Eaton Vance T/M Buy-Writ OppETV
13F holders, Q2 2024 (June 30)156holders +5
15new positions
11sold out
$13.65avg. 13F price*
At the end of Q2 2024, 156 institutions reported holding Eaton Vance T/M Buy-Writ Opp (ETV) in their 13F filings, up 5 from Q1 2024. 15 opened new positions and 11 sold out. The largest holders were Cornerstone Advisors, LLC ($28.2M), Morgan Stanley ($24.1M) and LPL Financial LLC ($22.6M).
- 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $2.7M |
| Exits | 11 | $861K |
All 13F filers, Q1 2024 → Q2 2024: 1,057,396 shares bought and 645,268 shares sold, net +412,128 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 156 holders
| Cornerstone Advisors, LLC | 1.15% | No change | 2,064,948 | $28.2M |
| Morgan Stanley | 0.00% | Add +4.5% | 1,765,817 | $24.1M |
| LPL Financial LLC | 0.01% | Add +4.5% | 1,651,792 | $22.6M |
| Invesco Ltd. | 0.00% | Add +21.7% | 1,309,481 | $17.9M |
| Guggenheim Capital LLC | 0.11% | Add +11.7% | 1,085,519 | $14.8M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +6.5% | 736,696 | $10.1M |
| Bank of America Corp. | 0.00% | Reduce -2.5% | 644,884 | $8.8M |
| UBS Group AG | 0.00% | Reduce -2.5% | 564,795 | $7.7M |
| Principal Securities, Inc. | 0.19% | Add +5.3% | 516,387 | $7.1M |
| Balanced Wealth Group LLC | 2.95% | Add +2.3% | 500,530 | $6.5M |
| Royal Bank of Canada | 0.00% | Reduce -2.4% | 373,552 | $5.1M |
| Shaker Financial Services, LLC | 2.04% | Add +3.0% | 369,575 | $5.1M |
| Raymond James & Associates | 0.00% | Reduce -12.8% | 334,992 | $4.6M |
| Wells Fargo & Company | 0.00% | Add +4.4% | 310,973 | $4.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.2% | 306,437 | $4.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -29.3% | 297,181 | $4.1M |
| Franklin Resources Inc. | 0.00% | Reduce -5.8% | 296,995 | $4.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.9% | 290,183 | $4.0M |
| MML Investors Services, LLC | 0.02% | Reduce -1.0% | 281,749 | $3.9M |
| Truist Financial Corp. | 0.01% | Add +12.2% | 281,274 | $3.8M |
| Karpus Management, Inc. | 0.10% | Reduce -1.0% | 269,576 | $3.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.1% | 256,001 | $3.5M |
| Ameriprise Financial Inc. | 0.00% | Add +1.6% | 226,455 | $3.1M |
| Naples Global Advisors, LLC | 0.30% | Reduce -2.2% | 217,138 | $3.0M |
| Cohen & Steers, Inc. | 0.01% | Add +14.8% | 209,931 | $2.9M |
| Landscape Capital Management, L.L.C. | 0.22% | Reduce -29.5% | 190,838 | $2.6M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +0.0% | 186,671 | $2.6M |
| Mariner, LLC | 0.00% | Reduce -20.7% | 164,909 | $2.3M |
| Investment Planning Advisors, Inc. | 1.07% | — | 153,081 | $2.1M |
| Ieq Capital, LLC | 0.03% | Add +0.8% | 138,106 | $1.9M |
| Mutual Advisors, LLC | 0.05% | Reduce -0.6% | 120,610 | $1.6M |
| Outlook Wealth Advisors, LLC | 0.48% | Add +161.8% | 111,664 | $1.5M |
| Wedbush Securities Inc. | 0.05% | Reduce -31.5% | 106,480 | $1.5M |
| Cetera Investment Advisers | 0.00% | Reduce -1.0% | 100,543 | $1.4M |
| Obermeyer Wealth Partners | 0.08% | Add +22.9% | 98,312 | $1.3M |
| Advisors Asset Management, Inc. | 0.02% | Add +27.7% | 93,025 | $1.3M |
| Cresset Asset Management, LLC | 0.00% | Add +2.6% | 78,487 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +33.8% | 71,935 | $985K |
| Oppenheimer & Co. Inc. | 0.02% | No change | 69,611 | $952K |
| Janney Montgomery Scott LLC | 0.00% | Add +6.6% | 69,180 | $946K |
| Kestra Advisory Services, LLC | 0.01% | Reduce -1.2% | 66,751 | $912K |
| Curi Capital, LLC | 0.02% | Add +0.2% | 66,678 | $911K |
| Private Advisor Group, LLC | 0.01% | Add +1.4% | 59,078 | $808K |
| Focus Financial Network, Inc. | 0.03% | Add +3.1% | 50,495 | $691K |
| Stifel Financial Corp. | 0.00% | Reduce -0.9% | 50,530 | $691K |
| HighTower Advisors, LLC | 0.00% | Reduce -11.4% | 49,747 | $682K |
