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

Eaton Vance Tax-Managed Buy-Write Opportunities Fund logo
$14.38 +0.04 (+0.28%)
As of 10:10 AM Eastern
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Institutional Ownership Changes (13F Filings) for Eaton Vance Tax-Managed Buy-Write Opportunities Fund (NYSE:ETV)

Number of
Institutional Buyers
(last 12 months)
108
Total
Institutional Inflows
(last 12 months)
$14.62B
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$59.70M
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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
9/4/2025Osaic Holdings Inc.505,172$7.01M0.0%-1.6%0.000%
8/19/2025B. Riley Wealth Advisors Inc.26,825$372K0.0%N/A0.000%
8/19/2025Newbridge Financial Services Group Inc.2,363$33K0.0%N/A0.000%
8/15/2025Prevail Innovative Wealth Advisors LLC114,235$1.58M0.4%+15.7%0.000%
8/15/2025MML Investors Services LLC442,827$6.14M0.0%-2.8%0.000%
8/15/2025Curi Capital LLC67,262$933K0.0%-4.9%0.000%
8/15/2025Balyasny Asset Management L.P.33,771$468K0.0%N/A0.000%
8/15/2025Bank of America Corp DE773,562$10.73M0.0%+6.5%0.000%
8/15/2025Ameriprise Financial Inc.356,885$4.94M0.0%-12.1%0.000%
8/14/2025Raymond James Financial Inc.984,979$13.66M0.0%+0.3%0.000%
8/14/2025Karpus Management Inc.176,120$2.44M0.1%-27.4%0.000%
8/13/2025Gamco Investors INC. ET AL32,815$455K0.0%N/A0.000%
8/13/2025Cresset Asset Management LLC85,314$1.18M0.0%+2.2%0.000%
8/13/2025Guggenheim Capital LLC1,289,350$17.88M0.1%-0.7%0.000%
8/13/2025Invesco Ltd.1,518,509$21.06M0.0%+3.4%0.000%
8/13/2025WCG Wealth Advisors LLC44,476$617K0.0%+56.6%0.000%
8/13/2025Beacon Pointe Advisors LLC133,369$1.85M0.0%+8.4%0.000%
8/13/2025Everstar Asset Management LLC25,960$360K0.2%-4.1%0.000%
8/13/2025Balanced Wealth Group LLC558,514$7.70M3.3%+3.2%0.000%
8/13/2025Northwestern Mutual Wealth Management Co.8,265$115K0.0%-33.2%0.000%
8/12/2025J.W. Cole Advisors Inc.14,927$207K0.0%N/A0.000%
8/12/2025Advisors Asset Management Inc.84,237$1.17M0.0%-10.4%0.000%
8/12/2025Laurel Wealth Advisors LLC5,548$77K0.0%+1,287.0%0.000%
8/12/2025Steward Partners Investment Advisory LLC277,332$3.85M0.0%+16.3%0.000%
8/12/2025Franklin Resources Inc.285,795$3.96M0.0%-4.2%0.000%
8/11/2025Outlook Wealth Advisors LLC136,632$1.90M0.5%-1.8%0.000%
8/8/2025Rockefeller Capital Management L.P.95,846$1.33M0.0%+44.3%0.000%
8/8/2025Cornerstone Advisors LLC165,152$2.29M0.1%-34.6%0.000%
8/8/2025Cetera Investment Advisers93,655$1.30M0.0%-8.4%0.000%
8/8/2025Meridian Wealth Management LLC78,461$1.09M0.0%+10.0%0.000%
8/8/2025Evolution Wealth Advisors LLC14,163$196K0.0%N/A0.000%
8/7/2025Allworth Financial LP10,000$139K0.0%+2,400.0%0.000%
8/6/2025Wedbush Securities Inc.113,023$1.57M0.1%-1.9%0.000%
8/5/2025Obermeyer Wealth Partners80,280$1.11M0.1%+6.6%0.000%
8/5/2025Shaker Financial Services LLC203,026$2.82M1.0%+175.8%0.000%
8/5/2025American Institute for Advanced Investment Management LLP22,670$335K0.2%-4.5%0.000%
8/4/2025Mccarter Private Wealth Services LLC24,025$333K0.2%N/A0.000%
8/4/2025Kovack Advisors Inc.37,132$515K0.1%+261.6%0.000%
8/4/2025IFG Advisory LLC27,962$388K0.0%-17.2%0.000%
8/1/2025Motco5,000$69K0.0%N/A0.000%
8/1/2025Envestnet Asset Management Inc.299,715$4.16M0.0%-2.4%0.000%
7/31/2025Focus Partners Advisor Solutions LLC20,449$284K0.0%N/A0.000%
7/31/2025Avion Wealth6,161$85K0.0%-18.5%0.000%
7/30/2025Paragon Financial Partners Inc.923,778$12.81M8.8%+13.0%0.000%
7/30/2025D.A. Davidson & CO.20,079$279K0.0%+11.6%0.000%
7/29/2025Sims Investment Management LLC392,741$5.45M2.2%-0.8%0.000%
7/29/2025Stratos Wealth Partners LTD.13,700$190K0.0%N/A0.000%
7/29/2025Stableford Capital II LLC39,106$539K0.2%+7.7%0.000%
7/28/2025Turtle Creek Wealth Advisors LLC10,270$142K0.0%-35.2%0.000%
