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 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-119Closed |
$1.76K - $2K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-77Closed |
$1.14K - $1.29K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-3.82KClosed |
$60.9K - $64.3K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-900Closed |
$14.3K - $15.1K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-552Closed |
$8.8K - $9.28K
|
0
$0
|
|
Q3 2021 | |||||||
Oct 12, 2021
Q3 2021
|
Ota Financial Group L.P.
|
SELL
|
- |
-13.3KClosed |
$212K - $222K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-12.8KClosed |
$205K - $214K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-11KClosed |
$176K - $184K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-10.3KClosed |
$164K - $172K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-1.25KClosed |
$19.9K - $20.8K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-975Closed |
$15.6K - $16.3K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-600- 5.59% |
$9.59K - $10K
|
10.1K
$144K
|
|
Q2 2021 | |||||||
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.59KClosed |
$55.5K - $59.4K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2KClosed |
$31K - $33.1K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Sandy Spring Bank
|
SELL
|
- |
-600- 23.08% |
$9.29K - $9.94K
|
2K
$28.4K
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-500Closed |
$7.75K - $8.29K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-241Closed |
$3.73K - $3.99K
|
0
$0
|
|
Q1 2021 | |||||||
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-14.2KClosed |
$211K - $222K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-10.8KClosed |
$160K - $168K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Glassman Wealth Services
|
SELL
|
- |
-4.24KClosed |
$63K - $66.1K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-2.88KClosed |
$42.7K - $44.8K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-2KClosed |
$29.7K - $31.2K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-500- 55.56% |
$7.43K - $7.79K
|
400
$5.69K
|
|
Apr 16, 2021
Q1 2021
|
Country Trust Bank
|
SELL
|
- |
-297Closed |
$4.41K - $4.63K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-69.8KClosed |
$930K - $1.08M
|
0
$0
|
|
Feb 17, 2021
Q4 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12KClosed |
$160K - $185K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-11.4KClosed |
$152K - $176K
|
0
$0
|
|
Jan 26, 2021
Q4 2020
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-10.9KClosed |
$145K - $168K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Barclays PLC
London, X0 |
SELL
|
- |
-439Closed |
$5.85K - $6.78K
|
0
$0
|
|
Sep 07, 2021
Q4 2020
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-411Closed |
$5.48K - $6.35K
|
0
$0
|
|
Q3 2020 | |||||||
Oct 14, 2020
Q3 2020
|
Sabal Trust CO
|
SELL
|
- |
-16.3KClosed |
$221K - $246K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.86KClosed |
$25.2K - $28.1K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.5KClosed |
$20.3K - $22.6K
|
0
$0
|
|
Nov 18, 2020
Q3 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1KClosed |
$13.6K - $15.1K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1KClosed |
$13.6K - $15.1K
|
0
$0
|
|
Q2 2020 | |||||||
Jul 20, 2020
Q2 2020
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-286KClosed |
$3.19M - $4.16M
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-37.3KClosed |
$415K - $541K
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-10.8KClosed |
$121K - $157K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-7.12KClosed |
$79.4K - $103K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-4.17KClosed |
$46.5K - $60.5K
|
0
$0
|
|
Jul 15, 2020
Q2 2020
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1KClosed |
$11.2K - $14.5K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-400Closed |
$4.46K - $5.8K
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-15.9KClosed |
$138K - $246K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Spinnaker Trust
|
SELL
|
- |
-10.9KClosed |
$94.4K - $168K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Psi Advisors, LLC
|
SELL
|
- |
-681Closed |
$5.92K - $10.5K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-300Closed |
$2.61K - $4.64K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 04, 2020
Q4 2019
|
Vicus Capital
State College, PA |
SELL
|
- |
-31.5KClosed |
$452K - $482K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-11.1KClosed |
$159K - $170K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-3.35KClosed |
$48.1K - $51.2K
|
0
$0
|