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
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.53K- 3.21% |
$22.6K - $25.8K
|
46.2K
$648K
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.65K- 23.85% |
$24.3K - $27.7K
|
5.26K
$73.9K
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.66K- 13.11% |
$24.5K - $27.9K
|
11K
$154K
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-2KClosed |
$29.5K - $33.6K
|
0
$0
|
|
|
May 18, 2022
Q1 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.15K- 6.8% |
$31.8K - $36.2K
|
29.5K
$414K
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-2.49K- 10.66% |
$36.8K - $41.8K
|
20.9K
$293K
|
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2.66K- 2.37% |
$39.3K - $44.8K
|
110K
$1.54M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.74K- 16.14% |
$40.4K - $45.9K
|
14.2K
$200K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.88K- 1.14% |
$42.5K - $48.3K
|
250K
$3.5M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3K- 1.91% |
$44.3K - $50.4K
|
154K
$2.17M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.09K- 18.27% |
$45.7K - $51.9K
|
13.8K
$194K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.61K- 5.02% |
$53.3K - $60.7K
|
68.3K
$959K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-5.81KClosed |
$85.8K - $97.6K
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-6.49KClosed |
$95.8K - $109K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.83K- 15.54% |
$101K - $115K
|
37.1K
$521K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-7.26K- 93.35% |
$107K - $122K
|
517
$7.26K
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-7.96K- 20.5% |
$118K - $134K
|
30.9K
$433K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-8.42K- 39.31% |
$124K - $141K
|
13K
$183K
|
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-8.7KClosed |
$129K - $146K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-9.02K- 27.12% |
$133K - $152K
|
24.2K
$340K
|
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-10K- 42.95% |
$148K - $168K
|
13.3K
$186K
|
|
|
May 16, 2022
Q1 2022
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-10KClosed |
$148K - $168K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-10.2KClosed |
$151K - $172K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10.5K- 6.65% |
$156K - $177K
|
148K
$2.08M
|
|
|
Apr 29, 2022
Q1 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-11.4KClosed |
$168K - $191K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.8KClosed |
$218K - $248K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-16.4KClosed |
$242K - $275K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-18.5KClosed |
$273K - $311K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-22.4K- 11.58% |
$331K - $376K
|
171K
$2.4M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31.3K- 6.59% |
$462K - $526K
|
444K
$6.23M
|
|
|
May 13, 2022
Q1 2022
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-70.7KClosed |
$1.04M - $1.19M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-70.7KClosed |
$1.04M - $1.19M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-71K- 4.56% |
$1.05M - $1.19M
|
1.49M
$20.9M
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-79.9K- 38.22% |
$1.18M - $1.34M
|
129K
$1.81M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-121K- 36.13% |
$1.79M - $2.04M
|
215K
$3.01M
|
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-188K- 19.98% |
$2.78M - $3.16M
|
752K
$10.6M
|
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-505K- 91.27% |
$7.45M - $8.48M
|
48.3K
$678K
|