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 |
---|---|---|---|---|---|---|---|
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
$44.1K
|
|
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
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-37.3KClosed |
$415K - $541K
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-10.8KClosed |
$121K - $157K
|
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
|
Psi Advisors, LLC
|
SELL
|
- |
-681Closed |
$5.92K - $10.5K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-15.9KClosed |
$138K - $246K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Pinnacle Associates LTD
|
BUY
|
- |
11.2KNew |
$97.5K - $174K
|
11.2K
$150K
|
|
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
$188K
|
|
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
$9.05K
|
|
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
$4.46K
|
|
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
|
|
Feb 12, 2019
Q4 2018
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-80.2KClosed |
$994K - $1.29M
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-443Closed |
$5.49K - $7.15K
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Csenge Advisory Group
|
SELL
|
- |
-780Closed |
$9.67K - $12.6K
|
0
$0
|
|
Jan 18, 2019
Q4 2018
|
Gradient Investments LLC
|
SELL
|
- |
-1.07KClosed |
$13.3K - $17.3K
|
0
$0
|
|
Jan 17, 2019
Q4 2018
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-168Closed |
$2.08K - $2.71K
|
0
$0
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
165New |
$2.53K - $2.69K
|
165
$2.21K
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
23.5KNew |
$361K - $384K
|
23.5K
$315K
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-797Closed |
$12.2K - $13K
|
0
$0
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-4.07KClosed |
$62.4K - $66.4K
|
0
$0
|
|
Nov 02, 2018
Q3 2018
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-13.7KClosed |
$210K - $223K
|
0
$0
|
|
Q2 2018 | |||||||
Aug 14, 2018
Q2 2018
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-40.3KClosed |
$592K - $631K
|
0
$0
|
|
Aug 14, 2018
Q2 2018
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-26.9KClosed |
$394K - $420K
|
0
$0
|
|
Jul 26, 2018
Q2 2018
|
Regions Financial Corp
|
SELL
|
- |
-2.2KClosed |
$32.3K - $34.4K
|
0
$0
|
|
Jul 24, 2018
Q2 2018
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
10KNew |
$147K - $156K
|
10K
$134K
|
|
Q1 2018 | |||||||
May 16, 2018
Q1 2018
|
Private Capital Group, LLC
|
SELL
|
- |
-166Closed |
$2.41K - $2.59K
|
0
$0
|
|
May 11, 2018
Q1 2018
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-13.2KClosed |
$192K - $206K
|
0
$0
|