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 |
---|---|---|---|---|---|---|---|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.09M+ 2470.15% |
$13.8M - $15.2M
|
1.14M
$16.1M
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
348KNew |
$4.4M - $4.84M
|
348K
$4.92M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
124KNew |
$1.57M - $1.73M
|
124K
$1.76M
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
97.6K+ 7.46% |
$1.24M - $1.36M
|
1.41M
$19.9M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
89.4K+ 151.38% |
$1.13M - $1.24M
|
149K
$2.1M
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
64KNew |
$809K - $890K
|
64K
$905K
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
64KNew |
$809K - $890K
|
64K
$905K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
56.4K+ 3.19% |
$714K - $785K
|
1.82M
$25.8M
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
33.7KNew |
$426K - $468K
|
33.7K
$476K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
31.4K+ 5.56% |
$397K - $437K
|
596K
$8.44M
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
29.2K+ 2.69% |
$369K - $406K
|
1.11M
$15.8M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
28K+ 9.97% |
$355K - $390K
|
309K
$4.38M
|
|
Nov 14, 2024
Q3 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
27.7KNew |
$351K - $386K
|
27.7K
$392K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.6K+ 9.18% |
$337K - $371K
|
317K
$4.48M
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
23.4K+ 4.68% |
$296K - $326K
|
524K
$7.41M
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
20.7KNew |
$261K - $287K
|
20.7K
$292K
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
18.3KNew |
$232K - $255K
|
18.3K
$260K
|
|
Oct 23, 2024
Q3 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
17.4KNew |
$220K - $242K
|
17.4K
$246K
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
17.3KNew |
$219K - $241K
|
17.3K
$245K
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
16.9KNew |
$214K - $235K
|
16.9K
$239K
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
16.3KNew |
$206K - $226K
|
16.3K
$230K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.5K+ 2.4% |
$196K - $215K
|
660K
$9.34M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14.6K+ 2.82% |
$184K - $203K
|
531K
$7.51M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13.1KNew |
$166K - $182K
|
13.1K
$185K
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
13K+ 34.46% |
$165K - $181K
|
50.8K
$719K
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
12.8KNew |
$162K - $178K
|
12.8K
$181K
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
12.8KNew |
$162K - $178K
|
12.8K
$181K
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
12.6KNew |
$159K - $175K
|
12.6K
$178K
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11.4K+ 27.49% |
$144K - $158K
|
52.7K
$746K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.1K+ 3.57% |
$140K - $154K
|
322K
$4.56M
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
10.2KNew |
$129K - $142K
|
10.2K
$144K
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.2KNew |
$129K - $142K
|
10.2K
$144K
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.47K+ 18.75% |
$120K - $132K
|
60K
$849K
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
7.51K+ 35.24% |
$95K - $104K
|
28.8K
$408K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.35K+ 55.84% |
$93K - $102K
|
20.5K
$290K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.85K+ 2.08% |
$74K - $81.4K
|
288K
$4.07M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.29K+ 2.34% |
$66.9K - $73.6K
|
232K
$3.28M
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.23K+ 1.42% |
$53.5K - $58.9K
|
301K
$4.26M
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.13K+ 15.03% |
$52.2K - $57.4K
|
31.6K
$447K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.83K+ 27.95% |
$48.4K - $53.2K
|
17.5K
$248K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.71K+ 15.08% |
$46.9K - $51.6K
|
28.3K
$400K
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.7K+ 1.98% |
$46.8K - $51.4K
|
190K
$2.69M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.02K+ 18.41% |
$38.2K - $42K
|
19.4K
$275K
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.94K+ 84.54% |
$37.2K - $40.9K
|
6.42K
$90.8K
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.5K+ 2.54% |
$31.6K - $34.8K
|
101K
$1.43M
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.39K+ 2.57% |
$30.2K - $33.2K
|
95.4K
$1.35M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.31K+ 3.33% |
$29.2K - $32.1K
|
71.5K
$1.01M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.95K+ 9.37% |
$24.6K - $27.1K
|
22.7K
$321K
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.94K+ 3.83% |
$24.5K - $26.9K
|
52.4K
$742K
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.82KNew |
$23K - $25.3K
|
1.82K
$25.8K
|