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Get Institutions for : 
Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV)  
$12.60 0.06 (0.48%) as of 4:30 Fri 4/26


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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  : 
0.50 (4.13%)  




 
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
   MORGAN STANLEY 2625 - 2023-12-31 1,706,999 $21,047,000 40,877
   Cornerstone Advisors LLC 22 - 2023-12-31 1,627,245 $20,064,000 679,028
   LPL FINANCIAL CORP 910 - 2023-12-31 1,514,518 $18,674,000 639,167
   INVESCO LTD 1557 - 2023-12-31 1,205,540 $14,864,000 141,042
   GUGGENHEIM CAPITAL LLC 244 - 2023-12-31 974,713 $12,018,000 61,955
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 847 - 2024-03-31 691,886 $8,946,000 23,281
   BANK OF AMERICA CORP /DE/ 2524 - 2023-12-31 675,610 $8,330,000 30,832
   UBS Group AG 1640 - 2023-12-31 611,563 $7,541,000 -16,161
   PRINCIPAL SECURITIES INC. 103 - 2023-12-31 442,901 $5,461,000 0
   BALANCED WEALTH GROUP LLC 11 - 2023-12-31 424,045 $5,228,000 0
   Advisor Group Holdings Inc. 1185 - 2023-12-31 420,760 $5,188,000 -116,628
   ROYAL BANK OF CANADA 1865 - 2023-12-31 410,334 $5,060,000 -26,862
   RAYMOND JAMES & ASSOCIATES 1581 - 2024-03-31 383,923 $4,964,000 5,005
   COMMONWEALTH EQUITY SERVICES LLC. 1207 - 2023-12-31 327,599 $4,039,000 -27,688
   FRANKLIN RESOURCES INC 1120 - 2023-12-31 313,032 $3,860,000 -17,813
   WELLS FARGO & CO/MN 2140 - 2023-12-31 282,255 $3,480,000 33,961
   SHAKER FINANCIAL SERVICES, LLC 18 - 2023-12-31 281,978 $3,477,000 135,463
   ENVESTNET ASSET MANAGEMENT INC 2134 - 2023-12-31 278,752 $3,437,000 10,619
   KARPUS MANAGEMENT INC 135 - 2023-12-31 273,432 $3,371,000 58,462
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 968 - 2024-03-31 258,989 $3,349,000 5,692
   BB&T CORP 1009 - 2023-12-31 270,457 $3,335,000 3,178
   MARINER WEALTH ADVISORS, LLC 879 - 2023-12-31 241,796 $2,981,000 -25,557
   AMERIPRISE FINANCIAL INC 2630 - 2023-12-31 227,566 $2,806,000 -12,217
   NAPLES GLOBAL ADVISORS LLC 96 - 2023-12-31 226,363 $2,791,000 -14,050
   SIT INVESTMENT ASSOCIATES INC 274 - 2023-12-31 220,915 $2,724,000 -102,549
   MML INVESTORS SERVICES LLC 865 - 2023-12-31 217,707 $2,684,000 15,409
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 106 - 2023-12-31 203,886 $2,514,000 121,182
   IEQ CAPITAL LLC 257 - 2023-12-31 200,681 $2,474,000 7,151
   Beacon Pointe Advisors LLC 446 - 2023-12-31 183,915 $2,268,000 -11,712
   Mutual Advisors LLC 333 - 2023-12-31 119,835 $1,478,000 -2,046
   FIXED INCOME SECURITIES INC 625 - 2023-12-31 116,637 $1,438,000 18,279
   COHEN & STEERS INC 229 - 2023-12-31 114,431 $1,411,000 0
   Cresset Asset Management LLC 904 - 2023-12-31 74,844 $923,000 1,714
   RMB CAPITAL MANAGEMENT LLC 306 - 2023-12-31 72,871 $898,000 -6,296
   OPPENHEIMER & CO INC 753 - 2023-12-31 71,027 $876,000 -13
   CLS INVESTMENT FIRM LLC 779 - 2022-12-31 69,882 $858,000 0
   OBERMEYER ASSET MANAGEMENT CO 83 - 2023-12-31 67,830 $836,000 2,670
   Kestra Advisory Services LLC 1223 - 2023-12-31 66,326 $818,000 6,619
   WEDBUSH MORGAN SECURITIES INC 406 - 2023-12-31 62,688 $773,000 -14,086
   JANNEY MONTGOMERY SCOTT LLC 1592 - 2023-12-31 62,442 $770,000 -2,757
   NATIONAL ASSET MANAGEMENT, INC. 614 - 2023-12-31 62,346 $770,000 8,600
   STIFEL FINANCIAL CORP 2434 - 2023-12-31 50,827 $627,000 -6,978
   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
   FINANCIAL NETWORK 1721 - 2023-12-31 48,595 $599,000 -7,178
   CREATIVE PLANNING 1627 - 2023-12-31 45,829 $565,000 14,885
