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

$13.12
-0.07 (-0.53%)
(As of 05/16/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
63
Total
Institutional Inflows
(last 12 months)
$85.37M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$14.13M
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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
5/16/2024B. Riley Wealth Advisors Inc.53,746$645K0.0%-13.8%0.000%
5/14/2024 Advisors Asset Management Inc.72,858$942K0.0%-37.5%0.000%
5/14/2024 Robinson Capital Management LLC17,189$219K0.1%N/A0.000%
5/14/2024 Karpus Management Inc.272,180$3.52M0.1%-0.5%0.000%
5/10/2024 Cornerstone Advisors LLC2,064,948$26.70M1.1%+26.9%0.000%
5/7/2024 Oppenheimer & Co. Inc.69,611$900K0.0%-2.0%0.000%
5/7/2024 Obermeyer 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%
4/30/2024 Private Advisor Group LLC58,291$754K0.0%+47.8%0.000%
4/30/2024 J.W. Cole Advisors Inc.17,279$223K0.0%-19.7%0.000%
4/30/2024 Turtle Creek Wealth Advisors LLC16,939$219K0.1%-19.4%0.000%
4/30/2024 Naples 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%
4/25/2024 Triumph Capital Management36,292$469K0.2%+2.7%0.000%
4/25/2024 Cambridge Investment Research Advisors Inc.258,989$3.35M0.0%+2.2%0.000%
4/23/2024 Wealth Effects LLC43,026$556K0.2%-2.2%0.000%
4/23/2024 Raymond James Financial Services Advisors Inc.691,886$8.95M0.0%+3.5%0.000%
4/22/2024 Raymond James & Associates383,923$4.96M0.0%+1.3%0.000%
4/22/2024 American Institute for Advanced Investment Management LLP24,395$315K0.2%-10.8%0.000%
4/18/2024 SteelPeak Wealth LLC43,135$558K0.0%+8.9%0.000%
4/12/2024 Westend Capital Management LLC11,023$143K0.1%N/A0.000%
4/11/2024 International Assets Investment Management LLC34,864$450K0.0%+7.1%0.000%
4/11/2024 Capital CS Group LLC10,119$131K0.1%N/A0.000%
3/15/2024B. Riley Wealth Advisors Inc.62,346$770K0.0%+16.0%0.000%
2/26/2024 Centaurus Financial Inc.14,940$184K0.0%-22.6%0.000%
2/13/2024 Karpus Management Inc.273,432$3.37M0.1%+27.2%0.000%
2/13/2024 Keeley Teton Advisors LLC32,815$405K0.1%-3.5%0.000%
2/12/2024Focus Financial Network Inc. ADV43,640$538K0.0%N/A0.000%
2/12/2024 Parallel Advisors LLC8,294$102K0.0%+23.9%0.000%
2/12/2024 Hilltop Holdings Inc.12,814$158K0.0%-19.9%0.000%
2/9/2024 Cambridge Investment Research Advisors Inc.253,297$3.12M0.0%+1.3%0.000%
2/9/2024 Franklin Resources Inc.313,032$3.86M0.0%-5.4%0.000%
2/9/2024 D.A. Davidson & CO.22,424$276K0.0%+10.2%0.000%
2/9/2024 Cornerstone Advisors LLC1,627,245$20.06M0.9%+71.6%0.000%
2/9/2024 UBS Group AG611,563$7.54M0.0%-2.6%0.000%
2/8/2024 Texas Capital Bank Wealth Management Services Inc27,530$339K0.0%-14.4%0.000%
2/8/2024 Beacon Pointe Advisors LLC183,915$2.27M0.0%-6.0%0.000%
2/8/2024 Janney Montgomery Scott LLC62,442$770K0.0%-4.2%0.000%
2/7/2024 Avantax Advisory Services Inc.18,860$233K0.0%-21.3%0.000%
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2/7/2024 Ieq Capital LLC200,681$2.47M0.0%+3.7%0.000%
2/7/2024 NBC Securities Inc.24,525$302K0.0%+9.5%0.000%
2/7/2024 Shaker Financial Services LLC281,978$3.48M1.4%+92.5%0.000%
2/7/2024 Principal Securities Inc.442,901$5.46M0.2%N/A0.000%
2/7/2024 Montag A & Associates Inc.6,900$85K0.0%+16.9%0.000%
2/6/2024 Balanced Wealth Group LLC424,045$5.23M2.7%N/A0.000%
2/6/2024 Private Advisor Group LLC39,444$486K0.0%-11.5%0.000%
2/5/2024 Triumph Capital Management35,340$436K0.2%+8.0%0.000%
2/2/2024 Truist Financial Corp270,457$3.34M0.0%+1.2%0.000%
2/2/2024 Atria Wealth Solutions Inc.25,894$319K0.0%+54.4%0.000%
2/1/2024 Wolverine Asset Management LLC25,015$308K0.0%-55.9%0.000%
1/31/2024 Obermeyer Wood Investment Counsel Lllp67,830$836K0.1%+4.1%0.000%
1/30/2024 CTC Alternative Strategies Ltd.11,456$141K0.3%N/A0.000%
1/29/2024 Outlook Wealth Advisors LLC42,301$522K0.2%-5.9%0.000%
1/29/2024 Wealth Effects LLC44,012$543K0.2%-5.2%0.000%
1/26/2024 Cerity Partners LLC18,999$234K0.0%N/A0.000%
1/26/2024 Turtle Creek Wealth Advisors LLC21,021$259K0.1%N/A0.000%
1/25/2024 International Assets Investment Management LLC32,564$402K0.0%N/A0.000%
1/24/2024 Stratos Wealth Advisors LLC14,041$173K0.0%N/A0.000%
