Purchases and Sales Made in Q1 2022 in Eaton Vance Tax Managed Buy Write Opportunities Fund (ETV)
This table provides information about the institutional ownership of Eaton Vance Tax Managed Buy Write Opportunities Fund (ETV) during Q1 2022. The information is specifically focused on institutions that hold shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
539K+ 3868.96% |
$7.96M - $9.05M
|
553K
$7.86M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
203K+ 237.74% |
$3M - $3.41M
|
288K
$4.1M
|
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
136K+ 16.08% |
$2M - $2.28M
|
980K
$13.9M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
88.8K+ 17.92% |
$1.31M - $1.49M
|
584K
$8.31M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
85.1K+ 35.12% |
$1.26M - $1.43M
|
327K
$4.65M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
70.8K+ 215.81% |
$1.05M - $1.19M
|
104K
$1.47M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
60K+ 5.01% |
$886K - $1.01M
|
1.26M
$17.9M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
53.2K+ 174.92% |
$786K - $894K
|
83.7K
$1.19M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
53KNew |
$783K - $891K
|
53K
$754K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
49.2K+ 8.07% |
$726K - $826K
|
658K
$9.36M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
45.7K+ 7.29% |
$675K - $767K
|
672K
$9.56M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
45.2K+ 16.27% |
$668K - $760K
|
323K
$4.59M
|
|
|
May 16, 2022
Q1 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
42.3KNew |
$625K - $711K
|
42.3K
$602K
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
41.5KNew |
$613K - $697K
|
41.5K
$590K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
34.4K+ 13.56% |
$507K - $577K
|
288K
$4.09M
|
|
|
May 03, 2022
Q1 2022
|
Avory & Company, LLC
Miami, FL |
BUY
|
- |
30.3KNew |
$448K - $509K
|
30.3K
$431K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
26.6K+ 4.03% |
$392K - $446K
|
685K
$9.74M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.9KNew |
$339K - $385K
|
22.9K
$326K
|
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
22.9K+ 17.47% |
$339K - $385K
|
154K
$2.19M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
20K+ 22.76% |
$296K - $337K
|
108K
$1.54M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.5K+ 1.41% |
$258K - $294K
|
1.26M
$17.9M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
17.4KNew |
$258K - $293K
|
17.4K
$248K
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
17.2KNew |
$253K - $288K
|
17.2K
$244K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
16.8KNew |
$248K - $282K
|
16.8K
$239K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.2K+ 7.64% |
$240K - $272K
|
228K
$3.25M
|
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.6KNew |
$230K - $262K
|
15.6K
$222K
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.2KNew |
$224K - $255K
|
15.2K
$216K
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
14K+ 2.82% |
$207K - $236K
|
511K
$7.26M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
13.8KNew |
$204K - $232K
|
13.8K
$197K
|
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
13KNew |
$192K - $219K
|
13K
$185K
|
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
12.5K+ 4.85% |
$185K - $211K
|
271K
$3.85M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.9K+ 7.54% |
$176K - $201K
|
170K
$2.42M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
11.4KNew |
$168K - $192K
|
11.4K
$162K
|
|
|
Apr 20, 2022
Q1 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
11.2K+ 12.46% |
$165K - $187K
|
101K
$1.43M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
10.8KNew |
$159K - $181K
|
10.8K
$153K
|
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
10.6KNew |
$156K - $177K
|
10.6K
$150K
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
10K+ 21.69% |
$148K - $168K
|
56.1K
$798K
|
|
|
May 16, 2022
Q1 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
9.29K+ 2.06% |
$137K - $156K
|
460K
$6.55M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.51K+ 7.76% |
$111K - $126K
|
104K
$1.48M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.97K+ 5.09% |
$103K - $117K
|
144K
$2.05M
|
|
|
Jul 28, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
6.01K+ 5.47% |
$88.7K - $101K
|
116K
$1.65M
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.52K+ 4.84% |
$81.5K - $92.7K
|
120K
$1.7M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.29K+ 42.76% |
$78.2K - $88.9K
|
17.7K
$251K
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.26K+ 1.31% |
$62.8K - $71.5K
|
329K
$4.68M
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.09K+ 20.61% |
$60.4K - $68.7K
|
23.9K
$341K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.86KNew |
$42.2K - $48K
|
2.86K
$40.6K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
2.5KNew |
$36.9K - $42K
|
2.5K
$35.6K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.49K+ 8.22% |
$36.7K - $41.8K
|
32.7K
$465K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.33K+ 5.27% |
$34.4K - $39.1K
|
46.6K
$662K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
2.3KNew |
$33.9K - $38.6K
|
2.3K
$32.7K
|