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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
198New |
$2.48K - $2.71K
|
198
$2.81K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-5- 0.23% |
$62.6 - $68.4
|
2.16K
$30.6K
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-600- 4.75% |
$7.51K - $8.2K
|
12K
$171K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-8.07K- 43.99% |
$101K - $110K
|
10.3K
$146K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.88K- 11.11% |
$23.5K - $25.6K
|
15K
$213K
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.11K- 9.01% |
$13.9K - $15.2K
|
11.2K
$160K
|
|
|
Jul 26, 2024
Q2 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
16KNew |
$201K - $219K
|
16K
$228K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.5K+ 150.0% |
$18.8K - $20.5K
|
2.5K
$35.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
32New |
$401 - $437
|
32
$454
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
451New |
$5.49K - $5.92K
|
451
$6.4K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
250+ 39.31% |
$3.04K - $3.28K
|
886
$12.6K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-500- 16.37% |
$6.09K - $6.57K
|
2.56K
$36.3K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.67K+ 7.56% |
$44.7K - $48.2K
|
52.3K
$742K
|
|
|
May 14, 2024
Q1 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
17.2KNew |
$209K - $226K
|
17.2K
$244K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
28.3K+ 214.42% |
$344K - $371K
|
41.5K
$589K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
19.4KNew |
$236K - $255K
|
19.4K
$276K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
14.3KNew |
$174K - $188K
|
14.3K
$203K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1K- 66.67% |
$12.2K - $13.1K
|
500
$7.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1KNew |
$12.2K - $13.1K
|
1K
$14.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
750New |
$9.13K - $9.85K
|
750
$10.6K
|
|
| Q4 2023 | |||||||
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.5KNew |
$139K - $158K
|
12.5K
$177K
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-10K- 46.58% |
$111K - $127K
|
11.5K
$163K
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
13.2KNew |
$146K - $167K
|
13.2K
$187K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
4KNew |
$44.4K - $50.6K
|
4K
$56.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.34K- 33.92% |
$104K - $118K
|
18.2K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.65K+ 13.95% |
$18.3K - $20.9K
|
13.5K
$191K
|
|
|
Feb 13, 2024
Q4 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.2K- 3.53% |
$13.3K - $15.2K
|
32.8K
$466K
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-103K- 31.7% |
$1.14M - $1.3M
|
221K
$3.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
43.6KNew |
$484K - $552K
|
43.6K
$619K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.31KNew |
$36.7K - $41.8K
|
3.31K
$46.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3.19K- 19.93% |
$35.4K - $40.4K
|
12.8K
$182K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1K+ 16.95% |
$11.1K - $12.7K
|
6.9K
$97.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.7KNew |
$18.9K - $21.5K
|
1.7K
$24.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
66New |
$732 - $835
|
66
$937
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
225New |
$2.5K - $2.85K
|
225
$3.19K
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1KNew |
$11.1K - $12.7K
|
1K
$14.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
8New |
$88.7 - $101
|
8
$114
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
11.5KNew |
$127K - $145K
|
11.5K
$163K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-100- 0.56% |
$1.11K - $1.27K
|
17.9K
$254K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-610- 2.85% |
$7.25K - $8.14K
|
20.8K
$295K
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
10.4KNew |
$124K - $139K
|
10.4K
$148K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4K- 99.98% |
$47.6K - $53.4K
|
1
$14.2
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.12K+ 46.09% |
$13.3K - $15K
|
3.55K
$50.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2.74K- 17.88% |
$32.6K - $36.6K
|
12.6K
$179K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-931- 17.12% |
$11.2K - $11.9K
|
4.51K
$64K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
5.65K+ 38.1% |
$68.2K - $72.3K
|
20.5K
$291K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
875New |
$10.6K - $11.2K
|
875
$12.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
203KNew |
$2.45M - $2.6M
|
203K
$2.88M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
12+ 0.04% |
$145 - $154
|
30.9K
$439K
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
11KNew |
$133K - $141K
|
11K
$156K
|
|