Who owns Eaton Vance Tax Managed Buy Write Opport?
- Ticker: ETV
- CUSIP Number: 27828Y108
Tip: Access positions for across all investors
Analyze quarterly positions in Eaton Vance Tax Managed Buy Write Opport with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Eaton Vance Tax Managed Buy Write Opport stock
Who bought or sold Eaton Vance Tax Managed Buy Write Opport this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| LPL Financial | 1.8M | $25M | 3% | Sep 2025 |
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| Morgan Stanley | 1.8M | $24M | 100% | Jun 2025 |
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| Invesco | 1.6M | $22M | 3% | Sep 2025 |
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| Guggenheim Capital, LLC Managers | 1.2M | $17M | -6% | Sep 2025 |
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| Raymond James Financial | 1.0M | $15M | 4% | Sep 2025 |
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| Paragon Financial Partners | 937k | $13M | 1% | Sep 2025 |
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| Principal Securities | 653k | $9.3M | 4% | Sep 2025 |
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| Balanced Wealth Group | 556k | $7.7M | 0% | Sep 2025 |
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| Advisor Group Holdings | 492k | $7.0M | -3% | Sep 2025 |
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| UBS Group | 492k | $7.0M | -13% | Sep 2025 |
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| Mml Investors Services | 467k | $6.6M | 5% | Sep 2025 |
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| Royal Bank of Canada | 445k | $6.3M | 10% | Sep 2025 |
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| Wells Fargo & Company | 434k | $6.2M | 1% | Sep 2025 |
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| Sims Investment Management | 394k | $5.6M | 0% | Sep 2025 |
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| Ameriprise Financial | 391k | $5.6M | 9% | Sep 2025 |
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| Steward Partners Investment Advisory | 326k | $4.7M | 18% | Sep 2025 |
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| Shaker Financial Services | 323k | $4.6M | 59% | Sep 2025 |
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| Cornerstone Advisors | 317k | $4.5M | 92% | Sep 2025 |
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| Branch Banking & Trust Company | 303k | $4.3M | 7% | Sep 2025 |
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| Franklin Resources | 290k | $4.1M | 1% | Sep 2025 |
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| Envestnet Asset Management | 288k | $4.1M | -4% | Sep 2025 |
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| Commonwealth Equity Services | 270k | $3.8M | -13% | Sep 2025 |
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| Cambridge Investment Research Advisors | 252k | $3.6M | 6% | Sep 2025 |
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| Kingstone Capital Partners Texas | 248k | $3.5M | 1% | Sep 2025 |
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| Beacon Pointe Advisors | 186k | $2.7M | 39% | Sep 2025 |
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| Sharpepoint | 166k | $2.4M | 5% | Sep 2025 |
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| Advisors Asset Management | 159k | $2.3M | 88% | Sep 2025 |
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| Cohen & Steers Capital Management | 157k | $2.2M | 0% | Sep 2025 |
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| Mariner Wealth Advisors | 150k | $2.1M | -5% | Sep 2025 |
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| Karpus Investment Management | 150k | $2.1M | -15% | Sep 2025 |
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| Naples Global Advisors | 149k | $2.1M | -8% | Sep 2025 |
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| Prevail Innovative Wealth Advisors | 144k | $2.0M | 26% | Sep 2025 |
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| Texas Capital Bank Wealth Management Services | 135k | $1.9M | 22% | Sep 2025 |
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| Ieq Capital | 131k | $1.9M | 0% | Sep 2025 |
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| Outlook Wealth Advisors | 124k | $1.8M | -9% | Sep 2025 |
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| Wolverine Asset Management | 124k | $1.8M | 21595% | Sep 2025 |
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| Private Advisor | 122k | $1.7M | -21% | Sep 2025 |
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| Cetera Investment Advisers | 115k | $1.6M | 23% | Sep 2025 |
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| Wedbush Morgan Securities | 113k | $1.6M | 0% | Sep 2025 |
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| Mutual Advisors | 108k | $1.5M | -3% | Sep 2025 |
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| Rockefeller Capital Management | 96k | $1.4M | 0% | Sep 2025 |
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| Cresset Asset Management | 87k | $1.2M | 2% | Sep 2025 |
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| 1607 Capital Partners | 84k | $1.2M | 100% | Sep 2025 |
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| Meridian Wealth Management | 83k | $1.2M | 6% | Sep 2025 |
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| Obermeyer Asset Management | 80k | $1.1M | 0% | Sep 2025 |
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| Stifel Financial | 76k | $1.1M | -7% | Sep 2025 |
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| Goss Wealth Management | 71k | $1.0M | -1% | Sep 2025 |
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| RMB Capital Management | 70k | $999k | 4% | Sep 2025 |
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| Mercer Global Advisors | 67k | $956k | 107% | Sep 2025 |
