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Get Institutions for : 
Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV)  
$12.99 0.10 (0.78%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 155    1
Total shares held : 
 17,887,958  
% of shares held : 
 28%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -1  
Amount of shares held : 
 1,708,219  
% of shares held change : 
   2.67%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $12.02  
Last Quarter's Ending Price : 
 $12.33  
Last Quarter's Average Price : 
 $12.10  
Change from last quarter's     
avg. price to the last closing  : 
0.89 (7.36%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 91,092
 0.51%
 
Increased Positions :
48
 2,284,553
 12.77%
 
Unchanged Positions :
47
 1,478,187
 8.26%
 
Decreased Positions :
50
-619,596
-3.46%
 
Closed Positions :
9
-47,830
-0.27%
 
Guru Positions :
1
24,371
 0.14%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Cornerstone Advisors LLC 16 - 2024-03-31 2,064,948 $26,700,000 437,703
   MORGAN STANLEY 2586 - 2024-03-31 1,688,979 $21,839,000 -18,020
   LPL FINANCIAL CORP 936 - 2024-03-31 1,581,327 $20,447,000 66,809
   INVESCO LTD 1616 - 2024-03-31 1,075,974 $13,912,000 -129,566
   GUGGENHEIM CAPITAL LLC 243 - 2024-03-31 972,244 $12,571,000 -2,469
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 847 - 2024-03-31 691,886 $8,946,000 23,281
   BANK OF AMERICA CORP /DE/ 2581 - 2024-03-31 661,397 $8,552,000 -14,213
   UBS Group AG 1821 - 2024-03-31 579,524 $7,493,000 -32,039
   PRINCIPAL SECURITIES INC. 103 - 2024-03-31 490,307 $6,340,000 47,406
   BALANCED WEALTH GROUP LLC 11 - 2024-03-31 489,265 $6,092,000 65,220
   Advisor Group Holdings Inc. 982 - 2024-03-31 420,220 $5,434,000 -540
   RAYMOND JAMES & ASSOCIATES 1581 - 2024-03-31 383,923 $4,964,000 5,005
   ROYAL BANK OF CANADA 1914 - 2024-03-31 382,615 $4,947,000 -27,719
   SHAKER FINANCIAL SERVICES, LLC 11 - 2024-03-31 358,786 $4,639,000 76,808
   FRANKLIN RESOURCES INC 1327 - 2024-03-31 315,461 $4,079,000 2,429
   COMMONWEALTH EQUITY SERVICES LLC. 1318 - 2024-03-31 305,854 $3,955,000 -21,745
   WELLS FARGO & CO/MN 2129 - 2024-03-31 297,931 $3,852,000 15,676
   MML INVESTORS SERVICES LLC 774 - 2024-03-31 284,656 $3,681,000 66,949
   KARPUS MANAGEMENT INC 134 - 2024-03-31 272,180 $3,519,000 -1,252
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 98 - 2024-03-31 270,591 $3,499,000 66,705
   ENVESTNET ASSET MANAGEMENT INC 2227 - 2024-03-31 264,012 $3,414,000 -14,740
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 968 - 2024-03-31 258,989 $3,349,000 5,692
   BB&T CORP 1056 - 2024-03-31 250,683 $3,241,000 -19,774
   AMERIPRISE FINANCIAL INC 2606 - 2024-03-31 222,808 $2,891,000 -4,758
   NAPLES GLOBAL ADVISORS LLC 98 - 2024-03-31 222,013 $2,871,000 -4,350
   MARINER WEALTH ADVISORS, LLC 966 - 2024-03-31 207,987 $2,689,000 -33,809
   Beacon Pointe Advisors LLC 450 - 2024-03-31 186,658 $2,413,000 2,743
   COHEN & STEERS INC 200 - 2024-03-31 182,931 $2,365,000 68,500
   WEDBUSH MORGAN SECURITIES INC 207 - 2024-03-31 155,443 $2,010,000 92,755
   IEQ CAPITAL LLC 345 - 2024-03-31 137,052 $1,772,000 -63,629
   Mutual Advisors LLC 330 - 2024-03-31 121,383 $1,569,000 1,548
   Cetera Investment Advisers 1858 - 2024-03-31 101,533 $1,313,000 71,505
   WOLVERINE ASSET MANAGEMENT LLC 238 - 2024-03-31 91,453 $1,182,000 66,438
   OBERMEYER ASSET MANAGEMENT CO 96 - 2024-03-31 80,012 $1,035,000 12,182
   Cresset Asset Management LLC 971 - 2024-03-31 76,510 $989,000 1,666
   FIXED INCOME SECURITIES INC 753 - 2024-03-31 72,858 $942,000 -43,779
   OPPENHEIMER & CO INC 778 - 2024-03-31 69,611 $900,000 -1,416
   Kestra Advisory Services LLC 1313 - 2024-03-31 67,545 $873,000 1,219
   RMB CAPITAL MANAGEMENT LLC 361 - 2024-03-31 66,532 $860,000 -6,339
   CLS INVESTMENT FIRM LLC 779 - 2022-12-31 69,882 $858,000 0
   JANNEY MONTGOMERY SCOTT LLC 1610 - 2024-03-31 64,922 $839,000 2,480
   Private Advisor Group LLC 1299 - 2024-03-31 58,291 $754,000 18,847
   HIGHTOWER ADVISORS, LLC 1976 - 2024-03-31 56,157 $728,000 19,172
