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 |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.74K- 9.26% |
$31.6K - $38K
|
26.8K
$381K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.05K- 14.87% |
$35.1K - $42.2K
|
17.4K
$247K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-3.05K- 12.67% |
$35.2K - $42.3K
|
21K
$299K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.05K- 12.67% |
$35.2K - $42.3K
|
21K
$299K
|
|
|
Jul 29, 2025
Q2 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
SELL
|
- |
-3.18K- 0.8% |
$36.6K - $44.1K
|
393K
$5.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.49K- 4.93% |
$40.2K - $48.4K
|
67.3K
$954K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-3.81K- 38.24% |
$43.9K - $52.9K
|
6.16K
$87.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.91K- 10.74% |
$45K - $54.2K
|
32.5K
$461K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.1K- 33.18% |
$47.3K - $56.9K
|
8.27K
$117K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.39K- 15.32% |
$50.7K - $60.9K
|
24.3K
$345K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-4.9K- 90.74% |
$56.5K - $68K
|
500
$7.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-5.03K- 89.81% |
$58K - $69.8K
|
571
$8.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-5.58K- 35.22% |
$64.4K - $77.5K
|
10.3K
$146K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-5.82K- 17.24% |
$67.1K - $80.8K
|
28K
$397K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.35K- 2.39% |
$84.7K - $102K
|
300K
$4.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.57K- 8.38% |
$98.8K - $119K
|
93.7K
$1.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-8.91K- 0.69% |
$103K - $124K
|
1.29M
$18.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-9.74K- 10.36% |
$112K - $135K
|
84.2K
$1.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-11.5K- 3.89% |
$132K - $159K
|
284K
$4.03M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-12.5K- 10.04% |
$144K - $173K
|
112K
$1.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-12.6K- 4.21% |
$145K - $174K
|
286K
$4.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.9K- 2.84% |
$149K - $179K
|
443K
$6.28M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-25.1K- 1.41% |
$289K - $348K
|
1.75M
$24.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-31.7K- 19.43% |
$365K - $439K
|
131K
$1.86M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-33.2K- 17.12% |
$383K - $460K
|
161K
$2.28M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33.9K- 12.46% |
$391K - $470K
|
238K
$3.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-45K- 22.28% |
$519K - $624K
|
157K
$2.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-49.3K- 12.15% |
$569K - $684K
|
357K
$5.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-61.3K- 9.81% |
$707K - $851K
|
564K
$8M
|
|
|
Aug 14, 2025
Q2 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-66.6K- 27.44% |
$768K - $924K
|
176K
$2.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-87.5K- 34.62% |
$1.01M - $1.21M
|
165K
$2.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-91.7K- 81.42% |
$1.06M - $1.27M
|
20.9K
$297K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-159K- 31.03% |
$1.84M - $2.21M
|
354K
$5.03M
|