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

Eaton Vance Tax-Managed Buy-Write Opportunities Fund logo
$14.35 +0.10 (+0.69%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value 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)
65
Total
Institutional Inflows
(last 12 months)
$79.25M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$38.13M
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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
1/21/2025Cornerstone Wealth Management LLC11,101$160K0.0%-10.1%0.000%
1/17/2025 Mutual 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%
1/17/2025 Park Place Capital Corp2,003$29K0.0%N/A0.000%
1/17/2025 Commons Capital LLC19,277$278K0.3%+10.7%0.000%
1/16/2025 M.E. Allison & CO. Inc.14,388$207K0.2%N/A0.000%
1/15/2025 Westend Capital Management LLC26,914$388K0.1%+183.4%0.000%
1/15/2025 Arkadios Wealth Advisors58,766$847K0.0%+106.5%0.000%
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%
1/8/2025 International 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%
11/15/2024B&L Asset Management LLC27,736$383K0.2%N/A0.000%
11/13/2024D.A. Davidson & CO.20,169$278K0.0%-8.6%0.000%
11/12/2024Penserra Capital Management LLC347,600$4.80M0.1%N/A0.000%
11/12/2024Meridian Wealth Management LLC52,743$728K0.0%+27.5%0.000%
11/9/2024Landscape Capital Management L.L.C.15,621$216K0.0%-91.8%0.000%
11/8/2024Cornerstone Advisors LLC1,212,836$16.74M0.7%-41.3%0.000%
11/8/2024Advisors Asset Management Inc.95,413$1.32M0.0%+2.6%0.000%
11/4/2024Wolverine Asset Management LLC28,827$398K0.0%+35.2%0.000%
11/4/2024Sigma Planning Corp13,090$181K0.0%N/A0.000%
10/31/2024Shaker Financial Services LLC301,302$4.16M1.6%-18.5%0.000%
10/30/2024Arlington Capital Management Inc.63,963$883K0.7%N/A0.000%
10/29/2024 Janney Montgomery Scott LLC71,487$987K0.0%+3.3%0.000%
10/29/2024Princeton Global Asset Management LLC6,420$89K0.0%+84.5%0.000%
10/28/2024Gladstone Institutional Advisory LLC31,585$436K0.0%+15.0%0.000%
10/28/2024Focus Financial Network Inc.52,430$724K0.0%+3.8%0.000%
10/28/2024Principal Securities Inc.530,957$7.33M0.2%+2.8%0.000%
10/28/2024Balanced Wealth Group LLC523,952$7.22M3.2%+4.7%0.000%
10/25/2024 Mutual Advisors LLC121,894$1.69M0.0%+1.1%0.000%
10/23/2024 Outlook Wealth Advisors LLC109,495$1.51M0.4%-1.9%0.000%
10/22/2024 International Assets Investment Management LLC1,138,936$15.72M0.0%+2,470.1%0.000%
10/22/2024Private Advisor Group LLC148,508$2.05M0.0%+151.4%0.000%
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10/21/2024Wealth Effects LLC41,180$568K0.2%-4.1%0.000%
10/18/2024Raymond James & Associates333,676$4.61M0.0%-0.4%0.000%
10/16/2024Summit Investment Advisory Services LLC16,264$224K0.1%N/A0.000%
10/16/2024Cornerstone Wealth Management LLC12,345$170K0.0%-11.4%0.000%
10/16/2024Stableford Capital II LLC36,303$506K0.2%+3.3%0.000%
10/15/2024NBC Securities Inc.28,281$390K0.0%+15.1%0.000%
10/11/2024 Thurston Springer Miller Herd & Titak Inc.12,603$174K0.0%N/A0.000%
10/8/2024Dynamic Advisor Solutions LLC32,627$450K0.0%-5.6%0.000%
9/5/2024Sanctuary Advisors LLC20,300$256K0.0%N/A0.000%
8/22/2024Cetera Investment Advisers100,543$1.37M0.0%-1.0%0.000%
8/21/2024Truist Financial Corp281,274$3.85M0.0%+12.2%0.000%
8/19/2024B. Riley Wealth Advisors Inc.71,935$985K0.0%+33.8%0.000%
8/16/2024Northwestern Mutual Wealth Management Co.9,088$124K0.0%-18.1%0.000%
8/16/2024Creative Planning45,456$621K0.0%-2.1%0.000%
8/15/2024Oliver Lagore Vanvalin Investment Group3,000$41K0.0%+200.0%0.000%
8/13/2024Balanced Wealth Group LLC500,530$6.48M1.6%+2.3%0.000%
8/12/2024Ieq Capital LLC138,106$1.89M0.0%+0.8%0.000%
8/12/2024Carolinas Wealth Consulting LLC5,809$79K0.0%+159.1%0.000%
8/12/2024Mercer Global Advisors Inc. ADV30,276$414K0.0%-24.0%0.000%
8/9/2024ICA Group Wealth Management LLC10,270$140K0.1%-44.0%0.000%
8/8/2024J.W. Cole Advisors Inc.11,882$162K0.0%-31.2%0.000%
8/8/2024Envestnet Asset Management Inc.290,183$3.97M0.0%+9.9%0.000%
8/8/2024Prevail Innovative Wealth Advisors LLC37,799$517K0.2%N/A0.000%
8/8/2024Abbrea Capital LLC15,000$205K0.0%-11.1%0.000%
8/7/2024Wedbush Securities Inc.106,480$1.46M0.1%-31.5%0.000%
8/3/2024Shaker Financial Services LLC369,575$5.05M2.0%+3.0%0.000%
