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 |
---|---|---|---|---|---|---|---|
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
|
|
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
$180K
|
|
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
$7.16K
|
|
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
|
|
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
$140K
|
|
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
$27.7K
|
|
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
$5.54K
|
|
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
|