Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
234K+ 21.7% |
$2.92M - $3.19M
|
1.31M
$18.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
153KNew |
$1.92M - $2.09M
|
153K
$2.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
113K+ 11.65% |
$1.42M - $1.55M
|
1.09M
$15.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
76.8K+ 4.55% |
$962K - $1.05M
|
1.77M
$25M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
76.8K+ 4.55% |
$962K - $1.05M
|
1.77M
$25M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
70.5K+ 4.46% |
$882K - $963K
|
1.65M
$23.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
69K+ 161.83% |
$864K - $943K
|
112K
$1.58M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
44.8K+ 6.48% |
$561K - $613K
|
737K
$10.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
41.4KNew |
$518K - $566K
|
41.4K
$585K
|
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
37.8KNew |
$473K - $517K
|
37.8K
$535K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
30.6K+ 12.2% |
$383K - $418K
|
281K
$3.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
27K+ 14.76% |
$338K - $369K
|
210K
$2.97M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.2K+ 9.91% |
$328K - $358K
|
290K
$4.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
26.1K+ 5.32% |
$327K - $357K
|
516K
$7.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
24.6KNew |
$308K - $337K
|
24.6K
$348K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
20.2K+ 27.68% |
$252K - $276K
|
93K
$1.32M
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
18.3K+ 22.87% |
$229K - $250K
|
98.3K
$1.39M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
18.2K+ 33.84% |
$228K - $249K
|
71.9K
$1.02M
|
|
|
Jul 26, 2024
Q2 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
16KNew |
$201K - $219K
|
16K
$227K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
15KNew |
$188K - $205K
|
15K
$212K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
13.7KNew |
$171K - $187K
|
13.7K
$194K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.3K+ 47.82% |
$167K - $182K
|
41.3K
$584K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.2KNew |
$165K - $180K
|
13.2K
$186K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13K+ 4.38% |
$163K - $178K
|
311K
$4.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
12.6KNew |
$158K - $172K
|
12.6K
$178K
|
|
|
Aug 13, 2024
Q2 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
11.3K+ 2.3% |
$141K - $154K
|
501K
$7.08M
|
|
|
Aug 02, 2024
Q2 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
10.8K+ 3.01% |
$135K - $147K
|
370K
$5.23M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.45K+ 27.11% |
$118K - $129K
|
44.3K
$627K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
8.4KNew |
$105K - $115K
|
8.4K
$119K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7.51KNew |
$94K - $103K
|
7.51K
$106K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.26K+ 6.56% |
$53.3K - $58.2K
|
69.2K
$979K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.65K+ 1.64% |
$45.7K - $49.9K
|
226K
$3.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.62K+ 13.6% |
$45.4K - $49.5K
|
30.3K
$428K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3.57K+ 159.1% |
$44.7K - $48.8K
|
5.81K
$82.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.15K+ 16.84% |
$39.4K - $43.1K
|
21.9K
$309K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.75K+ 20.1% |
$34.4K - $37.6K
|
16.4K
$232K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.35KNew |
$29.4K - $32.1K
|
2.35K
$33.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.19KNew |
$27.4K - $29.9K
|
2.19K
$31K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2K+ 200.0% |
$25K - $27.3K
|
3K
$42.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.98K+ 2.58% |
$24.8K - $27K
|
78.5K
$1.11M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.5K+ 3.06% |
$18.8K - $20.5K
|
50.5K
$715K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.5K+ 150.0% |
$18.8K - $20.5K
|
2.5K
$35.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.06KNew |
$13.3K - $14.5K
|
1.06K
$15K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.05K+ 0.77% |
$13.2K - $14.4K
|
138K
$1.95M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
787+ 1.35% |
$9.85K - $10.8K
|
59.1K
$836K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
583+ 0.19% |
$7.3K - $7.97K
|
306K
$4.34M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
505+ 1.9% |
$6.32K - $6.9K
|
27.1K
$383K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
500New |
$6.26K - $6.84K
|
500
$7.08K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
434+ 1.27% |
$5.43K - $5.93K
|
34.6K
$489K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
198New |
$2.48K - $2.71K
|
198
$2.8K
|