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 |
---|---|---|---|---|---|---|---|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
325+ 2.11% |
$4.42K - $4.74K
|
15.8K
$209K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
336+ 1.15% |
$4.57K - $4.9K
|
29.6K
$392K
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2.78KNew |
$37.9K - $40.6K
|
2.78K
$36.9K
|
|
Feb 19, 2025
Q4 2024
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
226KNew |
$3.08M - $3.3M
|
226K
$3M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.5K- 1.59% |
$143K - $153K
|
650K
$8.61M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
58.6K+ 9.82% |
$797K - $854K
|
655K
$8.68M
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-800- 4.19% |
$10.9K - $11.7K
|
18.3K
$242K
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-455- 2.6% |
$6.19K - $6.63K
|
17.1K
$226K
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-44.2K- 23.23% |
$602K - $645K
|
146K
$1.94M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
412+ 3.33% |
$5.61K - $6.01K
|
12.8K
$170K
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-1.82K- 8.12% |
$24.8K - $26.6K
|
20.6K
$273K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.21KNew |
$30K - $32.2K
|
2.21K
$29.2K
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.69K+ 2.11% |
$22.9K - $24.6K
|
81.7K
$1.08M
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-7.44K- 2.78% |
$101K - $109K
|
260K
$3.45M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.8K+ 4.58% |
$161K - $172K
|
269K
$3.57M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.34K+ 0.38% |
$18.2K - $19.5K
|
352K
$4.66M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
44.6K+ 19.23% |
$607K - $650K
|
276K
$3.66M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.44K- 3.15% |
$19.6K - $21K
|
44.2K
$585K
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-204- 0.99% |
$2.78K - $2.97K
|
20.4K
$271K
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
20.6KNew |
$281K - $301K
|
20.6K
$273K
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
13.2KNew |
$180K - $193K
|
13.2K
$175K
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
387New |
$5.27K - $5.64K
|
387
$5.13K
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.85K+ 22.61% |
$93.3K - $99.9K
|
37.2K
$492K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.02K+ 9.09% |
$13.9K - $14.9K
|
12.3K
$162K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.3K+ 1.72% |
$426K - $457K
|
1.85M
$24.6M
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
10.5KNew |
$143K - $153K
|
10.5K
$139K
|
|
Feb 14, 2025
Q4 2024
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-2.07K- 7.46% |
$28.2K - $30.2K
|
25.7K
$340K
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-6.42K- 43.18% |
$87.3K - $93.6K
|
8.44K
$112K
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
673New |
$9.16K - $9.81K
|
673
$8.92K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
625+ 2.02% |
$8.51K - $9.11K
|
31.5K
$418K
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-109K- 36.11% |
$1.48M - $1.59M
|
193K
$2.55M
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
140+ 0.21% |
$1.91K - $2.04K
|
67K
$887K
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
32.1KNew |
$437K - $468K
|
32.1K
$425K
|
|
Feb 13, 2025
Q4 2024
|
Sharpepoint LLC
Phoenix, AZ |
BUY
|
- |
122KNew |
$1.66M - $1.78M
|
122K
$1.61M
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
39.2K+ 2.79% |
$534K - $572K
|
1.45M
$19.2M
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10K+ 23.24% |
$136K - $146K
|
53K
$703K
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
25.1K+ 7.22% |
$342K - $366K
|
373K
$4.94M
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.44K- 1.43% |
$19.6K - $21K
|
99.4K
$1.32M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.19K+ 1.23% |
$16.3K - $17.4K
|
98K
$1.3M
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
205K+ 18.39% |
$2.79M - $2.99M
|
1.32M
$17.5M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.22K+ 5.36% |
$43.8K - $46.9K
|
63.2K
$838K
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.55K+ 2.24% |
$48.3K - $51.8K
|
162K
$2.14M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.62K+ 1.95% |
$76.5K - $81.9K
|
293K
$3.89M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.43K- 16.2% |
$87.4K - $93.7K
|
33.2K
$440K
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
450+ 2.19% |
$6.12K - $6.56K
|
21K
$278K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.15K- 15.51% |
$42.9K - $45.9K
|
17.2K
$227K
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-6.75K- 2.24% |
$91.9K - $98.4K
|
294K
$3.9M
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.37K+ 131.17% |
$18.7K - $20K
|
2.42K
$32K
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
26K+ 51.12% |
$354K - $379K
|
76.8K
$1.02M
|