Latest Institutional Purchases of Eaton Vance Tax Managed Buy Write Opportunities Fund (ETV)
This list provides information on the latest institutional transactions involving Eaton Vance Tax Managed Buy Write Opportunities Fund (ETV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
352K+ 217.74% |
$4.65M - $5.15M
|
514K
$6.73M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
218K+ 1050.04% |
$2.88M - $3.18M
|
238K
$3.12M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
163K+ 55.43% |
$2.15M - $2.38M
|
456K
$5.97M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
130K+ 47.02% |
$1.72M - $1.9M
|
406K
$5.32M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
91.7K+ 5.75% |
$1.21M - $1.34M
|
1.68M
$22.1M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
76.6K+ 11.79% |
$1.01M - $1.12M
|
726K
$9.52M
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
44.9K+ 5.82% |
$594K - $657K
|
817K
$10.7M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
42.5K+ 12.35% |
$561K - $622K
|
387K
$5.07M
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
39.1K+ 17.31% |
$517K - $573K
|
265K
$3.47M
|
|
Apr 30, 2025
Q1 2025
|
Sharpepoint LLC
Phoenix, AZ |
BUY
|
- |
34.7K+ 28.47% |
$458K - $508K
|
157K
$2.05M
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
34.1K+ 32.49% |
$451K - $499K
|
139K
$1.82M
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
33.7K+ 26.04% |
$445K - $493K
|
163K
$2.13M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
29.5K+ 95125.81% |
$390K - $431K
|
29.5K
$387K
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
28.4KNew |
$375K - $415K
|
28.4K
$372K
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
22K+ 28.6% |
$290K - $321K
|
98.8K
$1.29M
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
21.9K+ 1.52% |
$290K - $321K
|
1.47M
$19.2M
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
17.1KNew |
$227K - $251K
|
17.1K
$225K
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
15.3KNew |
$202K - $224K
|
15.3K
$200K
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
14.4KNew |
$190K - $211K
|
14.4K
$189K
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.4K+ 25.28% |
$177K - $196K
|
66.4K
$870K
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
13.2KNew |
$174K - $193K
|
13.2K
$172K
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
13KNew |
$172K - $190K
|
13K
$170K
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.4KNew |
$164K - $181K
|
12.4K
$162K
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.5KNew |
$152K - $168K
|
11.5K
$151K
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
10.2KNew |
$135K - $149K
|
10.2K
$134K
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.92K+ 14.29% |
$118K - $131K
|
71.4K
$935K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.6K+ 13.61% |
$114K - $126K
|
71.8K
$941K
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
5.6KNew |
$74K - $82K
|
5.6K
$73.4K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4.9K+ 980.0% |
$64.7K - $71.7K
|
5.4K
$70.7K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.26K+ 4.34% |
$56.2K - $62.3K
|
102K
$1.34M
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4K+ 0.72% |
$52.9K - $58.6K
|
557K
$7.3M
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.88K+ 1.32% |
$51.2K - $56.7K
|
298K
$3.91M
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.79K+ 5.66% |
$50.1K - $55.5K
|
70.8K
$927K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.41K+ 19.98% |
$45K - $49.9K
|
20.5K
$268K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.21K+ 22.49% |
$42.4K - $47K
|
17.5K
$229K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.15K+ 1.17% |
$41.5K - $46K
|
272K
$3.57M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.08KNew |
$40.6K - $45K
|
3.08K
$40.3K
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
2.9K+ 0.74% |
$38.3K - $42.4K
|
396K
$5.19M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.65K+ 1.77% |
$35K - $38.8K
|
152K
$1.99M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.6K+ 0.85% |
$34.3K - $38K
|
309K
$4.05M
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
1.86K+ 9.03% |
$24.6K - $27.2K
|
22.5K
$295K
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.75K+ 2.15% |
$23.2K - $25.7K
|
83.4K
$1.09M
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.55K+ 6.73% |
$20.5K - $22.7K
|
24.6K
$323K
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.52K+ 18.04% |
$20.1K - $22.3K
|
9.97K
$131K
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.3KNew |
$17.1K - $19K
|
1.3K
$17K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
1.23KNew |
$16.3K - $18.1K
|
1.23K
$16.2K
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.14K+ 5.04% |
$15K - $16.7K
|
23.7K
$311K
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.03K+ 3.3% |
$13.6K - $15K
|
32.1K
$421K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
967+ 1.56% |
$12.8K - $14.1K
|
63.1K
$827K
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
966+ 5.01% |
$12.8K - $14.1K
|
20.2K
$265K
|