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 |
|---|---|---|---|---|---|
| Cornerstone Advisors | 1.6M | $20M | 72% | Dec 2023 |
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| Guggenheim Capital, LLC Managers | 975k | $12M | 7% | Dec 2023 |
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| Raymond James Financial Services Advisors | 692k | $8.9M | 3% | Mar 2024 |
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| Bank of America Corporation | 676k | $8.3M | 5% | Dec 2023 |
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| UBS Group | 612k | $7.5M | -3% | Dec 2023 |
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| Principal Securities | 443k | $5.5M | 100% | Dec 2023 |
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| Balanced Wealth Group | 424k | $5.2M | 100% | Dec 2023 |
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| Advisor Group Holdings | 421k | $5.2M | -22% | Dec 2023 |
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| Royal Bank of Canada | 410k | $5.1M | -6% | Dec 2023 |
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| Raymond James & Associates | 384k | $5.0M | 1% | Mar 2024 |
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| Commonwealth Equity Services | 328k | $4.0M | -8% | Dec 2023 |
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| Franklin Resources | 313k | $3.9M | -5% | Dec 2023 |
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| Wells Fargo & Company | 282k | $3.5M | 14% | Dec 2023 |
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| Shaker Financial Services | 282k | $3.5M | 92% | Dec 2023 |
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| Branch Banking & Trust Company | 271k | $3.3M | 1% | Dec 2023 |
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| Cambridge Investment Research Advisors | 259k | $3.3M | 2% | Mar 2024 |
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| Mariner Wealth Advisors | 242k | $3.0M | -10% | Dec 2023 |
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| Naples Global Advisors | 226k | $2.8M | -6% | Dec 2023 |
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| Landscape Capital Management | 204k | $2.5M | 147% | Dec 2023 |
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| Ieq Capital | 201k | $2.5M | 4% | Dec 2023 |
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| Beacon Pointe Advisors | 184k | $2.3M | -6% | Dec 2023 |
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| Mutual Advisors | 120k | $1.5M | -2% | Dec 2023 |
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| Advisors Asset Management | 117k | $1.4M | 19% | Dec 2023 |
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| RMB Capital Management | 73k | $899k | -8% | Dec 2023 |
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| Obermeyer Asset Management | 68k | $836k | 4% | Dec 2023 |
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| Kestra Advisory Services | 66k | $818k | 11% | Dec 2023 |
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| Wedbush Morgan Securities | 63k | $773k | -18% | Dec 2023 |
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| Janney Montgomery Scott | 62k | $770k | -4% | Dec 2023 |
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| National Asset Management | 62k | $770k | 16% | Dec 2023 |
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| Stifel Financial | 51k | $627k | -12% | Dec 2023 |
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| Focus Financial Network | 49k | $620k | 100% | Mar 2024 |
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| Wealth Alliance Advisory Group | 47k | $611k | 0% | Mar 2024 |
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| Creative Planning | 46k | $565k | 48% | Dec 2023 |
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| Mercer Global Advisors | 44k | $542k | 8% | Dec 2023 |
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| Focus Financial Network | 44k | $538k | 100% | Dec 2023 |
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| Rockefeller Capital Management | 43k | $532k | -8% | Dec 2023 |
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| Steel Peak Wealth Management | 43k | $558k | 9% | Mar 2024 |
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| Wealth Effects | 43k | $556k | -2% | Mar 2024 |
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| Outlook Wealth Advisors | 43k | $551k | 1% | Mar 2024 |
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| HBK Sorce Advisory | 41k | $502k | 0% | Dec 2023 |
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| Arkadios Wealth Advisors | 39k | $486k | -3% | Dec 2023 |
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| Private Advisor | 39k | $486k | -11% | Dec 2023 |
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| HighTower Advisors | 37k | $454k | 14% | Dec 2023 |
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| Triumph Capital Management | 36k | $469k | 3% | Mar 2024 |
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| Stableford Capital Ii | 35k | $453k | 0% | Mar 2024 |
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| International Assets Investment Management | 35k | $450k | 7% | Mar 2024 |
