Eaton Vance T/M Buy-Writ OppETV
13F holders, Q4 2024 (December 31)177holders +12
11new positions
9sold out
$14.41avg. 13F price*
At the end of Q4 2024, 177 institutions reported holding Eaton Vance T/M Buy-Writ Opp (ETV) in their 13F filings, up 12 from Q3 2024. 11 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($26.7M), LPL Financial LLC ($23.0M) and Invesco Ltd. ($20.8M).
- Company
- Eaton Vance T/M Buy-Writ Opp
- CUSIP
- 27828Y108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $12.2M |
| Exits | 9 | $2.1M |
All 13F filers, Q3 2024 → Q4 2024: 1,568,957 shares bought and 853,901 shares sold, net +715,056 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 177 holders
| Morgan Stanley | 0.00% | Add +1.7% | 1,853,541 | $26.7M |
| LPL Financial LLC | 0.01% | Reduce -1.4% | 1,593,287 | $23.0M |
| Invesco Ltd. | 0.00% | Add +2.8% | 1,446,364 | $20.8M |
| Guggenheim Capital LLC | 0.16% | Add +18.4% | 1,319,674 | $19.0M |
| Raymond James Financial Inc. | 0.01% | — | 982,361 | $14.2M |
| Cornerstone Advisors, LLC | 0.48% | Reduce -30.4% | 843,863 | $12.2M |
| Paragon Financial Partners, Inc. | 8.38% | New | 772,288 | $11.1M |
| UBS Group AG | 0.00% | Add +9.8% | 654,742 | $9.4M |
| Bank of America Corp. | 0.00% | Reduce -1.6% | 649,842 | $9.4M |
| Principal Securities, Inc. | 0.18% | Add +4.2% | 553,448 | $8.0M |
| Balanced Wealth Group LLC | 3.53% | Add +4.2% | 545,774 | $7.9M |
| Sims Investment Management, LLC | 3.20% | — | 393,016 | $5.7M |
| Penserra Capital Management LLC | 0.10% | Add +7.2% | 372,711 | $5.4M |
| Royal Bank of Canada | 0.00% | Add +0.4% | 351,661 | $5.1M |
| Wells Fargo & Company | 0.00% | Add +6.9% | 344,165 | $5.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.8% | 319,279 | $4.6M |
| Truist Financial Corp. | 0.01% | Add +0.3% | 310,202 | $4.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.1% | 306,828 | $4.4M |
| Franklin Resources Inc. | 0.00% | Reduce -2.2% | 294,478 | $4.2M |
| MML Investors Services, LLC | 0.01% | Add +1.9% | 293,219 | $4.2M |
| Osaic Holdings, Inc. | 0.01% | Add +0.1% | 285,099 | $4.1M |
| Ameriprise Financial Inc. | 0.00% | Add +19.2% | 276,316 | $4.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +4.6% | 269,094 | $3.9M |
| Karpus Management, Inc. | 0.11% | Reduce -2.8% | 260,429 | $3.8M |
| Kingstone Capital Partners Texas, LLC | 2.65% | — | 226,088 | $3.3M |
| Cohen & Steers, Inc. | 0.01% | No change | 209,931 | $3.0M |
| Naples Global Advisors, LLC | 0.28% | Reduce -1.0% | 206,563 | $3.0M |
| Shaker Financial Services, LLC | 1.06% | Reduce -36.1% | 192,501 | $2.8M |
| Mariner, LLC | 0.00% | Add +2.2% | 161,838 | $2.3M |
| Investment Planning Advisors, Inc. | 0.96% | Reduce -0.1% | 152,979 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Add +0.6% | 149,450 | $2.2M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -23.2% | 146,141 | $2.1M |
| Ieq Capital, LLC | 0.02% | Reduce -4.2% | 129,302 | $1.9M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -0.6% | 123,500 | $1.8M |
| Mutual Advisors, LLC | 0.05% | Add +1.4% | 123,623 | $1.8M |
| Sharpepoint LLC | 1.58% | — | 121,845 | $1.8M |
| Wedbush Securities Inc. | 0.06% | Add +22.3% | 116,468 | $1.7M |
| Outlook Wealth Advisors, LLC | 0.43% | Reduce -4.1% | 105,011 | $1.5M |
| Obermeyer Wealth Partners | 0.07% | Reduce -1.4% | 99,373 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +1.2% | 97,966 | $1.4M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -1.7% | 93,766 | $1.4M |
| Cresset Asset Management, LLC | 0.01% | Add +2.1% | 81,690 | $1.2M |
| Prevail Innovative Wealth Advisors, LLC | 0.32% | Add +51.1% | 76,806 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.1% | 70,006 | $1.0M |
| Arlington Capital Management, Inc. | 0.69% | Add +8.0% | 69,065 | $995K |
| Curi Capital, LLC | 0.02% | Add +0.2% | 66,961 | $965K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -4.3% | 66,003 | $951K |
| Stifel Financial Corp. | 0.00% | Add +5.4% | 63,220 | $911K |
| Meridian Wealth Management, LLC | 0.04% | Add +18.4% | 62,437 | $900K |
| Kestra Advisory Services, LLC | 0.00% | Add +110.1% | 62,161 | $896K |
| Arkadios Wealth Advisors | 0.05% | Add +106.5% | 58,766 | $847K |