| Wealth Alliance Advisory Group, LLC | 0.14% | Reduce -0.5% | 47,046 | $643K |
| Creative Planning | 0.00% | Reduce -2.1% | 45,456 | $621K |
| International Assets Investment Management, LLC | 0.06% | Add +27.1% | 44,314 | $606K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.3% | 43,312 | $592K |
| SteelPeak Wealth, LLC | 0.03% | Reduce -0.4% | 42,972 | $587K |
| Wealth Effects LLC | 0.21% | Reduce -0.2% | 42,941 | $587K |
| Meridian Wealth Management, LLC | 0.07% | New | 41,369 | $566K |
| NewEdge Advisors, LLC | 0.00% | Add +47.8% | 41,263 | $564K |
| HBK Sorce Advisory LLC | 0.02% | No change | 40,330 | $551K |
| Prevail Innovative Wealth Advisors, LLC | 0.18% | New | 37,799 | $517K |
| Triumph Capital Management | 0.19% | Reduce -0.6% | 36,090 | $493K |
| Stableford Capital II LLC | 0.19% | Add +0.3% | 35,153 | $481K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +1.3% | 34,565 | $473K |
| GPS Wealth Strategies Group, LLC | 0.07% | No change | 33,845 | $463K |
| IFG Advisory, LLC | 0.03% | No change | 33,785 | $462K |
| Keeley-Teton Advisors, LLC | 0.06% | No change | 32,815 | $449K |
| Avory & Company, LLC | 0.29% | No change | 30,308 | $414K |
| Prospera Financial Services Inc | 0.01% | Add +7.1% | 30,276 | $414K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -24.0% | 30,276 | $414K |
| Arkadios Wealth Advisors | 0.03% | Reduce -27.5% | 28,458 | $389K |
| Texas Capital Bank Wealth Management Services Inc | 0.04% | No change | 27,530 | $376K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -0.9% | 27,458 | $375K |
| Essex Financial Services, Inc. | 0.03% | Add +2.5% | 27,244 | $352K |
| Two Sigma Investments, LP | 0.00% | New | 24,623 | $337K |
| Lanark Financial, Inc. | 0.03% | Add +0.1% | 24,575 | $335K |
| American Institute for Advanced Investment Management, LLP | 0.25% | Reduce -2.6% | 23,769 | $325K |
| Flputnam Investment Management Co. | 0.01% | No change | 23,575 | $322K |
| Focus Partners Wealth | 0.00% | Reduce -7.4% | 22,912 | $313K |
| D.A. Davidson & Co. | 0.00% | Add +0.3% | 22,060 | $302K |
| CIBC Private Wealth Group LLC | 0.00% | Add +16.8% | 21,858 | $300K |
| Wolverine Asset Management LLC | 0.03% | Reduce -76.7% | 21,316 | $291K |
| &partners | 0.01% | Reduce -6.6% | 20,750 | $284K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +0.2% | 19,622 | $268K |
| Sanctuary Advisors, LLC | 0.00% | — | 20,300 | $256K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.5% | 18,489 | $253K |
| Corient Private Wealth LP | 0.00% | No change | 17,475 | $239K |
| Silverlake Wealth Management LLC | 0.10% | No change | 17,242 | $236K |
| Diversified, LLC | 0.03% | Reduce -5.7% | 17,130 | $234K |
| Robinson Capital Management, LLC | 0.08% | No change | 17,189 | $231K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +20.1% | 16,420 | $224K |
| BCR Wealth Strategies, LLC | 0.14% | New | 16,035 | $219K |
| Turtle Creek Wealth Advisors, LLC | 0.05% | Reduce -6.4% | 15,854 | $217K |
| Main Street Group, LTD | 0.10% | Add +0.2% | 15,439 | $211K |
| Centaurus Financial, Inc. | 0.01% | Reduce -0.6% | 15,094 | $206K |
| Nomura Holdings Inc. | 0.00% | New | 15,000 | $205K |
| Abbrea Capital, LLC | 0.03% | Reduce -11.1% | 15,000 | $205K |
| AlphaStar Capital Management, LLC | 0.02% | No change | 14,314 | $196K |
| Cornerstone Wealth Management, LLC | 0.01% | Reduce -3.1% | 13,929 | $190K |
| Focused Wealth Management, Inc | 0.03% | Reduce -1.7% | 13,862 | $189K |
| Mgo One Seven LLC | 0.01% | New | 13,690 | $187K |
| Jacobi Capital Management LLC | 0.02% | Add +0.8% | 13,342 | $182K |
| Burford Brothers, Inc. | 0.10% | No change | 13,200 | $180K |
| Equitable Holdings, Inc. | 0.00% | New | 13,163 | $180K |
| Merit Financial Group, LLC | 0.00% | No change | 12,781 | $175K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 12,680 | $173K |