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| Dynamic Advisors Solutions | 34k | $441k | 6% | Mar 2024 |
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| IFG Advisory | 34k | $417k | 0% | Dec 2023 |
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| GPS Wealth Strategies Group | 34k | $413k | -3% | Dec 2023 |
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| Avory & Company | 30k | $374k | 0% | Dec 2023 |
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| Gladstone Institutional Advisory | 29k | $356k | -2% | Dec 2023 |
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| Texas Capital Bank Wealth Management Services | 28k | $339k | -14% | Dec 2023 |
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| ICA Group Wealth Management | 27k | $330k | -58% | Dec 2023 |
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| Prospera Financial Services | 27k | $329k | 2% | Dec 2023 |
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| Essex Financial Services | 27k | $344k | 2% | Mar 2024 |
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| Atria Wealth Solutions | 26k | $319k | 54% | Dec 2023 |
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| Putnam Fl Investment Management | 26k | $318k | 0% | Dec 2023 |
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| Wolverine Asset Management | 25k | $308k | -56% | Dec 2023 |
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| Nbc Securities | 25k | $317k | 0% | Mar 2024 |
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| American Institute for Advanced Investment Management | 24k | $315k | -11% | Mar 2024 |
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| Elequin Capital | 24k | $298k | -58% | Dec 2023 |
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| D.A. Davidson & Co. | 22k | $277k | 10% | Dec 2023 |
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| Wiley Bros.-aintree Capital | 22k | $287k | 0% | Mar 2024 |
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| J.w. Cole Advisors | 22k | $265k | -3% | Dec 2023 |
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| Turtle Creek Wealth Advisors | 21k | $259k | 100% | Dec 2023 |
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| Colony | 20k | $242k | 100% | Dec 2023 |
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| Stratos Wealth Advisors | 20k | $253k | 39% | Mar 2024 |
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| HPM Partners | 19k | $234k | 100% | Dec 2023 |
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| H D Vest Advisory Services | 19k | $233k | -21% | Dec 2023 |
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| Baird Financial | 19k | $229k | 100% | Dec 2023 |
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| Arete Wealth Advisors | 18k | $224k | -34% | Dec 2023 |
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| Diversified | 18k | $223k | 0% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 18k | $233k | 28% | Mar 2024 |
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| CI Private Wealth | 18k | $217k | 3% | Dec 2023 |
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| Silverlake Wealth Management | 17k | $223k | 0% | Mar 2024 |
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| Pnc Financial Services | 17k | $212k | 0% | Dec 2023 |
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| Abbrea Capital | 17k | $208k | 0% | Dec 2023 |
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| Summit Investment Advisory Services | 16k | $201k | 2% | Mar 2024 |
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| Centaurus Financial | 15k | $184k | -23% | Dec 2023 |
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| Cornerstone Wealth Management | 14k | $186k | 1% | Mar 2024 |
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| Steward Partners Investment Advisory | 14k | $170k | 11% | Dec 2023 |
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| Focused Wealth Management | 14k | $170k | 2% | Dec 2023 |
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| AE Wealth Management | 14k | $168k | 14% | Dec 2023 |
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| Burford Brothers | 13k | $163k | 100% | Dec 2023 |
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| Semus Wealth Partners | 13k | $160k | 1% | Dec 2023 |
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| Hilltop Holdings | 13k | $158k | -20% | Dec 2023 |
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| Principle Wealth Partners | 13k | $166k | 0% | Mar 2024 |
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| Merit Financial Group | 13k | $158k | 5% | Dec 2023 |
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| Kingsview Wealth Management | 13k | $156k | -1% | Dec 2023 |
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| National Wealth Management Group | 13k | $156k | -5% | Dec 2023 |
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| Birchcreek Wealth Management | 13k | $155k | 0% | Dec 2023 |
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| Virtu Financial | 13k | $154k | 100% | Dec 2023 |
