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 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.2KNew |
$32.5K - $37K
|
2.2K
$30.9K
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.1K+ 15.89% |
$31K - $35.3K
|
15.3K
$215K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.01K+ 24.9% |
$29.7K - $33.8K
|
10.1K
$142K
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.96K+ 5.87% |
$28.9K - $32.9K
|
35.3K
$496K
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.91K+ 12.5% |
$28.2K - $32.1K
|
17.2K
$242K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.38K+ 6.61% |
$20.4K - $23.2K
|
22.3K
$312K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.29K+ 66.15% |
$19.1K - $21.7K
|
3.25K
$45.6K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.26K+ 4.36% |
$18.6K - $21.2K
|
30.2K
$424K
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
1KNew |
$14.8K - $16.8K
|
1K
$14K
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
919+ 1.48% |
$13.6K - $15.4K
|
63.1K
$886K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
828+ 19.51% |
$12.2K - $13.9K
|
5.07K
$71.2K
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
769+ 2.23% |
$11.4K - $12.9K
|
35.2K
$494K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
750New |
$11.1K - $12.6K
|
750
$10.5K
|
|
|
Apr 11, 2022
Q1 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
696+ 1.86% |
$10.3K - $11.7K
|
38.2K
$536K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
600New |
$8.86K - $10.1K
|
600
$8.42K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
550New |
$8.12K - $9.24K
|
550
$7.72K
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
500New |
$7.39K - $8.4K
|
500
$7.02K
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
324+ 1.77% |
$4.79K - $5.44K
|
18.6K
$262K
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
BUY
|
- |
310+ 1.7% |
$4.58K - $5.21K
|
18.6K
$260K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
290+ 1.22% |
$4.28K - $4.87K
|
24K
$338K
|
|
|
May 13, 2022
Q1 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
209+ 0.82% |
$3.09K - $3.51K
|
25.6K
$359K
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
205+ 1.87% |
$3.03K - $3.44K
|
11.2K
$157K
|
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
181+ 0.89% |
$2.67K - $3.04K
|
20.5K
$288K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
150New |
$2.22K - $2.52K
|
150
$2.11K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
78+ 0.19% |
$1.15K - $1.31K
|
40.7K
$572K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
50+ 2.07% |
$739 - $840
|
2.46K
$34.6K
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
8+ 0.08% |
$118 - $134
|
10K
$141K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4+ 2.05% |
$59.1 - $67.2
|
199
$2.79K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wealth Effects LLC
|
SELL
|
- |
-10- 0.03% |
$148 - $168
|
39.6K
$556K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-62- 0.37% |
$916 - $1.04K
|
16.9K
$237K
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-77Closed |
$1.14K - $1.29K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-110- 0.9% |
$1.62K - $1.85K
|
12.2K
$171K
|
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-119Closed |
$1.76K - $2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-225Closed |
$3.32K - $3.78K
|
0
$0
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-269- 2.33% |
$3.97K - $4.52K
|
11.3K
$158K
|
|
|
Apr 14, 2022
Q1 2022
|
Diversified, LLC
|
SELL
|
- |
-281- 1.31% |
$4.15K - $4.72K
|
21.2K
$298K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-309- 0.1% |
$4.56K - $5.19K
|
296K
$4.16M
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-420- 17.1% |
$6.2K - $7.06K
|
2.04K
$28.6K
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-593Closed |
$8.76K - $9.96K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-728- 1.38% |
$10.8K - $12.2K
|
52K
$730K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-817- 4.86% |
$12.1K - $13.7K
|
16K
$224K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-821- 1.28% |
$12.1K - $13.8K
|
63.3K
$889K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1K- 99.9% |
$14.8K - $16.8K
|
1
$14
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.04K- 1.92% |
$15.3K - $17.4K
|
52.9K
$743K
|
|
|
Nov 17, 2023
Q1 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.05K- 7.88% |
$15.5K - $17.6K
|
12.3K
$172K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.13KClosed |
$16.7K - $19K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.43K- 3.5% |
$21.1K - $24K
|
39.4K
$553K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.5K- 11.33% |
$22.2K - $25.2K
|
11.7K
$165K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.5K- 13.91% |
$22.2K - $25.2K
|
9.28K
$130K
|