1/24/2024 Allworth Financial LP11,343$140K0.0%+1,245.6%0.000%
1/24/2024 Arkadios Wealth Advisors39,448$486K0.0%-2.8%0.000%
1/24/2024 International Assets Investment Management LLC401,510$4.95M0.0%N/A0.000%
1/24/2024 SteelPeak Wealth LLC39,593$488K0.0%+36.6%0.000%
1/23/2024 American Institute for Advanced Investment Management LLP27,350$337K0.3%-37.0%0.000%
1/16/2024 Raymond James Financial Services Advisors Inc.668,605$8.24M0.0%+34.4%0.000%
1/16/2024 Raymond James & Associates378,918$4.67M0.0%-3.4%0.000%
1/12/2024 Mutual Advisors LLC119,835$1.48M0.1%-1.7%0.000%
1/11/2024 Naples Global Advisors LLC226,363$2.79M0.3%-5.8%0.000%
1/11/2024 Worth Asset Management LLC13,758$170K0.1%-53.7%0.000%
1/11/2024 Dynamic Advisor Solutions LLC32,201$394K0.0%-6.7%0.000%
11/15/2023 Advisors Asset Management Inc.98,358$1.18M0.0%-44.0%0.000%
11/14/2023 Mutual Advisors LLC121,881$1.46M0.1%-4.3%0.000%
11/13/2023 Mariner LLC267,353$3.20M0.0%-7.7%0.000%
11/13/2023 LPL Financial LLC875,351$10.48M0.0%-3.0%0.000%
11/13/2023 Invesco Ltd.1,064,498$12.74M0.0%+17.7%0.000%
11/13/2023 Wolverine Asset Management LLC56,701$679K0.0%-73.4%0.000%
11/13/2023 Envestnet Asset Management Inc.268,133$3.21M0.0%+7.9%0.000%
11/13/2023 Kestra Advisory Services LLC59,707$715K0.0%-9.4%0.000%
11/9/2023 Karpus Management Inc.214,970$2.57M0.1%-2.9%0.000%
11/9/2023 Cornerstone Advisors LLC948,217$11.35M0.5%+149.3%0.000%
11/9/2023 UBS Group AG627,724$7.51M0.0%+6.3%0.000%
11/8/2023 HighTower Advisors LLC32,385$387K0.0%-6.7%0.000%
11/8/2023 Obermeyer Wood Investment Counsel Lllp65,160$780K0.1%+4.3%0.000%
11/8/2023 Janney Montgomery Scott LLC65,199$780K0.0%+1.8%0.000%
11/8/2023 Atria Wealth Solutions Inc.16,769$201K0.0%-78.1%0.000%
11/8/2023 Landscape Capital Management L.L.C.82,704$990K0.1%-59.2%0.000%
11/8/2023 Avantax Advisory Services Inc.23,960$287K0.0%-4.6%0.000%
11/7/2023 Kingsview Wealth Management LLC12,736$152K0.0%+15.8%0.000%
11/6/2023 Flputnam Investment Management Co.25,775$309K0.0%N/A0.000%
11/6/2023 Ieq Capital LLC193,530$2.32M0.0%+3.0%0.000%
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11/4/2023 NBC Securities Inc.22,400$268K0.0%N/A0.000%
11/3/2023 SteelPeak Wealth LLC28,987$347K0.0%-8.0%0.000%
11/2/2023 Diversified LLC18,028$216K0.1%-7.4%0.000%
11/2/2023 Shaker Financial Services LLC146,515$1.75M0.8%+53.7%0.000%
10/31/2023 American Institute for Advanced Investment Management LLP43,421$531K0.5%-29.7%0.000%
10/31/2023 Abbrea Capital LLC16,875$202K0.0%-6.6%0.000%
10/31/2023 Fifth Third Bancorp3,550$42K0.0%+46.1%0.000%
10/30/2023 Stableford Capital II LLC35,053$389K0.2%-2.8%0.000%
10/30/2023Arete Wealth Advisors LLC27,541$330K0.1%-12.8%0.000%
10/24/2023 J.W. Cole Advisors Inc.22,185$266K0.0%-8.3%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, 133 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 ($26.70M), Bank of America Corp DE ($23.21M), Invesco Ltd. ($12.74M), 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 ($508.16K), Paragon Financial Partners Inc. ($453.73K), Principal Securities Inc. ($442.90K), Balanced Wealth Group LLC ($424.05K), Raymond James Financial Services Advisors Inc. ($383.33K), and LPL Financial LLC ($285.14K).

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

Institutional investors have bought a total of 8,378,045 shares in the last 24 months. This purchase volume represents approximately $105.19M in transactions.

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

Of the 69 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: Wolverine Asset Management LLC ($208.96K), UBS Group AG ($207.22K), Cetera Advisor Networks LLC ($145.73K), Landscape Capital Management L.L.C. ($134.95K), Guggenheim Capital LLC ($134.80K), Advisors Asset Management Inc. ($121.20K), and Janney Montgomery Scott LLC ($112.52K).

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

Institutional investors have sold a total of 2,555,627 shares in the last 24 months. This volume of shares sold represents approximately $32.50M in transactions.


This page (NYSE:ETV) was last updated on 5/17/2024 by MarketBeat.com Staff

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