Eaton Vance T/M Buy-Writ OppETV
13F holders, Q3 2024 (September 30)165holders +9
20new positions
13sold out
$13.80avg. 13F price*
At the end of Q3 2024, 165 institutions reported holding Eaton Vance T/M Buy-Writ Opp (ETV) in their 13F filings, up 9 from Q2 2024. 20 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($25.1M), LPL Financial LLC ($22.3M) and Invesco Ltd. ($19.4M).
- Company
- Eaton Vance T/M Buy-Writ Opp
- CUSIP
- 27828Y108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $10.2M |
| Exits | 13 | $1.5M |
All 13F filers, Q2 2024 → Q3 2024: 1,308,181 shares bought and 1,451,655 shares sold, net −143,474 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 165 holders
| Morgan Stanley | 0.00% | Add +3.2% | 1,822,228 | $25.1M |
| LPL Financial LLC | 0.01% | Reduce -2.2% | 1,616,162 | $22.3M |
| Invesco Ltd. | 0.00% | Add +7.5% | 1,407,123 | $19.4M |
| Cornerstone Advisors, LLC | 0.66% | Reduce -41.3% | 1,212,836 | $16.7M |
| Guggenheim Capital LLC | 0.11% | Add +2.7% | 1,114,686 | $15.4M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -0.2% | 735,414 | $10.1M |
| Bank of America Corp. | 0.00% | Add +2.4% | 660,357 | $9.1M |
| UBS Group AG | 0.00% | Add +5.6% | 596,183 | $8.2M |
| Principal Securities, Inc. | 0.18% | Add +2.8% | 530,957 | $7.3M |
| Balanced Wealth Group LLC | 3.20% | Add +4.7% | 523,952 | $7.2M |
| Royal Bank of Canada | 0.00% | Reduce -6.2% | 350,324 | $4.8M |
| Penserra Capital Management LLC | 0.10% | New | 347,600 | $4.8M |
| Raymond James & Associates | 0.00% | Reduce -0.4% | 333,676 | $4.6M |
| Wells Fargo & Company | 0.00% | Add +3.6% | 322,061 | $4.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.2% | 316,832 | $4.4M |
| Truist Financial Corp. | 0.01% | Add +10.0% | 309,313 | $4.3M |
| Franklin Resources Inc. | 0.00% | Add +1.4% | 301,227 | $4.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.0% | 303,409 | $4.2M |
| Shaker Financial Services, LLC | 1.57% | Reduce -18.5% | 301,302 | $4.2M |
| MML Investors Services, LLC | 0.01% | Add +2.1% | 287,599 | $4.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -4.1% | 284,950 | $3.9M |
| Karpus Management, Inc. | 0.10% | Reduce -0.6% | 267,872 | $3.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.5% | 257,300 | $3.6M |
| Ameriprise Financial Inc. | 0.00% | Add +2.3% | 231,743 | $3.2M |
| Cohen & Steers, Inc. | 0.01% | No change | 209,931 | $2.9M |
| Naples Global Advisors, LLC | 0.27% | Reduce -3.9% | 208,598 | $2.9M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +2.0% | 190,367 | $2.6M |
| Mariner, LLC | 0.00% | Reduce -4.0% | 158,286 | $2.2M |
| Investment Planning Advisors, Inc. | 1.07% | No change | 153,081 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Add +151.4% | 148,508 | $2.0M |
| Ieq Capital, LLC | 0.02% | Reduce -2.3% | 134,965 | $1.9M |
| Stratos Wealth Partners, LTD. | 0.03% | New | 124,207 | $1.7M |
| Mutual Advisors, LLC | 0.05% | Add +1.1% | 121,894 | $1.7M |
| Outlook Wealth Advisors, LLC | 0.43% | Reduce -1.9% | 109,495 | $1.5M |
| Obermeyer Wealth Partners | 0.07% | Add +2.5% | 100,812 | $1.4M |
| Cetera Investment Advisers | 0.00% | Reduce -3.8% | 96,772 | $1.3M |
| Advisors Asset Management, Inc. | 0.02% | Add +2.6% | 95,413 | $1.3M |
| Wedbush Securities Inc. | 0.05% | Reduce -10.5% | 95,267 | $1.3M |
| International Assets Investment Management, LLC | 0.09% | Add +78.9% | 79,264 | $1.1M |
| Cresset Asset Management, LLC | 0.00% | Add +1.9% | 80,005 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Add +3.3% | 71,487 | $987K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.9% | 68,957 | $952K |
| Curi Capital, LLC | 0.02% | Add +0.2% | 66,821 | $922K |
| Arlington Capital Management, Inc. | 0.73% | New | 63,963 | $883K |
| Innova Wealth Partners | 0.73% | New | 63,963 | $883K |
| Stifel Financial Corp. | 0.00% | Add +18.8% | 60,004 | $828K |
| Meridian Wealth Management, LLC | 0.04% | Add +27.5% | 52,743 | $728K |
| Focus Financial Network, Inc. | 0.03% | Add +3.8% | 52,430 | $724K |
