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 206 institutions that hold shares in the stock, with a total of 1.07 Billion shares, which have been reported (via 13F filing form) to have a value of $15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
1,047,504,373
shares
|
$14.7 Billion
2.21% of portfolio
|
Q2 2025
Reduced 99.98%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,750,201
shares
|
$24.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,737,482
shares
|
$24.4 Million
0.01% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
1,518,509
shares
|
$21.3 Million
0.0% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,289,350
shares
|
$18.1 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
984,979
shares
|
$13.8 Million
0.0% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jul 30, 2025 Q2 2025 |
923,778
shares
|
$13 Million
8.76% of portfolio
|
Q2 2025
Added 13.04%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
773,562
shares
|
$10.9 Million
0.0% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
735,414
shares
|
$10.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
629,276
shares
|
$8.84 Million
0.16% of portfolio
|
Q2 2025
Added 12.88%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
563,734
shares
|
$7.92 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.81%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Aug 13, 2025 Q2 2025 |
558,514
shares
|
$7.85 Million
3.34% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
442,827
shares
|
$6.22 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
428,499
shares
|
$6.02 Million
0.0% of portfolio
|
Q2 2025
Added 10.82%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
404,676
shares
|
$5.69 Million
0.0% of portfolio
|
Q2 2025
Added 15.53%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
392,741
shares
|
$5.52 Million
2.19% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
356,885
shares
|
$5.01 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
354,198
shares
|
$4.98 Million
0.01% of portfolio
|
Q2 2025
Reduced 31.03%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
333,676
shares
|
$4.69 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
|
$4.62 Million
0.19% of portfolio
|
Q3 2022
Reduced 5.85%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
310,736
shares
|
$4.37 Million
0.01% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
299,715
shares
|
$4.21 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
285,795
shares
|
$4.02 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
283,936
shares
|
$3.99 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
277,332
shares
|
$3.9 Million
0.03% of portfolio
|
Q2 2025
Added 16.32%
|