Who owns Eaton Vance Tax Managed Buy Write Opport?

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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
Bank of America Corporation 1.4M $22M 25% Mar 2021
Invesco 660k $10M 8% Mar 2021
UBS Group 605k $9.4M 7% Mar 2021
Ameriprise Financial 569k $8.8M 1% Mar 2021
Advisor Group Holdings 560k $8.7M 3% Mar 2021
Royal Bank of Canada 552k $8.6M 4% Mar 2021
Guggenheim Capital, LLC Managers 550k $8.6M -4% Mar 2021
RFG Advisory 489k $7.6M 4% Mar 2021
LPL Financial 470k $7.3M -9% Mar 2021
Wells Fargo & Company 333k $5.2M -2% Mar 2021
Franklin Resources 320k $5.0M 1% Mar 2021

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Strategic Wealth Advisors 309k $4.8M 3% Mar 2021
Raymond James Financial Services Advisors 305k $4.7M -1% Mar 2021
Naples Global Advisors 235k $3.6M -1% Mar 2021
Mml Investors Services 225k $3.5M 4% Mar 2021
Anfield Capital Management 199k $3.1M -8% Mar 2021
Commonwealth Equity Services 193k $3.0M 2% Mar 2021
Cambridge Investment Research Advisors 192k $3.0M -4% Mar 2021
Oppenheimer & Co 161k $2.5M 1% Mar 2021
Hilltop Holdings 155k $2.4M 200% Dec 2020
Mutual Advisors 154k $2.4M 2% Mar 2021
Raymond James & Associates 138k $2.1M -4% Mar 2021
Outlook Wealth Advisors 96k $1.5M -11% Mar 2021
American Institute for Advanced Investment Management 87k $1.4M 1% Mar 2021
Stratos Wealth Partners 79k $1.2M 0% Mar 2021
Texas Capital Bank Wealth Management Services 73k $1.1M 10% Mar 2021
Stifel Financial 73k $1.1M 2% Mar 2021
RMB Capital Management 72k $1.1M 0% Mar 2021
United Asset Strategies 72k $1.1M -8% Mar 2021
Nan Shan Life Insurance 71k $1.1M 0% Mar 2021
Envestnet Asset Management 69k $1.1M 100% Mar 2021
Mercer Global Advisors 66k $1.0M -2% Mar 2021
Arkadios Wealth Advisors 64k $984k 1% Mar 2021
Cresset Asset Management 60k $928k 18% Mar 2021
HBK Sorce Advisory 58k $904k 10% Mar 2021
Northwestern Mutual Wealth Management Company 53k $824k 8% Mar 2021
Mariner Wealth Advisors 49k $754k 100% Mar 2021
Janney Montgomery Scott 45k $699k -4% Mar 2021
Castle Rock Wealth Management 44k $708k -10% Mar 2021
Wealth Alliance Advisory Group 40k $624k 0% Mar 2021
Kistler-Tiffany Advsiors 39k $605k 0% Mar 2021
Branch Banking & Trust Company 39k $598k -3% Mar 2021
Obermeyer Asset Management 38k $592k 10% Mar 2021
Creative Planning 38k $591k 22% Mar 2021
Retirement Group 38k $582k 0% Mar 2021
Advisors Asset Management 36k $556k -3% Mar 2021
Wedbush Morgan Securities 34k $523k -1% Mar 2021
Stableford Capital Ii 33k $507k 0% Mar 2021
Centaurus Financial 32k $498k 0% Mar 2021
Keeley-Teton Advisors 30k $464k 2% Mar 2021
Kestra Advisory Services 29k $454k -16% Mar 2021
HighTower Advisors 28k $428k 4% Mar 2021
Financial Network Investment Corporation 27k $424k 8% Mar 2021
Principal Financial Group 26k $409k 4% Mar 2021
Wealthcare Advisory Partners 24k $374k 0% Mar 2021
Birchcreek Wealth Management 24k $371k 7% Mar 2021
Legacy Wealth Partners 23k $351k -20% Mar 2021
Diversified 22k $346k -15% Mar 2021
Wolverine Asset Management 21k $329k 100% Mar 2021
Steward Partners Investment Advisory 21k $328k 100% Mar 2021
J.w. Cole Advisors 20k $316k 0% Mar 2021
Steel Peak Wealth Management 20k $312k -7% Mar 2021
Essex Financial Services 20k $308k 0% Mar 2021
Colony Group 20k $304k 0% Mar 2021
Eaton Vance Management 20k $301k 0% Dec 2020
Focused Wealth Management 19k $299k -39% Mar 2021
National Asset Management 19k $299k 43% Mar 2021
Keystone Financial Group 19k $294k 2% Mar 2021
Laurel Wealth Advisors 19k $290k 3% Mar 2021
Total Clarity Wealth Management 19k $289k 0% Mar 2021
Rockefeller Capital Management 19k $287k -9% Mar 2021
