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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-8.67K- 24.89% |
$114K - $127K
|
26.1K
$362K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-790- 2.07% |
$10.4K - $11.6K
|
37.5K
$518K
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-40.4K- 26.4% |
$534K - $591K
|
113K
$1.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.15K+ 1.17% |
$41.5K - $46K
|
272K
$3.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-547- 0.83% |
$7.23K - $8K
|
65.5K
$906K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-277- 41.16% |
$3.66K - $4.05K
|
396
$5.48K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
39+ 0.35% |
$515 - $571
|
11.1K
$154K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.4KNew |
$164K - $181K
|
12.4K
$171K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
74+ 0.51% |
$978 - $1.08K
|
14.5K
$200K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.52K- 6.45% |
$59.7K - $66.1K
|
65.5K
$906K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
14.4KNew |
$190K - $211K
|
14.4K
$199K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.14K+ 5.04% |
$15K - $16.7K
|
23.7K
$329K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3.46K- 9.42% |
$45.7K - $50.6K
|
33.2K
$460K
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-4.35K- 0.8% |
$57.5K - $63.7K
|
541K
$7.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-12.2K- 92.43% |
$161K - $179K
|
1K
$13.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-978- 8.74% |
$12.9K - $14.3K
|
10.2K
$141K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
1.23KNew |
$16.3K - $18.1K
|
1.23K
$17.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
34.1K+ 32.49% |
$451K - $499K
|
139K
$1.93M
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
345+ 2.08% |
$4.56K - $5.05K
|
17K
$235K
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
44.9K+ 5.82% |
$594K - $657K
|
817K
$11.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-12.7K- 6.14% |
$167K - $185K
|
194K
$2.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
113+ 1.08% |
$1.49K - $1.65K
|
10.6K
$146K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
29.5K+ 95125.81% |
$390K - $431K
|
29.5K
$409K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
13KNew |
$172K - $190K
|
13K
$180K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-228K- 44.48% |
$3.11M - $3.33M
|
285K
$3.95M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
336+ 1.15% |
$4.57K - $4.9K
|
29.6K
$409K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2.78KNew |
$37.9K - $40.6K
|
2.78K
$38.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
20.6KNew |
$281K - $301K
|
20.6K
$285K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.21KNew |
$30K - $32.2K
|
2.21K
$30.5K
|
|
|
Feb 14, 2025
Q4 2024
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-2.07K- 7.46% |
$28.2K - $30.2K
|
25.7K
$355K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
387New |
$5.27K - $5.64K
|
387
$5.36K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-204- 0.99% |
$2.78K - $2.97K
|
20.4K
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
13.2KNew |
$180K - $193K
|
13.2K
$183K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
32.1KNew |
$437K - $468K
|
32.1K
$444K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
25.1K+ 7.22% |
$342K - $366K
|
373K
$5.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
17.2KNew |
$234K - $250K
|
17.2K
$238K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-300- 0.89% |
$4.08K - $4.37K
|
33.4K
$462K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.15K- 15.51% |
$42.9K - $45.9K
|
17.2K
$238K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
4.57KNew |
$62.1K - $66.6K
|
4.57K
$63.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.4KNew |
$182K - $195K
|
13.4K
$185K
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
11.2KNew |
$152K - $163K
|
11.2K
$155K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.44K- 32.21% |
$33.2K - $35.5K
|
5.13K
$71K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
5.56KNew |
$75.7K - $81.1K
|
5.56K
$77K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-300- 1.65% |
$4.08K - $4.37K
|
17.9K
$247K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-100- 20.0% |
$1.36K - $1.46K
|
400
$5.54K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
8.25KNew |
$112K - $120K
|
8.25K
$114K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-707- 0.57% |
$9.62K - $10.3K
|
124K
$1.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.9K- 9.66% |
$25.8K - $27.7K
|
17.8K
$246K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
685New |
$9.32K - $9.99K
|
685
$9.48K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2KNew |
$27.3K - $29.2K
|
2K
$27.7K
|
|