Purchases and Sales Made in Q1 2023 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 2023. 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 11, 2023
Q1 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
362KNew |
$4.38M - $4.86M
|
362K
$5.15M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
334K+ 16.34% |
$4.04M - $4.48M
|
2.38M
$33.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
45.6K+ 14.19% |
$551K - $611K
|
367K
$5.22M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
38.7K+ 9.21% |
$467K - $518K
|
459K
$6.52M
|
|
|
May 15, 2023
Q1 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
30.9K+ 215.51% |
$373K - $414K
|
45.2K
$643K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.1K+ 3.54% |
$304K - $337K
|
735K
$10.5M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
21.8K+ 13.76% |
$264K - $292K
|
180K
$2.57M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.3KNew |
$258K - $286K
|
21.3K
$303K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
17KNew |
$205K - $227K
|
17K
$241K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.4K+ 7.96% |
$174K - $193K
|
195K
$2.78M
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
13.3KNew |
$161K - $179K
|
13.3K
$189K
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
12.5KNew |
$151K - $167K
|
12.5K
$177K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.8KNew |
$143K - $158K
|
11.8K
$168K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
11.7KNew |
$141K - $157K
|
11.7K
$166K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
10.1KNew |
$122K - $135K
|
10.1K
$144K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.41K+ 5.08% |
$114K - $126K
|
194K
$2.76M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.63K+ 2.67% |
$104K - $116K
|
333K
$4.73M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.23K+ 54.73% |
$99.5K - $110K
|
23.3K
$331K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.72K+ 2.22% |
$93.3K - $103K
|
355K
$5.05M
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
7.17K+ 13.97% |
$86.7K - $96.1K
|
58.5K
$832K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6.49K+ 18.32% |
$78.4K - $86.9K
|
41.9K
$596K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.45K+ 1.8% |
$77.9K - $86.4K
|
364K
$5.17M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.92K+ 18.27% |
$59.5K - $65.9K
|
31.8K
$453K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.06K+ 9.08% |
$49K - $54.3K
|
48.7K
$693K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.89K+ 17.64% |
$47.1K - $52.2K
|
26K
$369K
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.49K+ 13.02% |
$42.2K - $46.8K
|
30.3K
$431K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.21K+ 21.15% |
$26.8K - $29.7K
|
12.7K
$180K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.07K+ 4.88% |
$25.1K - $27.8K
|
44.5K
$633K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.62K+ 13.52% |
$19.6K - $21.7K
|
13.6K
$194K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.57K+ 2.3% |
$19K - $21K
|
69.9K
$994K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.53K+ 2.56% |
$18.5K - $20.5K
|
61.2K
$870K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.36KNew |
$16.5K - $18.2K
|
1.36K
$19.4K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.3K+ 5.1% |
$15.7K - $17.4K
|
26.8K
$381K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.22K+ 4.62% |
$14.7K - $16.3K
|
27.5K
$391K
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
BUY
|
- |
1.2K+ 7.04% |
$14.6K - $16.1K
|
18.3K
$260K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1KNew |
$12.1K - $13.4K
|
1K
$14.2K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1K+ 335.57% |
$12.1K - $13.4K
|
1.3K
$18.5K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1KNew |
$12.1K - $13.4K
|
1K
$14.2K
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
BUY
|
- |
963+ 2.13% |
$11.6K - $12.9K
|
46.3K
$658K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
830+ 4.76% |
$10K - $11.1K
|
18.3K
$260K
|
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
704+ 2.21% |
$8.51K - $9.43K
|
32.6K
$463K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
663+ 26.46% |
$8.02K - $8.88K
|
3.17K
$45.1K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
585+ 1.02% |
$7.07K - $7.84K
|
57.8K
$822K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
560+ 2.69% |
$6.77K - $7.5K
|
21.4K
$304K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
535+ 2.2% |
$6.47K - $7.17K
|
24.9K
$354K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
500+ 50.0% |
$6.05K - $6.7K
|
1.5K
$21.3K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
463+ 1.91% |
$5.6K - $6.2K
|
24.6K
$350K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
441+ 4.21% |
$5.33K - $5.91K
|
10.9K
$155K
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
436+ 0.56% |
$5.27K - $5.84K
|
78.7K
$1.12M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
300New |
$3.63K - $4.02K
|
300
$4.27K
|