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 |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
65,490
shares
|
$857,919
0.0% of portfolio
|
Q1 2025
Reduced 6.45%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
65,456
shares
|
$857,473
0.01% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
63,128
shares
|
$826,976
0.0% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
58,766
shares
|
$769,834
0.03% of portfolio
|
Q4 2024
Added 106.5%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
52,963
shares
|
$693,815
0.03% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
49,303
shares
|
$645,869
0.0% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Apr 10, 2025 Q1 2025 |
47,046
shares
|
$616,302
0.15% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
44,436
shares
|
$582,111
0.02% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
43,977
shares
|
$576,098
0.0% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
43,640
shares
|
$571,684
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
38,255
shares
|
$501,140
0.09% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Wealth Effects LLC
|
Apr 23, 2025 Q1 2025 |
37,454
shares
|
$490,647
0.23% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
36,363
shares
|
$476,355
0.0% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Apr 21, 2025 Q1 2025 |
36,303
shares
|
$475,569
0.22% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
33,785
shares
|
$442,583
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Feb 12, 2025 Q4 2024 |
33,360
shares
|
$437,016
0.34% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
33,229
shares
|
$435,299
0.06% of portfolio
|
Q1 2025
Reduced 9.42%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
33,038
shares
|
$432,797
0.0% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
32,815
shares
|
$429,876
0.06% of portfolio
|
Q4 2023
Reduced 3.53%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
32,148
shares
|
$421,138
0.02% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
32,088
shares
|
$420,352
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
30,931
shares
|
$405,196
0.06% of portfolio
|
Q2 2023
Added 0.04%
|
|
|
Avory & Company, LLC
Miami, FL |
Apr 24, 2025 Q1 2025 |
30,308
shares
|
$397,034
0.26% of portfolio
|
Q1 2022
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
29,562
shares
|
$387,262
0.01% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
29,520
shares
|
$386,712
0.03% of portfolio
|
Q1 2025
Added 95125.81%
|