| Birchcreek Wealth Management, LLC | 0.10% | No change | 12,593 | $172K |
| Balyasny Asset Management L.P. | 0.00% | New | 12,590 | $172K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -7.0% | 12,514 | $171K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -30.6% | 12,502 | $171K |
| Empower Advisory Group, LLC | 0.00% | No change | 12,466 | $170K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -2.1% | 12,388 | $169K |
| Mill Creek Capital Advisors, LLC | 0.00% | No change | 12,151 | $166K |
| National Wealth Management Group, LLC | 0.13% | Reduce -4.8% | 12,024 | $164K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -31.2% | 11,882 | $162K |
| Wesbanco Bank Inc. | 0.01% | No change | 11,470 | $157K |
| Semus Wealth Partners LLC | 0.12% | Reduce -9.0% | 11,244 | $154K |
| Comerica Bank | 0.00% | No change | 11,236 | $154K |
| Pinnacle Associates Ltd. | 0.00% | No change | 11,219 | $153K |
| Wealthcare Advisory Partners LLC | 0.00% | Add +0.1% | 11,140 | $152K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -71.3% | 10,410 | $142K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 10,395 | $142K |
| ICA Group Wealth Management, LLC | 0.08% | Reduce -44.0% | 10,270 | $140K |
| Capital CS Group, LLC | 0.16% | Add +1.3% | 10,246 | $140K |
| Ameritas Advisory Services, LLC | 0.01% | No change | 10,080 | $138K |
| Westend Capital Management, LLC | 0.05% | Reduce -13.8% | 9,496 | $128K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -18.1% | 9,088 | $124K |
| Parallel Advisors, LLC | 0.00% | Add +1.1% | 8,445 | $115K |
| Olistico Wealth, LLC | 0.07% | New | 8,400 | $115K |
| Private Trust Co. NA | 0.01% | Add +0.1% | 7,545 | $103K |
| Avion Wealth | 0.03% | New | 7,506 | $102K |
| Montag A & Associates Inc. | 0.00% | No change | 6,900 | $94K |
| Carolinas Wealth Consulting LLC | 0.02% | Add +159.1% | 5,809 | $79K |
| Fifth Third Bancorp | 0.00% | No change | 3,550 | $49K |
| Princeton Global Asset Management LLC | 0.01% | No change | 3,479 | $48K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Add +200.0% | 3,000 | $41K |
| Harbour Investments, Inc. | 0.00% | No change | 2,671 | $37K |
| Tyler-Stone Wealth Management | 0.01% | No change | 2,555 | $35K |
| Barrett & Company, Inc. | 0.02% | Add +150.0% | 2,500 | $34K |
| Global Retirement Partners, LLC | 0.00% | New | 2,351 | $32K |
| US Bancorp \de | 0.00% | No change | 2,205 | $30K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -0.2% | 2,159 | $30K |
| CoreCap Advisors, LLC | 0.00% | Reduce -12.8% | 2,188 | $30K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 1,361 | $18K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1,250 | $17K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,063 | $14K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Reduce -21.3% | 1,023 | $14K |
| Blume Capital Management, Inc. | 0.00% | No change | 1,000 | $14K |
| GAMMA Investing LLC | 0.00% | No change | 1,000 | $14K |
| Register Financial Advisors LLC | 0.01% | No change | 750 | $10K |
| Cwm, LLC | 0.00% | No change | 700 | $10K |
| JPMorgan Chase & Co. | 0.00% | Reduce -28.2% | 636 | $9K |
| Spire Wealth Management | 0.00% | No change | 517 | $7K |
| Larson Financial Group LLC | 0.00% | New | 500 | $7K |
| Geneos Wealth Management Inc. | 0.00% | No change | 500 | $7K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 400 | $5K |
| Bellevue Asset Management, LLC | 0.00% | No change | 333 | $5K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 225 | $3K |
| Abich Financial Wealth Management LLC | 0.00% | New | 198 | $3K |
| Voisard Asset Management Group, Inc. | 0.00% | New | 32 | $438 |
| DecisionPoint Financial, LLC | 0.00% | No change | 8 | $110 |
"% 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.