| Focus Financial Network, Inc. | 0.03% | Add +2.5% | 53,728 | $774K |
| Rockefeller Capital Management L.P. | 0.00% | Add +23.2% | 53,035 | $764K |
| HighTower Advisors, LLC | 0.00% | Reduce -6.0% | 48,449 | $698K |
| Wealth Alliance Advisory Group, LLC | 0.14% | No change | 47,046 | $678K |
| SteelPeak Wealth, LLC | 0.03% | Add +2.3% | 44,162 | $636K |
| Creative Planning | 0.00% | Reduce -3.1% | 44,155 | $636K |
| Wealth Effects LLC | 0.20% | Reduce -7.1% | 38,244 | $551K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.11% | Add +203.0% | 38,190 | $550K |
| Mercer Global Advisors Inc. | 0.00% | Add +22.6% | 37,168 | $536K |
| GPS Wealth Strategies Group, LLC | 0.07% | Add +8.4% | 36,686 | $529K |
| Stableford Capital II LLC | 0.21% | No change | 36,303 | $523K |
| HBK Sorce Advisory LLC | 0.02% | No change | 34,812 | $502K |
| IFG Advisory, LLC | 0.03% | No change | 33,785 | $487K |
| Everstar Asset Management, LLC | 0.34% | Reduce -0.9% | 33,360 | $481K |
| NewEdge Advisors, LLC | 0.00% | Reduce -16.2% | 33,238 | $479K |
| Keeley-Teton Advisors, LLC | 0.05% | No change | 32,815 | $473K |
| Executive Wealth Management, LLC | 0.04% | New | 32,088 | $462K |
| Prospera Financial Services Inc | 0.01% | Add +2.0% | 31,543 | $455K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -1.5% | 31,122 | $448K |
| Avory & Company, LLC | 0.24% | No change | 30,308 | $437K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +1.1% | 29,562 | $428K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -12.2% | 28,637 | $413K |
| Essex Financial Services, Inc. | 0.03% | Add +1.2% | 28,089 | $405K |
| Focus Partners Wealth | 0.00% | Add +5.9% | 27,927 | $402K |
| Westend Capital Management, LLC | 0.12% | Add +183.4% | 26,914 | $388K |
| McCarter Private Wealth Services LLC | 0.23% | Reduce -7.5% | 25,666 | $370K |
| Flputnam Investment Management Co. | 0.01% | Reduce -2.1% | 23,075 | $333K |
| &partners | 0.00% | No change | 22,695 | $327K |
| American Institute for Advanced Investment Management, LLP | 0.24% | Reduce -4.6% | 22,600 | $326K |
| Equitable Holdings, Inc. | 0.00% | Add +2.2% | 20,963 | $302K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +6.6% | 20,731 | $299K |
| Triumph Capital Management | 0.10% | Reduce -8.1% | 20,628 | $297K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -1.0% | 20,449 | $295K |
| Commons Capital, LLC | 0.25% | Add +10.7% | 19,277 | $278K |
| D.A. Davidson & Co. | 0.00% | Reduce -8.4% | 18,475 | $266K |
| Cerity Partners LLC | 0.00% | No change | 18,340 | $264K |
| Baird Financial Group, Inc. | 0.00% | Reduce -4.2% | 18,290 | $264K |
| Corient Private Wealth LP | 0.00% | No change | 18,175 | $262K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -1.6% | 17,863 | $258K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -9.7% | 17,751 | $256K |
| TCFG Wealth Management, LLC | 0.13% | No change | 17,345 | $250K |
| Silverlake Wealth Management LLC | 0.10% | No change | 17,242 | $248K |
| Robinson Capital Management, LLC | 0.10% | No change | 17,189 | $248K |
| Mgo One Seven LLC | 0.01% | Reduce -2.6% | 17,062 | $246K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -15.5% | 17,162 | $245K |
| Sigma Planning Corp | 0.01% | Add +27.5% | 16,687 | $240K |
| Summit Investment Advisory Services, LLC | 0.12% | Add +2.1% | 16,607 | $239K |
| Cannon Advisors, Inc. | 0.20% | Add +29.4% | 16,591 | $239K |
| Diversified Enterprises, LLC | 0.02% | Reduce -2.4% | 16,503 | $238K |
| Turtle Creek Wealth Advisors, LLC | 0.05% | No change | 15,854 | $228K |
| Centaurus Financial, Inc. | 0.01% | Add +2.1% | 15,751 | $227K |
| M.E. Allison & Co., Inc. | 0.23% | — | 14,388 | $207K |
| AlphaStar Capital Management, LLC | 0.02% | No change | 14,314 | $206K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +10.4% | 14,284 | $206K |
| Clearstead Advisors, LLC | 0.00% | New | 13,392 | $193K |
| Anderson Financial Strategies, LLC | 0.11% | — | 13,226 | $191K |
| Burford Brothers, Inc. | 0.09% | No change | 13,200 | $190K |
| Jacobi Capital Management LLC | 0.01% | Reduce -2.7% | 13,176 | $190K |
| Integrated Wealth Concepts LLC | 0.00% | Add +3.3% | 12,800 | $184K |
