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 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1KNew |
$12.2K - $13.1K
|
1K
$13.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
750New |
$9.13K - $9.85K
|
750
$10.1K
|
|
| Q4 2023 | |||||||
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.5KNew |
$139K - $158K
|
12.5K
$168K
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-10K- 46.58% |
$111K - $127K
|
11.5K
$154K
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
13.2KNew |
$146K - $167K
|
13.2K
$177K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.65K+ 13.95% |
$18.3K - $20.9K
|
13.5K
$181K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.34K- 33.92% |
$104K - $118K
|
18.2K
$244K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
4KNew |
$44.4K - $50.6K
|
4K
$53.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.7K- 28.49% |
$141K - $161K
|
32K
$429K
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-103K- 31.7% |
$1.14M - $1.3M
|
221K
$2.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.2K- 3.53% |
$13.3K - $15.2K
|
32.8K
$440K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
43.6KNew |
$484K - $552K
|
43.6K
$585K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3.19K- 19.93% |
$35.4K - $40.4K
|
12.8K
$172K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.31KNew |
$36.7K - $41.8K
|
3.31K
$44.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.7KNew |
$18.9K - $21.5K
|
1.7K
$22.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1K+ 16.95% |
$11.1K - $12.7K
|
6.9K
$92.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.1K- 21.29% |
$56.6K - $64.5K
|
18.9K
$253K
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1KNew |
$11.1K - $12.7K
|
1K
$13.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
225New |
$2.5K - $2.85K
|
225
$3.02K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
66New |
$732 - $835
|
66
$884
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
11.5KNew |
$127K - $145K
|
11.5K
$154K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
8New |
$88.7 - $101
|
8
$107
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-100- 0.56% |
$1.11K - $1.27K
|
17.9K
$240K
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-16K- 53.71% |
$177K - $202K
|
13.8K
$184K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-610- 2.85% |
$7.25K - $8.14K
|
20.8K
$278K
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
10.4KNew |
$124K - $139K
|
10.4K
$139K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4K- 99.98% |
$47.6K - $53.4K
|
1
$13.4
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.12K+ 46.09% |
$13.3K - $15K
|
3.55K
$47.6K
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2.74K- 17.88% |
$32.6K - $36.6K
|
12.6K
$169K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-931- 17.12% |
$11.2K - $11.9K
|
4.51K
$60.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
5.65K+ 38.1% |
$68.2K - $72.3K
|
20.5K
$274K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
875New |
$10.6K - $11.2K
|
875
$11.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
203KNew |
$2.45M - $2.6M
|
203K
$2.72M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
12+ 0.04% |
$145 - $154
|
30.9K
$414K
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
11KNew |
$133K - $141K
|
11K
$147K
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
33.8KNew |
$407K - $432K
|
33.8K
$453K
|
|
| Q1 2023 | |||||||
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
12.5KNew |
$151K - $167K
|
12.5K
$167K
|
|
|
May 15, 2023
Q1 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
30.9K+ 215.51% |
$373K - $414K
|
45.2K
$606K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.37K- 43.06% |
$101K - $112K
|
11.1K
$148K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
300New |
$3.63K - $4.02K
|
300
$4.02K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
122+ 1.13% |
$1.47K - $1.63K
|
10.9K
$146K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1K+ 335.57% |
$12.1K - $13.4K
|
1.3K
$17.4K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-320- 2.3% |
$3.87K - $4.29K
|
13.6K
$182K
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
BUY
|
- |
1.2K+ 7.04% |
$14.6K - $16.1K
|
18.3K
$245K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.5K- 14.38% |
$18.1K - $20.1K
|
8.93K
$120K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.36KNew |
$16.5K - $18.2K
|
1.36K
$18.2K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
17.2KNew |
$205K - $248K
|
17.2K
$231K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
39.3KNew |
$467K - $566K
|
39.3K
$526K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-156- 0.53% |
$1.85K - $2.25K
|
29.2K
$392K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.92KNew |
$82.2K - $99.7K
|
6.92K
$92.8K
|
|