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Get Institutions for : 
Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV)  
$13.01 0.01 (0.08%) as of 4:30 Fri 5/10


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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  : 
0.91 (7.52%)  




 
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
   UBS Group AG 1640 - 2023-12-31 611,563 $7,541,000 -16,161
   Advisor Group Holdings Inc. 982 - 2024-03-31 420,220 $5,434,000 -540
   ROYAL BANK OF CANADA 1865 - 2023-12-31 410,334 $5,060,000 -26,862
   COMMONWEALTH EQUITY SERVICES LLC. 1318 - 2024-03-31 305,854 $3,955,000 -21,745
   FRANKLIN RESOURCES INC 1120 - 2023-12-31 313,032 $3,860,000 -17,813
   MARINER WEALTH ADVISORS, LLC 879 - 2023-12-31 241,796 $2,981,000 -25,557
   NAPLES GLOBAL ADVISORS LLC 98 - 2024-03-31 222,013 $2,871,000 -4,350
   AMERIPRISE FINANCIAL INC 2630 - 2023-12-31 227,566 $2,806,000 -12,217
   SIT INVESTMENT ASSOCIATES INC 274 - 2023-12-31 220,915 $2,724,000 -102,549
   Beacon Pointe Advisors LLC 446 - 2023-12-31 183,915 $2,268,000 -11,712
   IEQ CAPITAL LLC 345 - 2024-03-31 137,052 $1,772,000 -63,629
   OPPENHEIMER & CO INC 778 - 2024-03-31 69,611 $900,000 -1,416
   RMB CAPITAL MANAGEMENT LLC 306 - 2023-12-31 72,871 $898,000 -6,296
   WEDBUSH MORGAN SECURITIES INC 406 - 2023-12-31 62,688 $773,000 -14,086
   STIFEL FINANCIAL CORP 2434 - 2023-12-31 50,827 $627,000 -6,978
   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
   WEALTH EFFECTS LLC 98 - 2024-03-31 43,026 $556,000 -986
   Rockefeller Capital Management L.P. 1319 - 2023-12-31 43,167 $532,000 -3,986
   HBK SORCE ADVISORY LLC 328 - 2024-03-31 40,330 $521,000 -400
   Arkadios Wealth Advisors 373 - 2024-03-31 39,272 $508,000 -176
   Keeley-Teton Advisors LLC 299 - 2023-12-31 32,815 $405,000 -1,200
   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
   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
   Goss Wealth Management LLC 1496 - 2023-12-31 26,214 $324,000 -6,553
   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
   PUTNAM FL INVESTMENT MANAGEMENT CO 420 - 2024-03-31 23,575 $305,000 -2,200
   ELEQUIN CAPITAL LP 79 - 2023-12-31 24,191 $298,000 -33,510
   COLONY GROUP LLC 682 - 2023-09-30 20,757 $248,000 -610
   CI Private Wealth LLC 2028 - 2024-03-31 17,475 $226,000 -125
   Arete Wealth Advisors LLC 638 - 2023-12-31 18,199 $224,000 -9,342
   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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1501 - 2023-12-31 15,876 $196,000 -7,531
   CENTAURUS FINANCIAL INC. 610 - 2023-12-31 14,940 $184,000 -4,363
   Integrated Wealth Concepts LLC 1469 - 2023-12-31 14,065 $173,000 -7,296
   PNC FINANCIAL SERVICES GROUP INC 2311 - 2024-03-31 12,680 $164,000 -4,500
   MULTIFINANCIAL SECURITIES CORP 1665 - 2023-12-31 13,194 $163,000 -2,093
   Semus Wealth Partners LLC 123 - 2024-03-31 12,358 $160,000 -625
   HILLTOP HOLDINGS INC. 568 - 2023-12-31 12,814 $158,000 -3,190
   National Wealth Management Group LLC 127 - 2023-12-31 12,624 $156,000 -700
   Personal Capital Advisors Corp 476 - 2022-12-31 12,466 $153,000 -3,200
   Ahrens Investment Partners LLC 206 - 2023-03-31 8,928 $113,000 -1,500
   Tyler-Stone Wealth Management 393 - 2023-12-31 3,055 $38,000 -265
   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
  49 Records found
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