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| Kestra Advisory Services | 67k | $955k | -7% | Sep 2025 |
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| Oppenheimer & Co | 65k | $933k | 0% | Sep 2025 |
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| Janney Montgomery Scott | 62k | $882k | -6% | Sep 2025 |
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| Arkadios Wealth Advisors | 59k | $837k | 0% | Sep 2025 |
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| HighTower Advisors | 58k | $825k | 0% | Sep 2025 |
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| Two Sigma Investments | 58k | $824k | 100% | Sep 2025 |
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| Focus Financial Network | 55k | $782k | 0% | Sep 2025 |
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| Farther Finance Advisors | 54k | $776k | -3% | Sep 2025 |
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| Creative Planning | 48k | $680k | 10% | Sep 2025 |
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| Readystate Asset Management | 47k | $673k | 100% | Sep 2025 |
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| Wealth Alliance Advisory Group | 47k | $665k | 0% | Sep 2025 |
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| Balyasny Asset Management | 46k | $656k | 36% | Sep 2025 |
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| WCG Wealth Advisors | 45k | $646k | 2% | Sep 2025 |
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| Summit Financial | 42k | $598k | 0% | Sep 2025 |
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| Steel Peak Wealth Management | 42k | $593k | -1% | Sep 2025 |
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| Stableford Capital Ii | 38k | $547k | -2% | Sep 2025 |
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| Equitable Holdings | 37k | $521k | -4% | Sep 2025 |
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| Wealth Effects | 37k | $521k | -2% | Sep 2025 |
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| Portfolio Strategies | 35k | $504k | 100% | Sep 2025 |
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| GPS Wealth Strategies Group | 33k | $474k | 0% | Sep 2025 |
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| GAMCO Asset Management | 33k | $468k | 0% | Sep 2025 |
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| Jane Street | 33k | $464k | 100% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 31k | $442k | -3% | Sep 2025 |
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| Avory & Company | 30k | $432k | 0% | Sep 2025 |
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| Essex Financial Services | 30k | $425k | 2% | Sep 2025 |
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| Atria Wealth Solutions | 30k | $410k | 169% | Jun 2025 |
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| Nbc Securities | 30k | $421k | 0% | Sep 2025 |
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| IFG Advisory | 28k | $399k | 0% | Sep 2025 |
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| HBK Sorce Advisory | 26k | $369k | 0% | Sep 2025 |
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| Everstar Asset Management | 26k | $370k | 0% | Sep 2025 |
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| Colony | 26k | $365k | -2% | Sep 2025 |
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| Dynamic Advisors Solutions | 24k | $345k | 0% | Sep 2025 |
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| B&l Asset Management | 24k | $342k | 0% | Sep 2025 |
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| We Are One Seven | 24k | $341k | 37% | Sep 2025 |
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| Gladstone Institutional Advisory | 24k | $339k | -27% | Sep 2025 |
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| Commons Capital | 24k | $336k | 15% | Sep 2025 |
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| Fortis Capital Advisors | 23k | $330k | 10% | Sep 2025 |
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| Belpointe Asset Management | 23k | $330k | 10% | Sep 2025 |
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| Shikiar Asset Management | 23k | $329k | 100% | Sep 2025 |
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| Texas Capital Banchares | 23k | $325k | 100% | Sep 2025 |
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| American Institute for Advanced Investment Management | 23k | $347k | 0% | Sep 2025 |
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| D.A. Davidson & Co. | 20k | $285k | 0% | Sep 2025 |
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| Susquehanna International | 20k | $282k | 11% | Sep 2025 |
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| Triumph Capital Management | 20k | $279k | -16% | Sep 2025 |
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| WestEnd Capital Management | 19k | $269k | 6% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 18k | $261k | 0% | Sep 2025 |
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| CI Private Wealth | 18k | $259k | 0% | Sep 2025 |
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| Prospera Financial Services | 18k | $255k | -5% | Sep 2025 |
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| Stratos Wealth Advisors | 18k | $253k | 0% | Sep 2025 |
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| Summit Investment Advisory Services | 18k | $252k | 2% | Sep 2025 |
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| Baird Financial | 18k | $252k | 0% | Sep 2025 |
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| Silverlake Wealth Management | 17k | $246k | 0% | Sep 2025 |
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| Atlantic Trust | 17k | $245k | 0% | Sep 2025 |
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| Tcfg Wealth Management | 17k | $241k | 0% | Sep 2025 |
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| Cannon Advisors | 17k | $239k | -3% | Sep 2025 |
