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
|
Tradition Wealth Management, LLC
|
BUY
|
- |
58+ 2.3% |
$753 - $911
|
2.58K
$36.6K
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
25+ 0.76% |
$325 - $393
|
3.33K
$47.2K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
16+ 0.21% |
$208 - $251
|
7.46K
$106K
|
|
Nov 14, 2022
Q3 2022
|
Wealth Effects LLC
|
BUY
|
- |
13+ 0.03% |
$169 - $204
|
41.3K
$587K
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
12+ 0.04% |
$156 - $188
|
30.9K
$438K
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12New |
$156 - $188
|
12
$170
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-99- 0.69% |
$1.29K - $1.55K
|
14.2K
$202K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-473- 0.82% |
$6.14K - $7.43K
|
57.4K
$814K
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-491- 3.91% |
$6.37K - $7.71K
|
12.1K
$171K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-546- 18.53% |
$7.09K - $8.57K
|
2.4K
$34.1K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-602- 1.48% |
$7.81K - $9.45K
|
40.2K
$570K
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-650- 1.72% |
$8.44K - $10.2K
|
37.1K
$526K
|
|
Oct 25, 2022
Q3 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-754- 2.11% |
$9.79K - $11.8K
|
34.9K
$496K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-880- 4.49% |
$11.4K - $13.8K
|
18.7K
$266K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-895- 1.04% |
$11.6K - $14.1K
|
85.6K
$1.21M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-900- 1.81% |
$11.7K - $14.1K
|
49K
$695K
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-1K- 4.98% |
$13K - $15.7K
|
19.1K
$271K
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1K- 1.49% |
$13K - $15.7K
|
66.1K
$939K
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.05K- 2.15% |
$13.7K - $16.5K
|
47.8K
$678K
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.13K- 2.4% |
$14.7K - $17.8K
|
46.1K
$654K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.58K- 8.6% |
$33.4K - $40.5K
|
27.4K
$388K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.72K- 73.08% |
$35.2K - $42.6K
|
1K
$14.2K
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-3.04K- 42.58% |
$39.5K - $47.7K
|
4.1K
$58.2K
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-3.27KClosed |
$42.5K - $51.4K
|
0
$0
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.75K- 1.56% |
$48.6K - $58.8K
|
236K
$3.35M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.44K- 11.3% |
$57.6K - $69.6K
|
34.8K
$494K
|
|
Dec 09, 2022
Q3 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-5.1K- 10.85% |
$66.2K - $80.1K
|
41.9K
$595K
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.97K- 5.99% |
$116K - $141K
|
141K
$2M
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-11.9K- 4.31% |
$155K - $187K
|
264K
$3.75M
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-12.6K- 22.57% |
$163K - $197K
|
43.1K
$611K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.1K- 3.71% |
$170K - $206K
|
340K
$4.82M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-15.7K- 49.15% |
$203K - $246K
|
16.2K
$230K
|
|
Nov 03, 2022
Q3 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-18.2K- 13.73% |
$236K - $285K
|
114K
$1.62M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-20.4K- 5.85% |
$265K - $320K
|
329K
$4.66M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-24.8K- 10.49% |
$322K - $390K
|
212K
$3M
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-25.6K- 3.48% |
$332K - $401K
|
710K
$10.1M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-35.1K- 7.74% |
$456K - $551K
|
418K
$5.93M
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-37K- 54.26% |
$480K - $581K
|
31.2K
$443K
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-38.5K- 13.78% |
$500K - $605K
|
241K
$3.42M
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-49.2K- 4.68% |
$638K - $772K
|
1M
$14.2M
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-57.6K- 44.28% |
$747K - $904K
|
72.5K
$1.03M
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-57.7K- 32.02% |
$749K - $906K
|
122K
$1.74M
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-62.7K- 92.02% |
$814K - $985K
|
5.44K
$77.2K
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-70.7K- 45.9% |
$918K - $1.11M
|
83.3K
$1.18M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-97.4K- 14.55% |
$1.26M - $1.53M
|
572K
$8.12M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-191K- 26.48% |
$2.48M - $3M
|
530K
$7.53M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-274K- 38.43% |
$3.56M - $4.3M
|
439K
$6.23M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-335K- 22.26% |
$4.34M - $5.25M
|
1.17M
$16.6M
|