Eaton Vance T/M Buy-Writ OppETV
13F holders, Q1 2024 (March 31)151holders
$12.91avg. 13F price*
At the end of Q1 2024, 151 institutions reported holding Eaton Vance T/M Buy-Writ Opp (ETV) in their 13F filings. The largest holders were Cornerstone Advisors, LLC ($26.7M), Morgan Stanley ($21.8M) and LPL Financial LLC ($20.4M).
- Company
- Eaton Vance T/M Buy-Writ Opp
- CUSIP
- 27828Y108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $1.4M |
| Exits | 19 | $5.7M |
Ownership 151 holders
| Cornerstone Advisors, LLC | 1.11% | Add +26.9% | 2,064,948 | $26.7M |
| Morgan Stanley | 0.00% | Reduce -1.1% | 1,688,979 | $21.8M |
| LPL Financial LLC | 0.01% | Add +4.4% | 1,581,327 | $20.4M |
| Invesco Ltd. | 0.00% | Reduce -10.8% | 1,075,974 | $13.9M |
| Guggenheim Capital LLC | 0.09% | Reduce -0.3% | 972,244 | $12.6M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +3.5% | 691,886 | $8.9M |
| Bank of America Corp. | 0.00% | Reduce -2.1% | 661,397 | $8.6M |
| UBS Group AG | 0.00% | Reduce -5.2% | 579,524 | $7.5M |
| Principal Securities, Inc. | 0.20% | Add +10.7% | 490,307 | $6.3M |
| Balanced Wealth Group LLC | 2.71% | Add +15.4% | 489,265 | $6.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -0.1% | 420,220 | $5.4M |
| Raymond James & Associates | 0.00% | Add +1.3% | 383,923 | $5.0M |
| Royal Bank of Canada | 0.00% | Reduce -6.8% | 382,615 | $4.9M |
| Shaker Financial Services, LLC | 1.79% | Add +27.2% | 358,786 | $4.6M |
| Franklin Resources Inc. | 0.00% | Add +0.8% | 315,461 | $4.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -6.6% | 305,854 | $4.0M |
| Wells Fargo & Company | 0.00% | Add +5.5% | 297,931 | $3.9M |
| MML Investors Services, LLC | 0.02% | Add +30.8% | 284,656 | $3.7M |
| Karpus Management, Inc. | 0.10% | Reduce -0.5% | 272,180 | $3.5M |
| Landscape Capital Management, L.L.C. | 0.31% | Add +32.7% | 270,591 | $3.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.3% | 264,012 | $3.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +2.3% | 258,989 | $3.3M |
| Truist Financial Corp. | 0.00% | Reduce -7.3% | 250,683 | $3.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.1% | 222,808 | $2.9M |
| Naples Global Advisors, LLC | 0.29% | Reduce -1.9% | 222,013 | $2.9M |
| Mariner, LLC | 0.01% | Reduce -14.0% | 207,987 | $2.7M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +1.5% | 186,658 | $2.4M |
| Cohen & Steers, Inc. | 0.01% | Add +59.9% | 182,931 | $2.4M |
| Wedbush Securities Inc. | 0.08% | Add +148.0% | 155,443 | $2.0M |
| Ieq Capital, LLC | 0.03% | Reduce -31.7% | 137,052 | $1.8M |
| Mutual Advisors, LLC | 0.05% | Add +1.3% | 121,383 | $1.6M |
| Cetera Investment Advisers | 0.00% | Add +238.1% | 101,533 | $1.3M |
| Wolverine Asset Management LLC | 0.10% | Add +265.6% | 91,453 | $1.2M |
| Obermeyer Wealth Partners | 0.06% | Add +18.0% | 80,012 | $1.0M |
| Cresset Asset Management, LLC | 0.00% | Add +2.2% | 76,510 | $989K |
| Advisors Asset Management, Inc. | 0.02% | Reduce -37.5% | 72,858 | $942K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -2.0% | 69,611 | $900K |
| Kestra Advisory Services, LLC | 0.01% | Add +1.8% | 67,545 | $873K |
| Curi Capital, LLC | 0.02% | Reduce -8.7% | 66,532 | $860K |
| Janney Montgomery Scott LLC | 0.00% | Add +4.0% | 64,922 | $839K |
| Private Advisor Group, LLC | 0.01% | Add +47.8% | 58,291 | $754K |
| HighTower Advisors, LLC | 0.00% | Add +51.8% | 56,157 | $728K |
| Stifel Financial Corp. | 0.00% | Add +0.3% | 50,990 | $659K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -13.8% | 53,746 | $645K |
| Focus Financial Network, Inc. | 0.03% | — | 48,994 | $620K |