7/28/2025Mutual Advisors LLC111,956$1.54M0.0%-10.0%0.000%
7/25/2025Atria Wealth Solutions Inc.29,590$410K0.0%+169.0%0.000%
7/25/2025MGO One Seven LLC17,426$242K0.0%-14.9%0.000%
7/24/2025IFP Advisors Inc4,467$62K0.0%N/A0.000%
7/23/2025SteelPeak Wealth LLC42,124$584K0.0%-5.2%0.000%
7/22/2025Belpointe Asset Management LLC21,045$292K0.0%-12.7%0.000%
7/21/2025Fortis Capital Advisors LLC21,045$292K0.1%-12.7%0.000%
7/21/2025Investment Planning Advisors Inc.20,925$290K0.1%-81.4%0.000%
7/18/2025Naples Global Advisors LLC160,688$2.23M0.2%-17.1%0.000%
7/18/2025Truist Financial Corp283,936$3.94M0.0%-3.9%0.000%
7/17/2025HB Wealth Management LLC14,600$203K0.0%N/A0.000%
7/15/2025Main Street Group LTD6,156$85K0.0%-38.2%0.000%
7/11/2025Farther Finance Advisors LLC56,239$780K0.0%N/A0.000%
7/11/2025Kingstone Capital Partners Texas LLC1,047,504,373$13.76B1.9%+394,840.4%0.000%
7/10/2025Oliver Lagore Vanvalin Investment Group3,000$40K0.0%N/A0.000%
7/10/2025Worth Asset Management LLC13,749$191K0.1%N/A0.000%
7/10/2025Wealth Enhancement Advisory Services LLC18,295$255K0.0%+4.6%0.000%
7/10/2025Focus Financial Network Inc.55,069$764K0.0%+4.0%0.000%
7/9/2025Triumph Capital Management23,349$324K0.1%+3.8%0.000%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.35,615$494K0.1%-6.9%0.000%
5/20/2025Belpointe Asset Management LLC24,098$318K0.0%N/A0.000%
5/20/2025Fortis Capital Advisors LLC24,098$318K0.1%N/A0.000%
5/19/2025Jane Street Group LLC11,506$152K0.0%N/A0.000%
5/16/2025Curi RMB Capital LLC70,752$935K0.0%+5.7%0.000%
5/15/2025Flputnam Investment Management Co.24,628$325K0.0%+6.7%0.000%
5/15/2025Royal Bank of Canada350,271$4.63M0.0%-0.4%0.000%
5/14/2025Guggenheim Capital LLC1,298,255$17.15M0.2%-1.6%0.000%
5/14/2025Ieq Capital LLC162,975$2.15M0.0%+26.0%0.000%
5/14/2025WCG Wealth Advisors LLC28,400$375K0.0%N/A0.000%
5/14/2025Comerica Bank11,236$148K0.0%-8.3%0.000%
5/14/2025Kestra Advisory Services LLC63,128$834K0.0%+1.6%0.000%
5/13/2025Elequin Capital LP15,282$202K0.0%N/A0.000%
5/13/2025Steward Partners Investment Advisory LLC238,415$3.15M0.0%+1,050.0%0.000%
5/13/2025Cresset Asset Management LLC83,444$1.10M0.0%+2.1%0.000%
5/13/2025HighTower Advisors LLC49,303$651K0.0%+1.8%0.000%
5/12/2025Meridian Wealth Management LLC71,360$943K0.0%+14.3%0.000%
5/12/2025Invesco Ltd.1,468,301$19.40M0.0%+1.5%0.000%
5/12/2025Wolverine Asset Management LLC5,602$74K0.0%N/A0.000%
5/9/2025Cornerstone Advisors LLC252,619$3.34M0.1%-70.1%0.000%
5/9/2025Atria Wealth Solutions Inc.11,000$145K0.0%-9.6%0.000%
5/9/2025Shaker Financial Services LLC73,618$972K0.4%-61.8%0.000%
5/8/2025US Bancorp DE3,075$41K0.0%N/A0.000%
5/7/2025LPL Financial LLC1,684,959$22.26M0.0%+5.8%0.000%
5/6/2025Cetera Investment Advisers102,222$1.35M0.0%+4.3%0.000%
5/6/2025Arlington Capital Management Inc.11,241$148K0.1%-83.7%0.000%
5/6/2025Wedbush Securities Inc.115,266$1.52M0.1%-1.0%0.000%
5/6/2025Triumph Capital Management22,490$297K0.1%+9.0%0.000%
5/6/2025Obermeyer Wealth Partners75,280$994K0.1%-24.2%0.000%
5/5/2025Private Advisor Group LLC152,099$2.01M0.0%+1.8%0.000%
5/2/2025Kingsview Wealth Management LLC10,429$138K0.0%-8.4%0.000%
5/2/2025Larson Financial Group LLC5,400$71K0.0%+980.0%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, 166 institutional investors and hedge funds held shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund. The most heavily invested institutionals were Kingstone Capital Partners Texas LLC ($13.76B), LPL Financial LLC ($22.26M), Invesco Ltd. ($21.06M), Guggenheim Capital LLC ($17.88M), Raymond James Financial Inc. ($13.66M), Paragon Financial Partners Inc. ($12.81M), and Bank of America Corp DE ($10.73M).Learn more on Eaton Vance Tax-Managed Buy-Write Opportunities Fund's institutional investors.

