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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 1.80 M | $24.67 M | -0.45% | 1.55% |
| LPL FINANCIAL LLC | 05/06/2026 | 1.72 M | $23.50 M | -4.44% | 1.47% |
| INVESCO LTD. | 05/12/2026 | 1.48 M | $20.23 M | -2.26% | 1.27% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 1.34 M | $18.25 M | 2.30% | 1.14% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 1.15 M | $15.77 M | 4.05% | 0.99% |
| PARAGON FINANCIAL PARTNERS, INC. | 04/17/2026 | 994.11 K | $14.47 M | 5.54% | 0.85% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 719.81 K | $9.84 M | 2.63% | 0.62% |
| PRINCIPAL SECURITIES, INC. | 05/13/2026 | 615.74 K | $8.42 M | -4.26% | 0.53% |
| BALANCED WEALTH GROUP LLC | 04/23/2026 | 606.95 K | $8.30 M | 6.11% | 0.52% |
| UBS GROUP AG | 05/05/2026 | 525.84 K | $7.19 M | 3.78% | 0.45% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 467.76 K | $6.39 M | 54.56% | 0.40% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 452.78 K | $6.19 M | 3.69% | 0.39% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 436.54 K | $5.97 M | 0.08% | 0.37% |
| ROYAL BANK OF CANADA | 05/15/2026 | 430.54 K | $5.89 M | -1.73% | 0.37% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 423.53 K | $5.79 M | 26.06% | 0.36% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 399.18 K | $5.46 M | -13.88% | 0.34% |
| SIMS INVESTMENT MANAGEMENT, LLC | 04/21/2026 | 387.93 K | $5.30 M | -0.25% | 0.33% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 362.46 K | $4.96 M | -21.88% | 0.31% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 340.07 K | $4.65 M | 181.85% | 0.29% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 317.45 K | $4.34 M | -0.23% | 0.27% |
| KINGSTONE CAPITAL PARTNERS TEXAS, LLC | 05/06/2026 | 307.50 K | $4.20 M | 21.25% | 0.26% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 297.70 K | $4.07 M | 1.35% | 0.26% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 267.09 K | $3.65 M | 5.97% | 0.23% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 259.37 K | $3.55 M | 1.10% | 0.22% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 255.67 K | $3.49 M | -23.35% | 0.22% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 247.88 K | $3.39 M | 25.94% | 0.21% |
| COLONY GROUP, LLC | 05/15/2026 | 241.94 K | $3.31 M | 590.51% | 0.21% |
| 05/05/2026 | 205.43 K | $2.81 M | 2.08% | 0.18% | |
| SHARPEPOINT LLC | 05/05/2026 | 199.93 K | $2.73 M | 9.05% | 0.17% |
| BEACON POINTE ADVISORS, LLC | 05/15/2026 | 195.72 K | $2.68 M | 3.47% | 0.17% |
| 05/08/2026 | 168.82 K | $2.31 M | 0.25% | 0.14% | |
| TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | 05/11/2026 | 159.92 K | $2.19 M | 0.00% | 0.14% |
| PARK AVENUE SECURITIES LLC | 04/07/2026 | 144.26 K | $1.97 M | 100.00% | 0.12% |
| NAPLES GLOBAL ADVISORS, LLC | 04/20/2026 | 130.41 K | $1.78 M | -5.06% | 0.11% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 127.70 K | $1.75 M | 4.01% | 0.11% |
| OUTLOOK WEALTH ADVISORS, LLC | 04/17/2026 | 119.97 K | $1.64 M | 0.14% | 0.10% |
| 05/05/2026 | 113.14 K | $1.55 M | 6.70% | 0.10% | |
| IEQ CAPITAL, LLC | 05/15/2026 | 112.97 K | $1.54 M | -13.82% | 0.10% |
| MUTUAL ADVISORS, LLC | 05/04/2026 | 109.49 K | $1.50 M | 0.12% | 0.09% |
| 04/17/2026 | 102.84 K | $1.41 M | 1.96% | 0.09% | |
| WEDBUSH SECURITIES INC | 04/21/2026 | 102.56 K | $1.40 M | -8.66% | 0.09% |
| COHEN & STEERS, INC. | 05/15/2026 | 100.93 K | $1.38 M | 11.00% | 0.09% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 99.31 K | $1.36 M | -5.88% | 0.09% |
| MARINER, LLC | 05/13/2026 | 97.66 K | $1.33 M | -20.08% | 0.08% |
| MERIDIAN WEALTH MANAGEMENT, LLC | 05/06/2026 | 96.02 K | $1.31 M | 8.51% | 0.08% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 94.31 K | $1.29 M | 0.00% | 0.08% |
| CRESSET ASSET MANAGEMENT, LLC | 05/15/2026 | 90.84 K | $1.24 M | 2.12% | 0.08% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 84.22 K | $1.15 M | -0.32% | 0.07% |
| OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 04/21/2026 | 81.63 K | $1.12 M | 17.29% | 0.07% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 78.64 K | $1.08 M | 2.86% | 0.07% |
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Eaton Vance Tax-Managed Buy-Write Opportunities Fund institutional Ownership - FAQ's
During the previous two years, 269 institutional investors and hedge funds held shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 1.8 M
LPL Financial LLC: 1.72 M
Invesco Ltd.: 1.48 M
GUGGENHEIM CAPITAL LLC: 1.34 M
RAYMOND JAMES FINANCIAL INC: 1.15 M
PARAGON FINANCIAL PARTNERS, INC.: 994,107
18.85% of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock is owned by institutional investors.
Institutional investors have bought a total of 28.69 M shares in the last 24 months. This purchase volume represents approximately $410.54 M in transactions.