| Wealth Alliance Advisory Group, LLC | 0.14% | Reduce -0.5% | 47,271 | $611K |
| Creative Planning | 0.00% | Add +1.3% | 46,442 | $600K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.0% | 43,170 | $558K |
| SteelPeak Wealth, LLC | 0.03% | Add +8.9% | 43,135 | $558K |
| Wealth Effects LLC | 0.21% | Reduce -2.2% | 43,026 | $556K |
| Outlook Wealth Advisors, LLC | 0.17% | Add +0.8% | 42,648 | $551K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -1.0% | 40,330 | $521K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -9.3% | 39,832 | $515K |
| Arkadios Wealth Advisors | 0.04% | Reduce -0.5% | 39,272 | $508K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +40.1% | 36,277 | $469K |
| Triumph Capital Management | 0.19% | Add +2.7% | 36,292 | $469K |
| Stableford Capital II LLC | 0.18% | No change | 35,053 | $453K |
| International Assets Investment Management, LLC | 0.05% | Add +7.1% | 34,864 | $450K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +6.0% | 34,131 | $441K |
| GPS Wealth Strategies Group, LLC | 0.07% | Add +1.1% | 33,845 | $438K |
| IFG Advisory, LLC | 0.03% | No change | 33,785 | $437K |
| Keeley-Teton Advisors, LLC | 0.05% | No change | 32,815 | $424K |
| Avory & Company, LLC | 0.27% | No change | 30,308 | $392K |
| Prospera Financial Services Inc | 0.01% | Add +6.1% | 28,275 | $366K |
| NewEdge Advisors, LLC | 0.00% | Add +6.5% | 27,914 | $361K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -4.1% | 27,703 | $358K |
| Texas Capital Bank Wealth Management Services Inc | 0.04% | No change | 27,530 | $356K |
| Essex Financial Services, Inc. | 0.03% | Add +1.9% | 26,574 | $344K |
| Focus Partners Wealth | 0.00% | Add +26.1% | 24,753 | $320K |
| Lanark Financial, Inc. | 0.03% | Add +0.1% | 24,549 | $317K |
| American Institute for Advanced Investment Management, LLP | 0.25% | Reduce -10.8% | 24,395 | $315K |
| Flputnam Investment Management Co. | 0.01% | Reduce -8.5% | 23,575 | $305K |
| &partners | 0.04% | No change | 22,219 | $287K |
| Jane Street Group, LLC | 0.00% | New | 22,135 | $286K |
| D.A. Davidson & Co. | 0.00% | Reduce -1.9% | 22,003 | $285K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +39.5% | 19,580 | $253K |
| Imprint Wealth LLC | 0.06% | New | 19,425 | $251K |
| CIBC Private Wealth Group LLC | 0.00% | Add +9.0% | 18,708 | $242K |
| Baird Financial Group, Inc. | 0.00% | No change | 18,589 | $240K |
| ICA Group Wealth Management, LLC | 0.05% | Reduce -31.4% | 18,337 | $237K |
| Diversified, LLC | 0.03% | Add +0.4% | 18,168 | $235K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +28.3% | 18,008 | $233K |
| Corient Private Wealth LP | 0.00% | Reduce -0.7% | 17,475 | $226K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -19.7% | 17,279 | $223K |
| Silverlake Wealth Management LLC | 0.11% | No change | 17,242 | $223K |
| Turtle Creek Wealth Advisors, LLC | 0.05% | Reduce -19.4% | 16,939 | $219K |
| Robinson Capital Management, LLC | 0.08% | New | 17,189 | $219K |
| Abbrea Capital, LLC | 0.03% | No change | 16,875 | $218K |
| Summit Investment Advisory Services, LLC | 0.12% | Add +2.2% | 15,555 | $201K |
| Main Street Group, LTD | 0.10% | Add +1473.0% | 15,415 | $199K |
| Centaurus Financial, Inc. | 0.01% | Add +1.7% | 15,188 | $196K |
| Cornerstone Wealth Management, LLC | 0.01% | Add +0.6% | 14,372 | $186K |
| AlphaStar Capital Management, LLC | 0.02% | New | 14,314 | $185K |
| Focused Wealth Management, Inc | 0.03% | Add +2.5% | 14,097 | $182K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.9% | 13,672 | $177K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -4.4% | 13,450 | $174K |
| Jacobi Capital Management LLC | 0.02% | Add +1.1% | 13,240 | $171K |
