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 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-7.26K- 93.35% |
$107K - $122K
|
517
$6.93K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
600New |
$8.86K - $10.1K
|
600
$8.04K
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-6.49KClosed |
$95.8K - $109K
|
0
$0
|
|
| Q4 2021 | |||||||
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
434New |
$6.92K - $7.3K
|
434
$5.82K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-552Closed |
$8.8K - $9.28K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-3.82KClosed |
$60.9K - $64.3K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
3KNew |
$47.8K - $50.5K
|
3K
$40.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
69.9KNew |
$1.11M - $1.18M
|
69.9K
$936K
|
|
|
Feb 03, 2022
Q4 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.48K+ 1.19% |
$39.5K - $41.7K
|
211K
$2.83M
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-900Closed |
$14.3K - $15.1K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-975Closed |
$15.6K - $16.3K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-12.8KClosed |
$205K - $214K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.46KNew |
$103K - $108K
|
6.46K
$86.6K
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
787New |
$12.6K - $13.2K
|
787
$10.5K
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-10.3KClosed |
$164K - $172K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-1.25KClosed |
$19.9K - $20.8K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-600- 5.59% |
$9.59K - $10K
|
10.1K
$136K
|
|
|
Oct 26, 2021
Q3 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-11KClosed |
$176K - $184K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.41KNew |
$22.6K - $23.6K
|
1.41K
$18.9K
|
|
|
Oct 12, 2021
Q3 2021
|
Ota Financial Group L.P.
|
SELL
|
- |
-13.3KClosed |
$212K - $222K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
617New |
$9.56K - $10.2K
|
617
$8.27K
|
|
|
Aug 09, 2021
Q2 2021
|
Sandy Spring Bank
|
SELL
|
- |
-600- 23.08% |
$9.29K - $9.94K
|
2K
$26.8K
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-500Closed |
$7.75K - $8.29K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2KClosed |
$31K - $33.1K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.44KNew |
$22.2K - $23.8K
|
1.44K
$19.2K
|
|
|
Jul 22, 2021
Q2 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-241Closed |
$3.73K - $3.99K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.59KClosed |
$55.5K - $59.4K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-2.88KClosed |
$42.7K - $44.8K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
11.8KNew |
$175K - $183K
|
11.8K
$158K
|
|
|
May 10, 2021
Q1 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.09K+ 4.32% |
$16.2K - $17K
|
26.4K
$354K
|
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-14.2KClosed |
$211K - $222K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Glassman Wealth Services
|
SELL
|
- |
-4.24KClosed |
$63K - $66.1K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-2KClosed |
$29.7K - $31.2K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-500- 55.56% |
$7.43K - $7.79K
|
400
$5.36K
|
|
|
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
$16.8K
|
|
|
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
$4.02K
|
|
|
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
$4.46K
|
|
|
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
|
|