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 |
|---|---|---|---|---|---|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
28,827
shares
|
$410,784
0.01% of portfolio
|
Q3 2024
Added 35.24%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
28,458
shares
|
$405,526
0.02% of portfolio
|
Q2 2024
Reduced 27.54%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
28,281
shares
|
$403,004
0.03% of portfolio
|
Q3 2024
Added 15.08%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
27,760
shares
|
$395,580
0.02% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
B&L Asset Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
27,736
shares
|
$395,238
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Oct 22, 2024 Q3 2024 |
23,692
shares
|
$337,611
0.23% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
23,575
shares
|
$335,943
0.01% of portfolio
|
Q1 2024
Reduced 8.54%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
22,695
shares
|
$323,403
0.01% of portfolio
|
Q3 2024
Added 9.37%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
20,757
shares
|
$295,787
0.0% of portfolio
|
Q3 2023
Reduced 2.85%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
20,653
shares
|
$294,305
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
20,513
shares
|
$292,310
0.0% of portfolio
|
Q3 2024
Added 55.84%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
20,312
shares
|
$289,446
0.0% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
20,169
shares
|
$287,408
0.0% of portfolio
|
Q3 2024
Reduced 8.57%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
19,650
shares
|
$280,012
0.01% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
19,443
shares
|
$277,062
0.0% of portfolio
|
Q3 2024
Added 18.41%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
19,425
shares
|
$276,806
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
19,090
shares
|
$272,032
0.0% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
18,725
shares
|
$266,831
0.0% of portfolio
|
Q3 2022
Reduced 4.49%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
18,340
shares
|
$261,345
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
18,175
shares
|
$258,993
0.0% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
17,517
shares
|
$249,617
0.01% of portfolio
|
Q3 2024
Added 27.95%
|
|
|
Commons Capital, LLC
Needham, MA |
Oct 23, 2024 Q3 2024 |
17,415
shares
|
$248,163
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
17,345
shares
|
$247,166
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
17,242
shares
|
$245,698
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
17,227
shares
|
$245,484
0.02% of portfolio
|
Q3 2024
Reduced 37.42%
|