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 181 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 $298 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
17,227
shares
|
$248,241
0.02% of portfolio
|
Q3 2024
Reduced 37.42%
|
|
|
Robinson Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
17,189
shares
|
$247,693
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
16,902
shares
|
$243,557
0.03% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
16,902
shares
|
$243,557
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Oct 16, 2024 Q3 2024 |
16,264
shares
|
$234,364
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Nov 06, 2024 Q3 2024 |
15,854
shares
|
$228,456
0.04% of portfolio
|
Q2 2024
Reduced 6.41%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
15,621
shares
|
$225,098
0.02% of portfolio
|
Q3 2024
Reduced 91.81%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
15,426
shares
|
$222,288
0.01% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
15,000
shares
|
$216,150
0.03% of portfolio
|
Q2 2024
Reduced 11.11%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
14,861
shares
|
$214,147
0.09% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
14,314
shares
|
$206,264
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Focused Wealth Management, Inc
|
Oct 30, 2024 Q3 2024 |
14,134
shares
|
$203,670
0.03% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
13,538
shares
|
$195,082
0.01% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2024 Q3 2024 |
13,200
shares
|
$190,212
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
13,090
shares
|
$188,626
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
12,940
shares
|
$186,465
0.0% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
12,825
shares
|
$184,808
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
12,800
shares
|
$184,448
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
12,603
shares
|
$181,609
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Nov 06, 2024 Q3 2024 |
12,593
shares
|
$181,465
0.11% of portfolio
|
Q3 2023
Reduced 17.88%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
12,466
shares
|
$179,635
0.0% of portfolio
|
Q4 2022
Reduced 20.43%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
12,466
shares
|
$179,635
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
12,388
shares
|
$178,511
0.0% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
12,345
shares
|
$177,891
0.01% of portfolio
|
Q3 2024
Reduced 11.37%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
12,189
shares
|
$175,643
0.0% of portfolio
|
Q3 2024
Reduced 4.63%
|