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 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.89K- 8.57% |
$23.9K - $26.3K
|
20.2K
$286K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.94K- 5.61% |
$24.5K - $27K
|
32.6K
$463K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2.17K- 1.94% |
$27.4K - $30.2K
|
109K
$1.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.03K- 0.99% |
$38.3K - $42.1K
|
303K
$4.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-3.14K- 2.27% |
$39.7K - $43.7K
|
135K
$1.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.77K- 3.75% |
$47.7K - $52.5K
|
96.8K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.52K- 13.68% |
$69.8K - $76.8K
|
34.8K
$494K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.5K- 51.26% |
$82.2K - $90.4K
|
6.18K
$87.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.62K- 4.02% |
$83.8K - $92.1K
|
158K
$2.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-8.54K- 3.93% |
$108K - $119K
|
209K
$2.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-10.3K- 37.42% |
$130K - $143K
|
17.2K
$244K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-11.2K- 10.53% |
$142K - $156K
|
95.3K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.2K- 4.12% |
$155K - $170K
|
285K
$4.04M
|
|
|
Feb 14, 2025
Q3 2024
|
Triumph Capital Management
|
SELL
|
- |
-13.6K- 37.79% |
$173K - $190K
|
22.5K
$319K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-23.2K- 6.22% |
$294K - $323K
|
350K
$4.97M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-35.6K- 2.16% |
$451K - $496K
|
1.62M
$22.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-37.2K- 55.67% |
$470K - $517K
|
29.6K
$420K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-42.7K- 59.37% |
$540K - $594K
|
29.2K
$415K
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-68.3K- 18.47% |
$864K - $950K
|
301K
$4.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-175K- 91.81% |
$2.22M - $2.44M
|
15.6K
$222K
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-852K- 41.27% |
$10.8M - $11.9M
|
1.21M
$17.2M
|