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 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
165+ 0.61% |
$2.07K - $2.26K
|
27.2K
$386K
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
146+ 0.22% |
$1.83K - $2K
|
66.7K
$943K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
142+ 0.33% |
$1.78K - $1.94K
|
43.3K
$613K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
127+ 1.26% |
$1.59K - $1.74K
|
10.2K
$145K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
102+ 0.77% |
$1.28K - $1.39K
|
13.3K
$189K
|
|
|
Jul 23, 2024
Q2 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
100+ 0.29% |
$1.25K - $1.37K
|
35.2K
$497K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
93+ 1.11% |
$1.16K - $1.27K
|
8.45K
$119K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
57+ 0.26% |
$714 - $779
|
22.1K
$312K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
42+ 0.21% |
$526 - $574
|
19.6K
$278K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
32New |
$401 - $437
|
32
$453
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
26+ 0.11% |
$326 - $355
|
24.6K
$348K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
24+ 0.16% |
$300 - $328
|
15.4K
$218K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15+ 0.13% |
$188 - $205
|
11.1K
$158K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13+ 0.01% |
$163 - $178
|
187K
$2.64M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
9+ 0.12% |
$113 - $123
|
7.55K
$107K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-5- 0.23% |
$62.6 - $68.4
|
2.16K
$30.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-85- 0.2% |
$1.06K - $1.16K
|
42.9K
$608K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-94- 0.62% |
$1.18K - $1.28K
|
15.1K
$214K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-100- 0.54% |
$1.25K - $1.37K
|
18.5K
$262K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-163- 0.38% |
$2.04K - $2.23K
|
43K
$608K
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-225- 0.48% |
$2.82K - $3.08K
|
47K
$666K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-235- 1.67% |
$2.94K - $3.21K
|
13.9K
$196K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-245- 0.88% |
$3.07K - $3.35K
|
27.5K
$389K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-250- 28.22% |
$3.13K - $3.42K
|
636
$9K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-267- 2.11% |
$3.34K - $3.65K
|
12.4K
$175K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-277- 21.31% |
$3.47K - $3.79K
|
1.02K
$14.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-443- 3.08% |
$5.55K - $6.06K
|
13.9K
$197K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-460- 0.9% |
$5.76K - $6.29K
|
50.5K
$715K
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-600- 4.75% |
$7.51K - $8.2K
|
12K
$170K
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-626- 2.57% |
$7.84K - $8.56K
|
23.8K
$336K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-773- 0.64% |
$9.68K - $10.6K
|
121K
$1.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-794- 1.18% |
$9.94K - $10.9K
|
66.8K
$945K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-936- 6.96% |
$11.7K - $12.8K
|
12.5K
$177K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-986- 2.12% |
$12.3K - $13.5K
|
45.5K
$643K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-990- 0.98% |
$12.4K - $13.5K
|
101K
$1.42M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
SELL
|
- |
-1.04K- 5.71% |
$13K - $14.2K
|
17.1K
$242K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.09K- 6.41% |
$13.6K - $14.8K
|
15.9K
$224K
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.11K- 9.01% |
$13.9K - $15.2K
|
11.2K
$159K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.47K- 6.61% |
$18.4K - $20.1K
|
20.8K
$294K
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-1.53K- 13.85% |
$19.1K - $20.9K
|
9.5K
$134K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.88K- 11.11% |
$23.5K - $25.6K
|
15K
$212K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.01K- 18.13% |
$25.2K - $27.5K
|
9.09K
$129K
|
|
|
Aug 13, 2024
Q2 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-2.6K- 0.96% |
$32.6K - $35.6K
|
270K
$3.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.91K- 1.02% |
$36.4K - $39.7K
|
282K
$3.99M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.99K- 1.15% |
$37.4K - $40.8K
|
256K
$3.62M
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-4.88K- 2.2% |
$61K - $66.6K
|
217K
$3.07M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.4K- 31.23% |
$67.6K - $73.8K
|
11.9K
$168K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.51K- 30.58% |
$68.9K - $75.3K
|
12.5K
$177K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.41K- 11.41% |
$80.3K - $87.6K
|
49.7K
$704K
|