Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
1.23KNew |
$16.3K - $18.1K
|
1.23K
$17.5K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.14K+ 5.04% |
$15K - $16.7K
|
23.7K
$337K
|
|
|
Aug 15, 2025
Q1 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
1.11KNew |
$14.7K - $16.3K
|
1.11K
$15.8K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.03K+ 3.3% |
$13.6K - $15K
|
32.1K
$456K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
967+ 1.56% |
$12.8K - $14.1K
|
63.1K
$896K
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
966+ 5.01% |
$12.8K - $14.1K
|
20.2K
$287K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
854+ 1.76% |
$11.3K - $12.5K
|
49.3K
$700K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
822+ 0.66% |
$10.9K - $12K
|
124K
$1.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
703+ 6.7% |
$9.29K - $10.3K
|
11.2K
$159K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
678+ 2.41% |
$8.96K - $9.92K
|
28.8K
$408K
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
352+ 2.12% |
$4.65K - $5.15K
|
16.9K
$240K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
345+ 2.08% |
$4.56K - $5.05K
|
17K
$241K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
274+ 0.62% |
$3.62K - $4.01K
|
44.4K
$631K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
210+ 0.22% |
$2.77K - $3.07K
|
94K
$1.33M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
206+ 2.05% |
$2.72K - $3.01K
|
10.3K
$146K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
175New |
$2.31K - $2.56K
|
175
$2.48K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
150+ 1.73% |
$1.98K - $2.19K
|
8.8K
$125K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
141+ 1.15% |
$1.86K - $2.06K
|
12.4K
$176K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
139+ 1.05% |
$1.84K - $2.03K
|
13.3K
$189K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
129New |
$1.7K - $1.89K
|
129
$1.83K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
113+ 1.08% |
$1.49K - $1.65K
|
10.6K
$150K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
74+ 0.51% |
$978 - $1.08K
|
14.5K
$205K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
65+ 0.17% |
$859 - $951
|
38.3K
$543K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
39+ 0.35% |
$515 - $571
|
11.1K
$158K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
37+ 0.13% |
$489 - $541
|
28.7K
$407K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
17+ 188.89% |
$225 - $249
|
26
$369
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-14- 0.08% |
$185 - $205
|
16.5K
$234K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-44- 0.36% |
$581 - $644
|
12.2K
$173K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-58- 0.32% |
$766 - $849
|
18.2K
$259K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-70- 10.0% |
$925 - $1.02K
|
630
$8.94K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-160- 1.02% |
$2.11K - $2.34K
|
15.6K
$221K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-178- 0.4% |
$2.35K - $2.6K
|
44K
$624K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-200- 0.6% |
$2.64K - $2.93K
|
33K
$469K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-250- 6.81% |
$3.3K - $3.66K
|
3.42K
$48.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-277- 41.16% |
$3.66K - $4.05K
|
396
$5.62K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-300- 2.86% |
$3.96K - $4.39K
|
10.2K
$145K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-411- 3.21% |
$5.43K - $6.01K
|
12.4K
$176K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-484- 2.62% |
$6.39K - $7.08K
|
18K
$255K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-547- 0.83% |
$7.23K - $8K
|
65.5K
$929K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-654- 0.07% |
$8.64K - $9.57K
|
982K
$13.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-666- 7.93% |
$8.8K - $9.74K
|
7.73K
$110K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-765- 1.42% |
$10.1K - $11.2K
|
53K
$752K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-790- 2.07% |
$10.4K - $11.6K
|
37.5K
$531K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-805- 2.17% |
$10.6K - $11.8K
|
36.4K
$516K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-959- 8.42% |
$12.7K - $14K
|
10.4K
$148K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-978- 8.74% |
$12.9K - $14.3K
|
10.2K
$145K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.02K- 8.33% |
$13.5K - $14.9K
|
11.2K
$159K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.17K- 9.58% |
$15.4K - $17.1K
|
11K
$156K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.2K- 1.03% |
$15.9K - $17.6K
|
115K
$1.64M
|