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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.99K- 12.23% |
$54.3K - $58.2K
|
28.6K
$411K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
343+ 2.11% |
$4.67K - $5K
|
16.6K
$238K
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
772KNew |
$10.5M - $11.3M
|
772K
$11.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.86K+ 10.69% |
$25.3K - $27.1K
|
19.3K
$277K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2KNew |
$27.3K - $29.2K
|
2K
$28.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.48K- 2.07% |
$20.2K - $21.6K
|
70K
$1M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.73K+ 1.42% |
$23.5K - $25.2K
|
124K
$1.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.24K- 10.08% |
$16.9K - $18.1K
|
11.1K
$159K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
14.4KNew |
$196K - $210K
|
14.4K
$206K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
592+ 4.86% |
$8.06K - $8.63K
|
12.8K
$183K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
30.3K+ 106.5% |
$412K - $442K
|
58.8K
$843K
|
|
|
Jan 15, 2025
Q4 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
17.4K+ 183.42% |
$237K - $254K
|
26.9K
$386K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
21+ 0.19% |
$286 - $306
|
11.2K
$161K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-4.48K- 4.1% |
$61K - $65.4K
|
105K
$1.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
200New |
$2.72K - $2.92K
|
200
$2.87K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
25.6K+ 203.02% |
$348K - $373K
|
38.2K
$548K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
108+ 1.04% |
$1.47K - $1.57K
|
10.5K
$150K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.13M- 99.08% |
$15.4M - $16.5M
|
10.5K
$151K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
793New |
$10.8K - $11.6K
|
793
$11.4K
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-42.7K- 59.37% |
$540K - $594K
|
29.2K
$419K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
18.2KNew |
$230K - $253K
|
18.2K
$261K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.85K+ 2.08% |
$74K - $81.4K
|
288K
$4.13M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.6K- 3.88% |
$20.2K - $22.3K
|
39.7K
$569K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.81K+ 3.63% |
$22.8K - $25.1K
|
51.6K
$740K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-126- 1.01% |
$1.59K - $1.75K
|
12.4K
$178K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
196+ 1.47% |
$2.48K - $2.73K
|
13.5K
$194K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.02K+ 18.41% |
$38.2K - $42K
|
19.4K
$279K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-277- 0.64% |
$3.5K - $3.85K
|
43K
$618K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
31.4K+ 5.56% |
$397K - $437K
|
596K
$8.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-10.3K- 37.42% |
$130K - $143K
|
17.2K
$247K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-3.14K- 2.27% |
$39.7K - $43.7K
|
135K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.52K+ 1.93% |
$19.2K - $21.1K
|
80K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.95K+ 9.37% |
$24.6K - $27.1K
|
22.7K
$326K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.35K+ 55.84% |
$93K - $102K
|
20.5K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9New |
$114 - $125
|
9
$129
|
|
|
Nov 14, 2024
Q3 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
27.7KNew |
$351K - $386K
|
27.7K
$398K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-23.2K- 6.22% |
$294K - $323K
|
350K
$5.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
20.7KNew |
$261K - $287K
|
20.7K
$296K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.7K+ 1.98% |
$46.8K - $51.4K
|
190K
$2.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.82KNew |
$23K - $25.3K
|
1.82K
$26.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
56.4K+ 3.19% |
$714K - $785K
|
1.82M
$26.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.5K+ 2.4% |
$196K - $215K
|
660K
$9.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
16.9KNew |
$214K - $235K
|
16.9K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.47K+ 18.75% |
$120K - $132K
|
60K
$861K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.29K+ 2.34% |
$66.9K - $73.6K
|
232K
$3.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-37.2K- 55.67% |
$470K - $517K
|
29.6K
$425K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
95+ 1.12% |
$1.2K - $1.32K
|
8.54K
$123K
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
13K+ 34.46% |
$165K - $181K
|
50.8K
$729K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
12.8KNew |
$162K - $178K
|
12.8K
$184K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.89K- 8.57% |
$23.9K - $26.3K
|
20.2K
$289K
|
|