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 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
119+ 0.85% |
$1.41K - $1.59K
|
14.2K
$199K
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
92+ 0.28% |
$1.09K - $1.23K
|
32.7K
$460K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
78+ 0.23% |
$927 - $1.04K
|
34.5K
$485K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
76+ 0.38% |
$904 - $1.01K
|
20.3K
$286K
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
BUY
|
- |
13+ 0.03% |
$155 - $174
|
46.4K
$651K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
13+ 0.17% |
$155 - $174
|
7.51K
$105K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-70- 0.39% |
$832 - $935
|
18K
$252K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-146- 0.47% |
$1.74K - $1.95K
|
30.9K
$434K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-280- 7.78% |
$3.33K - $3.74K
|
3.32K
$46.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-298- 0.66% |
$3.54K - $3.98K
|
44.6K
$626K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-500- 2.83% |
$5.95K - $6.68K
|
17.2K
$241K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-517- 2.61% |
$6.15K - $6.9K
|
19.3K
$271K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-610- 2.85% |
$7.25K - $8.14K
|
20.8K
$291K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-779- 2.57% |
$9.26K - $10.4K
|
29.5K
$414K
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-790- 5.76% |
$9.39K - $10.5K
|
12.9K
$181K
|
|
|
Oct 30, 2023
Q3 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1K- 2.77% |
$11.9K - $13.4K
|
35.1K
$492K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.07K- 33.43% |
$12.7K - $14.2K
|
2.12K
$29.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.15K- 4.6% |
$13.7K - $15.4K
|
24K
$336K
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.2K- 6.64% |
$14.3K - $16K
|
16.9K
$237K
|
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.2K- 5.12% |
$14.3K - $16K
|
22.2K
$312K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.32K- 3.15% |
$15.7K - $17.6K
|
40.6K
$570K
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
SELL
|
- |
-1.45K- 7.44% |
$17.2K - $19.4K
|
18K
$253K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.45K- 10.41% |
$17.3K - $19.4K
|
12.5K
$175K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.66K- 2.12% |
$19.8K - $22.2K
|
76.8K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.72K- 9.68% |
$20.4K - $22.9K
|
16K
$225K
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.84K- 2.8% |
$21.9K - $24.6K
|
63.9K
$897K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.87K- 7.38% |
$22.2K - $24.9K
|
23.4K
$329K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.01K- 8.3% |
$23.9K - $26.8K
|
22.2K
$311K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.32K- 6.68% |
$27.6K - $31K
|
32.4K
$455K
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.52K- 8.01% |
$30K - $33.7K
|
29K
$407K
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2.74K- 17.88% |
$32.6K - $36.6K
|
12.6K
$177K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.91K- 19.76% |
$34.6K - $38.9K
|
11.8K
$166K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4K- 99.98% |
$47.6K - $53.4K
|
1
$14
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.04K- 12.8% |
$48.1K - $54K
|
27.5K
$387K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.51K- 4.33% |
$65.5K - $73.6K
|
122K
$1.71M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.22K- 9.43% |
$73.9K - $83K
|
59.7K
$838K
|
|
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-6.4K- 2.89% |
$76.1K - $85.4K
|
215K
$3.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.88K- 12.0% |
$93.7K - $105K
|
57.8K
$812K
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-15.3K- 5.97% |
$182K - $204K
|
240K
$3.38M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.7K- 4.75% |
$211K - $237K
|
355K
$4.99M
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-18.3K- 29.67% |
$218K - $244K
|
43.4K
$610K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-20.2K- 7.76% |
$240K - $269K
|
240K
$3.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-20.7K- 7.7% |
$246K - $276K
|
248K
$3.49M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-21.9K- 99.97% |
$260K - $292K
|
6
$84.2
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-22.4K- 7.73% |
$266K - $299K
|
267K
$3.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-23.5K- 5.1% |
$279K - $314K
|
437K
$6.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-26.4K- 45.05% |
$314K - $352K
|
32.2K
$452K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-27.1K- 3.0% |
$322K - $361K
|
875K
$12.3M
|