Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
454KNew |
$5.47M - $5.81M
|
454K
$6.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
380KNew |
$4.59M - $4.87M
|
380K
$5.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
221KNew |
$2.67M - $2.83M
|
221K
$3.15M
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
203KNew |
$2.45M - $2.6M
|
203K
$2.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
196K+ 27.62% |
$2.36M - $2.51M
|
904K
$12.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
188KNew |
$2.27M - $2.41M
|
188K
$2.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
183K+ 933.16% |
$2.21M - $2.34M
|
202K
$2.88M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
167K+ 22.77% |
$2.02M - $2.14M
|
902K
$12.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
111K+ 30.28% |
$1.34M - $1.42M
|
478K
$6.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
108K+ 102.16% |
$1.3M - $1.38M
|
213K
$3.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
97.2K+ 123.64% |
$1.17M - $1.24M
|
176K
$2.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
95.3KNew |
$1.15M - $1.22M
|
95.3K
$1.36M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
71.8KNew |
$866K - $919K
|
71.8K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
66.2KNew |
$798K - $847K
|
66.2K
$941K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
64.5K+ 35.73% |
$778K - $825K
|
245K
$3.48M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
53.2K+ 27.28% |
$642K - $681K
|
248K
$3.53M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
45.9K+ 11.13% |
$553K - $587K
|
458K
$6.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
44.7K+ 7.75% |
$539K - $573K
|
622K
$8.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
36.3K+ 6.56% |
$438K - $465K
|
591K
$8.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
36.1KNew |
$435K - $461K
|
36.1K
$513K
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
33.8KNew |
$407K - $432K
|
33.8K
$480K
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
32.6KNew |
$394K - $418K
|
32.6K
$464K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
31.8K+ 71.07% |
$383K - $406K
|
76.4K
$1.09M
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
27.2K+ 1088.84% |
$328K - $348K
|
29.7K
$423K
|
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
23.4KNew |
$282K - $300K
|
23.4K
$333K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22.8K+ 9.26% |
$275K - $292K
|
269K
$3.83M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
21.4K+ 66.74% |
$259K - $274K
|
53.6K
$762K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
19.4K+ 166.98% |
$235K - $249K
|
31.1K
$442K
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
18.6K+ 43.19% |
$225K - $238K
|
61.7K
$878K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.3K+ 5.49% |
$220K - $234K
|
351K
$4.99M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.9K+ 5.03% |
$216K - $229K
|
373K
$5.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.6K+ 65.64% |
$212K - $225K
|
44.4K
$631K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
17.2K+ 28.17% |
$208K - $221K
|
78.4K
$1.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.2K+ 20.4% |
$135K - $143K
|
65.9K
$937K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.1KNew |
$134K - $142K
|
11.1K
$158K
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
11KNew |
$133K - $141K
|
11K
$156K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.9K+ 5.2% |
$119K - $127K
|
200K
$2.85M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
9.77K+ 83.5% |
$118K - $125K
|
21.5K
$305K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
7.95K+ 13.76% |
$95.9K - $102K
|
65.7K
$935K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
7.61K+ 75.35% |
$91.8K - $97.5K
|
17.7K
$252K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.93K+ 25.2% |
$83.6K - $88.7K
|
34.4K
$490K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.68K+ 60.73% |
$80.6K - $85.5K
|
17.7K
$251K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
5.65K+ 38.1% |
$68.2K - $72.3K
|
20.5K
$291K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.96K+ 24.39% |
$59.8K - $63.4K
|
25.3K
$359K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.86K+ 343.84% |
$58.6K - $62.1K
|
6.27K
$89.1K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.86K+ 343.84% |
$58.6K - $62.1K
|
6.27K
$89.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.63K+ 1.95% |
$55.8K - $59.3K
|
242K
$3.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.39K+ 1.54% |
$52.9K - $56.1K
|
290K
$4.12M
|
|
|
Aug 04, 2023
Q2 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
4.01K+ 6.85% |
$48.3K - $51.3K
|
62.5K
$889K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.94K+ 33.4% |
$47.5K - $50.4K
|
15.7K
$224K
|