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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.32K- 54.55% |
$17.4K - $19.3K
|
1.1K
$15.6K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.39K- 0.4% |
$18.4K - $20.3K
|
350K
$4.97M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.88K- 1.16% |
$24.8K - $27.4K
|
160K
$2.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3.46K- 9.42% |
$45.7K - $50.6K
|
33.2K
$472K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.6K- 17.17% |
$47.6K - $52.7K
|
17.4K
$246K
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-4.35K- 0.8% |
$57.5K - $63.7K
|
541K
$7.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.52K- 6.45% |
$59.7K - $66.1K
|
65.5K
$929K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.53K- 27.17% |
$59.9K - $66.3K
|
12.2K
$172K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-8K- 3.81% |
$106K - $117K
|
202K
$2.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-8.67K- 24.89% |
$114K - $127K
|
26.1K
$371K
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-9.56K- 35.51% |
$126K - $140K
|
17.4K
$246K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-12.2K- 92.43% |
$161K - $179K
|
1K
$14.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.2K- 3.83% |
$161K - $179K
|
307K
$4.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-12.7K- 6.14% |
$167K - $185K
|
194K
$2.75M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-13.2K- 41.88% |
$174K - $193K
|
18.3K
$260K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-14.8K- 4.76% |
$195K - $216K
|
295K
$4.19M
|
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-17.7K- 6.8% |
$234K - $259K
|
243K
$3.44M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-21.4K- 1.62% |
$283K - $313K
|
1.3M
$18.4M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-23.2K- 15.84% |
$306K - $339K
|
123K
$1.75M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-24.1K- 24.25% |
$318K - $352K
|
75.3K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-29.7K- 4.53% |
$392K - $434K
|
625K
$8.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-40.4K- 26.4% |
$534K - $591K
|
113K
$1.6M
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-57.8K- 83.72% |
$764K - $846K
|
11.2K
$160K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-78.2K- 4.22% |
$1.03M - $1.14M
|
1.78M
$25.2M
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-119K- 61.76% |
$1.57M - $1.74M
|
73.6K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-591K- 70.06% |
$7.81M - $8.65M
|
253K
$3.58M
|