Purchases and Sales Made in Q3 2023 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 2023. 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 09, 2023
Q3 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
568K+ 149.27% |
$6.75M - $7.58M
|
948K
$13.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
160K+ 17.7% |
$1.9M - $2.14M
|
1.06M
$14.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
79.4K+ 17.33% |
$944K - $1.06M
|
537K
$7.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
61.5K+ 7.23% |
$732K - $821K
|
913K
$12.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
52.5K+ 1013.27% |
$624K - $701K
|
57.7K
$810K
|
|
|
Nov 02, 2023
Q3 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
51.2K+ 53.69% |
$609K - $683K
|
147K
$2.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
48.2K+ 72.88% |
$574K - $644K
|
114K
$1.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
44.7KNew |
$532K - $597K
|
44.7K
$628K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
41.3K+ 11.78% |
$491K - $552K
|
392K
$5.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
37.2K+ 6.29% |
$442K - $496K
|
628K
$8.81M
|
|
|
Nov 08, 2023
Q3 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
34KNew |
$404K - $454K
|
34K
$478K
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
25.8KNew |
$306K - $344K
|
25.8K
$362K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
24.7K+ 14.48% |
$294K - $330K
|
196K
$2.75M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
22.4KNew |
$266K - $299K
|
22.4K
$314K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
22.3K+ 9.11% |
$265K - $298K
|
267K
$3.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.7K+ 7.95% |
$235K - $264K
|
268K
$3.76M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.5K+ 4.09% |
$232K - $261K
|
497K
$6.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
15.9K+ 117.61% |
$189K - $212K
|
29.3K
$412K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.3KNew |
$158K - $177K
|
13.3K
$187K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
11.2KNew |
$134K - $150K
|
11.2K
$158K
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
10.4KNew |
$124K - $139K
|
10.4K
$146K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.3KNew |
$123K - $138K
|
10.3K
$145K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.47K+ 31.3% |
$101K - $113K
|
35.5K
$499K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.64K+ 3.15% |
$90.8K - $102K
|
250K
$3.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.1K+ 14.58% |
$84.4K - $94.7K
|
55.8K
$783K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
5.64K+ 3.0% |
$67K - $75.2K
|
194K
$2.72M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.64K+ 35.83% |
$67K - $75.2K
|
21.4K
$300K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.45K+ 19.95% |
$64.8K - $72.7K
|
32.8K
$460K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.59K+ 1.41% |
$54.5K - $61.2K
|
331K
$4.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.79K+ 6.29% |
$33.2K - $37.2K
|
47.2K
$662K
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.66K+ 4.26% |
$31.7K - $35.6K
|
65.2K
$915K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.24KNew |
$26.7K - $29.9K
|
2.24K
$31.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.13K+ 1.06% |
$25.3K - $28.4K
|
202K
$2.84M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.74K+ 15.82% |
$20.7K - $23.2K
|
12.7K
$179K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.63K+ 2.28% |
$19.4K - $21.7K
|
73.1K
$1.03M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.17K+ 1.83% |
$13.9K - $15.6K
|
65.2K
$915K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.12K+ 46.09% |
$13.3K - $15K
|
3.55K
$49.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
930+ 6.48% |
$11.1K - $12.4K
|
15.3K
$215K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
574+ 2.25% |
$6.82K - $7.66K
|
26K
$365K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
462+ 1.84% |
$5.49K - $6.17K
|
25.6K
$359K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
429+ 6.85% |
$5.1K - $5.73K
|
6.7K
$94K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
429+ 6.85% |
$5.1K - $5.73K
|
6.7K
$94K
|
|
|
Oct 10, 2023
Q3 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
328+ 2.26% |
$3.9K - $4.38K
|
14.9K
$209K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
294+ 42.0% |
$3.5K - $3.92K
|
994
$14K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
276+ 1.37% |
$3.28K - $3.68K
|
20.4K
$286K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
192+ 0.36% |
$2.28K - $2.56K
|
53.7K
$755K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
185+ 0.45% |
$2.2K - $2.47K
|
41.7K
$586K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
139+ 1.04% |
$1.65K - $1.86K
|
13.5K
$189K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
131+ 0.17% |
$1.56K - $1.75K
|
79.2K
$1.11M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
125+ 0.74% |
$1.49K - $1.67K
|
17.1K
$240K
|