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Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) Institutional Ownership

Eaton Vance Tax-Managed Buy-Write Opportunities Fund logo
$12.26 +0.06 (+0.49%)
Closing price 04/17/2025 03:59 PM Eastern
Extended Trading
$12.25 -0.01 (-0.08%)
As of 04/17/2025 04:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Eaton Vance Tax-Managed Buy-Write Opportunities Fund (NYSE:ETV)

Number of
Institutional Buyers
(last 12 months)
88
Total
Institutional Inflows
(last 12 months)
$99.43M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$45.65M
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ETV Institutional Buying and Selling by Quarter

Eaton Vance Tax-Managed Buy-Write Opportunities Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/18/2025 Insigneo Advisory Services LLC14,398$190K0.0%N/A0.000%
4/17/2025 Robertson Stephens Wealth Management LLC12,378$164K0.0%N/A0.000%
4/17/2025 Janney Montgomery Scott LLC65,490$865K0.0%-6.5%0.000%
4/17/2025 American Institute for Advanced Investment Management LLP23,739$314K0.2%+5.0%0.000%
4/16/2025 Wealth Enhancement Advisory Services LLC17,496$231K0.0%+22.5%0.000%
4/15/2025 Balanced Wealth Group LLC541,422$7.15M3.5%-0.8%0.000%
4/15/2025 Kingstone Capital Partners Texas LLC265,231$3.50M2.8%+17.3%0.000%
4/15/2025 Wealthcare Advisory Partners LLC10,212$135K0.0%-8.7%0.000%
4/14/2025 Outlook Wealth Advisors LLC139,124$1.84M0.5%+32.5%0.000%
4/11/2025 Paragon Financial Partners Inc.817,222$10.80M8.5%+5.8%0.000%
4/10/2025 Naples Global Advisors LLC193,888$2.56M0.2%-6.1%0.000%
4/9/2025 NBC Securities Inc.29,520$389K0.0%+95,125.8%0.000%
4/7/2025 Summit Global Investments13,000$172K0.0%N/A0.000%
4/7/2025 GAMMA Investing LLC13,210$175K0.0%+1,221.0%0.000%
3/17/2025 Wealth Enhancement Advisory Services LLC14,284$206K0.0%+10.4%0.000%
2/21/2025Vermillion Wealth Management Inc.2,784$40K0.0%N/A0.000%
2/20/2025 Kingstone Capital Partners Texas LLC226,088$3.26M2.6%N/A0.000%
2/17/2025Main Street Group LTD8,444$122K0.0%-43.2%0.000%
2/17/2025Obermeyer Wealth Partners99,373$1.43M0.1%-1.4%0.000%
2/17/2025Investor s Fiduciary Advisor Network LLC10,495$151K0.1%N/A0.000%
2/17/2025Focus Partners Wealth27,927$402K0.0%+5.9%0.000%
2/17/2025Cresset Asset Management LLC81,690$1.18M0.0%+2.1%0.000%
2/17/2025Cetera Investment Advisers97,966$1.41M0.0%+1.2%0.000%
2/17/2025Baird Financial Group Inc.18,290$264K0.0%-4.2%0.000%
2/17/2025Bank of America Corp DE649,842$9.36M0.0%-1.6%0.000%
2/17/2025Ameriprise Financial Inc.276,316$3.99M0.0%+19.2%0.000%
2/17/2025Anderson Financial Strategies LLC13,226$191K0.1%N/A0.000%
2/14/2025Mercer Global Advisors Inc. ADV37,168$536K0.0%+22.6%0.000%
2/14/2025Triumph Capital Management20,628$297K0.1%-8.1%0.000%
2/14/2025Comerica Bank12,257$177K0.0%+9.1%0.000%
2/14/2025Beacon Pointe Advisors LLC146,141$2.11M0.0%-23.2%0.000%
2/14/2025Stifel Financial Corp63,220$911K0.0%+5.4%0.000%
2/14/2025Shaker Financial Services LLC192,501$2.77M1.1%-36.1%0.000%
2/14/2025Sharpepoint LLC121,845$1.76M1.6%N/A0.000%
2/14/2025MML Investors Services LLC293,219$4.23M0.0%+2.0%0.000%
2/13/2025NewEdge Advisors LLC33,238$479K0.0%-16.2%0.000%
2/13/2025Guggenheim Capital LLC1,319,674$19.02M0.2%+18.4%0.000%
2/13/2025Mariner LLC161,838$2.33M0.0%+2.2%0.000%
2/13/2025Rockefeller Capital Management L.P.53,035$764K0.0%+23.2%0.000%
2/13/2025Raymond James Financial Inc.982,360$14.16M0.0%N/A0.000%
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2/13/2025Invesco Ltd.1,446,364$20.84M0.0%+2.8%0.000%
2/13/2025Envestnet Asset Management Inc.319,279$4.60M0.0%+0.8%0.000%
2/13/2025Wedbush Securities Inc.116,468$1.68M0.1%+22.3%0.000%
2/13/2025Wells Fargo & Company MN344,165$4.96M0.0%+6.9%0.000%