| HighTower Advisors, LLC | 0.00% | Add +3.6% | 51,552 | $711K |
| Prevail Innovative Wealth Advisors, LLC | 0.21% | Add +34.5% | 50,825 | $701K |
| Wealth Alliance Advisory Group, LLC | 0.14% | No change | 47,046 | $649K |
| Creative Planning | 0.00% | Add +0.3% | 45,593 | $629K |
| SteelPeak Wealth, LLC | 0.03% | Add +0.5% | 43,167 | $596K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.6% | 43,035 | $594K |
| Wealth Effects LLC | 0.20% | Reduce -4.1% | 41,180 | $568K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.9% | 39,663 | $547K |
| Stableford Capital II LLC | 0.20% | Add +3.3% | 36,303 | $506K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -13.7% | 34,812 | $480K |
| GPS Wealth Strategies Group, LLC | 0.06% | No change | 33,845 | $467K |
| IFG Advisory, LLC | 0.03% | No change | 33,785 | $466K |
| Everstar Asset Management, LLC | 0.32% | — | 33,660 | $465K |
| Keeley-Teton Advisors, LLC | 0.05% | No change | 32,815 | $453K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -5.6% | 32,627 | $450K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +15.0% | 31,585 | $436K |
| Prospera Financial Services Inc | 0.01% | Add +2.1% | 30,918 | $427K |
| Avory & Company, LLC | 0.25% | No change | 30,308 | $418K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.1% | 30,314 | $414K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -55.7% | 29,591 | $408K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -59.4% | 29,226 | $403K |
| Wolverine Asset Management LLC | 0.04% | Add +35.2% | 28,827 | $398K |
| Arkadios Wealth Advisors | 0.02% | No change | 28,458 | $393K |
| Lanark Financial, Inc. | 0.03% | Add +15.1% | 28,281 | $390K |
| Essex Financial Services, Inc. | 0.03% | Add +1.9% | 27,760 | $389K |
| McCarter Private Wealth Services LLC | 0.24% | — | 27,736 | $383K |
| Focus Partners Wealth | 0.00% | Add +15.1% | 26,381 | $364K |
| American Institute for Advanced Investment Management, LLP | 0.23% | Reduce -0.3% | 23,692 | $327K |
| Flputnam Investment Management Co. | 0.01% | No change | 23,575 | $325K |
| &partners | 0.01% | Add +9.4% | 22,695 | $313K |
| Triumph Capital Management | 0.11% | Reduce -37.8% | 22,450 | $310K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 20,653 | $285K |
| Equitable Holdings, Inc. | 0.00% | Add +55.8% | 20,513 | $283K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -7.1% | 20,312 | $280K |
| D.A. Davidson & Co. | 0.00% | Reduce -8.6% | 20,169 | $278K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +0.1% | 19,650 | $271K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +18.4% | 19,443 | $268K |
| Baird Financial Group, Inc. | 0.00% | Add +3.3% | 19,090 | $263K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -10.5% | 18,163 | $257K |
| Cerity Partners LLC | 0.00% | New | 18,340 | $253K |
| Corient Private Wealth LP | 0.00% | Add +4.0% | 18,175 | $251K |
| Mgo One Seven LLC | 0.01% | Add +27.9% | 17,517 | $242K |
| Commons Capital, LLC | 0.27% | New | 17,415 | $240K |
| TCFG Wealth Management, LLC | 0.12% | — | 17,345 | $239K |
| Silverlake Wealth Management LLC | 0.09% | No change | 17,242 | $238K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | Reduce -37.4% | 17,227 | $238K |
| Robinson Capital Management, LLC | 0.08% | No change | 17,189 | $233K |
| Diversified, LLC | 0.03% | Reduce -1.3% | 16,902 | $233K |
| Diversified Enterprises, LLC | 0.03% | — | 16,902 | $233K |
| Summit Investment Advisory Services, LLC | 0.12% | New | 16,264 | $224K |
| Turtle Creek Wealth Advisors, LLC | 0.04% | No change | 15,854 | $219K |
| Landscape Capital Management, L.L.C. | 0.02% | Reduce -91.8% | 15,621 | $216K |
| Centaurus Financial, Inc. | 0.01% | Add +2.2% | 15,426 | $213K |
| Main Street Group, LTD | 0.09% | Reduce -3.7% | 14,861 | $205K |
| AlphaStar Capital Management, LLC | 0.02% | No change | 14,314 | $198K |
| Focused Wealth Management, Inc | 0.03% | Add +2.0% | 14,134 | $195K |
| Jacobi Capital Management LLC | 0.01% | Add +1.5% | 13,538 | $187K |
