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 20, 2021
Q1 2021
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-10.8KClosed |
$160K - $168K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Country Trust Bank
|
SELL
|
- |
-297Closed |
$4.41K - $4.63K
|
0
$0
|
|
Q4 2020 | |||||||
Sep 07, 2021
Q4 2020
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-411Closed |
$5.48K - $6.35K
|
0
$0
|
|
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.25KNew |
$16.7K - $19.3K
|
1.25K
$17.7K
|
|
Feb 17, 2021
Q4 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12KClosed |
$160K - $185K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-69.8KClosed |
$930K - $1.08M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
300New |
$4K - $4.64K
|
300
$4.25K
|
|
Feb 11, 2021
Q4 2020
|
Barclays PLC
London, X0 |
SELL
|
- |
-439Closed |
$5.85K - $6.78K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-11.4KClosed |
$152K - $176K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
333New |
$4.44K - $5.14K
|
333
$4.71K
|
|
Jan 26, 2021
Q4 2020
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-10.9KClosed |
$145K - $168K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 18, 2020
Q3 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1KClosed |
$13.6K - $15.1K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.86KClosed |
$25.2K - $28.1K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.5KClosed |
$20.3K - $22.6K
|
0
$0
|
|
Oct 14, 2020
Q3 2020
|
Sabal Trust CO
|
SELL
|
- |
-16.3KClosed |
$221K - $246K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1KClosed |
$13.6K - $15.1K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
46+ 1.42% |
$513 - $667
|
3.29K
$46.6K
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-4.17KClosed |
$46.5K - $60.5K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-400Closed |
$4.46K - $5.8K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-7.12KClosed |
$79.4K - $103K
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-10.8KClosed |
$121K - $157K
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-37.3KClosed |
$415K - $541K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-286KClosed |
$3.19M - $4.16M
|
0
$0
|
|
Jul 15, 2020
Q2 2020
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1KClosed |
$11.2K - $14.5K
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-15.9KClosed |
$138K - $246K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Psi Advisors, LLC
|
SELL
|
- |
-681Closed |
$5.92K - $10.5K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Pinnacle Associates LTD
|
BUY
|
- |
11.2KNew |
$97.5K - $174K
|
11.2K
$159K
|
|
May 05, 2020
Q1 2020
|
Spinnaker Trust
|
SELL
|
- |
-10.9KClosed |
$94.4K - $168K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
14KNew |
$122K - $217K
|
14K
$199K
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-300Closed |
$2.61K - $4.64K
|
0
$0
|
|
Apr 07, 2020
Q1 2020
|
Sound Income Strategies, LLC
|
BUY
|
- |
675New |
$5.87K - $10.4K
|
675
$9.55K
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-11.1KClosed |
$159K - $170K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
333New |
$4.78K - $5.1K
|
333
$4.71K
|
|
Feb 04, 2020
Q4 2019
|
Vicus Capital
State College, PA |
SELL
|
- |
-31.5KClosed |
$452K - $482K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-3.35KClosed |
$48.1K - $51.2K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 12, 2019
Q3 2019
|
Time Scale Financial, Inc.
|
SELL
|
- |
-500Closed |
$7.22K - $7.78K
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Financial Counselors Inc
|
SELL
|
- |
-11.3KClosed |
$164K - $176K
|
0
$0
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-345Closed |
$4.98K - $5.37K
|
0
$0
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-194Closed |
$2.8K - $3.02K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 14, 2019
Q2 2019
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-11.4KClosed |
$157K - $178K
|
0
$0
|
|
Aug 05, 2019
Q2 2019
|
Pfg Advisors
|
SELL
|
- |
-10.7KClosed |
$147K - $167K
|
0
$0
|
|
Jul 31, 2019
Q2 2019
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-482Closed |
$6.66K - $7.52K
|
0
$0
|
|
Jul 30, 2019
Q2 2019
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-3.25KClosed |
$44.9K - $50.8K
|
0
$0
|
|
Jul 22, 2019
Q2 2019
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-650Closed |
$8.98K - $10.1K
|
0
$0
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-410Closed |
$5.66K - $6.4K
|
0
$0
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-100Closed |
$1.34K - $1.53K
|
0
$0
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-100Closed |
$1.34K - $1.53K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 25, 2019
Q4 2018
|
Valley National Advisers Inc
|
SELL
|
- |
-425Closed |
$5.27K - $6.86K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Nine Masts Capital LTD
|
SELL
|
- |
-103KClosed |
$1.28M - $1.67M
|
0
$0
|