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 | 02/13/2026 | 1.81 M | $26.03 M | -0.44% | 1.55% |
| LPL FINANCIAL LLC | 02/11/2026 | 1.80 M | $25.84 M | 0.95% | 1.54% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 1.11 M | $15.92 M | 8.62% | 0.95% |
| PARAGON FINANCIAL PARTNERS, INC. | 01/21/2026 | 941.92 K | $13.53 M | 0.57% | 0.81% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 701.36 K | $10.07 B | -12.02% | 0.60% |
| PRINCIPAL SECURITIES, INC. | 02/12/2026 | 643.12 K | $9.24 M | -1.48% | 0.55% |
| BALANCED WEALTH GROUP LLC | 01/13/2026 | 571.98 K | $8.15 M | 2.88% | 0.49% |
| UBS GROUP AG | 01/29/2026 | 506.66 K | $7.28 B | 3.03% | 0.43% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 463.96 K | $6.66 B | -5.71% | 0.40% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 463.50 K | $6.66 M | -0.66% | 0.40% |
| ROYAL BANK OF CANADA | 02/17/2026 | 438.11 K | $6.29 M | -1.48% | 0.38% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 436.17 K | $6.26 M | 0.54% | 0.37% |
| SIMS INVESTMENT MANAGEMENT, LLC | 01/16/2026 | 388.91 K | $5.58 M | -1.35% | 0.33% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 335.99 K | $4.82 B | 2.95% | 0.29% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 333.56 K | $4.79 M | 169.26% | 0.29% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 318.18 K | $4.57 M | 5.11% | 0.27% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 302.64 K | $4.35 M | 4.98% | 0.26% |
| FRANKLIN RESOURCES INC | 02/11/2026 | 293.73 K | $4.22 M | 1.36% | 0.25% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 256.55 K | $3.68 M | 1.74% | 0.22% |
| KINGSTONE CAPITAL PARTNERS TEXAS, LLC | 02/03/2026 | 253.61 K | $3.64 M | 2.15% | 0.22% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 252.05 K | $3.62 M | -6.55% | 0.22% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 223.65 K | $3.21 M | -30.67% | 0.19% |
| 02/05/2026 | 201.24 K | $2.89 B | 100.00% | 0.17% | |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 196.82 K | $2.83 M | 24.20% | 0.17% |
| BEACON POINTE ADVISORS, LLC | 02/18/2026 | 189.16 K | $2.72 M | 1.69% | 0.16% |
| SHARPEPOINT LLC | 02/11/2026 | 183.35 K | $2.63 M | 10.24% | 0.16% |
| 01/27/2026 | 168.40 K | $2.42 B | 100.00% | 0.14% | |
| TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | 02/09/2026 | 159.92 K | $2.30 M | 18.79% | 0.14% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 02/06/2026 | 153.02 K | $2.20 M | 6.60% | 0.13% |
| NAPLES GLOBAL ADVISORS, LLC | 02/04/2026 | 137.36 K | $1.97 M | -7.51% | 0.12% |
| IEQ CAPITAL, LLC | 02/13/2026 | 131.08 K | $1.88 M | -0.10% | 0.11% |
| MARINER, LLC | 02/13/2026 | 122.19 K | $1.75 M | -18.59% | 0.10% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 120.65 K | $1.73 B | 5.12% | 0.10% |
| OUTLOOK WEALTH ADVISORS, LLC | 02/11/2026 | 119.80 K | $1.72 M | -3.37% | 0.10% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 112.28 K | $1.61 M | -0.75% | 0.10% |
| MUTUAL ADVISORS, LLC | 02/02/2026 | 109.36 K | $1.57 M | 0.97% | 0.09% |
| 01/28/2026 | 100.86 K | $1.45 M | -3.82% | 0.09% | |
| COHEN & STEERS, INC. | 02/13/2026 | 90.93 K | $1.31 M | -42.06% | 0.08% |
| MERIDIAN WEALTH MANAGEMENT, LLC | 02/04/2026 | 88.49 K | $1.27 M | 6.90% | 0.08% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 84.49 K | $1.21 M | -30.99% | 0.07% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 76.45 K | $1.10 M | 1.19% | 0.07% |
| RMB CAPITAL MANAGEMENT, LLC | 02/17/2026 | 70.28 K | $1.01 M | 0.21% | 0.06% |
| OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 01/29/2026 | 69.60 K | $999.46 K | -13.06% | 0.06% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 66.11 K | $949.00 K | 6.85% | 0.06% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 65.87 K | $945.82 M | -1.73% | 0.06% |
| OPPENHEIMER & CO INC | 02/02/2026 | 65.60 K | $942.00 K | 0.24% | 0.06% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 61.04 K | $876.52 K | 5.39% | 0.05% |
| CORNERSTONE ADVISORS, LLC | 02/13/2026 | 60.21 K | $864.67 K | -80.98% | 0.05% |
| FOCUS FINANCIAL NETWORK, INC. | 01/12/2026 | 55.86 K | $802.20 K | 1.83% | 0.05% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 53.33 K | $765.78 M | -2.04% | 0.05% |
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Eaton Vance Tax-Managed Buy-Write Opportunities Fund institutional Ownership - FAQ's
During the previous two years, 254 institutional investors and hedge funds held shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 1.81 M
LPL Financial LLC: 1.8 M
PARAGON FINANCIAL PARTNERS, INC.: 941,916
PRINCIPAL SECURITIES, INC.: 643,122
BALANCED WEALTH GROUP LLC: 571,980
UBS Group AG: 506,663
12.22% of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock is owned by institutional investors.
Institutional investors have bought a total of 24.76 M shares in the last 24 months. This purchase volume represents approximately $360.55 M in transactions.