Eaton Vance Tax-Managed Buy-Write Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 680.73 K | $9.82 M | 20.53% | 2.32% |
| MORGAN STANLEY | 05/15/2026 | 506.38 K | $7.30 M | -3.90% | 1.72% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 468.61 K | $6.76 M | -5.22% | 1.60% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 456.58 K | $6.58 M | 4.07% | 1.55% |
| INVESCO LTD. | 05/12/2026 | 395.92 K | $5.71 M | 1.28% | 1.35% |
| UBS GROUP AG | 05/05/2026 | 376.21 K | $5.42 M | 2.83% | 1.28% |
| LPL FINANCIAL LLC | 05/06/2026 | 334.08 K | $4.82 M | 4.93% | 1.14% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 302.65 K | $4.36 M | 2.52% | 1.03% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 297.95 K | $4.30 M | 0.24% | 1.01% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 208.19 K | $3.00 M | 5.86% | 0.71% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 206.35 K | $2.98 M | -1.78% | 0.70% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 200.94 K | $2.90 M | -2.49% | 0.68% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 150.55 K | $2.17 M | 14.45% | 0.51% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 126.53 K | $1.82 M | -1.08% | 0.43% |
| DESTINY WEALTH PARTNERS, LLC | 05/11/2026 | 119.36 K | $1.72 M | 100.00% | 0.41% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 116.09 K | $1.67 M | -0.44% | 0.40% |
| SIMS INVESTMENT MANAGEMENT, LLC | 04/21/2026 | 100.48 K | $1.45 M | 0.00% | 0.34% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 94.37 K | $1.36 M | 204.43% | 0.32% |
| PARK AVENUE SECURITIES LLC | 04/07/2026 | 79.86 K | $1.15 M | -1.61% | 0.27% |
| 04/17/2026 | 76.14 K | $1.10 M | 2.25% | 0.26% | |
| MERIDIAN WEALTH MANAGEMENT, LLC | 05/06/2026 | 74.89 K | $1.08 M | 3.99% | 0.26% |
| COHEN & STEERS, INC. | 05/15/2026 | 70.96 K | $1.02 M | 0.00% | 0.24% |
| ROYAL BANK OF CANADA | 05/15/2026 | 61.81 K | $891.00 K | -8.91% | 0.21% |
| QUARTZ PARTNERS, LLC | 05/05/2026 | 52.08 K | $750.97 K | 5.65% | 0.18% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 50.70 K | $731.00 K | 0.25% | 0.17% |
| CFO4LIFE GROUP, LLC | 05/11/2026 | 46.24 K | $666.74 K | -3.65% | 0.16% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 41.13 K | $593.14 K | 0.00% | 0.14% |
| WCG WEALTH ADVISORS LLC | 05/12/2026 | 37.18 K | $536.09 K | 0.00% | 0.13% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 34.23 K | $493.57 K | 10.61% | 0.12% |
| KEYSTONE FINANCIAL GROUP | 05/13/2026 | 28.15 K | $405.92 K | 0.00% | 0.10% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 28.04 K | $404.32 K | -9.98% | 0.10% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 26.70 K | $385.00 K | 0.00% | 0.09% |
| AMERITAS ADVISORY SERVICES, LLC | 05/12/2026 | 25.27 K | $364.38 K | -4.38% | 0.09% |
| TYCHE WEALTH PARTNERS LLC | 05/06/2026 | 24.63 K | $355.22 K | 0.07% | 0.08% |
| SOMERSET TRUST CO | 04/02/2026 | 23.45 K | $338.09 K | 0.00% | 0.08% |
| HIGHPOINT ADVISOR GROUP LLC | 05/14/2026 | 23.03 K | $332.03 K | 0.16% | 0.08% |
| CREATIVE PLANNING | 05/12/2026 | 20.12 K | $290.15 K | 2.68% | 0.07% |
| FORTITUDE ADVISORY GROUP L.L.C. | 04/28/2026 | 19.24 K | $277.46 K | 0.00% | 0.07% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 18.60 K | $268.16 K | 0.39% | 0.06% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 17.47 K | $251.94 K | 26.75% | 0.06% |
| BUCKINGHAM STRATEGIC PARTNERS | 05/13/2026 | 16.63 K | $239.83 K | 100.00% | 0.06% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 16.45 K | $237.13 K | 100.00% | 0.06% |
| MGO ONE SEVEN LLC | 05/14/2026 | 15.35 K | $221.28 K | 0.00% | 0.05% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 15.33 K | $220.99 K | 2.12% | 0.05% |
| CERITY PARTNERS LLC | 05/15/2026 | 15.20 K | $219.20 K | 0.00% | 0.05% |
| FIFTH THIRD BANCORP | 05/01/2026 | 14.87 K | $214.37 K | 100.00% | 0.05% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 05/07/2026 | 14.74 K | $212.53 K | -15.64% | 0.05% |
| JACOBI CAPITAL MANAGEMENT LLC | 05/14/2026 | 14.33 K | $206.60 K | 1.71% | 0.05% |
| STONEBRIDGE CAPITAL ADVISORS LLC | 05/14/2026 | 14.00 K | $201.88 K | 0.00% | 0.05% |
| JANE STREET GROUP, LLC | 05/12/2026 | 13.76 K | $198.38 K | 100.00% | 0.05% |
Eaton Vance Tax-Managed Buy-Write Income Fund institutional Ownership - FAQ's
During the previous two years, 131 institutional investors and hedge funds held shares of Eaton Vance Tax-Managed Buy-Write Income Fund. The most heavily invested institutionals were:
GUGGENHEIM CAPITAL LLC: 680,729
MORGAN STANLEY: 506,381
Shaker Financial Services, LLC: 468,608
BANK OF AMERICA CORP /DE/: 456,583
Invesco Ltd.: 395,920
UBS Group AG: 376,208
21.74% of Eaton Vance Tax-Managed Buy-Write Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 8.29 M shares in the last 24 months. This purchase volume represents approximately $124.37 M in transactions.