Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.14MNew |
$18.3M - $19.1M
|
1.14M
$16.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
147K+ 20.76% |
$2.35M - $2.46M
|
856K
$12.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
138K+ 869.42% |
$2.21M - $2.31M
|
154K
$2.19M
|
|
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
128K+ 22.09% |
$2.05M - $2.15M
|
710K
$10.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
38.4K+ 28.04% |
$613K - $641K
|
175K
$2.49M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
38K+ 18.96% |
$608K - $635K
|
238K
$3.39M
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
22K+ 111.86% |
$351K - $367K
|
41.6K
$592K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.5K+ 3.97% |
$344K - $360K
|
564K
$8.01M
|
|
|
Nov 04, 2021
Q3 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
20.1KNew |
$321K - $335K
|
20.1K
$285K
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.3K+ 5.24% |
$277K - $289K
|
348K
$4.95M
|
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
17.1KNew |
$273K - $286K
|
17.1K
$243K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
15.9K+ 2.55% |
$254K - $265K
|
637K
$9.05M
|
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
13.7K+ 13.02% |
$220K - $230K
|
119K
$1.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.4K+ 12.13% |
$166K - $173K
|
95.8K
$1.36M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Cs Group, LLC
|
BUY
|
- |
8.92K+ 56.39% |
$143K - $149K
|
24.7K
$352K
|
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
8.19K+ 10.69% |
$131K - $137K
|
84.8K
$1.21M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.08K+ 18.41% |
$129K - $135K
|
51.9K
$739K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.72K+ 9.73% |
$123K - $129K
|
87.1K
$1.24M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.34K+ 3.11% |
$117K - $123K
|
243K
$3.45M
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
6.91KNew |
$110K - $115K
|
6.91K
$98.2K
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.46KNew |
$103K - $108K
|
6.46K
$91.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.37K+ 16.25% |
$102K - $106K
|
45.6K
$648K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.28K+ 13.93% |
$100K - $105K
|
51.4K
$731K
|
|
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4.96K+ 2.44% |
$79.3K - $82.9K
|
209K
$2.97M
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
4.34K+ 1.38% |
$69.3K - $72.5K
|
318K
$4.52M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.99K+ 18.45% |
$63.8K - $66.7K
|
25.6K
$364K
|
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.98K+ 1.58% |
$63.6K - $66.5K
|
255K
$3.63M
|
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.92K+ 1.24% |
$62.6K - $65.4K
|
321K
$4.56M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
3.82KNew |
$61.1K - $63.9K
|
3.82K
$54.3K
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.79K+ 11.06% |
$60.6K - $63.3K
|
38.1K
$541K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
3.46K+ 5.59% |
$55.3K - $57.7K
|
65.3K
$929K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.25K+ 6128.3% |
$51.9K - $54.3K
|
3.3K
$46.9K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.91K+ 9.51% |
$46.5K - $48.6K
|
33.5K
$476K
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
2.61K+ 9.84% |
$41.7K - $43.6K
|
29.1K
$414K
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.57K+ 4.6% |
$41.1K - $43K
|
58.5K
$832K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.15K+ 1.38% |
$34.4K - $36K
|
158K
$2.25M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.56K+ 6.87% |
$24.9K - $26K
|
24.2K
$344K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.48K+ 7.4% |
$23.6K - $24.7K
|
21.5K
$305K
|
|
|
Oct 19, 2021
Q3 2021
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.2K+ 1.36% |
$19.2K - $20.1K
|
89.5K
$1.27M
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
787New |
$12.6K - $13.2K
|
787
$11.2K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
701+ 2.12% |
$11.2K - $11.7K
|
33.7K
$479K
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
556New |
$8.89K - $9.29K
|
556
$7.91K
|
|
|
Nov 12, 2021
Q3 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
373+ 1.22% |
$5.96K - $6.23K
|
30.9K
$439K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
350+ 0.12% |
$5.6K - $5.85K
|
286K
$4.07M
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
320+ 2.03% |
$5.12K - $5.35K
|
16.1K
$228K
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
280+ 1.58% |
$4.48K - $4.68K
|
18K
$255K
|
|
|
Nov 04, 2021
Q3 2021
|
Diversified, LLC
|
BUY
|
- |
272+ 1.26% |
$4.35K - $4.55K
|
21.9K
$312K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
264+ 1.6% |
$4.22K - $4.41K
|
16.8K
$238K
|
|
|
Oct 19, 2021
Q3 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
219+ 0.57% |
$3.5K - $3.66K
|
38.4K
$547K
|
|
|
Oct 08, 2021
Q3 2021
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
200+ 0.5% |
$3.2K - $3.34K
|
40.5K
$576K
|