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

Of the 132 institutional investors that purchased Eaton Vance Tax-Managed Buy-Write Opportunities Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingstone Capital Partners Texas LLC ($1.05B), Raymond James Financial Inc. ($1.97M), Cornerstone Advisors LLC ($1.68M), International Assets Investment Management LLC ($1.54M), Paragon Financial Partners Inc. ($923.78K), Balanced Wealth Group LLC ($497.65K), and Principal Securities Inc. ($483.97K).

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

Institutional investors have bought a total of 1,054,745,178 shares in the last 24 months. This purchase volume represents approximately $14.62B in transactions.

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

Of the 66 institutional investors that sold Eaton Vance Tax-Managed Buy-Write Opportunities Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cornerstone Advisors LLC ($1.90M), International Assets Investment Management LLC ($1.13M), Shaker Financial Services LLC ($295.96K), Landscape Capital Management L.L.C. ($175.22K), Investment Planning Advisors Inc. ($132.05K), Karpus Management Inc. ($66.60K), and Arlington Capital Management Inc. ($57.82K).

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

Institutional investors have sold a total of 4,290,701 shares in the last 24 months. This volume of shares sold represents approximately $59.70M in transactions.



This page (NYSE:ETV) was last updated on 10/10/2025 by MarketBeat.com Staff
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