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 198 institutions that hold shares in the stock, with a total of 21.7 Million shares, which have been reported (via 13F filing form) to have a value of $284 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,775,298
shares
|
$23.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,684,959
shares
|
$22.1 Million
0.01% of portfolio
|
Q1 2025
Added 5.75%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
1,468,301
shares
|
$19.2 Million
0.0% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
1,298,255
shares
|
$17 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
981,707
shares
|
$12.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Apr 11, 2025 Q1 2025 |
817,222
shares
|
$10.7 Million
8.53% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
735,414
shares
|
$9.63 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
726,426
shares
|
$9.52 Million
0.0% of portfolio
|
Q1 2025
Added 11.79%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
625,083
shares
|
$8.19 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
557,451
shares
|
$7.3 Million
0.18% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Apr 15, 2025 Q1 2025 |
541,422
shares
|
$7.09 Million
3.46% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
513,543
shares
|
$6.73 Million
0.02% of portfolio
|
Q1 2025
Added 217.74%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
455,751
shares
|
$5.97 Million
0.02% of portfolio
|
Q1 2025
Added 55.43%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
406,229
shares
|
$5.32 Million
0.0% of portfolio
|
Q1 2025
Added 47.02%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
395,917
shares
|
$5.19 Million
2.34% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
386,663
shares
|
$5.07 Million
0.0% of portfolio
|
Q1 2025
Added 12.35%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
350,271
shares
|
$4.59 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
333,676
shares
|
$4.37 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
|
$4.3 Million
0.19% of portfolio
|
Q3 2022
Reduced 5.85%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
309,423
shares
|
$4.05 Million
0.01% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
307,064
shares
|
$4.02 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
298,356
shares
|
$3.91 Million
0.0% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
295,426
shares
|
$3.87 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
272,239
shares
|
$3.57 Million
0.01% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Apr 14, 2025 Q1 2025 |
265,231
shares
|
$3.47 Million
2.82% of portfolio
|
Q1 2025
Added 17.31%
|