Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.51K+ 7.39% |
$19.8K - $23.9K
|
22K
$309K
|
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
1.5KNew |
$19.6K - $23.7K
|
1.5K
$21.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.2K+ 2.47% |
$15.7K - $18.9K
|
49.9K
$700K
|
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.05K+ 8.55% |
$13.7K - $16.6K
|
13.3K
$187K
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
960+ 0.74% |
$12.5K - $15.1K
|
130K
$1.83M
|
|
|
Aug 12, 2022
Q2 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
924+ 3.13% |
$12.1K - $14.6K
|
30.4K
$427K
|
|
|
Aug 15, 2022
Q2 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
883+ 1.91% |
$11.5K - $13.9K
|
47K
$660K
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
879+ 2.5% |
$11.5K - $13.9K
|
36.1K
$506K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
850+ 52.83% |
$11.1K - $13.4K
|
2.46K
$34.5K
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
800+ 7.42% |
$10.4K - $12.6K
|
11.6K
$163K
|
|
|
Oct 25, 2022
Q2 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
754+ 2.16% |
$9.84K - $11.9K
|
35.7K
$501K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
660+ 4.76% |
$8.61K - $10.4K
|
14.5K
$204K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
556New |
$7.26K - $8.77K
|
556
$7.81K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
500+ 24.56% |
$6.53K - $7.89K
|
2.54K
$35.6K
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
347+ 1.86% |
$4.53K - $5.47K
|
19K
$267K
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
340+ 2.01% |
$4.44K - $5.36K
|
17.2K
$242K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
300New |
$3.92K - $4.73K
|
300
$4.21K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
225New |
$2.94K - $3.55K
|
225
$3.16K
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
161+ 0.39% |
$2.1K - $2.54K
|
41.7K
$585K
|
|
|
Jul 19, 2022
Q2 2022
|
Diversified, LLC
|
BUY
|
- |
112+ 0.53% |
$1.46K - $1.77K
|
21.3K
$300K
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
97+ 0.41% |
$1.27K - $1.53K
|
24K
$338K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
90+ 3.15% |
$1.17K - $1.42K
|
2.95K
$41.4K
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
56+ 2.27% |
$731 - $883
|
2.52K
$35.4K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
12+ 0.04% |
$157 - $189
|
30.9K
$434K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5+ 2.51% |
$65.3 - $78.9
|
204
$2.86K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-139- 1.24% |
$1.81K - $2.19K
|
11K
$155K
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-150Closed |
$1.96K - $2.37K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-150Closed |
$1.96K - $2.37K
|
0
$0
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-191- 1.66% |
$2.49K - $3.01K
|
11.3K
$159K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-250- 0.16% |
$3.26K - $3.94K
|
154K
$2.16M
|
|
|
Jul 13, 2022
Q2 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-254- 1.91% |
$3.31K - $4.01K
|
13K
$183K
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-430- 3.11% |
$5.61K - $6.78K
|
13.4K
$188K
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-430- 3.11% |
$5.61K - $6.78K
|
13.4K
$188K
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-500Closed |
$6.53K - $7.89K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-500- 0.89% |
$6.53K - $7.89K
|
55.6K
$781K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-550Closed |
$7.18K - $8.67K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-650- 5.35% |
$8.48K - $10.3K
|
11.5K
$161K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-681- 29.65% |
$8.89K - $10.7K
|
1.62K
$22.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-950- 8.09% |
$12.4K - $15K
|
10.8K
$151K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-994- 4.63% |
$13K - $15.7K
|
20.5K
$288K
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-998- 6.51% |
$13K - $15.7K
|
14.3K
$201K
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.02K- 2.1% |
$13.2K - $16K
|
47.3K
$663K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.36K- 26.77% |
$17.7K - $21.4K
|
3.72K
$52.2K
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.68K- 7.55% |
$21.9K - $26.5K
|
20.6K
$289K
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.88KClosed |
$24.5K - $29.6K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-2K- 1.99% |
$26.1K - $31.5K
|
98.7K
$1.39M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.2KClosed |
$28.7K - $34.7K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.4K- 16.89% |
$31.3K - $37.8K
|
11.8K
$166K
|
|
|
Aug 08, 2022
Q2 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-2.5K- 6.55% |
$32.6K - $39.4K
|
35.7K
$501K
|