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How major US stock indexes fared Friday, 4/19/2024
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American Express profits jump 34%, helped by jump in new customers, higher spending
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S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
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American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
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S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
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American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
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Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) Institutional Ownership

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$12.54
-0.12 (-0.95%)
(As of 04/19/2024 ET)
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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)
84
Total
Institutional Inflows
(last 12 months)
$84.59M
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$23.44M
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ETV Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/18/2024SteelPeak 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%
2/26/2024Centaurus Financial Inc.14,940$184K0.0%-22.6%0.000%
2/26/2024Virtu Financial LLC12,507$154K0.0%N/A0.000%
2/16/2024Wesbanco Bank Inc.11,470$141K0.0%-46.6%0.000%
2/16/2024Burford Brothers Inc.13,200$163K0.1%N/A0.000%
2/15/2024Mercer Global Advisors Inc. ADV43,927$542K0.0%+7.6%0.000%
2/15/2024Baird Financial Group Inc.18,589$229K0.0%N/A0.000%
2/14/2024Royal Bank of Canada410,334$5.06M0.0%-6.1%0.000%
2/14/2024Kestra Advisory Services LLC66,326$818K0.0%+11.1%0.000%
2/14/2024Creative Planning45,829$565K0.0%+48.1%0.000%
2/14/2024RMB Capital Management LLC72,871$898K0.0%-8.0%0.000%
2/14/2024Jacobi Capital Management LLC13,097$161K0.0%-35.7%0.000%
2/14/2024Cresset Asset Management LLC74,844$923K0.0%+2.3%0.000%
2/13/2024Envestnet Asset Management Inc.278,752$3.44M0.0%+4.0%0.000%
2/13/2024Karpus Management Inc.273,432$3.37M0.1%+27.2%0.000%
2/13/2024Keeley Teton Advisors LLC32,815$405K0.1%-3.5%0.000%
2/13/2024Cetera Advisor Networks LLC48,595$599K0.0%-12.9%0.000%
2/12/2024Focus Financial Network Inc. ADV43,640$538K0.0%N/A0.000%
2/12/2024Stifel Financial Corp50,827$627K0.0%-12.1%0.000%
2/12/2024Steward Partners Investment Advisory LLC13,802$170K0.0%+10.6%0.000%
2/12/2024Parallel Advisors LLC8,294$102K0.0%+23.9%0.000%
2/12/2024Hilltop Holdings Inc.12,814$158K0.0%-19.9%0.000%
2/9/2024Cambridge Investment Research Advisors Inc.253,297$3.12M0.0%+1.3%0.000%
2/9/2024Franklin Resources Inc.313,032$3.86M0.0%-5.4%0.000%
2/9/2024D.A. Davidson & CO.22,424$276K0.0%+10.2%0.000%
2/9/2024Cornerstone Advisors LLC1,627,245$20.06M0.9%+71.6%0.000%
2/9/2024UBS Group AG611,563$7.54M0.0%-2.6%0.000%
2/8/2024Texas Capital Bank Wealth Management Services Inc27,530$339K0.0%-14.4%0.000%
2/8/2024Beacon Pointe Advisors LLC183,915$2.27M0.0%-6.0%0.000%
2/8/2024Janney Montgomery Scott LLC62,442$770K0.0%-4.2%0.000%
2/7/2024Avantax Advisory Services Inc.18,860$233K0.0%-21.3%0.000%
2/7/2024Ieq Capital LLC200,681$2.47M0.0%+3.7%0.000%
2/7/2024 NBC Securities Inc.24,525$302K0.0%+9.5%0.000%
2/7/2024Shaker Financial Services LLC281,978$3.48M1.4%+92.5%0.000%
2/7/2024Principal Securities Inc.442,901$5.46M0.2%N/A0.000%
2/7/2024Montag A & Associates Inc.6,900$85K0.0%+16.9%0.000%
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2/6/2024Balanced Wealth Group LLC424,045$5.23M2.7%N/A0.000%
2/6/2024Private Advisor Group LLC39,444$486K0.0%-11.5%0.000%
2/5/2024Triumph Capital Management35,340$436K0.2%+8.0%0.000%
2/2/2024Truist Financial Corp270,457$3.34M0.0%+1.2%0.000%
2/2/2024Atria Wealth Solutions Inc.25,894$319K0.0%+54.4%0.000%
2/1/2024Wolverine Asset Management LLC25,015$308K0.0%-55.9%0.000%
1/31/2024Obermeyer Wood Investment Counsel Lllp67,830$836K0.1%+4.1%0.000%
1/30/2024CTC Alternative Strategies Ltd.11,456$141K0.3%N/A0.000%
1/29/2024Outlook Wealth Advisors LLC42,301$522K0.2%-5.9%0.000%
1/29/2024Wealth Effects LLC44,012$543K0.2%-5.2%0.000%
1/26/2024Cerity Partners LLC18,999$234K0.0%N/A0.000%
1/26/2024Turtle Creek Wealth Advisors LLC21,021$259K0.1%N/A0.000%
1/25/2024 International Assets Investment Management LLC32,564$402K0.0%N/A0.000%
