% of portfolio
|
Q3 2024
Reduced 13.68%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
33,845
shares
|
$490,752
0.06% of portfolio
|
Q1 2024
Added 1.12%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
33,785
shares
|
$489,882
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
33,660
shares
|
$488,070
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
32,815
shares
|
$475,817
0.05% of portfolio
|
Q4 2023
Reduced 3.53%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
31,585
shares
|
$457,982
0.02% of portfolio
|
Q3 2024
Added 15.03%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
30,931
shares
|
$448,499
0.06% of portfolio
|
Q2 2023
Added 0.04%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
30,918
shares
|
$448,311
0.01% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
30,314
shares
|
$439,553
0.0% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Avory & Company, LLC
Miami, FL |
Nov 07, 2024 Q3 2024 |
30,308
shares
|
$439,466
0.25% of portfolio
|
Q1 2022
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
29,591
shares
|
$429,069
0.0% of portfolio
|
Q3 2024
Reduced 55.67%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
29,226
shares
|
$423,777
0.01% of portfolio
|
Q3 2024
Reduced 59.37%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
29,223
shares
|
$423,733
0.04% of portfolio
|
Q4 2022
Reduced 0.53%
|