Latest Institutional Transactions on Eaton Vance Tax Managed Buy Write Opportunities Fund (ETV)
This table provides information on the latest institutional transactions involving Eaton Vance Tax Managed Buy Write Opportunities Fund (ETV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-42.7K- 59.37% |
$540K - $594K
|
29.2K
$416K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
18.2KNew |
$230K - $253K
|
18.2K
$258K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.85K+ 2.08% |
$74K - $81.4K
|
288K
$4.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-3.14K- 2.27% |
$39.7K - $43.7K
|
135K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.81K+ 3.63% |
$22.8K - $25.1K
|
51.6K
$733K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-126- 1.01% |
$1.59K - $1.75K
|
12.4K
$176K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
196+ 1.47% |
$2.48K - $2.73K
|
13.5K
$193K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.02K+ 18.41% |
$38.2K - $42K
|
19.4K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-277- 0.64% |
$3.5K - $3.85K
|
43K
$612K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
31.4K+ 5.56% |
$397K - $437K
|
596K
$8.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-10.3K- 37.42% |
$130K - $143K
|
17.2K
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.52K+ 1.93% |
$19.2K - $21.1K
|
80K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.95K+ 9.37% |
$24.6K - $27.1K
|
22.7K
$323K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.6K- 3.88% |
$20.2K - $22.3K
|
39.7K
$564K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.35K+ 55.84% |
$93K - $102K
|
20.5K
$292K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9New |
$114 - $125
|
9
$128
|
|
|
Nov 14, 2024
Q3 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
27.7KNew |
$351K - $386K
|
27.7K
$394K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-23.2K- 6.22% |
$294K - $323K
|
350K
$4.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
20.7KNew |
$261K - $287K
|
20.7K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.7K+ 1.98% |
$46.8K - $51.4K
|
190K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.82KNew |
$23K - $25.3K
|
1.82K
$25.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
56.4K+ 3.19% |
$714K - $785K
|
1.82M
$25.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.5K+ 2.4% |
$196K - $215K
|
660K
$9.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
16.9KNew |
$214K - $235K
|
16.9K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.47K+ 18.75% |
$120K - $132K
|
60K
$853K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.29K+ 2.34% |
$66.9K - $73.6K
|
232K
$3.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
95+ 1.12% |
$1.2K - $1.32K
|
8.54K
$121K
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
13K+ 34.46% |
$165K - $181K
|
50.8K
$723K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
12.8KNew |
$162K - $178K
|
12.8K
$182K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.89K- 8.57% |
$23.9K - $26.3K
|
20.2K
$287K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-228- 1.33% |
$2.88K - $3.17K
|
16.9K
$240K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
18+ 0.24% |
$228 - $250
|
7.56K
$108K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
28K+ 9.97% |
$355K - $390K
|
309K
$4.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.55K- 7.07% |
$19.6K - $21.5K
|
20.3K
$289K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-37.2K- 55.67% |
$470K - $517K
|
29.6K
$421K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-578- 3.74% |
$7.31K - $8.04K
|
14.9K
$211K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
601+ 3.25% |
$7.6K - $8.36K
|
19.1K
$271K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.77K- 3.75% |
$47.7K - $52.5K
|
96.8K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
29.2K+ 2.69% |
$369K - $406K
|
1.11M
$15.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.62K- 4.02% |
$83.8K - $92.1K
|
158K
$2.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-1.7K- 0.63% |
$21.6K - $23.7K
|
268K
$3.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.2K- 4.12% |
$155K - $170K
|
285K
$4.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.1K+ 3.57% |
$140K - $154K
|
322K
$4.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
38+ 0.13% |
$481 - $529
|
30.3K
$431K
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
12.8KNew |
$162K - $178K
|
12.8K
$182K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.52K- 13.68% |
$69.8K - $76.8K
|
34.8K
$495K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11.4K+ 27.49% |
$144K - $158K
|
52.7K
$750K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-890- 9.79% |
$11.3K - $12.4K
|
8.2K
$117K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.23K+ 1.42% |
$53.5K - $58.9K
|
301K
$4.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
700+ 4.01% |
$8.86K - $9.74K
|
18.2K
$258K
|