Eaton Vance Tax-Managed Buy-Write Opportunities Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 08/07/2026 | 1.87 M | $27.84 M | 8.83% | 1.60% |
| MORGAN STANLEY | 08/13/2026 | 1.87 M | $27.81 M | 3.58% | 1.60% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 1.46 M | $21.68 M | 9.13% | 1.25% |
| INVESCO LTD. | 08/14/2026 | 1.45 M | $21.51 M | -2.29% | 1.24% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 1.17 M | $17.40 M | 1.37% | 1.00% |
| PARAGON FINANCIAL PARTNERS, INC. | 08/07/2026 | 973.13 K | $14.27 M | -2.11% | 0.83% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 671.35 K | $9.99 M | -6.73% | 0.58% |
| BALANCED WEALTH GROUP LLC | 08/10/2026 | 617.43 K | $9.19 M | 1.73% | 0.53% |
| PRINCIPAL SECURITIES, INC. | 08/04/2026 | 591.36 K | $8.80 M | -3.96% | 0.51% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 491.89 K | $7.32 M | 12.68% | 0.42% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 482.97 K | $7.19 M | 6.67% | 0.41% |
| UBS GROUP AG | 08/13/2026 | 467.16 K | $6.95 M | -11.16% | 0.40% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 437.54 K | $6.51 M | 3.31% | 0.37% |
| ROYAL BANK OF CANADA | 08/14/2026 | 436.14 K | $6.49 M | 1.30% | 0.37% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 434.34 K | $6.46 M | 8.81% | 0.37% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 407.82 K | $6.07 M | 19.92% | 0.35% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 396.18 K | $5.90 M | 9.30% | 0.34% |
| SIMS INVESTMENT MANAGEMENT, LLC | 07/21/2026 | 386.09 K | $5.74 M | -0.48% | 0.33% |
| KINGSTONE CAPITAL PARTNERS TEXAS, LLC | 08/11/2026 | 314.75 K | $4.68 M | 2.36% | 0.27% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 309.08 K | $4.60 M | -33.92% | 0.26% |
| FRANKLIN RESOURCES INC | 08/13/2026 | 301.87 K | $4.49 M | 1.40% | 0.26% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 288.81 K | $4.30 M | 16.51% | 0.25% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 268.69 K | $4.00 M | 3.59% | 0.23% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 263.01 K | $3.91 M | -1.53% | 0.23% |
| COLONY GROUP, LLC | 08/12/2026 | 259.69 K | $3.86 M | 7.33% | 0.22% |
| SHARPEPOINT LLC | 07/29/2026 | 218.14 K | $3.25 M | 9.11% | 0.19% |
| THAYER PARTNERS, LLC / MA | 07/31/2026 | 213.50 K | $3.18 M | 3.93% | 0.18% |
| BEACON POINTE ADVISORS, LLC | 08/18/2026 | 198.05 K | $2.95 M | 1.19% | 0.17% |
| TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | 08/07/2026 | 183.72 K | $2.73 M | 14.88% | 0.16% |
| ADVISORY SOLUTIONS GROUP, LLC | 07/29/2026 | 175.16 K | $2.61 M | 100.00% | 0.15% |
| EMISSARY WEALTH LLC | 07/28/2026 | 174.30 K | $2.59 M | 3.24% | 0.15% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 165.10 K | $2.46 M | -47.99% | 0.14% |
| PARK AVENUE SECURITIES LLC | 07/20/2026 | 146.97 K | $2.19 M | 1.88% | 0.13% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 144.97 K | $2.16 M | 13.53% | 0.12% |
| NAPLES GLOBAL ADVISORS, LLC | 07/23/2026 | 133.41 K | $1.99 M | 2.30% | 0.11% |
| MERIDIAN WEALTH MANAGEMENT, LLC | 08/05/2026 | 127.07 K | $1.89 M | 32.33% | 0.11% |
| ADVISORY ADVOCATES, LLC | 08/10/2026 | 123.41 K | $1.84 M | 9.08% | 0.11% |
| OUTLOOK WEALTH ADVISORS, LLC | 08/03/2026 | 120.22 K | $1.79 M | 0.22% | 0.10% |
| MUTUAL ADVISORS, LLC | 08/14/2026 | 119.71 K | $1.78 M | 9.33% | 0.10% |
| IEQ CAPITAL, LLC | 08/11/2026 | 110.70 K | $1.65 M | -2.01% | 0.09% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 107.61 K | $1.60 M | 27.77% | 0.09% |
| PMG FAMILY OFFICE LLC | 07/16/2026 | 104.44 K | $1.55 M | 1.56% | 0.09% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 101.84 K | $1.52 M | -0.70% | 0.09% |
| OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 07/29/2026 | 101.07 K | $1.50 M | 23.81% | 0.09% |
| COHEN & STEERS, INC. | 08/14/2026 | 100.93 K | $1.50 M | 0.00% | 0.09% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 99.31 K | $1.48 M | 0.00% | 0.09% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 95.97 K | $1.43 M | 35.83% | 0.08% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 94.31 K | $1.40 M | 0.00% | 0.08% |
| CRESSET ASSET MANAGEMENT, LLC | 08/14/2026 | 92.70 K | $1.38 M | 2.04% | 0.08% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 78.28 K | $1.16 M | -0.46% | 0.07% |
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Eaton Vance Tax-Managed Buy-Write Opportunities Fund institutional Ownership - FAQ's
During the previous two years, 288 institutional investors and hedge funds held shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund. The most heavily invested institutionals were:
LPL Financial LLC: 1.87 M
MORGAN STANLEY: 1.87 M
GUGGENHEIM CAPITAL LLC: 1.46 M
Invesco Ltd.: 1.45 M
RAYMOND JAMES FINANCIAL INC: 1.17 M
PARAGON FINANCIAL PARTNERS, INC.: 973,129
19.16% of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock is owned by institutional investors.
Institutional investors have bought a total of 29.77 M shares in the last 24 months. This purchase volume represents approximately $426.01 M in transactions.