   FINANCIAL NETWORK 1720 - 2024-03-31 52,267 $676,000 3,672
   STIFEL FINANCIAL CORP 2441 - 2024-03-31 50,990 $659,000 163
   NATIONAL ASSET MANAGEMENT, INC. 674 - 2024-03-31 53,746 $645,000 -8,600
   Focus Financial Network Inc. 332 - 2024-03-31 48,994 $620,000 0
   Wealth Alliance Advisory Group LLC 91 - 2024-03-31 47,271 $611,000 -231
   CREATIVE PLANNING 1706 - 2024-03-31 46,442 $600,000 613
   Steel Peak Wealth Management LLC 271 - 2024-03-31 43,135 $558,000 3,542
   Rockefeller Capital Management L.P. 1431 - 2024-03-31 43,170 $558,000 3
   WEALTH EFFECTS LLC 98 - 2024-03-31 43,026 $556,000 -986
   Outlook Wealth Advisors LLC 129 - 2024-03-31 42,648 $551,000 347
   FOCUS FINANCIAL NETWORK INC /ADV 443 - 2023-12-31 43,640 $538,000 0
   MULTIFINANCIAL SECURITIES CORP 1547 - 2024-03-31 41,485 $536,000 28,291
   HBK SORCE ADVISORY LLC 328 - 2024-03-31 40,330 $521,000 -400
   MERCER GLOBAL ADVISORS INC /ADV 1256 - 2024-03-31 39,832 $515,000 -4,095
   Arkadios Wealth Advisors 373 - 2024-03-31 39,272 $508,000 -176
   Triumph Capital Management 119 - 2024-03-31 36,292 $469,000 952
   Atria Wealth Solutions Inc. 1293 - 2024-03-31 36,277 $469,000 10,383
   STABLEFORD CAPITAL II LLC 111 - 2024-03-31 35,053 $453,000 0
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 397 - 2024-03-31 34,864 $450,000 2,300
   Dynamic Advisors Solutions LLC 632 - 2024-03-31 34,131 $441,000 1,930
   GPS Wealth Strategies Group LLC 170 - 2024-03-31 33,845 $438,000 375
   IFG Advisory LLC 319 - 2024-03-31 33,785 $437,000 0
   Keeley-Teton Advisors LLC 292 - 2024-03-31 32,815 $424,000 0
   KISTLERTIFFANY COMPANIES, LLC 236 - 2023-06-30 30,931 $395,000 12
   Avory & Company LLC 21 - 2024-03-31 30,308 $392,000 0
   Goss Wealth Management LLC 1523 - 2024-03-31 27,914 $361,000 1,700
   Laurel Wealth Advisors Inc. 444 - 2022-12-31 29,223 $359,000 -156
   Gladstone Institutional Advisory LLC 495 - 2024-03-31 27,703 $358,000 -1,172
   TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC 141 - 2024-03-31 27,530 $356,000 0
   ESSEX FINANCIAL SERVICES INC 391 - 2024-03-31 26,574 $344,000 494
   PROSPERA FINANCIAL SERVICES 805 - 2023-12-31 26,652 $329,000 623
   COLONY GROUP, LLC 820 - 2024-03-31 24,753 $320,000 5,128
   NBC SECURITIES INC. 579 - 2024-03-31 24,549 $317,000 24
   American Institute for Advanced Investment Managem 99 - 2024-03-31 24,395 $315,000 -2,955
   PUTNAM FL INVESTMENT MANAGEMENT CO 420 - 2024-03-31 23,575 $305,000 -2,200
   WILEY BROS.-AINTREE CAPITAL LLC 375 - 2024-03-31 22,219 $287,000 0
   JANE STREET GROUP LLC 4411 *New 2024-03-31 22,135 $286,000 22,135
   DAVIDSON D A & CO 1192 - 2024-03-31 22,003 $285,000 -421
   Stratos Wealth Advisors LLC 583 - 2024-03-31 19,580 $253,000 5,539
   Imprint Wealth LLC 253 *New 2024-03-31 19,425 $251,000 19,425
   COLONY GROUP LLC 682 - 2023-09-30 20,757 $248,000 -610
   Atlantic Trust Group LLC 1047 - 2024-03-31 18,708 $242,000 1,546
   Baird Financial Group Inc. 1620 - 2024-03-31 18,589 $240,000 0
   ICA Group Wealth Management LLC 252 - 2024-03-31 18,337 $237,000 -8,396
   Diversified LLC 149 - 2024-03-31 18,168 $235,000 79
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2069 - 2024-03-31 18,008 $233,000 3,973
   CI Private Wealth LLC 2028 - 2024-03-31 17,475 $226,000 -125
   J.W. COLE ADVISORS INC. 793 - 2024-03-31 17,279 $223,000 -4,241
   SILVERLAKE WEALTH MANAGEMENT LLC 211 - 2024-03-31 17,242 $223,000 0
   ROBINSON CAPITAL MANAGEMENT LLC 115 *New 2024-03-31 17,189 $219,000 17,189
   Turtle Creek Wealth Advisors LLC 142 - 2024-03-31 16,939 $219,000 -4,082
   Abbrea Capital LLC 238 - 2024-03-31 16,875 $218,000 0
   Summit Investment Advisory Services LLC 66 - 2024-03-31 15,555 $201,000 340
   Main Street Group LTD 91 - 2024-03-31 15,415 $199,000 14,435
   CENTAURUS FINANCIAL INC. 617 - 2024-03-31 15,188 $196,000 248
   Cornerstone Wealth Management LLC 516 - 2024-03-31 14,372 $186,000 84
   AlphaStar Capital Management LLC 281 *New 2024-03-31 14,314 $185,000 14,314
  100 Records found
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