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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
2.8K+ 7.72% |
$32.3K - $38.9K
|
39.1K
$555K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.72K+ 1.79% |
$31.3K - $37.7K
|
155K
$2.2M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.36KNew |
$27.2K - $32.8K
|
2.36K
$33.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.11K+ 3.98% |
$24.3K - $29.2K
|
55.1K
$781K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.09K+ 11.61% |
$24.1K - $29K
|
20.1K
$285K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.87K+ 2.24% |
$21.6K - $25.9K
|
85.3K
$1.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Sharpepoint LLC
Phoenix, AZ |
BUY
|
- |
1.79K+ 1.14% |
$20.6K - $24.8K
|
158K
$2.25M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.31K+ 0.42% |
$15.1K - $18.2K
|
311K
$4.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.01K+ 9.05% |
$11.6K - $14K
|
12.1K
$172K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1KNew |
$11.5K - $13.9K
|
1K
$14.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
937New |
$10.8K - $13K
|
937
$13.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
859+ 3.82% |
$9.9K - $11.9K
|
23.3K
$331K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
799+ 4.57% |
$9.21K - $11.1K
|
18.3K
$260K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
548+ 1.9% |
$6.32K - $7.6K
|
29.3K
$416K
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
497+ 2.86% |
$5.73K - $6.89K
|
17.9K
$253K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
490+ 20.84% |
$5.65K - $6.8K
|
2.84K
$40.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
381+ 2.08% |
$4.39K - $5.28K
|
18.7K
$266K
|
|
|
Aug 11, 2025
Q2 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
378+ 2.23% |
$4.36K - $5.24K
|
17.3K
$246K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
330New |
$3.8K - $4.58K
|
330
$4.68K
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
329+ 2.94% |
$3.79K - $4.56K
|
11.5K
$164K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
247+ 2.02% |
$2.85K - $3.43K
|
12.5K
$177K
|
|
|
Jul 29, 2025
Q2 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
163+ 0.81% |
$1.88K - $2.26K
|
20.4K
$290K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
149+ 1.12% |
$1.72K - $2.07K
|
13.5K
$191K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
121+ 1.38% |
$1.4K - $1.68K
|
8.92K
$127K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
74+ 0.6% |
$853 - $1.03K
|
12.5K
$177K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
70+ 0.69% |
$807 - $971
|
10.2K
$144K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
66+ 0.4% |
$761 - $915
|
16.6K
$235K
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
59+ 0.41% |
$680 - $818
|
14.5K
$206K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
52+ 0.08% |
$600 - $721
|
65.5K
$930K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
32+ 0.21% |
$369 - $444
|
15.6K
$222K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
24+ 0.24% |
$277 - $333
|
10.2K
$145K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5+ 0.05% |
$57.7 - $69.4
|
10.2K
$145K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
0+ 394840.41% |
$0 - $0
|
1.05B
$14.9B
|
|
|
Jul 21, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
0- 99.98% |
$0 - $0
|
246K
$3.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1- 0.25% |
$11.5 - $13.9
|
395
$5.61K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-100- 0.38% |
$1.15K - $1.39K
|
26K
$370K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-235- 0.63% |
$2.71K - $3.26K
|
37.2K
$528K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-334- 2.97% |
$3.85K - $4.63K
|
10.9K
$155K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-397- 0.84% |
$4.58K - $5.51K
|
46.6K
$662K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-455- 2.62% |
$5.25K - $6.31K
|
16.9K
$240K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-551- 3.02% |
$6.35K - $7.64K
|
17.7K
$251K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-559- 1.27% |
$6.45K - $7.75K
|
43.4K
$616K
|
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.07K- 4.5% |
$12.3K - $14.8K
|
22.7K
$322K
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-1.1K- 4.07% |
$12.7K - $15.3K
|
26K
$368K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.14K- 0.71% |
$13.2K - $15.8K
|
159K
$2.25M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-2.24K- 1.95% |
$25.9K - $31.1K
|
113K
$1.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.31K- 5.2% |
$26.7K - $32.1K
|
42.1K
$598K
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2.49K- 1.79% |
$28.7K - $34.6K
|
137K
$1.94M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-2.64K- 6.9% |
$30.4K - $36.6K
|
35.6K
$505K
|