1/24/2024Stratos Wealth Advisors LLC14,041$173K0.0%N/A0.000%
1/24/2024Allworth Financial LP11,343$140K0.0%+1,245.6%0.000%
1/24/2024Arkadios Wealth Advisors39,448$486K0.0%-2.8%0.000%
1/24/2024 International Assets Investment Management LLC401,510$4.95M0.0%N/A0.000%
1/24/2024SteelPeak Wealth LLC39,593$488K0.0%+36.6%0.000%
1/23/2024American Institute for Advanced Investment Management LLP27,350$337K0.3%-37.0%0.000%
1/16/2024Raymond James Financial Services Advisors Inc.668,605$8.24M0.0%+34.4%0.000%
1/16/2024Raymond James & Associates378,918$4.67M0.0%-3.4%0.000%
1/12/2024Mutual Advisors LLC119,835$1.48M0.1%-1.7%0.000%
1/11/2024Naples 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%
11/21/2023Comerica Bank11,236$134K0.0%N/A0.000%
11/16/2023Morgan Stanley1,666,122$19.94M0.0%-4.9%0.000%
11/15/2023Royal Bank of Canada437,196$5.23M0.0%-5.1%0.000%
11/15/2023Ameriprise Financial Inc.239,783$3.00M0.0%-7.8%0.000%
11/15/2023Advisors Asset Management Inc.98,358$1.18M0.0%-44.0%0.000%
11/14/2023Mutual Advisors LLC121,881$1.46M0.1%-4.3%0.000%
11/13/2023Stifel Financial Corp57,805$692K0.0%-12.0%0.000%
11/13/2023Mariner LLC267,353$3.20M0.0%-7.7%0.000%
11/13/2023LPL Financial LLC875,351$10.48M0.0%-3.0%0.000%
11/13/2023Invesco Ltd.1,064,498$12.74M0.0%+17.7%0.000%
11/13/2023Wolverine Asset Management LLC56,701$679K0.0%-73.4%0.000%
11/13/2023Envestnet Asset Management Inc.268,133$3.21M0.0%+7.9%0.000%
11/13/2023Kestra Advisory Services LLC59,707$715K0.0%-9.4%0.000%
11/9/2023Karpus Management Inc.214,970$2.57M0.1%-2.9%0.000%
11/9/2023Cornerstone Advisors LLC948,217$11.35M0.5%+149.3%0.000%
11/9/2023UBS Group AG627,724$7.51M0.0%+6.3%0.000%
11/8/2023HighTower Advisors LLC32,385$387K0.0%-6.7%0.000%
11/8/2023Obermeyer Wood Investment Counsel Lllp65,160$780K0.1%+4.3%0.000%
11/8/2023Janney Montgomery Scott LLC65,199$780K0.0%+1.8%0.000%
11/8/2023Atria Wealth Solutions Inc.16,769$201K0.0%-78.1%0.000%
11/8/2023Landscape Capital Management L.L.C.82,704$990K0.1%-59.2%0.000%
11/8/2023Avantax Advisory Services Inc.23,960$287K0.0%-4.6%0.000%
11/7/2023Kingsview Wealth Management LLC12,736$152K0.0%+15.8%0.000%
11/6/2023Flputnam Investment Management Co.25,775$309K0.0%N/A0.000%
11/6/2023Ieq 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%
11/3/2023SteelPeak Wealth LLC28,987$347K0.0%-8.0%0.000%
11/2/2023Diversified LLC18,028$216K0.1%-7.4%0.000%
11/2/2023Shaker Financial Services LLC146,515$1.75M0.8%+53.7%0.000%
10/31/2023American Institute for Advanced Investment Management LLP43,421$531K0.5%-29.7%0.000%
10/31/2023Abbrea Capital LLC16,875$202K0.0%-6.6%0.000%
10/31/2023Fifth 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%
10/24/2023J.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, 164 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 ($20.06M), Morgan Stanley ($19.94M), Invesco Ltd. ($12.74M), Guggenheim Capital LLC ($10.88M), LPL Financial LLC ($10.48M), Raymond James Financial Services Advisors Inc. ($8.24M), and RFG Advisory LLC ($7.98M).Learn more on ETV's institutional investors.

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

Of the 144 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 ($1.63M), Morgan Stanley ($782.03K), International Assets Investment Management LLC ($508.16K), Paragon Financial Partners Inc. ($453.73K), Principal Securities Inc. ($442.90K), Balanced Wealth Group LLC ($424.05K), and Raymond James Financial Services Advisors Inc. ($360.05K).

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

Institutional investors have bought a total of 10,555,039 shares in the last 24 months. This purchase volume represents approximately $135.27M in transactions.

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

Of the 89 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: Bank of America Corp DE ($662.14K), Wolverine Asset Management LLC ($208.96K), UBS Group AG ($207.22K), Invesco Ltd. ($187.88K), Arkadios Wealth Advisors ($153.45K), Cetera Advisor Networks LLC ($152.91K), and Royal Bank of Canada ($147.80K).

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

Institutional investors have sold a total of 3,931,812 shares in the last 24 months. This volume of shares sold represents approximately $50.74M in transactions.


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This page (NYSE:ETV) was last updated on 4/20/2024 by MarketBeat.com Staff

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