Purchases and Sales Made in Q3 2024 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 2024. 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, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.81K+ 3.63% |
$22.8K - $25.1K
|
51.6K
$729K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.52K+ 1.93% |
$19.2K - $21.1K
|
80K
$1.13M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.3K+ 0.51% |
$16.4K - $18.1K
|
257K
$3.64M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.28K+ 1.06% |
$16.2K - $17.9K
|
122K
$1.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.15K+ 3.27% |
$14.5K - $16K
|
36.3K
$514K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.11KNew |
$14.1K - $15.5K
|
1.11K
$15.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1K+ 37.44% |
$12.7K - $13.9K
|
3.67K
$51.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
700+ 4.01% |
$8.86K - $9.74K
|
18.2K
$257K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
642+ 2.12% |
$8.12K - $8.93K
|
30.9K
$437K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
601+ 3.25% |
$7.6K - $8.36K
|
19.1K
$270K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
516+ 1.89% |
$6.53K - $7.18K
|
27.8K
$393K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
500New |
$6.33K - $6.96K
|
500
$7.08K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
438+ 3.5% |
$5.54K - $6.09K
|
12.9K
$183K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
332+ 2.2% |
$4.2K - $4.62K
|
15.4K
$218K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
272+ 1.96% |
$3.44K - $3.78K
|
14.1K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
196+ 1.47% |
$2.48K - $2.73K
|
13.5K
$192K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
195+ 0.45% |
$2.47K - $2.71K
|
43.2K
$611K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
143+ 0.21% |
$1.81K - $1.99K
|
66.8K
$946K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
137+ 0.3% |
$1.73K - $1.91K
|
45.6K
$645K
|
|
|
Oct 04, 2024
Q3 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
110+ 1.07% |
$1.39K - $1.53K
|
10.4K
$147K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
95+ 1.12% |
$1.2K - $1.32K
|
8.54K
$121K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
55+ 0.73% |
$696 - $765
|
7.56K
$107K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
38+ 0.13% |
$481 - $529
|
30.3K
$429K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
29+ 0.26% |
$367 - $403
|
11.2K
$158K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
28+ 0.14% |
$354 - $389
|
19.7K
$278K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
23+ 2.25% |
$291 - $320
|
1.05K
$14.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
18+ 0.24% |
$228 - $250
|
7.56K
$107K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18+ 0.17% |
$228 - $250
|
10.4K
$148K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9New |
$114 - $125
|
9
$127
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-77- 0.32% |
$974 - $1.07K
|
23.7K
$335K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-126- 1.01% |
$1.59K - $1.75K
|
12.4K
$175K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-228- 1.33% |
$2.88K - $3.17K
|
16.9K
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-277- 0.64% |
$3.5K - $3.85K
|
43K
$609K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-500- 4.04% |
$6.33K - $6.96K
|
11.9K
$168K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-578- 3.74% |
$7.31K - $8.04K
|
14.9K
$210K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-592- 4.63% |
$7.49K - $8.23K
|
12.2K
$172K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-654- 0.94% |
$8.27K - $9.1K
|
69K
$976K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-742- 33.91% |
$9.39K - $10.3K
|
1.45K
$20.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-890- 9.79% |
$11.3K - $12.4K
|
8.2K
$116K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.28K- 0.17% |
$16.2K - $17.8K
|
735K
$10.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.32K- 0.39% |
$16.6K - $18.3K
|
334K
$4.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.55K- 7.07% |
$19.6K - $21.5K
|
20.3K
$287K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.58K- 11.37% |
$20K - $22K
|
12.3K
$175K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.6K- 3.88% |
$20.2K - $22.3K
|
39.7K
$561K
|
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-1.7K- 0.63% |
$21.6K - $23.7K
|
268K
$3.79M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
SELL
|
- |
-1.76K- 4.1% |
$22.3K - $24.5K
|
41.2K
$583K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.89K- 8.57% |
$23.9K - $26.3K
|
20.2K
$285K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.94K- 5.61% |
$24.5K - $27K
|
32.6K
$462K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2.17K- 1.94% |
$27.4K - $30.2K
|
109K
$1.55M
|