Purchases and Sales Made in Q1 2024 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 2024. 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 10, 2024
Q1 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
438K+ 26.9% |
$5.33M - $5.75M
|
2.06M
$29.4M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
102KNew |
$1.24M - $1.33M
|
102K
$1.44M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
92.8K+ 147.96% |
$1.13M - $1.22M
|
155K
$2.21M
|
|
|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
76.8K+ 27.24% |
$935K - $1.01M
|
359K
$5.1M
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
68.5K+ 59.86% |
$834K - $899K
|
183K
$2.6M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
66.9K+ 30.75% |
$815K - $879K
|
285K
$4.05M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
66.8K+ 4.41% |
$813K - $877K
|
1.58M
$22.5M
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
66.7K+ 32.72% |
$812K - $876K
|
271K
$3.85M
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
66.4K+ 265.59% |
$809K - $872K
|
91.5K
$1.3M
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
65.2K+ 15.38% |
$794K - $856K
|
489K
$6.96M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
49KNew |
$596K - $643K
|
49K
$697K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
47.4K+ 10.7% |
$577K - $622K
|
490K
$6.97M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
28.3K+ 214.42% |
$344K - $371K
|
41.5K
$590K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23.3K+ 3.48% |
$283K - $306K
|
692K
$9.84M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22.1KNew |
$269K - $291K
|
22.1K
$315K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
19.4KNew |
$236K - $255K
|
19.4K
$276K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
19.2K+ 51.84% |
$233K - $252K
|
56.2K
$799K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
18.8K+ 47.78% |
$229K - $247K
|
58.3K
$829K
|
|
|
May 14, 2024
Q1 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
17.2KNew |
$209K - $226K
|
17.2K
$244K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.7K+ 5.55% |
$191K - $206K
|
298K
$4.24M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
14.4K+ 1472.96% |
$176K - $190K
|
15.4K
$219K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
14.3KNew |
$174K - $188K
|
14.3K
$204K
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
12.2K+ 17.96% |
$148K - $160K
|
80K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
12.2KNew |
$148K - $160K
|
12.2K
$173K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
11KNew |
$134K - $145K
|
11K
$157K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.4K+ 40.1% |
$126K - $136K
|
36.3K
$516K
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
10.1KNew |
$123K - $133K
|
10.1K
$144K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.1KNew |
$123K - $132K
|
10.1K
$143K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.06K+ 2.43% |
$110K - $119K
|
383K
$5.44M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.69K+ 2.25% |
$69.3K - $74.7K
|
259K
$3.68M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.54K+ 39.45% |
$67.4K - $72.7K
|
19.6K
$278K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.01K+ 1.32% |
$60.9K - $65.7K
|
384K
$5.46M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.97K+ 28.31% |
$48.4K - $52.2K
|
18K
$256K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.67K+ 7.56% |
$44.7K - $48.2K
|
52.3K
$743K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.54K+ 8.95% |
$43.1K - $46.5K
|
43.1K
$613K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.74K+ 1.49% |
$33.4K - $36K
|
187K
$2.65M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.48K+ 3.97% |
$30.2K - $32.6K
|
64.9K
$923K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.43K+ 0.78% |
$29.6K - $31.9K
|
315K
$4.49M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.3K+ 7.06% |
$28K - $30.2K
|
34.9K
$496K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.93K+ 5.99% |
$23.5K - $25.3K
|
34.1K
$485K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.7K+ 6.49% |
$20.7K - $22.3K
|
27.9K
$397K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.67K+ 2.23% |
$20.3K - $21.9K
|
76.5K
$1.09M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.55K+ 1.29% |
$18.8K - $20.3K
|
121K
$1.73M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.55K+ 9.01% |
$18.8K - $20.3K
|
18.7K
$266K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.3KNew |
$15.8K - $17.1K
|
1.3K
$18.5K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.22K+ 1.84% |
$14.8K - $16K
|
67.5K
$960K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.05K+ 20980.0% |
$12.8K - $13.8K
|
1.05K
$15K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1KNew |
$12.2K - $13.1K
|
1K
$14.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1KNew |
$12.2K - $13.1K
|
1K
$14.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
952+ 2.69% |
$11.6K - $12.5K
|
36.3K
$516K
|