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 |
---|---|---|---|---|---|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
29,223
shares
|
$382,821
0.04% of portfolio
|
Q4 2022
Reduced 0.53%
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
28,767
shares
|
$376,847
0.03% of portfolio
|
Q1 2025
Added 2.41%
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
28,674
shares
|
$375,629
0.01% of portfolio
|
Q1 2025
Added 0.13%
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
28,400
shares
|
$372,040
0.03% of portfolio
|
Q1 2025
New holding
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
26,147
shares
|
$342,525
0.01% of portfolio
|
Q1 2025
Reduced 24.89%
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
24,628
shares
|
$322,626
0.01% of portfolio
|
Q1 2025
Added 6.73%
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
23,739
shares
|
$310,980
0.23% of portfolio
|
Q1 2025
Added 5.04%
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
22,695
shares
|
$297,304
0.0% of portfolio
|
Q3 2024
Added 9.37%
|
|
Triumph Capital Management
|
May 06, 2025 Q1 2025 |
22,490
shares
|
$294,619
0.11% of portfolio
|
Q1 2025
Added 9.03%
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
20,757
shares
|
$271,916
0.0% of portfolio
|
Q3 2023
Reduced 2.85%
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
20,471
shares
|
$268,170
0.01% of portfolio
|
Q1 2025
Added 19.98%
|
|
Commons Capital, LLC
Needham, MA |
May 12, 2025 Q1 2025 |
20,243
shares
|
$265,183
0.25% of portfolio
|
Q1 2025
Added 5.01%
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
19,425
shares
|
$254,467
0.06% of portfolio
|
Q1 2024
New holding
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
18,725
shares
|
$245,297
0.0% of portfolio
|
Q3 2022
Reduced 4.49%
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
18,334
shares
|
$240,175
0.01% of portfolio
|
Q1 2025
Reduced 41.88%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
18,232
shares
|
$238,839
0.0% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
18,175
shares
|
$238,092
0.0% of portfolio
|
Q3 2024
Added 4.01%
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
17,991
shares
|
$235,682
0.0% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
17,863
shares
|
$234,005
0.0% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
17,751
shares
|
$232,538
0.01% of portfolio
|
Q4 2024
Reduced 9.66%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
17,496
shares
|
$229,197
0.0% of portfolio
|
Q1 2025
Added 22.49%
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
17,363
shares
|
$227,455
0.0% of portfolio
|
Q1 2025
Reduced 17.17%
|
|
Westend Capital Management, LLC
Sausalito, CA |
Apr 24, 2025 Q1 2025 |
17,358
shares
|
$227,389
0.09% of portfolio
|
Q1 2025
Reduced 35.51%
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
17,345
shares
|
$227,219
0.12% of portfolio
|
Q3 2024
New holding
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
17,242
shares
|
$225,870
0.09% of portfolio
|
Q4 2022
New holding
|