Mid Atlantic Financial Management 19k $286k 33% Mar 2021
Private Advisor 18k $285k -3% Mar 2021
Jacobi Capital Management 18k $281k -10% Mar 2021
Legacy Private Trust 18k $273k -19% Mar 2021
Ahrens Investment Partners 17k $265k 0% Mar 2021
Citigroup 16k $244k -68% Mar 2021
First Manhattan 15k $238k 2% Mar 2021
Glenview State Bank Trust Dept. 15k $229k 0% Mar 2021
Meridian Wealth Management 15k $226k 4% Mar 2021
P-Solve 14k $217k 0% Mar 2021
SeaCrest Wealth Management 14k $215k 0% Mar 2021
D.A. Davidson & Co. 14k $212k -8% Mar 2021
Dynamic Advisors Solutions 13k $203k -10% Mar 2021
55i 13k $199k 6% Mar 2021
Principle Wealth Partners 13k $198k 0% Mar 2021
Cetera Investment Advisers 12k $190k -6% Mar 2021
V Wealth Management 12k $188k 0% Mar 2021
RWM Asset Management 12k $179k 100% Mar 2021
Multi-Financial Securities 12k $179k 100% Mar 2021
Lakeview Capital Partners 11k $175k 0% Mar 2021
Gail Mannix 11k $174k 0% Mar 2021
AdvisorNet Financial 11k $167k 0% Mar 2021
Kesler, Norman & Wride 11k $166k 0% Mar 2021
Kingsview Wealth Management 10k $156k 100% Mar 2021
E.S. Barr & Company 10k $155k 100% Mar 2021
Spire Wealth Management 9.8k $150k 100% Mar 2021
Enterprise Financial Services Corp 6.9k $108k 0% Mar 2021
A. Montag and Associates 5.9k $91k 0% Mar 2021
Fifth Third Bancorp 5.7k $89k 0% Mar 2021
TCI Wealth Advisors 4.2k $65k 100% Mar 2021
Us Bancorp 4.0k $61k 0% Mar 2021
Geneos Wealth Management 3.9k $62k 0% Mar 2021
Valeo Financial Advisors 3.6k $56k 0% Mar 2021
Princeton Global Asset Management 3.3k $51k 0% Mar 2021
Winslow, Evans & Crocker 3.3k $51k 11% Dec 2020
Sandy Spring Bank 2.6k $40k 0% Mar 2021
Charter Oak Capital Management 2.5k $38k 0% Mar 2021
Tradition Wealth Management 2.3k $35k 2% Mar 2021
Sowell Financial Services 2.0k $32k 100% Mar 2021
Cullen Frost Bankers 1.9k $29k 100% Mar 2021
NEXT Financial 1.8k $27k 0% Mar 2021
CWM 1.5k $23k 1% Mar 2021
Dan Callahan 1.5k $23k 0% Mar 2021
Parallel Advisors 1.4k $22k 0% Mar 2021
SOA Wealth Advisors 1.3k $19k 0% Mar 2021
Whittier Trust 1.2k $19k 0% Mar 2021
Carroll Financial Associates 1.2k $18k 0% Mar 2021
Highlander Capital Management 955.00 $15k 2% Mar 2021
CoreFirst Bank & Trust 937.00 $14k 100% Dec 2020
Sonora Investment Management 929.00 $14k 0% Mar 2021
Blue Bell Private Wealth Management 900.00 $14k 100% Mar 2021
Joseph P. Lucia & Associates 750.00 $12k 0% Mar 2021
Sound Income Strategies 675.00 $11k 0% Mar 2021
Security National Trust 675.00 $10k 0% Mar 2021
O'shaughnessy Asset Management 552.00 $9.0k 100% Mar 2021
Allred Capital Management 500.00 $7.7k 100% Mar 2021
Laurel Wealth Advisors 400.00 $6.0k -56% Mar 2021
Key FInancial 333.00 $5.0k 0% Mar 2021
Bellevue Asset Management 333.00 $5.0k 0% Mar 2021
Tompkins Financial Corp 300.00 $5.0k 0% Mar 2021
Burleson & Company 241.00 $4.0k 100% Mar 2021
Benjamin F. Edwards & Company 200.00 $3.0k 0% Mar 2021
Patriot Financial Group Insurance Agency 183.00 $3.0k 2% Mar 2021
Bartlett & Co. 150.00 $2.0k 0% Mar 2021
Huntington National Bank 1.00 $0 0% Mar 2021
FMR 1.00 $0 -50% Mar 2021

Who sold out of Eaton Vance Tax Managed Buy Write Opport?

Fund or Company Name Date Sold Shares Held Valued At
Morgan Stanley Dec 2020 942k $15M
Goldman Sachs Group Dec 2020 29k $452k
M^T Bank Corporation Dec 2020 14k $214k
Capital CS Group Dec 2020 14k $217k
Kestra Private Wealth Services Dec 2020 11k $165k
CFO4Life Dec 2020 11k $165k
Glassman Wealth Services Dec 2020 4.2k $65k
Altus Wealth Group Dec 2020 2.9k $44k
Harvest Group Wealth Management Dec 2020 2.0k $31k
Advisory Services Network Dec 2020 1.0k $15k
Country Trust Bank Dec 2020 297.00 $5.0k