2/12/2025Cannon Advisors Inc.16,591$239K0.2%+29.4%0.000%
2/12/2025Franklin Resources Inc.294,478$4.24M0.0%-2.2%0.000%
2/12/2025Hazlett Burt & Watson Inc.2,418$34K0.0%+131.2%0.000%
2/12/2025Prevail Innovative Wealth Advisors LLC76,806$1.11M0.3%+51.1%0.000%
2/12/2025Arlington Capital Management Inc.69,065$995K0.7%+8.0%0.000%
2/11/2025Mountain Hill Investment Partners Corp.4,565$66K0.1%N/A0.000%
2/11/2025LPL Financial LLC1,593,287$22.96M0.0%-1.4%0.000%
2/10/2025 Balanced Wealth Group LLC545,774$7.87M3.5%+4.2%0.000%
2/10/2025Commonwealth Equity Services LLC306,828$4.42M0.0%+1.1%0.000%
2/7/2025HighTower Advisors LLC48,449$698K0.0%-6.0%0.000%
2/7/2025Cornerstone Advisors LLC843,863$12.16M0.5%-30.4%0.000%
2/6/2025Raymond James Financial Inc.982,360$14.16M0.0%N/A0.000%
2/6/2025 Kapstone Financial Advisors LLC11,185$160K0.1%N/A0.000%
2/6/2025Steward Partners Investment Advisory LLC20,731$299K0.0%+6.6%0.000%
2/6/2025Meridian Wealth Management LLC62,437$900K0.0%+18.4%0.000%
2/5/2025Sims Investment Management LLC393,016$5.66M3.2%N/A0.000%
2/5/2025Private Trust Co. NA5,127$74K0.0%-32.2%0.000%
2/5/2025Oppenheimer & Co. Inc.66,003$951K0.0%-4.3%0.000%
2/5/2025Kovack Advisors Inc.10,064$145K0.0%N/A0.000%
2/4/2025BankPlus Trust Department5,560$80K0.0%N/A0.000%
2/3/2025Sigma Planning Corp16,687$240K0.0%+27.5%0.000%
2/3/2025Ieq Capital LLC129,302$1.86M0.0%-4.2%0.000%
2/3/2025Private Advisor Group LLC149,450$2.15M0.0%+0.6%0.000%
1/31/2025Atria Wealth Solutions Inc.12,166$175K0.0%+16.7%0.000%
1/31/2025D.A. Davidson & CO.18,475$266K0.0%-8.4%0.000%
1/31/2025Truist Financial Corp310,202$4.47M0.0%+0.3%0.000%
1/30/2025Principal Securities Inc.553,448$7.98M0.2%+4.2%0.000%
1/29/2025 Naples Global Advisors LLC206,563$2.98M0.3%-1.0%0.000%
1/29/2025Kentucky Trust Co8,252$119K0.1%N/A0.000%
1/29/2025 Focus Financial Network Inc.53,728$774K0.0%+2.5%0.000%
1/28/2025Focused Wealth Management Inc12,248$176K0.0%-13.3%0.000%
1/27/2025Stratos Wealth Advisors LLC17,751$256K0.0%-9.7%0.000%
1/27/2025Stratos Wealth Partners LTD.123,500$1.78M0.0%-0.6%0.000%
1/23/2025 American Institute for Advanced Investment Management LLP22,600$326K0.2%-4.6%0.000%
1/23/2025SteelPeak Wealth LLC44,162$636K0.0%+2.3%0.000%
1/22/2025Wealth Effects LLC38,244$551K0.2%-7.1%0.000%
1/21/2025 Dynamic Advisor Solutions LLC28,637$413K0.0%-12.2%0.000%
1/21/2025 Cornerstone Wealth Management LLC11,101$160K0.0%-10.1%0.000%
1/17/2025Mutual Advisors LLC123,623$1.76M0.1%+1.4%0.000%
1/17/2025 Janney Montgomery Scott LLC70,006$1.01M0.0%-2.1%0.000%
1/17/2025 Paragon Financial Partners Inc.772,288$11.13M8.4%N/A0.000%
1/17/2025Park Place Capital Corp2,003$29K0.0%N/A0.000%
1/17/2025Commons Capital LLC19,277$278K0.3%+10.7%0.000%
1/16/2025 M.E. Allison & CO. Inc.14,388$207K0.2%N/A0.000%
1/15/2025Westend Capital Management LLC26,914$388K0.1%+183.4%0.000%
1/15/2025Arkadios Wealth Advisors58,766$847K0.0%+106.5%0.000%
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1/14/2025 Outlook Wealth Advisors LLC105,011$1.51M0.4%-4.1%0.000%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.38,190$550K0.1%+203.0%0.000%
1/8/2025International Assets Investment Management LLC10,504$149K0.0%-99.1%0.000%
12/13/2024B. Riley Wealth Advisors Inc.29,226$403K0.0%-59.4%0.000%
11/27/2024Franklin Resources Inc.301,227$4.20M0.0%+1.4%0.000%
11/25/2024Sanctuary Advisors LLC18,163$257K0.0%-10.5%0.000%
11/15/2024MML Investors Services LLC287,599$3.97M0.0%+2.1%0.000%
11/15/2024Texas Capital Bank Wealth Management Services Inc17,227$238K0.0%-37.4%0.000%
11/15/2024Stifel Financial Corp60,004$828K0.0%+18.7%0.000%
11/15/2024HighTower Advisors LLC51,552$711K0.0%+3.6%0.000%
(Data available from 1/1/2016 forward)

