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 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
260+ 1.33% |
$3.14K - $3.48K
|
19.8K
$278K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
250+ 15.62% |
$3.02K - $3.35K
|
1.85K
$26K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
205+ 1.03% |
$2.48K - $2.75K
|
20.1K
$282K
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
170+ 0.59% |
$2.06K - $2.28K
|
28.9K
$406K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
122+ 1.13% |
$1.47K - $1.63K
|
10.9K
$153K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
76+ 2.23% |
$919 - $1.02K
|
3.48K
$48.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
60+ 0.44% |
$725 - $804
|
13.6K
$192K
|
|
|
Apr 17, 2023
Q1 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
34+ 0.24% |
$411 - $456
|
14.3K
$201K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
29New |
$351 - $389
|
29
$407
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
13+ 0.04% |
$157 - $174
|
30.9K
$434K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
12+ 0.16% |
$145 - $161
|
7.48K
$105K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2+ 0.01% |
$24.2 - $26.8
|
14.8K
$208K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1- 0.01% |
$12.1 - $13.4
|
12.2K
$171K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-182- 0.03% |
$2.2K - $2.44K
|
554K
$7.78M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-240- 0.59% |
$2.9K - $3.22K
|
40.5K
$568K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-293- 1.93% |
$3.54K - $3.93K
|
14.9K
$209K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-320- 2.3% |
$3.87K - $4.29K
|
13.6K
$191K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-413- 1.27% |
$4.99K - $5.53K
|
32.1K
$451K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-450- 0.16% |
$5.44K - $6.03K
|
273K
$3.83M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-478- 3.94% |
$5.78K - $6.41K
|
11.6K
$163K
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-500- 2.69% |
$6.05K - $6.7K
|
18.1K
$254K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-586- 0.14% |
$7.08K - $7.85K
|
412K
$5.79M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-681- 0.86% |
$8.23K - $9.13K
|
78.6K
$1.1M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-837- 4.08% |
$10.1K - $11.2K
|
19.7K
$276K
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
SELL
|
- |
-967- 4.71% |
$11.7K - $13K
|
19.6K
$275K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.35K- 0.56% |
$16.3K - $18.1K
|
238K
$3.34M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.5K- 14.38% |
$18.1K - $20.1K
|
8.93K
$125K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.73K- 0.85% |
$20.9K - $23.1K
|
201K
$2.82M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.74K- 14.4% |
$21K - $23.2K
|
10.3K
$145K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.74K- 3.96% |
$21K - $23.3K
|
42.2K
$593K
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.83K- 3.91% |
$22.1K - $24.5K
|
44.9K
$631K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.96K- 15.14% |
$23.7K - $26.3K
|
11K
$154K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.01K- 1.53% |
$24.3K - $26.9K
|
129K
$1.81M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.6K- 4.22% |
$31.4K - $34.8K
|
58.9K
$827K
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-3.38K- 16.73% |
$40.9K - $45.3K
|
16.8K
$236K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-3.53K- 21.18% |
$42.6K - $47.2K
|
13.1K
$184K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.66K- 8.03% |
$44.2K - $49K
|
41.9K
$588K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.06K- 8.32% |
$49K - $54.3K
|
44.7K
$627K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.16K- 11.62% |
$50.3K - $55.7K
|
31.6K
$444K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.33K- 22.97% |
$52.3K - $58K
|
14.5K
$204K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.41K- 26.45% |
$53.4K - $59.1K
|
12.3K
$172K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-4.79K- 1.45% |
$57.9K - $64.2K
|
327K
$4.58M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.33K- 18.26% |
$76.5K - $84.8K
|
28.3K
$398K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-6.94K- 83.09% |
$83.9K - $93K
|
1.41K
$19.8K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.37K- 43.06% |
$101K - $112K
|
11.1K
$155K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-8.47K- 14.22% |
$102K - $114K
|
51.1K
$717K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-9.17K- 18.15% |
$111K - $123K
|
41.3K
$580K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.1K- 15.57% |
$122K - $135K
|
54.8K
$769K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-11.4K- 25.85% |
$138K - $153K
|
32.7K
$458K
|