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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   MORGAN STANLEY 2586 - 2024-03-31 1,688,979 $21,839,000 -18,020
   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
   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
   Advisor Group Holdings Inc. 982 - 2024-03-31 420,220 $5,434,000 -540
   ROYAL BANK OF CANADA 1914 - 2024-03-31 382,615 $4,947,000 -27,719
   COMMONWEALTH EQUITY SERVICES LLC. 1318 - 2024-03-31 305,854 $3,955,000 -21,745
   KARPUS MANAGEMENT INC 134 - 2024-03-31 272,180 $3,519,000 -1,252
   ENVESTNET ASSET MANAGEMENT INC 2227 - 2024-03-31 264,012 $3,414,000 -14,740
   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
   IEQ CAPITAL LLC 345 - 2024-03-31 137,052 $1,772,000 -63,629
   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
   RMB CAPITAL MANAGEMENT LLC 361 - 2024-03-31 66,532 $860,000 -6,339
   NATIONAL ASSET MANAGEMENT, INC. 674 - 2024-03-31 53,746 $645,000 -8,600
   Wealth Alliance Advisory Group LLC 91 - 2024-03-31 47,271 $611,000 -231
   WEALTH EFFECTS LLC 98 - 2024-03-31 43,026 $556,000 -986
   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
   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
   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
   DAVIDSON D A & CO 1192 - 2024-03-31 22,003 $285,000 -421
   COLONY GROUP LLC 682 - 2023-09-30 20,757 $248,000 -610
   ICA Group Wealth Management LLC 252 - 2024-03-31 18,337 $237,000 -8,396
   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
   Turtle Creek Wealth Advisors LLC 142 - 2024-03-31 16,939 $219,000 -4,082
   Steward Partners Investment Advisory LLC 1489 - 2024-03-31 13,672 $177,000 -130
   Integrated Wealth Concepts LLC 1521 - 2024-03-31 13,450 $174,000 -615
   PNC FINANCIAL SERVICES GROUP INC 2311 - 2024-03-31 12,680 $164,000 -4,500
   Semus Wealth Partners LLC 123 - 2024-03-31 12,358 $160,000 -625
   Personal Capital Advisors Corp 476 - 2022-12-31 12,466 $153,000 -3,200
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1661 - 2024-03-31 11,100 $144,000 -4,776
   Ahrens Investment Partners LLC 206 - 2023-03-31 8,928 $113,000 -1,500
   Tyler-Stone Wealth Management 424 - 2024-03-31 2,555 $33,000 -500
   US BANCORP 2901 - 2024-03-31 2,205 $29,000 -1,749
   Geneos Wealth Management Inc. 1683 - 2024-03-31 500 $6,000 -1,000
   FMR LLC 4697 - 2024-03-31 1 $0 -2

  45 Records found
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