Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
151K+ 42.62% |
$1.74M - $2.09M
|
505K
$7.17M
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
129K+ 175.78% |
$1.49M - $1.79M
|
203K
$2.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
110KNew |
$1.27M - $1.53M
|
110K
$1.56M
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
107K+ 13.04% |
$1.23M - $1.48M
|
924K
$13.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
71.8K+ 12.88% |
$828K - $996K
|
629K
$8.93M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
56.2KNew |
$648K - $780K
|
56.2K
$798K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
54.4K+ 15.53% |
$627K - $755K
|
405K
$5.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
52.5K+ 3.12% |
$606K - $728K
|
1.74M
$24.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
50.2K+ 3.42% |
$579K - $696K
|
1.52M
$21.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
47.1K+ 6.49% |
$543K - $654K
|
774K
$11M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
41.9KNew |
$483K - $582K
|
41.9K
$595K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
41.8K+ 10.82% |
$482K - $580K
|
428K
$6.08M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
39K+ 117.95% |
$449K - $540K
|
72K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
38.9K+ 16.32% |
$449K - $540K
|
277K
$3.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
33.8KNew |
$389K - $468K
|
33.8K
$479K
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
32.8KNew |
$378K - $455K
|
32.8K
$466K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
30.6KNew |
$353K - $425K
|
30.6K
$435K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
29.4K+ 44.25% |
$339K - $408K
|
95.8K
$1.36M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
26.9K+ 261.56% |
$310K - $373K
|
37.1K
$527K
|
|
|
Aug 04, 2025
Q2 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
24KNew |
$277K - $333K
|
24K
$341K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
20.7K+ 119.07% |
$238K - $287K
|
38K
$540K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
20.4KNew |
$236K - $284K
|
20.4K
$290K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.6K+ 169.0% |
$214K - $258K
|
29.6K
$420K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.7KNew |
$205K - $246K
|
17.7K
$252K
|
|
|
Aug 13, 2025
Q2 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
17.1K+ 3.16% |
$197K - $237K
|
559K
$7.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
16.1K+ 56.61% |
$185K - $223K
|
44.5K
$631K
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
15.5K+ 15.66% |
$178K - $214K
|
114K
$1.62M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.9KNew |
$172K - $207K
|
14.9K
$212K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
14.6KNew |
$168K - $203K
|
14.6K
$207K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.4KNew |
$166K - $200K
|
14.4K
$205K
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
14.2KNew |
$163K - $196K
|
14.2K
$201K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
13.7KNew |
$159K - $191K
|
13.7K
$195K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.7KNew |
$158K - $190K
|
13.7K
$194K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
13.5KNew |
$156K - $187K
|
13.5K
$192K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.6KNew |
$145K - $175K
|
12.6K
$179K
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
12.2KNew |
$140K - $169K
|
12.2K
$172K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.7KNew |
$134K - $162K
|
11.7K
$165K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.4K+ 8.44% |
$120K - $144K
|
133K
$1.89M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
9.6K+ 2400.0% |
$111K - $133K
|
10K
$142K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.39K+ 13.07% |
$108K - $130K
|
81.2K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.25K+ 40.76% |
$107K - $128K
|
31.9K
$453K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.79K+ 13.92% |
$101K - $122K
|
71.9K
$1.02M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.43K+ 17.11% |
$97.2K - $117K
|
57.7K
$819K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.1K+ 9.95% |
$81.9K - $98.5K
|
78.5K
$1.11M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6.16KNew |
$71K - $85.5K
|
6.16K
$87.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5.15K+ 1287.0% |
$59.4K - $71.4K
|
5.55K
$78.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
5KNew |
$57.7K - $69.4K
|
5K
$71K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
5K+ 6.64% |
$57.7K - $69.4K
|
80.3K
$1.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.47KNew |
$51.5K - $62K
|
4.47K
$63.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.27K+ 0.33% |
$37.7K - $45.4K
|
985K
$14M
|