   Steel Peak Wealth Management LLC 271 - 2024-03-31 43,135 $558,000 3,542
   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
   MERCER GLOBAL ADVISORS INC /ADV 1270 - 2023-12-31 43,927 $542,000 3,085
   FOCUS FINANCIAL NETWORK INC /ADV 443 - 2023-12-31 43,640 $538,000 0
   Rockefeller Capital Management L.P. 1319 - 2023-12-31 43,167 $532,000 -3,986
   HBK SORCE ADVISORY LLC - 2023-12-31 40,730 $502,000 0
   Arkadios Wealth Advisors - 2023-12-31 39,448 $486,000 -1,138
   Private Advisor Group LLC 1496 - 2023-12-31 39,444 $486,000 -5,110
   Triumph Capital Management 119 - 2024-03-31 36,292 $469,000 952
   HIGHTOWER ADVISORS, LLC 2338 - 2023-12-31 36,985 $454,000 4,600
   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
   IFG Advisory LLC 395 - 2023-12-31 33,785 $417,000 0
   GPS Wealth Strategies Group LLC 167 - 2023-12-31 33,470 $413,000 -1,147
   Keeley-Teton Advisors LLC 299 - 2023-12-31 32,815 $405,000 -1,200
   KISTLERTIFFANY COMPANIES, LLC 236 - 2023-06-30 30,931 $395,000 12
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4076 - 2023-12-31 31,998 $395,000 -12,746
   Avory & Company LLC 22 - 2023-12-31 30,308 $374,000 0
   Cetera Investment Advisers 1652 - 2023-12-31 30,028 $370,000 506
   Laurel Wealth Advisors Inc. 444 - 2022-12-31 29,223 $359,000 -156
   Gladstone Institutional Advisory LLC 489 - 2023-12-31 28,875 $356,000 -459
   ESSEX FINANCIAL SERVICES INC 391 - 2024-03-31 26,574 $344,000 494
   TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC 137 - 2023-12-31 27,530 $339,000 -4,633
   ICA Group Wealth Management LLC 192 - 2023-12-31 26,733 $330,000 -37,150
   PROSPERA FINANCIAL SERVICES 805 - 2023-12-31 26,652 $329,000 623
   Goss Wealth Management LLC 1496 - 2023-12-31 26,214 $324,000 -6,553
   Atria Wealth Solutions Inc. 1440 - 2023-12-31 25,894 $319,000 9,125
   PUTNAM FL INVESTMENT MANAGEMENT CO 410 - 2023-12-31 25,775 $318,000 0
   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
   WOLVERINE ASSET MANAGEMENT LLC 500 - 2023-12-31 25,015 $308,000 -31,686
   ELEQUIN CAPITAL LP 79 - 2023-12-31 24,191 $298,000 -33,510
   WILEY BROS.-AINTREE CAPITAL LLC 375 - 2024-03-31 22,219 $287,000 0
   DAVIDSON D A & CO 1149 - 2023-12-31 22,424 $276,000 2,084
   J.W. COLE ADVISORS INC. 681 - 2023-12-31 21,520 $265,000 -665
   Turtle Creek Wealth Advisors LLC - 2023-12-31 21,021 $259,000 0
   Stratos Wealth Advisors LLC 583 - 2024-03-31 19,580 $253,000 5,539
   COLONY GROUP LLC 682 - 2023-09-30 20,757 $248,000 -610
   COLONY GROUP, LLC 712 *New 2023-12-31 19,625 $242,000 19,625
   HPM Partners LLC *New 2023-12-31 18,999 $234,000 18,999
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2069 - 2024-03-31 18,008 $233,000 3,973
   H D Vest Advisory Services 1371 - 2023-12-31 18,860 $233,000 -5,100
   Baird Financial Group Inc. 1596 *New 2023-12-31 18,589 $229,000 18,589
   Arete Wealth Advisors LLC 638 - 2023-12-31 18,199 $224,000 -9,342
   Diversified LLC 137 - 2023-12-31 18,089 $223,000 61
   SILVERLAKE WEALTH MANAGEMENT LLC 211 - 2024-03-31 17,242 $223,000 0
   CI Private Wealth LLC 2020 - 2023-12-31 17,600 $217,000 500
   Atlantic Trust Group LLC 1049 - 2023-12-31 17,162 $212,000 0
   PNC FINANCIAL SERVICES GROUP INC 2100 - 2023-12-31 17,180 $212,000 0
   Abbrea Capital LLC 234 - 2023-12-31 16,875 $208,000 0
   Summit Investment Advisory Services LLC 66 - 2024-03-31 15,555 $201,000 340
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1501 - 2023-12-31 15,876 $196,000 -7,531
  100 Records found
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