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 180 institutions that hold shares in the stock, with a total of 20.6 Million shares, which have been reported (via 13F filing form) to have a value of $294 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,822,228
shares
|
$26 Million
0.0% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,616,162
shares
|
$23 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
1,407,123
shares
|
$20.1 Million
0.0% of portfolio
|
Q3 2024
Added 7.46%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
1,212,836
shares
|
$17.3 Million
0.66% of portfolio
|
Q3 2024
Reduced 41.27%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
1,138,936
shares
|
$16.2 Million
0.22% of portfolio
|
Q3 2024
Added 2470.15%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,114,686
shares
|
$15.9 Million
0.11% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
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%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
660,357
shares
|
$9.41 Million
0.0% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
596,183
shares
|
$8.5 Million
0.0% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
530,957
shares
|
$7.57 Million
0.18% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 28, 2024 Q3 2024 |
523,952
shares
|
$7.47 Million
3.2% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
350,324
shares
|
$4.99 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
347,600
shares
|
$4.95 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
333,676
shares
|
$4.75 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
|
$4.68 Million
0.19% of portfolio
|
Q3 2022
Reduced 5.85%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
322,061
shares
|
$4.59 Million
0.0% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
316,832
shares
|
$4.51 Million
0.0% of portfolio
|
Q3 2024
Added 9.18%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
309,313
shares
|
$4.41 Million
0.01% of portfolio
|
Q3 2024
Added 9.97%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
303,409
shares
|
$4.32 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Shaker Financial Services, LLC
|
Oct 31, 2024 Q3 2024 |
301,302
shares
|
$4.29 Million
1.59% of portfolio
|
Q3 2024
Reduced 18.47%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
301,227
shares
|
$4.29 Million
0.0% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
287,599
shares
|
$4.1 Million
0.01% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
284,950
shares
|
$4.06 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 13, 2024 Q3 2024 |
267,872
shares
|
$3.82 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
257,300
shares
|
$3.67 Million
0.01% of portfolio
|
Q3 2024
Added 0.51%
|