| Principle Wealth Partners LLC | 0.01% | No change | 12,800 | $184K |
| Merit Financial Group, LLC | 0.00% | Add +4.9% | 12,781 | $184K |
| Birchcreek Wealth Management, LLC | 0.11% | No change | 12,593 | $181K |
| Empower Advisory Group, LLC | 0.00% | No change | 12,466 | $180K |
| Comerica Bank | 0.00% | Add +9.1% | 12,257 | $177K |
| Focused Wealth Management, Inc | 0.02% | Reduce -13.3% | 12,248 | $176K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +49.2% | 12,228 | $176K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +16.7% | 12,166 | $175K |
| Mill Creek Capital Advisors, LLC | 0.00% | No change | 12,151 | $175K |
| J.W. Cole Advisors, Inc. | 0.01% | No change | 11,882 | $171K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -4.2% | 11,388 | $164K |
| Pinnacle Associates Ltd. | 0.00% | No change | 11,219 | $162K |
| Wealthcare Advisory Partners LLC | 0.00% | Add +0.2% | 11,190 | $161K |
| Kapstone Financial Advisors LLC | 0.09% | New | 11,185 | $160K |
| Cornerstone Wealth Management, LLC | 0.01% | Reduce -10.1% | 11,101 | $160K |
| Investor's Fiduciary Advisor Network, LLC | 0.06% | — | 10,495 | $151K |
| Capital CS Group, LLC | 0.20% | Add +1.0% | 10,464 | $151K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 10,395 | $150K |
| International Assets Investment Management, LLC | 0.01% | Reduce -86.8% | 10,504 | $149K |
| Ameritas Advisory Services, LLC | 0.01% | No change | 10,080 | $145K |
| Kovack Advisors, Inc. | 0.01% | New | 10,064 | $145K |
| Parallel Advisors, LLC | 0.00% | Add +1.3% | 8,650 | $125K |
| Main Street Group, LTD | 0.05% | Reduce -43.2% | 8,444 | $122K |
| Olistico Wealth, LLC | 0.07% | No change | 8,400 | $121K |
| Kentucky Trust Co | 0.07% | — | 8,252 | $119K |
| Avion Wealth | 0.03% | No change | 7,561 | $108K |
| Montag A & Associates Inc. | 0.00% | No change | 6,900 | $99K |
| Princeton Global Asset Management LLC | 0.02% | No change | 6,420 | $93K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 6,180 | $89K |
| Medallion Wealth Advisors, LLC | 0.04% | — | 6,700 | $89K |
| Carolinas Wealth Consulting LLC | 0.02% | No change | 5,809 | $84K |
| BankPlus Trust Department | 0.03% | — | 5,560 | $80K |
| Private Trust Co. NA | 0.01% | Reduce -32.2% | 5,127 | $74K |
| Mountain Hill Investment Partners Corp. | 0.07% | — | 4,565 | $66K |
| Harbour Investments, Inc. | 0.00% | No change | 3,671 | $53K |
| Fifth Third Bancorp | 0.00% | No change | 3,550 | $51K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | No change | 3,000 | $43K |
| Vermillion Wealth Management, Inc. | 0.02% | — | 2,784 | $40K |
| Barrett & Company, Inc. | 0.02% | No change | 2,500 | $36K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +131.2% | 2,418 | $34K |
| Global Retirement Partners, LLC | 0.00% | No change | 2,351 | $34K |
| MAI Capital Management | 0.00% | New | 2,207 | $32K |
| Park Place Capital Corp | 0.01% | New | 2,003 | $29K |
| Bokf, NA | 0.00% | No change | 1,820 | $26K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,446 | $21K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1,250 | $18K |
| Darwin Wealth Management, LLC | 0.01% | No change | 1,114 | $16K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,063 | $15K |
| 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% | No change | 937 | $14K |
| Fortitude Family Office, LLC | 0.00% | New | 793 | $11K |
| Cwm, LLC | 0.00% | No change | 700 | $10K |
| Dunhill Financial, LLC | 0.00% | New | 673 | $10K |
| Synergy Asset Management, LLC | 0.00% | New | 685 | $9K |
| 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% | Reduce -20.0% | 400 | $6K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 400 | $6K |
| Measured Risk Portfolios, Inc. | 0.01% | — | 387 | $6K |
| Bellevue Asset Management, LLC | 0.00% | No change | 333 | $5K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 225 | $3K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 200 | $3K |
| Lanark Financial, Inc. | 0.04% | — | 31 | $460 |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 9 | $130 |
| DecisionPoint Financial, LLC | 0.00% | No change | 8 | $121 |
"% 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.