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 Actions
Morgan Stanley 1.8M $25M 0% Mar 2026
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LPL Financial 1.7M $24M -4% Mar 2026
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Invesco 1.5M $20M -2% Mar 2026
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Guggenheim Capital, LLC Managers 1.3M $18M 2% Mar 2026
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Raymond James Financial 1.2M $16M 4% Mar 2026
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Paragon Financial Partners 994k $15M 6% Mar 2026
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Bank of America Corporation 720k $9.8M 100% Mar 2026
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Principal Securities 616k $8.4M -4% Mar 2026
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Balanced Wealth Group 607k $8.3M 6% Mar 2026
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UBS Group 526k $7.2M 4% Mar 2026
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Envestnet Asset Management 468k $6.4M 55% Mar 2026
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Ameriprise Financial 453k $6.2M 4% Mar 2026
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Wells Fargo & Company 437k $6.0M 0% Mar 2026
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Royal Bank of Canada 431k $5.9M 100% Mar 2026
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Steward Partners Investment Advisory 424k $5.8M 26% Mar 2026
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Mml Investors Services 399k $5.5M -14% Mar 2026
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Sims Investment Management 388k $5.3M 0% Mar 2026
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Advisor Group Holdings 363k $5.0M -22% Mar 2026
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Cetera Investment Advisers 340k $4.6M 182% Mar 2026
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Branch Banking & Trust Company 317k $4.3M 0% Mar 2026
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Kingstone Capital Partners Texas 308k $4.2M 21% Mar 2026
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Franklin Resources 298k $4.1M 1% Mar 2026
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Commonwealth Equity Services 267k $3.7M 6% Mar 2026
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Cambridge Investment Research Advisors 259k $3.5M 1% Mar 2026
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Wolverine Asset Management 256k $3.5M -23% Mar 2026
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Advisors Asset Management 248k $3.4M 26% Mar 2026
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Colony 242k $3.3M 591% Mar 2026
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Thayer Partners, LLC / MA 205k $2.8M 100% Mar 2026
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Sharpepoint 200k $2.7M 9% Mar 2026
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Beacon Pointe Advisors 196k $2.7M 3% Mar 2026
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Emissary Wealth 169k $2.3M 0% Mar 2026
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Texas Capital Bank Wealth Management Services 160k $2.2M 0% Mar 2026
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Park Avenue Securities 144k $2.0M 100% Mar 2026
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Naples Global Advisors 133k $2.0M 2% Jun 2026
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Rockefeller Capital Management 128k $1.7M 4% Mar 2026
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Outlook Wealth Advisors 120k $1.6M 0% Mar 2026
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Advisory Advocates 113k $1.5M 7% Mar 2026
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Ieq Capital 113k $1.5M -14% Mar 2026
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Mutual Advisors 110k $1.5M 0% Mar 2026
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PMG Family Office 104k $1.6M 2% Jun 2026
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Wedbush Morgan Securities 103k $1.4M -9% Mar 2026
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Cohen & Steers Capital Management 101k $1.4M 11% Mar 2026
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Two Sigma Investments 99k $1.4M -6% Mar 2026
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Mariner Wealth Advisors 98k $1.3M -20% Mar 2026
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Meridian Wealth Management 96k $1.3M 9% Mar 2026
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1607 Capital Partners 94k $1.3M 0% Mar 2026
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Cresset Asset Management 91k $1.2M 2% Mar 2026
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Private Advisor 84k $1.2M 0% Mar 2026
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Obermeyer Asset Management 82k $1.1M 17% Mar 2026
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Stifel Financial 79k $1.1M 3% Mar 2026
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Kestra Advisory Services 71k $966k 7% Mar 2026
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Janney Montgomery Scott 68k $933k 3% Mar 2026
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Oppenheimer & Co 66k $903k 1% Mar 2026
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RMB Capital Management 65k $889k -8% Mar 2026
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Goss Wealth Management 63k $867k -6% Mar 2026
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Prospera Financial Services 61k $829k 22% Mar 2026
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HighTower Advisors 59k $809k -3% Mar 2026
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Focus Financial Network 55k $813k -3% Jun 2026
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Creative Planning 48k $655k 0% Mar 2026
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Wealth Alliance Advisory Group 47k $694k 0% Jun 2026
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WCG Wealth Advisors 45k $619k 0% Mar 2026
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Gladstone Institutional Advisory 44k $603k 71% Mar 2026
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Calamos Advisors 43k $584k 100% Mar 2026
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Steel Peak Wealth Management 43k $635k 2% Jun 2026
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Kovack Advisors 43k $586k -3% Mar 2026
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Spartan Wealth Advisory Services 42k $569k 100% Mar 2026
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Summit Financial 39k $537k -1% Mar 2026
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Commons Capital 38k $524k 44% Mar 2026
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Fifth Third Bancorp 37k $507k 944% Mar 2026
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Wealth Effects 37k $501k 0% Mar 2026
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Equitable Holdings 35k $503k -2% Mar 2026
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Stableford Capital Ii 35k $519k 0% Jun 2026
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Western Wealth Management 33k $454k 0% Mar 2026
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GAMCO Asset Management 33k $449k 0% Mar 2026
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Mercer Global Advisors 32k $430k 12% Mar 2026
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Essex Financial Services 31k $423k 2% Mar 2026
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Wiley Bros.-aintree Capital 31k $417k 1% Mar 2026
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Nbc Securities 29k $394k 0% Mar 2026
