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 $293 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
11,888
shares
|
$168,334
0.0% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
11,882
shares
|
$168,249
0.01% of portfolio
|
Q2 2024
Reduced 31.23%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
11,537
shares
|
$163,363
0.01% of portfolio
|
Q2 2020
Added 1.42%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
11,236
shares
|
$159,101
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
11,219
shares
|
$158,861
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
11,169
shares
|
$158,153
0.0% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
10,428
shares
|
$147,660
0.0% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
10,395
shares
|
$147,193
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Capital Cs Group, LLC
|
Oct 04, 2024 Q3 2024 |
10,356
shares
|
$146,640
0.1% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
10,270
shares
|
$145,423
0.09% of portfolio
|
Q2 2024
Reduced 43.99%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
10,181
shares
|
$144,162
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
10,181
shares
|
$144,162
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
10,080
shares
|
$142,732
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
9,496
shares
|
$134,463
0.04% of portfolio
|
Q2 2024
Reduced 13.85%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
8,928
shares
|
$126,420
0.06% of portfolio
|
Q1 2023
Reduced 14.38%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
8,540
shares
|
$120,926
0.0% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
8,400
shares
|
$118,944
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
8,198
shares
|
$116,083
0.0% of portfolio
|
Q3 2024
Reduced 9.79%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
7,563
shares
|
$107,092
0.01% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
7,561
shares
|
$107,063
0.03% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
6,900
shares
|
$97,704
0.0% of portfolio
|
Q4 2023
Added 16.95%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
6,420
shares
|
$90,907
0.02% of portfolio
|
Q3 2024
Added 84.54%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
6,180
shares
|
$87,508
0.0% of portfolio
|
Q3 2024
Reduced 51.26%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
5,809
shares
|
$82,255
0.01% of portfolio
|
Q2 2024
Added 159.1%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,671
shares
|
$51,981
0.0% of portfolio
|
Q3 2024
Added 37.44%
|