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 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
13.2KNew |
$174K - $193K
|
13.2K
$187K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-547- 0.83% |
$7.23K - $8K
|
65.5K
$929K
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
14.4KNew |
$190K - $211K
|
14.4K
$204K
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.4KNew |
$164K - $181K
|
12.4K
$176K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3.46K- 9.42% |
$45.7K - $50.6K
|
33.2K
$472K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
1.23KNew |
$16.3K - $18.1K
|
1.23K
$17.5K
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-12.2K- 92.43% |
$161K - $179K
|
1K
$14.2K
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
345+ 2.08% |
$4.56K - $5.05K
|
17K
$241K
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
113+ 1.08% |
$1.49K - $1.65K
|
10.6K
$150K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
29.5K+ 95125.81% |
$390K - $431K
|
29.5K
$419K
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
13KNew |
$172K - $190K
|
13K
$184K
|
|
Q4 2024 | |||||||
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.11KNew |
$15.2K - $16.2K
|
1.11K
$15.8K
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2.78KNew |
$37.9K - $40.6K
|
2.78K
$39.5K
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
20.6KNew |
$281K - $301K
|
20.6K
$293K
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
13.2KNew |
$180K - $193K
|
13.2K
$188K
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
387New |
$5.27K - $5.64K
|
387
$5.49K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.21KNew |
$30K - $32.2K
|
2.21K
$31.3K
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
32.1KNew |
$437K - $468K
|
32.1K
$455K
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
25.1K+ 7.22% |
$342K - $366K
|
373K
$5.29M
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
17.2KNew |
$234K - $250K
|
17.2K
$244K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.15K- 15.51% |
$42.9K - $45.9K
|
17.2K
$244K
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
4.57KNew |
$62.1K - $66.6K
|
4.57K
$64.8K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.4KNew |
$182K - $195K
|
13.4K
$190K
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
11.2KNew |
$152K - $163K
|
11.2K
$159K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.44K- 32.21% |
$33.2K - $35.5K
|
5.13K
$72.8K
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
5.56KNew |
$75.7K - $81.1K
|
5.56K
$78.9K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-300- 1.65% |
$4.08K - $4.37K
|
17.9K
$253K
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
8.25KNew |
$112K - $120K
|
8.25K
$117K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.9K- 9.66% |
$25.8K - $27.7K
|
17.8K
$252K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
685New |
$9.32K - $9.99K
|
685
$9.72K
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2KNew |
$27.3K - $29.2K
|
2K
$28.4K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
30.3K+ 106.5% |
$412K - $442K
|
58.8K
$834K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
592+ 4.86% |
$8.06K - $8.63K
|
12.8K
$181K
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
200New |
$2.72K - $2.92K
|
200
$2.84K
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
793New |
$10.8K - $11.6K
|
793
$11.3K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.82KNew |
$23K - $25.3K
|
1.82K
$25.8K
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
12.8KNew |
$162K - $178K
|
12.8K
$182K
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-228- 1.33% |
$2.88K - $3.17K
|
16.9K
$240K
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
700+ 4.01% |
$8.86K - $9.74K
|
18.2K
$258K
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
18.3KNew |
$232K - $255K
|
18.3K
$260K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.5K- 51.26% |
$82.2K - $90.4K
|
6.18K
$87.7K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-742- 33.91% |
$9.39K - $10.3K
|
1.45K
$20.5K
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-175K- 91.81% |
$2.22M - $2.44M
|
15.6K
$222K
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
64KNew |
$809K - $890K
|
64K
$908K
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.94K+ 84.54% |
$37.2K - $40.9K
|
6.42K
$91.1K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.28K- 0.17% |
$16.2K - $17.8K
|
735K
$10.4M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.32K- 0.39% |
$16.6K - $18.3K
|
334K
$4.73M
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2K+ 200.0% |
$25K - $27.3K
|
3K
$42.6K
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
24.6KNew |
$308K - $337K
|
24.6K
$349K
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
15KNew |
$188K - $205K
|
15K
$213K
|