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American Institute for Advanced Investment Management 29k $423k 4% Mar 2026
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HBK Sorce Advisory 28k $409k 4% Mar 2026
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Integrated Capital Management 28k $414k -10% Jun 2026
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CI Private Wealth 27k $372k 26% Mar 2026
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Dynamic Advisors Solutions 27k $396k 0% Jun 2026
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Everstar Asset Management 25k $341k -4% Mar 2026
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Triumph Capital Management 24k $322k 21% Mar 2026
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Shikiar Asset Management 23k $315k 0% Mar 2026
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Belpointe Asset Management 22k $306k -5% Mar 2026
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Fortis Capital Advisors 22k $306k -5% Mar 2026
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Summit Investment Advisory Services 19k $280k 2% Jun 2026
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WestEnd Capital Management 19k $257k 0% Mar 2026
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D.A. Davidson & Co. 18k $271k -11% Jun 2026
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Stratos Wealth Partners 18k $248k -5% Mar 2026
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Sanctuary Advisors 18k $248k 3% Mar 2026
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Stratos Wealth Advisors 18k $243k 0% Mar 2026
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Baird Financial 18k $242k 0% Mar 2026
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Silverlake Wealth Management 17k $236k 0% Mar 2026
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Worth Asset Management 17k $256k 0% Jun 2026
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CIBC Bancorp USA 17k $235k 100% Mar 2026
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Diversified Enterprises 17k $227k 0% Mar 2026
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Centaurus Financial 16k $215k 0% Mar 2026
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TCFG Investment Advisors 16k $232k 0% Jun 2026
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Tcfg Wealth Management 16k $213k -8% Mar 2026
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Thrivent Financial for Lutherans 15k $200k -1% Mar 2026
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HB Wealth Management 15k $200k 0% Mar 2026
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Cannon Advisors 15k $198k -16% Mar 2026
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AlphaStar Capital Management 14k $196k 0% Mar 2026
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Cary Street Partners Financial 14k $212k -20% Jun 2026
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Greenleaf Trust 14k $210k 100% Jun 2026
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Readystate Asset Management 14k $192k -94% Mar 2026
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Jacobi Capital Management 14k $190k 1% Mar 2026
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Stolper 14k $2.5M 31% Mar 2026
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B&l Asset Management 13k $183k -44% Mar 2026
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M.e. Allison & Co 13k $198k -9% Jun 2026
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Burford Brothers 13k $180k 0% Mar 2026
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Principle Wealth Partners 13k $175k 0% Mar 2026
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Integrated Wealth Concepts 13k $175k 100% Mar 2026
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Focused Wealth Management 13k $171k 2% Mar 2026
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Investor's Fiduciary Advisor Network 12k $166k 7% Mar 2026
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Grimes & Company 12k $179k 100% Jun 2026
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Empower Advisory Group 12k $164k -7% Mar 2026
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J.w. Cole Advisors 12k $162k -21% Mar 2026
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Insigneo Advisory Services 12k $162k -18% Mar 2026
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National Asset Management 12k $171k -6% Jun 2026
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Gail Mannix 11k $153k 0% Mar 2026
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Ycg 11k $153k 100% Mar 2026
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Kapstone Financial Advisors 11k $153k 0% Mar 2026
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Rhodes Investment Advisors 11k $147k 8% Mar 2026
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International Assets Investment Management 11k $146k 6% Mar 2026
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We Are One Seven 10k $143k -34% Mar 2026
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Cornerstone Wealth Management 10k $142k 0% Mar 2026
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Arkadios Wealth Advisors 10k $140k 0% Mar 2026
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Mosaic Family Wealth Partners 10k $140k 0% Mar 2026
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Jane Street 10k $139k -78% Mar 2026
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Northwestern Mutual Wealth Management Company 9.9k $135k 0% Mar 2026
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Hanson McClain Advisors 9.6k $131k 0% Mar 2026
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Parallel Advisors 9.3k $127k -9% Mar 2026
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Kentucky Trust 8.3k $123k 0% Jun 2026
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Whittier Trust Co. of Nevada 7.7k $106k 100% Mar 2026
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Medallion Wealth Advisors 7.4k $101k 0% Mar 2026
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Princeton Global Asset Management 6.4k $96k 0% Jun 2026
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Efficient Wealth Management 6.2k $84k 0% Mar 2026
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A. Montag and Associates 5.9k $81k -14% Mar 2026
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BankPlus Trust Department 5.6k $76k 0% Mar 2026
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Private Trust Co Na 5.1k $70k 0% Mar 2026
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Vision Retirement 5.0k $68k 0% Mar 2026
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IFP Advisors 4.9k $67k 3% Mar 2026
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Main Street Group 4.8k $71k 1% Jun 2026
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Seneschal Advisors 4.7k $64k 0% Mar 2026
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Olistico Wealth 4.4k $66k -31% Jun 2026
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CWM 3.9k $53k 350% Mar 2026
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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
Prevail Innovative Wealth Advisors Dec 2025 153k $2.2M
Logan Stone Capital Dec 2025 72k $1.0M
Cornerstone Advisors Dec 2025 60k $865k
Landscape Capital Management Dec 2025 39k $561k
IFG Advisory Dec 2025 28k $402k
Shaker Financial Services Mar 2026 21k $292k
Marex Group Dec 2025 19k $267k
Wealth Enhancement Advisory Services Dec 2025 18k $260k
Sequoia Financial Advisors Mar 2026 16k $217k
Summit Global Investments Dec 2025 10k $150k
Wealthcare Advisory Partners Mar 2026 10k $141k
Susquehanna International Dec 2025 10k $146k