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 |
---|---|---|---|---|---|---|---|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
189+ 0.09% |
$3.02K - $3.16K
|
203K
$2.86M
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
100+ 13.33% |
$1.6K - $1.67K
|
850
$11.9K
|
|
Oct 28, 2021
Q3 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
100+ 0.58% |
$1.6K - $1.67K
|
17.2K
$241K
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
89+ 0.44% |
$1.42K - $1.49K
|
20.1K
$283K
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
47+ 2.03% |
$752 - $785
|
2.36K
$33.2K
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
7+ 0.02% |
$112 - $117
|
38.8K
$545K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4+ 2.14% |
$64 - $66.8
|
191
$2.68K
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
1+ 0.11% |
$16 - $16.7
|
947
$13.3K
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$16 - $16.7
|
1.41K
$19.8K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1- 0.01% |
$16 - $16.7
|
19.9K
$279K
|
|
Nov 15, 2021
Q3 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-5- 0.05% |
$80 - $83.6
|
9.52K
$134K
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-25- 0.15% |
$400 - $418
|
17.2K
$242K
|
|
Oct 18, 2021
Q3 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-75- 0.24% |
$1.2K - $1.25K
|
31.6K
$443K
|
|
Nov 16, 2021
Q3 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-149- 0.57% |
$2.38K - $2.49K
|
25.9K
$363K
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-275- 1.81% |
$4.4K - $4.6K
|
14.9K
$209K
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-290- 0.75% |
$4.64K - $4.85K
|
38.5K
$540K
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-296- 2.43% |
$4.73K - $4.95K
|
11.9K
$167K
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-405- 2.2% |
$6.48K - $6.77K
|
18K
$253K
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-482- 1.37% |
$7.71K - $8.05K
|
34.6K
$486K
|
|
Oct 28, 2021
Q3 2021
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-600- 5.59% |
$9.59K - $10K
|
10.1K
$142K
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-652- 1.36% |
$10.4K - $10.9K
|
47.2K
$662K
|
|
Oct 21, 2021
Q3 2021
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-857- 1.2% |
$13.7K - $14.3K
|
70.8K
$994K
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-900- 4.39% |
$14.4K - $15K
|
19.6K
$275K
|
|
Nov 15, 2021
Q3 2021
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-975Closed |
$15.6K - $16.3K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1KClosed |
$16K - $16.7K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-1.25KClosed |
$19.9K - $20.8K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-1.62KClosed |
$25.9K - $27K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.43K- 16.59% |
$38.9K - $40.6K
|
12.2K
$172K
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-2.78K- 10.74% |
$44.4K - $46.4K
|
23.1K
$324K
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.95K- 17.02% |
$47.2K - $49.3K
|
14.4K
$202K
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-3.25K- 98.39% |
$51.9K - $54.3K
|
53
$744
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.38K- 14.57% |
$54K - $56.4K
|
19.8K
$278K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.74K- 7.79% |
$59.8K - $62.5K
|
44.3K
$621K
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-4.23KClosed |
$67.6K - $70.6K
|
0
$0
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.33K- 37.57% |
$69.3K - $72.4K
|
7.2K
$101K
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.79K- 2.74% |
$76.7K - $80.1K
|
170K
$2.38M
|
|
Nov 10, 2021
Q3 2021
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-5.69K- 36.27% |
$91K - $95.1K
|
10K
$140K
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-6.34K- 33.56% |
$101K - $106K
|
12.5K
$176K
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-7.12K- 21.82% |
$114K - $119K
|
25.5K
$358K
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.18K- 1.42% |
$115K - $120K
|
499K
$7M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.19K- 3.96% |
$131K - $137K
|
198K
$2.79M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.53K- 0.63% |
$152K - $159K
|
1.5M
$21M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.89K- 2.14% |
$158K - $165K
|
452K
$6.34M
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-10.3KClosed |
$164K - $172K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-10.9K- 4.14% |
$174K - $182K
|
252K
$3.53M
|
|
Oct 26, 2021
Q3 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-11KClosed |
$176K - $184K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-12.8KClosed |
$205K - $214K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Ota Financial Group L.P.
|
SELL
|
- |
-13.3KClosed |
$212K - $222K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-13.3K- 77.42% |
$213K - $222K
|
3.88K
$54.5K
|