Ifp Advisors, Inc Eaton Vance Tax Managed Buy Write Opportunities Fund Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Sep 06, 2022	BUY	$13.05 - $15.77 $148,770 - $179,778	11,400 New	11,400 $176,000
Q2 2022 Aug 12, 2022	SELL	$13.05 - $15.77 $148,770 - $179,778	-11,400 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$14.77 - $16.8 $168,378 - $191,520	11,400 New	11,400 $178,000
Q3 2019 Nov 07, 2019	SELL	$14.43 - $15.56 $191,919 - $206,948	-13,300 Closed	0 $0
Q1 2019 May 15, 2019	SELL	$13.39 - $15.26 $19,897 - $22,676	-1,486 Reduced 10.05%	13,300 $201,000
Q4 2018 Jan 23, 2019	SELL	$12.4 - $16.14 $187,984 - $244,682	-15,160 Reduced 50.62%	14,786 $199,000
Q3 2018 Oct 25, 2018	SELL	$15.34 - $16.33 $16,306 - $17,358	-1,063 Reduced 3.43%	29,946 $0
Q2 2018 Aug 07, 2018	BUY	$14.68 - $15.63 $35,041 - $37,308	2,387 Added 8.34%	31,009 $0
Q1 2018 Jun 03, 2019	SELL	$14.52 - $15.58 $37,069 - $39,775	-2,553 Reduced 8.19%	28,622 $440,000
Q1 2018 May 09, 2018	BUY	$14.52 - $15.58 $37,069 - $39,775	2,553 Added 8.92%	31,175 $0
Q4 2017 Jan 24, 2018	BUY	$14.96 - $15.45 $108,489 - $112,043	7,252 Added 33.94%	28,622 $0
Q3 2017 Oct 30, 2017	BUY	$15.09 - $15.56 $126,559 - $130,501	8,387 Added 64.6%	21,370 $327,000
Q2 2017 Jun 03, 2019	SELL	N/A	-385 Reduced 2.88%	12,983 $198,000
Q1 2017 Jun 03, 2019	BUY	N/A	155 Added 1.17%	13,368 $203,000
Q4 2016 Jun 03, 2019	SELL	N/A	-445 Reduced 3.26%	13,213 $196,000
Q2 2016 Jun 03, 2019	BUY	N/A	358 Added 2.69%	13,658 $202,000
Q1 2016 Jun 03, 2019	BUY	N/A	13,300	13,300 $201,000

Others Institutions Holding ETV

# of Institutions

180

Shares Held

20.6M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.82M
Shares

$25.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.62M
Shares

$22.9 Million
0.01% of portfolio
Invesco Ltd. Atlanta, GA

1.41M
Shares

$19.9 Million
0.0% of portfolio
Cornerstone Advisors, LLC Asheville, NC

1.21M
Shares

$17.2 Million
0.66% of portfolio
International Assets Investment Management, LLC Orlando, FL

1.14M
Shares

$16.1 Million
0.22% of portfolio

About Eaton Vance Tax-Managed Buy-Write Opportunities Fund

Ticker ETV
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Eaton Vance Tax-Managed Buy-Write Opportunities Fund is a closed-ended equity mutual fund launched and managed by Eaton Vance Management. It is co-managed by Parametric Portfolio Associates LLC. The fund invests in the public equity markets of the United States. It seeks to invest in stocks of companies operating across diversified sectors. The ...

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