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 | 08/12/2026 | 825.24 K | $12.82 M | 21.23% | 2.81% |
| MORGAN STANLEY | 08/13/2026 | 515.69 K | $8.01 M | 1.84% | 1.76% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 474.40 K | $7.37 M | 3.90% | 1.62% |
| INVESCO LTD. | 08/14/2026 | 443.53 K | $6.89 M | 12.02% | 1.51% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 437.83 K | $6.80 M | -6.57% | 1.49% |
| UBS GROUP AG | 08/13/2026 | 382.00 K | $5.94 M | 1.54% | 1.30% |
| LPL FINANCIAL LLC | 08/07/2026 | 349.62 K | $5.43 M | 4.65% | 1.19% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 297.95 K | $4.63 M | 0.00% | 1.01% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 296.87 K | $4.61 M | -1.91% | 1.01% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 243.82 K | $3.79 M | 21.34% | 0.83% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 207.86 K | $3.23 M | -0.16% | 0.71% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 207.50 K | $3.22 M | 0.56% | 0.71% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 156.94 K | $2.44 M | 4.24% | 0.53% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 126.13 K | $1.96 M | -0.31% | 0.43% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 114.07 K | $1.77 M | -1.74% | 0.39% |
| SIMS INVESTMENT MANAGEMENT, LLC | 07/21/2026 | 100.48 K | $1.56 M | 0.00% | 0.34% |
| MERIDIAN WEALTH MANAGEMENT, LLC | 08/05/2026 | 79.21 K | $1.23 M | 5.76% | 0.27% |
| PARK AVENUE SECURITIES LLC | 07/20/2026 | 78.41 K | $1.22 M | -1.82% | 0.27% |
| PMG FAMILY OFFICE LLC | 07/16/2026 | 77.74 K | $1.21 M | 2.10% | 0.26% |
| COHEN & STEERS, INC. | 08/14/2026 | 70.96 K | $1.10 M | 0.00% | 0.24% |
| ROYAL BANK OF CANADA | 08/14/2026 | 63.80 K | $991.00 K | 3.22% | 0.22% |
| QUARTZ PARTNERS, LLC | 08/10/2026 | 55.21 K | $857.89 K | 6.00% | 0.19% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 52.81 K | $821.00 K | 4.16% | 0.18% |
| CFO4LIFE GROUP, LLC | 08/12/2026 | 47.09 K | $731.72 K | 1.84% | 0.16% |
| WCG WEALTH ADVISORS LLC | 08/14/2026 | 37.18 K | $577.73 K | 0.00% | 0.13% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 34.23 K | $531.90 K | 0.00% | 0.12% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 31.91 K | $495.83 K | 13.80% | 0.11% |
| AMERITAS ADVISORY SERVICES, LLC | 08/14/2026 | 31.53 K | $490.03 K | 24.79% | 0.11% |
| KEYSTONE FINANCIAL GROUP | 07/29/2026 | 28.15 K | $437.45 K | 0.00% | 0.10% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 27.14 K | $421.69 K | -34.03% | 0.09% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 26.64 K | $414.00 K | -0.24% | 0.09% |
| TYCHE WEALTH PARTNERS LLC | 08/06/2026 | 24.65 K | $383.06 K | 0.07% | 0.08% |
| CITADEL ADVISORS LLC | 09/02/2026 | 24.63 K | $382.72 K | 100.00% | 0.08% |
| SOMERSET TRUST CO | 07/06/2026 | 23.45 K | $364.35 K | 0.00% | 0.08% |
| HIGHPOINT ADVISOR GROUP LLC | 08/05/2026 | 23.04 K | $358.00 K | 0.05% | 0.08% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 21.17 K | $329.05 K | 21.20% | 0.07% |
| VSM WEALTH ADVISORY, LLC | 07/23/2026 | 20.45 K | $317.81 K | 163.41% | 0.07% |
| FORTITUDE ADVISORY GROUP L.L.C. | 07/22/2026 | 19.24 K | $299.01 K | 0.00% | 0.07% |
| HRT FINANCIAL LP | 08/14/2026 | 18.84 K | $292.00 K | 100.00% | 0.06% |
| CREATIVE PLANNING | 08/13/2026 | 18.19 K | $282.64 K | -9.61% | 0.06% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 16.13 K | $250.62 K | 5.23% | 0.05% |
| STONEBRIDGE FINANCIAL GROUP, LLC/CA | 08/13/2026 | 15.96 K | $248.00 K | 100.00% | 0.05% |
| MGO ONE SEVEN LLC | 07/31/2026 | 15.35 K | $238.46 K | 0.00% | 0.05% |
| CERITY PARTNERS LLC | 08/14/2026 | 15.20 K | $236.22 K | 0.00% | 0.05% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 14.90 K | $231.48 K | 833.33% | 0.05% |
| FIFTH THIRD BANCORP | 08/05/2026 | 14.87 K | $231.02 K | 0.00% | 0.05% |
| SUMMIT FINANCIAL, LLC | 08/12/2026 | 14.83 K | $230.38 K | 100.00% | 0.05% |
| JACOBI CAPITAL MANAGEMENT LLC | 07/31/2026 | 14.57 K | $226.35 K | 1.67% | 0.05% |
| STONEBRIDGE CAPITAL ADVISORS LLC | 08/12/2026 | 14.00 K | $217.56 K | 0.00% | 0.05% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 07/28/2026 | 13.52 K | $210.16 K | 0.00% | 0.05% |
Eaton Vance Tax-Managed Buy-Write Income Fund institutional Ownership - FAQ's
During the previous two years, 134 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: 825,240
MORGAN STANLEY: 515,687
BANK OF AMERICA CORP /DE/: 474,400
Invesco Ltd.: 443,529
Shaker Financial Services, LLC: 437,829
UBS Group AG: 382,004
22.22% of Eaton Vance Tax-Managed Buy-Write Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 8.49 M shares in the last 24 months. This purchase volume represents approximately $127.48 M in transactions.