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 |
|---|---|---|---|---|---|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
252,619
shares
|
$3.31 Million
0.15% of portfolio
|
Q1 2025
Reduced 70.06%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
May 14, 2025 Q1 2025 |
242,724
shares
|
$3.18 Million
0.13% of portfolio
|
Q1 2025
Reduced 6.8%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
238,415
shares
|
$3.12 Million
0.03% of portfolio
|
Q1 2025
Added 1050.04%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
201,931
shares
|
$2.65 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
193,888
shares
|
$2.54 Million
0.25% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
162,975
shares
|
$2.13 Million
0.02% of portfolio
|
Q1 2025
Added 26.04%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
159,963
shares
|
$2.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Sharpepoint LLC
Phoenix, AZ |
Apr 30, 2025 Q1 2025 |
156,540
shares
|
$2.05 Million
1.78% of portfolio
|
Q1 2025
Added 28.47%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
152,099
shares
|
$1.99 Million
0.01% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
139,124
shares
|
$1.82 Million
0.62% of portfolio
|
Q1 2025
Added 32.49%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
124,445
shares
|
$1.63 Million
0.05% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
122,991
shares
|
$1.61 Million
0.02% of portfolio
|
Q1 2025
Reduced 15.84%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
115,266
shares
|
$1.51 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Apr 22, 2025 Q1 2025 |
112,591
shares
|
$1.47 Million
0.74% of portfolio
|
Q1 2025
Reduced 26.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
102,222
shares
|
$1.34 Million
0.0% of portfolio
|
Q1 2025
Added 4.34%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
98,770
shares
|
$1.29 Million
0.35% of portfolio
|
Q1 2025
Added 28.6%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
93,976
shares
|
$1.23 Million
0.02% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
83,444
shares
|
$1.09 Million
0.01% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
75,280
shares
|
$986,168
0.06% of portfolio
|
Q1 2025
Reduced 24.25%
|
|
|
Shaker Financial Services, LLC
|
May 09, 2025 Q1 2025 |
73,618
shares
|
$964,395
0.39% of portfolio
|
Q1 2025
Reduced 61.76%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
71,822
shares
|
$940,868
0.0% of portfolio
|
Q1 2025
Added 13.61%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
71,360
shares
|
$934,816
0.05% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
70,752
shares
|
$926,851
0.02% of portfolio
|
Q1 2025
Added 5.66%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
69,882
shares
|
$915,454
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
66,444
shares
|
$870,416
0.0% of portfolio
|
Q1 2025
Added 25.28%
|