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 |
---|---|---|---|---|---|---|---|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1K- 66.67% |
$12.2K - $13.1K
|
500
$7.11K
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-500- 16.37% |
$6.09K - $6.57K
|
2.56K
$36.3K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-103K- 31.7% |
$1.14M - $1.3M
|
221K
$3.14M
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-33.5K- 58.08% |
$372K - $424K
|
24.2K
$344K
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-16K- 53.71% |
$177K - $202K
|
13.8K
$196K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.7K- 28.49% |
$141K - $161K
|
32K
$455K
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-10K- 46.58% |
$111K - $127K
|
11.5K
$163K
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.34K- 33.92% |
$104K - $118K
|
18.2K
$259K
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.1K- 21.29% |
$56.6K - $64.5K
|
18.9K
$268K
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3.19K- 19.93% |
$35.4K - $40.4K
|
12.8K
$182K
|
|
Feb 13, 2024
Q4 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.2K- 3.53% |
$13.3K - $15.2K
|
32.8K
$467K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-294- 29.58% |
$3.26K - $3.72K
|
700
$9.95K
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-100- 0.56% |
$1.11K - $1.27K
|
17.9K
$254K
|
|
Q3 2023 | |||||||
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4K- 99.98% |
$47.6K - $53.4K
|
1
$14.2
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2.74K- 17.88% |
$32.6K - $36.6K
|
12.6K
$179K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-610- 2.85% |
$7.25K - $8.14K
|
20.8K
$295K
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-931- 17.12% |
$11.2K - $11.9K
|
4.51K
$64.1K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.37K- 43.06% |
$101K - $112K
|
11.1K
$157K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.5K- 14.38% |
$18.1K - $20.1K
|
8.93K
$127K
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-320- 2.3% |
$3.87K - $4.29K
|
13.6K
$193K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-3.2K- 20.43% |
$38K - $46.1K
|
12.5K
$177K
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-375- 2.75% |
$4.46K - $5.4K
|
13.3K
$189K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-156- 0.53% |
$1.85K - $2.25K
|
29.2K
$416K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-20.4K- 5.85% |
$265K - $320K
|
329K
$4.67M
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-880- 4.49% |
$11.4K - $13.8K
|
18.7K
$266K
|
|
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
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
SELL
|
- |
-18.6KClosed |
$242K - $293K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-15.6KClosed |
$203K - $246K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-15.2KClosed |
$198K - $239K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-10.6KClosed |
$138K - $167K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9.28KClosed |
$121K - $146K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-3.25KClosed |
$42.3K - $51.2K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.88KClosed |
$24.5K - $29.6K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-550Closed |
$7.18K - $8.67K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-254- 1.91% |
$3.31K - $4.01K
|
13K
$185K
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-150Closed |
$1.96K - $2.37K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-150Closed |
$1.96K - $2.37K
|
0
$0
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-70.7KClosed |
$1.04M - $1.19M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-18.5KClosed |
$273K - $311K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-16.4KClosed |
$242K - $275K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-11.4KClosed |
$168K - $191K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-10KClosed |
$148K - $168K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-8.7KClosed |
$129K - $146K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-7.26K- 93.35% |
$107K - $122K
|
517
$7.35K
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-6.49KClosed |
$95.8K - $109K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-5.81KClosed |
$85.8K - $97.6K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-2KClosed |
$29.5K - $33.6K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-593Closed |
$8.76K - $9.96K
|
0
$0
|