8/2/2024Wolverine Asset Management LLC21,316$291K0.0%-76.7%0.000%
8/1/2024Obermeyer Wood Investment Counsel Lllp98,312$1.34M0.1%+22.9%0.000%
7/31/2024Turtle Creek Wealth Advisors LLC15,854$217K0.1%-6.4%0.000%
7/31/2024Semus Wealth Partners LLC11,244$154K0.1%-9.0%0.000%
7/30/2024 International Assets Investment Management LLC44,314$606K0.0%+27.1%0.000%
7/29/2024 Arkadios Wealth Advisors28,458$389K0.0%-27.5%0.000%
7/26/2024Avion Wealth7,506$102K0.0%N/A0.000%
7/26/2024BCR Wealth Strategies LLC16,035$219K0.1%N/A0.000%
7/26/2024Cambridge Investment Research Advisors Inc.256,001$3.50M0.0%-1.2%0.000%
7/24/2024Diversified LLC17,130$234K0.0%-5.7%0.000%
7/24/2024&PARTNERS20,750$284K0.0%-6.6%0.000%
7/22/2024Investment Planning Advisors Inc.153,081$2.09M1.1%N/A0.000%
7/22/2024Focus Financial Network Inc.50,495$691K0.0%+3.1%0.000%
7/19/2024Raymond James & Associates334,992$4.58M0.0%-12.7%0.000%
7/18/2024 Outlook Wealth Advisors LLC111,664$1.53M0.5%+161.8%0.000%
7/18/2024Naples Global Advisors LLC217,138$2.97M0.3%-2.2%0.000%
7/9/2024 Olistico Wealth LLC8,400$115K0.1%N/A0.000%
7/8/2024 Westend Capital Management LLC9,496$128K0.0%-13.9%0.000%
5/24/2024Cetera Advisors LLC41,485$536K0.0%+214.4%0.000%
5/16/2024B. Riley Wealth Advisors Inc.53,746$645K0.0%-13.8%0.000%
5/14/2024Advisors Asset Management Inc.72,858$942K0.0%-37.5%0.000%
5/14/2024Robinson Capital Management LLC17,189$219K0.1%N/A0.000%
5/14/2024Karpus Management Inc.272,180$3.52M0.1%-0.5%0.000%
5/10/2024Cornerstone Advisors LLC2,064,948$26.70M1.1%+26.9%0.000%
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5/7/2024Oppenheimer & Co. Inc.69,611$900K0.0%-2.0%0.000%
5/7/2024Obermeyer Wood Investment Counsel Lllp80,012$1.04M0.1%+18.0%0.000%
5/2/2024 Mutual Advisors LLC121,383$1.57M0.1%+1.3%0.000%
5/1/2024 Janney Montgomery Scott LLC64,922$839K0.0%+4.0%0.000%
4/30/2024Private Advisor Group LLC58,291$754K0.0%+47.8%0.000%
4/30/2024J.W. Cole Advisors Inc.17,279$223K0.0%-19.7%0.000%
4/30/2024Turtle Creek Wealth Advisors LLC16,939$219K0.1%-19.4%0.000%
4/30/2024Naples Global Advisors LLC222,013$2.87M0.3%-1.9%0.000%
4/29/2024Commonwealth Equity Services LLC305,854$3.96M0.0%-6.6%0.000%
4/25/2024Triumph Capital Management36,292$469K0.2%+2.7%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, 130 institutional investors and hedge funds held shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund. The most heavily invested institutionals were Cornerstone Advisors LLC ($16.74M), Invesco Ltd. ($12.74M), Paragon Financial Partners Inc. ($11.13M), Guggenheim Capital LLC ($10.88M), LPL Financial LLC ($10.48M), Raymond James Financial Services Advisors Inc. ($8.95M), and UBS Group AG ($7.54M).Learn more on ETV's institutional investors.

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

Of the 106 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), International Assets Investment Management LLC ($1.61M), Paragon Financial Partners Inc. ($1.23M), Balanced Wealth Group LLC ($458.73K), Principal Securities Inc. ($457.47K), Raymond James Financial Services Advisors Inc. ($370.63K), and Penserra Capital Management LLC ($347.60K).

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

Institutional investors have bought a total of 10,809,592 shares in the last 24 months. This purchase volume represents approximately $139.45M in transactions.

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

Of the 68 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: International Assets Investment Management LLC ($1.13M), Cornerstone Advisors LLC ($852.11K), Landscape Capital Management L.L.C. ($310.17K), Wolverine Asset Management LLC ($279.10K), Cetera Advisor Networks LLC ($145.73K), Advisors Asset Management Inc. ($121.20K), and Janney Montgomery Scott LLC ($101.85K).

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

Institutional investors have sold a total of 4,215,781 shares in the last 24 months. This volume of shares sold represents approximately $56.38M in transactions.



This page (NYSE:ETV) was last updated on 1/21/2025 by MarketBeat.com Staff
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