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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.31KNew |
$36.7K - $41.8K
|
3.31K
$46.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.7KNew |
$18.9K - $21.5K
|
1.7K
$24.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.65K+ 13.95% |
$18.3K - $20.9K
|
13.5K
$191K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1K+ 16.95% |
$11.1K - $12.7K
|
6.9K
$97.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1KNew |
$11.1K - $12.7K
|
1K
$14.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
225New |
$2.5K - $2.85K
|
225
$3.19K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
66New |
$732 - $835
|
66
$937
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
8New |
$88.7 - $101
|
8
$114
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
10.4KNew |
$124K - $139K
|
10.4K
$148K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.12K+ 46.09% |
$13.3K - $15K
|
3.55K
$50.4K
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
203KNew |
$2.45M - $2.6M
|
203K
$2.88M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
11KNew |
$133K - $141K
|
11K
$156K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
5.65K+ 38.1% |
$68.2K - $72.3K
|
20.5K
$291K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
875New |
$10.6K - $11.2K
|
875
$12.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
12+ 0.04% |
$145 - $154
|
30.9K
$439K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
30.9K+ 215.51% |
$373K - $414K
|
45.2K
$641K
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
12.5KNew |
$151K - $167K
|
12.5K
$177K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.36KNew |
$16.5K - $18.2K
|
1.36K
$19.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
BUY
|
- |
1.2K+ 7.04% |
$14.6K - $16.1K
|
18.3K
$260K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1K+ 335.57% |
$12.1K - $13.4K
|
1.3K
$18.4K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
300New |
$3.63K - $4.02K
|
300
$4.26K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
122+ 1.13% |
$1.47K - $1.63K
|
10.9K
$155K
|
|
| Q4 2022 | |||||||
|
Jan 18, 2023
Q4 2022
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
116KNew |
$1.38M - $1.67M
|
116K
$1.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
39.3KNew |
$467K - $566K
|
39.3K
$557K
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
17.2KNew |
$205K - $248K
|
17.2K
$245K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.92KNew |
$82.2K - $99.7K
|
6.92K
$98.2K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
5.2KNew |
$61.7K - $74.8K
|
5.2K
$73.7K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2KNew |
$23.8K - $28.8K
|
2K
$28.4K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
81+ 1.54% |
$962 - $1.17K
|
5.34K
$75.8K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
14.4KNew |
$187K - $226K
|
14.4K
$204K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11.5KNew |
$149K - $181K
|
11.5K
$163K
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.4K+ 29.57% |
$44.1K - $53.4K
|
14.9K
$211K
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
1.89K+ 5.24% |
$24.5K - $29.7K
|
38K
$539K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
58+ 2.3% |
$753 - $911
|
2.58K
$36.6K
|
|
| Q2 2022 | |||||||
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
4.5KNew |
$58.7K - $71K
|
4.5K
$63.9K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3KNew |
$39.1K - $47.2K
|
3K
$42.5K
|
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
1.5KNew |
$19.6K - $23.7K
|
1.5K
$21.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
850+ 52.83% |
$11.1K - $13.4K
|
2.46K
$34.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
556New |
$7.26K - $8.77K
|
556
$7.89K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
500+ 24.56% |
$6.53K - $7.89K
|
2.54K
$36K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
300New |
$3.92K - $4.73K
|
300
$4.26K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
225New |
$2.94K - $3.55K
|
225
$3.19K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5+ 2.51% |
$65.3 - $78.9
|
204
$2.89K
|
|
| Q1 2022 | |||||||
|
May 03, 2022
Q1 2022
|
Avory & Company, LLC
Miami, FL |
BUY
|
- |
30.3KNew |
$448K - $509K
|
30.3K
$430K
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
1KNew |
$14.8K - $16.8K
|
1K
$14.2K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
750New |
$11.1K - $12.6K
|
750
$10.6K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
600New |
$8.86K - $10.1K
|
600
$8.51K
|
|
| Q4 2021 | |||||||
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
69.9KNew |
$1.11M - $1.18M
|
69.9K
$992K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
3KNew |
$47.8K - $50.5K
|
3K
$42.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.48K+ 1.19% |
$39.5K - $41.7K
|
211K
$2.99M
|
|