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| Empower Advisory Group | 13k | $154k | 0% | Dec 2023 |
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| Wesbanco Trust And Investments | 12k | $148k | 0% | Mar 2024 |
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| CTC Alternative Strategies | 12k | $141k | 100% | Dec 2023 |
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| Hanson McClain Advisors | 11k | $147k | 0% | Mar 2024 |
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| Gail Mannix | 11k | $145k | 0% | Mar 2024 |
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| Wealthcare Advisory Partners | 11k | $144k | 0% | Mar 2024 |
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| WestEnd Capital Management | 11k | $143k | 100% | Mar 2024 |
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| Capital CS Group | 10k | $131k | 100% | Mar 2024 |
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| Parallel Advisors | 8.3k | $102k | 24% | Dec 2023 |
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| Private Trust Co Na | 7.5k | $97k | 0% | Mar 2024 |
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| A. Montag and Associates | 6.9k | $85k | 17% | Dec 2023 |
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| Retirement Group | 4.5k | $56k | 0% | Dec 2023 |
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| Us Bancorp | 4.0k | $49k | 0% | Dec 2023 |
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| Fifth Third Bancorp | 3.6k | $46k | 0% | Mar 2024 |
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| Princeton Global Asset Management | 3.5k | $43k | 0% | Dec 2023 |
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| Advisory Services Network | 3.3k | $41k | 100% | Dec 2023 |
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| Tyler-Stone Wealth Management | 3.1k | $38k | -8% | Dec 2023 |
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| Harbour Investments | 2.7k | $33k | 0% | Dec 2023 |
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| Benjamin F. Edwards & Company | 2.0k | $25k | -5% | Dec 2023 |
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| Northwest Financial Advisors | 1.7k | $21k | 100% | Dec 2023 |
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| Geneos Wealth Management | 1.5k | $19k | 0% | Dec 2023 |
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| Householder Group Estate & Retirement Specialist | 1.4k | $16k | 0% | Dec 2023 |
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| SOA Wealth Advisors | 1.3k | $16k | 0% | Mar 2024 |
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| GAMMA Investing | 1.0k | $13k | 100% | Mar 2024 |
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| Barrett & Company | 1.0k | $13k | 0% | Mar 2024 |
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| Oliver Lagore Vanvalin Investment Group | 1.0k | $12k | 0% | Dec 2023 |
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| Blume Capital Management | 1.0k | $12k | 100% | Dec 2023 |
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| Main Street Group | 980.00 | $12k | 100% | Dec 2023 |
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| CoreFirst Bank & Trust | 937.00 | $12k | 0% | Dec 2023 |
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| Brown Brothers Harriman & Co. | 875.00 | $11k | 0% | Dec 2023 |
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| Register Financial Advisors | 750.00 | $9.7k | 100% | Mar 2024 |
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| CWM | 700.00 | $9.0k | 0% | Mar 2024 |
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| Sound Income Strategies | 675.00 | $8.7k | 0% | Mar 2024 |
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| Jpmorgan Chase & Co | 636.00 | $7.8k | -29% | Dec 2023 |
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| Spire Wealth Management | 517.00 | $6.7k | 0% | Mar 2024 |
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| Bellevue Asset Management | 333.00 | $4.3k | 0% | Mar 2024 |
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| Signature Resources Capital Management | 225.00 | $2.8k | 0% | Mar 2024 |
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| SRS Capital Advisors | 66.00 | $813.997800 | 100% | Dec 2023 |
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| DecisionPoint Financial | 8.00 | $99.000000 | 100% | Dec 2023 |
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| Huntington National Bank | 1.00 | $12.000000 | 0% | Dec 2023 |
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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 |
|---|---|---|---|
| Meridian Wealth Management | Dec 2023 | 36k | $443k |
| SeaCrest Wealth Management | Dec 2023 | 18k | $219k |
| Buckingham Strategic Partners | Sep 2023 | 15k | $174k |
| Financial Advisors Network | Sep 2023 | 14k | $172k |
| Worth Asset Management | Dec 2023 | 14k | $170k |
| Ameritas Advisory Services | Sep 2023 | 10k | $123k |
| Cary Street Partner Investment Advisory | Sep 2023 | 6.9k | $83k |
| Key FInancial | Sep 2023 | 333.00 | $4.0k |
| Stonebridge Capital Advisors | Sep 2023 | 300.00 | $3.6k |