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| Stratos Wealth Partners | 17k | $238k | 22% | Sep 2025 |
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| Diversified Enterprises | 17k | $237k | 0% | Sep 2025 |
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| Centaurus Financial | 16k | $223k | 0% | Sep 2025 |
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| J.w. Cole Advisors | 15k | $213k | 0% | Sep 2025 |
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| Wesbanco Trust And Investments | 15k | $209k | 100% | Sep 2025 |
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| HB Wealth Management | 15k | $208k | 0% | Sep 2025 |
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| M.e. Allison & Co | 15k | $208k | 0% | Sep 2025 |
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| H D Vest Advisory Services | 14k | $200k | 100% | Jun 2025 |
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| Insigneo Advisory Services | 14k | $205k | 0% | Sep 2025 |
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| AlphaStar Capital Management | 14k | $204k | 0% | Sep 2025 |
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| Worth Asset Management | 14k | $196k | 0% | Sep 2025 |
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| Jacobi Capital Management | 14k | $194k | 1% | Sep 2025 |
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| Burford Brothers | 13k | $188k | 0% | Sep 2025 |
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| Transcend Wealth Collective | 13k | $188k | 0% | Sep 2025 |
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| Principle Wealth Partners | 13k | $182k | 0% | Sep 2025 |
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| Kovack Advisors | 13k | $181k | -66% | Sep 2025 |
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| Integrated Wealth Concepts | 13k | $179k | 0% | Sep 2025 |
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| National Asset Management | 13k | $178k | -53% | Sep 2025 |
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| Empower Advisory Group | 13k | $178k | 0% | Sep 2025 |
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| Robertson Stephens Wealth Management | 12k | $176k | 0% | Sep 2025 |
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| Mill Creek Capital Advisors | 12k | $173k | 0% | Sep 2025 |
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| Focused Wealth Management | 12k | $173k | -3% | Sep 2025 |
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| Investor's Fiduciary Advisor Network | 12k | $170k | 4% | Sep 2025 |
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| Cornerstone Wealth Management | 12k | $169k | -3% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 12k | $164k | 39% | Sep 2025 |
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| Gail Mannix | 11k | $160k | 0% | Sep 2025 |
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| Kapstone Financial Advisors | 11k | $159k | 0% | Sep 2025 |
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| Brian McDonald | 11k | $159k | 2% | Sep 2025 |
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| Stolper | 11k | $150k | 100% | Sep 2025 |
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| Summit Global Investments | 10k | $149k | -20% | Sep 2025 |
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| Clark Capital Management Group | 10k | $148k | 0% | Sep 2025 |
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| Turtle Creek Wealth Advisors | 10k | $146k | 0% | Sep 2025 |
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| Wealthcare Advisory Partners | 10k | $146k | 0% | Sep 2025 |
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| Mosaic Family Wealth Partners | 10k | $145k | 0% | Sep 2025 |
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| International Assets Investment Management | 10k | $141k | 0% | Sep 2025 |
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| Hanson McClain Advisors | 9.6k | $137k | -4% | Sep 2025 |
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| Parallel Advisors | 9.0k | $129k | 1% | Sep 2025 |
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| Kentucky Trust | 8.3k | $118k | 0% | Sep 2025 |
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| A. Montag and Associates | 6.9k | $98k | 0% | Sep 2025 |
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| Princeton Global Asset Management | 6.4k | $92k | 0% | Sep 2025 |
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| Efficient Wealth Management | 6.2k | $87k | 0% | Sep 2025 |
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| BankPlus Trust Department | 5.6k | $79k | 0% | Sep 2025 |
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| Private Trust Co Na | 5.1k | $73k | 0% | Sep 2025 |
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| IFP Advisors | 4.7k | $67k | 6% | Sep 2025 |
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| Seneschal Advisors | 4.7k | $67k | 100% | Sep 2025 |
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| Main Street Group | 4.7k | $67k | -24% | Sep 2025 |
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| Ameritas Advisory Services | 2.4k | $34k | -77% | Sep 2025 |
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Who sold out of Eaton Vance Tax Managed Buy Write Opport?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Thurston, Springer, Miller, Herd & Titak | Jun 2025 | 36k | $494k |
| Hrt Financial | Jun 2025 | 31k | $424k |
| Putnam Fl Investment Management | Jun 2025 | 25k | $342k |
| Investment Planning Advisors | Jun 2025 | 21k | $290k |
| Buckingham Strategic Partners | Jun 2025 | 20k | $284k |
| Evolution Wealth Advisors | Jun 2025 | 14k | $196k |
| Northern Trust | Jun 2025 | 14k | $187k |
| Citadel Advisors | Jun 2025 | 13k | $175k |
| Two Sigma Securities | Jun 2025 | 12k | $162k |
| Olistico Wealth | Jun 2025 | 7.7k | $107k |
| Mot | Jun 2025 | 5.0k | $69k |