| Burford Brothers, Inc. | 0.11% | No change | 13,200 | $171K |
| Principle Wealth Partners LLC | 0.01% | No change | 12,800 | $166K |
| Merit Financial Group, LLC | 0.00% | No change | 12,781 | $164K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -26.2% | 12,680 | $164K |
| Kingsview Wealth Management, LLC | 0.00% | No change | 12,655 | $164K |
| National Wealth Management Group, LLC | 0.13% | No change | 12,624 | $163K |
| Birchcreek Wealth Management, LLC | 0.09% | No change | 12,593 | $163K |
| Empower Advisory Group, LLC | 0.00% | No change | 12,466 | $161K |
| Semus Wealth Partners LLC | 0.13% | Reduce -4.8% | 12,358 | $160K |
| Mill Creek Capital Advisors, LLC | 0.00% | New | 12,151 | $157K |
| Wesbanco Bank Inc. | 0.01% | No change | 11,470 | $148K |
| Allworth Financial LP | 0.00% | No change | 11,343 | $147K |
| Comerica Bank | 0.00% | No change | 11,236 | $145K |
| Pinnacle Associates Ltd. | 0.00% | No change | 11,219 | $145K |
| Wealthcare Advisory Partners LLC | 0.00% | Add +0.1% | 11,125 | $144K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -30.1% | 11,100 | $144K |
| Westend Capital Management, LLC | 0.06% | — | 11,023 | $143K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 10,395 | $134K |
| Capital CS Group, LLC | 0.13% | New | 10,119 | $131K |
| Ameritas Advisory Services, LLC | 0.01% | New | 10,080 | $130K |
| Parallel Advisors, LLC | 0.00% | Add +0.7% | 8,352 | $108K |
| Private Trust Co. NA | 0.01% | Add +0.2% | 7,536 | $97K |
| Montag A & Associates Inc. | 0.00% | No change | 6,900 | $89K |
| Fifth Third Bancorp | 0.00% | No change | 3,550 | $46K |
| Princeton Global Asset Management LLC | 0.01% | No change | 3,479 | $45K |
| Harbour Investments, Inc. | 0.00% | No change | 2,671 | $35K |
| Tyler-Stone Wealth Management | 0.01% | Reduce -16.4% | 2,555 | $33K |
| CoreCap Advisors, LLC | 0.00% | New | 2,508 | $32K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 2,242 | $29K |
| US Bancorp \de | 0.00% | Reduce -44.2% | 2,205 | $29K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +6.9% | 2,164 | $28K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 1,361 | $18K |
| Hazlett, Burt & Watson, Inc. | 0.01% | New | 1,300 | $17K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1,250 | $16K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +20980.0% | 1,054 | $14K |
| Benjamin Edwards Inc. | 0.00% | New | 1,000 | $13K |
| Barrett & Company, Inc. | 0.01% | No change | 1,000 | $13K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 1,000 | $13K |
| Blume Capital Management, Inc. | 0.00% | No change | 1,000 | $13K |
| GAMMA Investing LLC | 0.00% | New | 1,000 | $13K |
| CoreFirst Bank & Trust | 0.01% | No change | 937 | $12K |
| JPMorgan Chase & Co. | 0.00% | Add +39.3% | 886 | $11K |
| Register Financial Advisors LLC | 0.01% | New | 750 | $10K |
| Cwm, LLC | 0.00% | No change | 700 | $9K |
| Sound Income Strategies, LLC | 0.00% | No change | 675 | $9K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 617 | $8K |
| Spire Wealth Management | 0.00% | No change | 517 | $7K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -66.7% | 500 | $6K |
| Caitlin John, LLC | 0.00% | No change | 451 | $6K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 400 | $5K |
| Bellevue Asset Management, LLC | 0.00% | No change | 333 | $4K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 225 | $3K |
| DecisionPoint Financial, LLC | 0.00% | No change | 8 | $101 |
| FMR LLC | 0.00% | Reduce -66.7% | 1 | $13 |
"% of holder's portfolio" is ETV's weight in each manager's 13F, not the share of Eaton Vance T/M Buy-Writ Opp the manager owns.