| Burford Brothers, Inc. | 0.10% | No change | 13,200 | $182K |
| Sigma Planning Corp | 0.01% | New | 13,090 | $181K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.5% | 12,940 | $179K |
| Principle Wealth Partners LLC | 0.01% | New | 12,800 | $177K |
| Cannon Advisors, Inc. | 0.14% | — | 12,825 | $175K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | New | 12,603 | $174K |
| Birchcreek Wealth Management, LLC | 0.11% | No change | 12,593 | $174K |
| Empower Advisory Group, LLC | 0.00% | No change | 12,466 | $172K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -1.0% | 12,388 | $171K |
| Cornerstone Wealth Management, LLC | 0.01% | Reduce -11.4% | 12,345 | $170K |
| Merit Financial Group, LLC | 0.00% | Reduce -4.6% | 12,189 | $168K |
| Mill Creek Capital Advisors, LLC | 0.00% | No change | 12,151 | $168K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -4.0% | 11,888 | $164K |
| J.W. Cole Advisors, Inc. | 0.01% | No change | 11,882 | $164K |
| Comerica Bank | 0.00% | No change | 11,236 | $155K |
| Wealthcare Advisory Partners LLC | 0.00% | Add +0.3% | 11,169 | $154K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +0.2% | 10,428 | $144K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 10,395 | $143K |
| Capital CS Group, LLC | 0.17% | Add +1.1% | 10,356 | $143K |
| Fortis Capital Advisors, LLC | 0.05% | New | 10,181 | $140K |
| Belpointe Asset Management LLC | 0.01% | New | 10,181 | $140K |
| Ameritas Advisory Services, LLC | 0.01% | No change | 10,080 | $139K |
| Pinnacle Associates Ltd. | 0.00% | No change | 11,219 | $138K |
| Westend Capital Management, LLC | 0.04% | No change | 9,496 | $131K |
| Parallel Advisors, LLC | 0.00% | Add +1.1% | 8,540 | $118K |
| Olistico Wealth, LLC | 0.07% | No change | 8,400 | $116K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -9.8% | 8,198 | $113K |
| Private Trust Co. NA | 0.01% | Add +0.2% | 7,563 | $104K |
| Avion Wealth | 0.03% | Add +0.7% | 7,561 | $104K |
| Montag A & Associates Inc. | 0.00% | No change | 6,900 | $95K |
| Princeton Global Asset Management LLC | 0.02% | Add +84.5% | 6,420 | $89K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -51.3% | 6,180 | $85K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 5,809 | $80K |
| Harbour Investments, Inc. | 0.00% | Add +37.4% | 3,671 | $51K |
| Fifth Third Bancorp | 0.00% | No change | 3,550 | $49K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | No change | 3,000 | $41K |
| Barrett & Company, Inc. | 0.01% | No change | 2,500 | $35K |
| Global Retirement Partners, LLC | 0.00% | No change | 2,351 | $32K |
| Bokf, NA | 0.00% | New | 1,820 | $25K |
| Northwest Financial Advisors | 0.02% | New | 1,700 | $23K |
| CoreCap Advisors, LLC | 0.00% | Reduce -33.9% | 1,446 | $20K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 1,361 | $18K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1,250 | $17K |
| Darwin Wealth Management, LLC | 0.00% | New | 1,114 | $15K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,063 | $15K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +2.3% | 1,046 | $14K |
| Blume Capital Management, Inc. | 0.00% | No change | 1,000 | $14K |
| GAMMA Investing LLC | 0.00% | No change | 1,000 | $14K |
| CoreFirst Bank & Trust | 0.01% | New | 937 | $13K |
| Cwm, LLC | 0.00% | No change | 700 | $10K |
| JPMorgan Chase & Co. | 0.00% | No change | 636 | $9K |
| Spire Wealth Management | 0.00% | No change | 517 | $7K |
| Larson Financial Group LLC | 0.00% | No change | 500 | $7K |
| Allworth Financial LP | 0.00% | New | 500 | $7K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 400 | $6K |
| Bellevue Asset Management, LLC | 0.00% | No change | 333 | $5K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 225 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 9 | $124 |
| DecisionPoint Financial, LLC | 0.00% | No change | 8 | $113 |
| FMR LLC | 0.00% | New | 1 | $14 |
"% 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.