Purchases and Sales Made in Q3 2022 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 2022. 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 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.1K+ 5.1% |
$430K - $520K
|
682K
$9.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
30.8K+ 17.65% |
$399K - $483K
|
205K
$2.91M
|
|
|
Oct 26, 2022
Q3 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
30.6K+ 5.77% |
$397K - $480K
|
560K
$7.96M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23K+ 41.02% |
$299K - $362K
|
79.2K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.2K+ 1.79% |
$289K - $349K
|
1.26M
$18M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.1K+ 7.35% |
$287K - $347K
|
323K
$4.59M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
20K+ 17.43% |
$260K - $314K
|
135K
$1.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
14.4KNew |
$187K - $226K
|
14.4K
$205K
|
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
14K+ 20.61% |
$182K - $220K
|
81.9K
$1.16M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.5K+ 8.35% |
$175K - $212K
|
175K
$2.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.8K+ 4.79% |
$166K - $201K
|
281K
$3.99M
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
12.8K+ 85.87% |
$166K - $201K
|
27.7K
$394K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.7K+ 4.04% |
$165K - $199K
|
327K
$4.64M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
11.5KNew |
$150K - $181K
|
11.5K
$164K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11.5KNew |
$149K - $181K
|
11.5K
$164K
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10.5KNew |
$136K - $164K
|
10.5K
$149K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9.75K+ 496.94% |
$127K - $153K
|
11.7K
$167K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.46K+ 36.29% |
$96.9K - $117K
|
28K
$399K
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
7.11K+ 61.41% |
$92.3K - $112K
|
18.7K
$266K
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.09K+ 16.7% |
$66K - $79.9K
|
35.5K
$505K
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5K+ 1.5% |
$64.9K - $78.5K
|
339K
$4.82M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
4.8K+ 13.79% |
$62.3K - $75.3K
|
39.6K
$563K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4K+ 400200.0% |
$51.9K - $62.8K
|
4K
$56.9K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.69K+ 17.11% |
$47.8K - $57.9K
|
25.2K
$359K
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.52K+ 26.28% |
$45.7K - $55.3K
|
16.9K
$241K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.52K+ 26.28% |
$45.7K - $55.3K
|
16.9K
$241K
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.4K+ 29.57% |
$44.1K - $53.4K
|
14.9K
$212K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.04K+ 12.23% |
$39.5K - $47.7K
|
27.9K
$397K
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
3K+ 23.69% |
$38.9K - $47.1K
|
15.7K
$223K
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
1.89K+ 5.24% |
$24.5K - $29.7K
|
38K
$540K
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.88K+ 8.56% |
$24.5K - $29.6K
|
23.9K
$340K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.36KNew |
$17.7K - $21.4K
|
1.36K
$19.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.2K+ 10.87% |
$15.6K - $18.8K
|
12.2K
$174K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.02K+ 1.57% |
$13.3K - $16K
|
66.2K
$941K
|
|
|
Nov 10, 2022
Q3 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
721+ 2.37% |
$9.36K - $11.3K
|
31.2K
$443K
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
512+ 0.62% |
$6.65K - $8.04K
|
83.3K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
355+ 1.22% |
$4.61K - $5.57K
|
29.4K
$418K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
329+ 1.7% |
$4.27K - $5.17K
|
19.7K
$280K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
298New |
$3.87K - $4.68K
|
298
$4.24K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
287+ 1.66% |
$3.73K - $4.51K
|
17.5K
$249K
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
285+ 1.5% |
$3.7K - $4.47K
|
19.3K
$274K
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
278+ 1.31% |
$3.61K - $4.36K
|
21.5K
$306K
|
|
|
Oct 12, 2022
Q3 2022
|
Capital Cs Group, LLC
|
BUY
|
- |
253+ 1.96% |
$3.28K - $3.97K
|
13.2K
$187K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
232+ 1.9% |
$3.01K - $3.64K
|
12.4K
$177K
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
160+ 0.38% |
$2.08K - $2.51K
|
41.8K
$595K
|
|
|
Nov 08, 2022
Q3 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
140+ 1.3% |
$1.82K - $2.2K
|
10.9K
$155K
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
103+ 0.43% |
$1.34K - $1.62K
|
24.1K
$343K
|
|
|
Nov 14, 2022
Q3 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
100+ 0.39% |
$1.3K - $1.57K
|
25.7K
$365K
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
94+ 0.78% |
$1.22K - $1.48K
|
12.1K
$172K
|
|
|
Oct 25, 2022
Q3 2022
|
Diversified, LLC
|
BUY
|
- |
93+ 0.44% |
$1.21K - $1.46K
|
21.4K
$305K
|