ETV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ETV shares?

During the previous two years, 155 institutional investors and hedge funds held shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund. The most heavily invested institutionals were LPL Financial LLC ($22.96M), Invesco Ltd. ($20.84M), Guggenheim Capital LLC ($19.02M), Raymond James Financial Inc. ($14.16M), Cornerstone Advisors LLC ($12.16M), Paragon Financial Partners Inc. ($10.80M), and Bank of America Corp DE ($9.36M).Learn more on ETV's institutional investors.

Which institutional investors have been buying Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock?

Of the 124 institutional investors that purchased Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cornerstone Advisors LLC ($2.06M), Raymond James Financial Inc. ($1.96M), International Assets Investment Management LLC ($1.61M), Paragon Financial Partners Inc. ($1.27M), Balanced Wealth Group LLC ($480.55K), Principal Securities Inc. ($479.96K), and Sims Investment Management LLC ($393.02K).

How much institutional buying is happening at Eaton Vance Tax-Managed Buy-Write Opportunities Fund?

Institutional investors have bought a total of 13,533,689 shares in the last 24 months. This purchase volume represents approximately $179.99M in transactions.

Which Eaton Vance Tax-Managed Buy-Write Opportunities Fund major shareholders have been selling company stock?

Of the 77 institutional investors that sold Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cornerstone Advisors LLC ($1.22M), International Assets Investment Management LLC ($1.13M), Landscape Capital Management L.L.C. ($310.17K), Wolverine Asset Management LLC ($279.10K), Shaker Financial Services LLC ($177.07K), Cetera Advisor Networks LLC ($145.73K), and Advisors Asset Management Inc. ($121.20K).

How much institutional selling is happening at Eaton Vance Tax-Managed Buy-Write Opportunities Fund?

Institutional investors have sold a total of 4,628,717 shares in the last 24 months. This volume of shares sold represents approximately $62.77M in transactions.



This page (NYSE:ETV) was last updated on 4/19/2025 by MarketBeat.com Staff
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