Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.44K- 32.21% |
$33.2K - $35.5K
|
5.13K
$68.7K
|
|
Feb 14, 2025
Q4 2024
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-2.07K- 7.46% |
$28.2K - $30.2K
|
25.7K
$344K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.9K- 9.66% |
$25.8K - $27.7K
|
17.8K
$238K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-707- 0.57% |
$9.62K - $10.3K
|
124K
$1.65M
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-362- 2.67% |
$4.93K - $5.28K
|
13.2K
$177K
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-300- 0.89% |
$4.08K - $4.37K
|
33.4K
$447K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-300- 1.65% |
$4.08K - $4.37K
|
17.9K
$239K
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-204- 0.99% |
$2.78K - $2.97K
|
20.4K
$274K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-100- 20.0% |
$1.36K - $1.46K
|
400
$5.36K
|
|
Q3 2024 | |||||||
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-175K- 91.81% |
$2.22M - $2.44M
|
15.6K
$209K
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-10.3K- 37.42% |
$130K - $143K
|
17.2K
$231K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.5K- 51.26% |
$82.2K - $90.4K
|
6.18K
$82.8K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.32K- 0.39% |
$16.6K - $18.3K
|
334K
$4.47M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.28K- 0.17% |
$16.2K - $17.8K
|
735K
$9.85M
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-742- 33.91% |
$9.39K - $10.3K
|
1.45K
$19.4K
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-228- 1.33% |
$2.88K - $3.17K
|
16.9K
$226K
|
|
Q2 2024 | |||||||
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-8.07K- 43.99% |
$101K - $110K
|
10.3K
$138K
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.4K- 31.23% |
$67.6K - $73.8K
|
11.9K
$159K
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.88K- 11.11% |
$23.5K - $25.6K
|
15K
$201K
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.11K- 9.01% |
$13.9K - $15.2K
|
11.2K
$151K
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.09K- 6.41% |
$13.6K - $14.8K
|
15.9K
$212K
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-600- 4.75% |
$7.51K - $8.2K
|
12K
$161K
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-225- 0.48% |
$2.82K - $3.08K
|
47K
$630K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-5- 0.23% |
$62.6 - $68.4
|
2.16K
$28.9K
|
|
Q1 2024 | |||||||
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1K- 66.67% |
$12.2K - $13.1K
|
500
$6.7K
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-500- 16.37% |
$6.09K - $6.57K
|
2.56K
$34.2K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-103K- 31.7% |
$1.14M - $1.3M
|
221K
$2.96M
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-16K- 53.71% |
$177K - $202K
|
13.8K
$184K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.7K- 28.49% |
$141K - $161K
|
32K
$429K
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-10K- 46.58% |
$111K - $127K
|
11.5K
$154K
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.34K- 33.92% |
$104K - $118K
|
18.2K
$244K
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.1K- 21.29% |
$56.6K - $64.5K
|
18.9K
$253K
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3.19K- 19.93% |
$35.4K - $40.4K
|
12.8K
$172K
|
|
Feb 13, 2024
Q4 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.2K- 3.53% |
$13.3K - $15.2K
|
32.8K
$440K
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-100- 0.56% |
$1.11K - $1.27K
|
17.9K
$240K
|
|
Q3 2023 | |||||||
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4K- 99.98% |
$47.6K - $53.4K
|
1
$13.4
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2.74K- 17.88% |
$32.6K - $36.6K
|
12.6K
$169K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-610- 2.85% |
$7.25K - $8.14K
|
20.8K
$278K
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-931- 17.12% |
$11.2K - $11.9K
|
4.51K
$60.4K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.37K- 43.06% |
$101K - $112K
|
11.1K
$148K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.5K- 14.38% |
$18.1K - $20.1K
|
8.93K
$120K
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-320- 2.3% |
$3.87K - $4.29K
|
13.6K
$182K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-3.2K- 20.43% |
$38K - $46.1K
|
12.5K
$167K
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-375- 2.75% |
$4.46K - $5.4K
|
13.3K
$178K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-156- 0.53% |
$1.85K - $2.25K
|
29.2K
$392K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-20.4K- 5.85% |
$265K - $320K
|
329K
$4.4M
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-880- 4.49% |
$11.4K - $13.8K
|
18.7K
$251K
|
|
Q2 2022 | |||||||
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-511KClosed |
$6.67M - $8.06M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-120KClosed |
$1.56M - $1.89M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-20.9KClosed |
$272K - $329K
|
0
$0
|