Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
451KNew |
$7.19M - $7.59M
|
451K
$6.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
134K+ 18.85% |
$2.13M - $2.25M
|
844K
$12M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
114KNew |
$1.82M - $1.92M
|
114K
$1.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
103K+ 309.24% |
$1.65M - $1.74M
|
137K
$1.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
84.1K+ 9.82% |
$1.34M - $1.41M
|
940K
$13.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
69.9KNew |
$1.11M - $1.18M
|
69.9K
$994K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
62.2KNew |
$991K - $1.05M
|
62.2K
$884K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
60.3K+ 4.03% |
$961K - $1.01M
|
1.56M
$22.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
56.6K+ 4.96% |
$902K - $952K
|
1.2M
$17M
|
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
46.4K+ 54.77% |
$740K - $781K
|
131K
$1.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
45.2K+ 8.02% |
$720K - $760K
|
609K
$8.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43.6K+ 9.65% |
$695K - $733K
|
495K
$7.04M
|
|
|
Feb 09, 2022
Q4 2021
|
Wealth Effects LLC
|
BUY
|
- |
39.6KNew |
$632K - $667K
|
39.6K
$564K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
38.9K+ 19.11% |
$619K - $654K
|
242K
$3.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
32.9K+ 5.55% |
$525K - $554K
|
627K
$8.91M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.9K+ 46.04% |
$429K - $453K
|
85.4K
$1.21M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
22.5K+ 54.0% |
$359K - $378K
|
64.2K
$912K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
21.6K+ 3.39% |
$344K - $363K
|
658K
$9.36M
|
|
|
Feb 10, 2022
Q4 2021
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
21.4KNew |
$341K - $360K
|
21.4K
$305K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
20.8K+ 165.83% |
$332K - $350K
|
33.3K
$474K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20.5K+ 39.91% |
$327K - $345K
|
71.9K
$1.02M
|
|
|
Mar 01, 2022
Q4 2021
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
18.5KNew |
$295K - $311K
|
18.5K
$263K
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
18.2K+ 10.38% |
$290K - $306K
|
193K
$2.75M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16.9KNew |
$270K - $285K
|
16.9K
$241K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.3KNew |
$244K - $257K
|
15.3K
$217K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15K+ 6.28% |
$239K - $252K
|
253K
$3.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.8KNew |
$235K - $248K
|
14.8K
$210K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.8K+ 6.94% |
$220K - $232K
|
212K
$3.02M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.6K+ 3.72% |
$170K - $179K
|
297K
$4.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10KNew |
$160K - $169K
|
10K
$143K
|
|
|
May 13, 2022
Q4 2021
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
9.77KNew |
$156K - $164K
|
9.77K
$139K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.48K+ 3.9% |
$151K - $159K
|
252K
$3.59M
|
|
|
Jan 31, 2022
Q4 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
9.25K+ 24.06% |
$147K - $156K
|
47.7K
$678K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.09KNew |
$129K - $136K
|
8.09K
$115K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
7.78KNew |
$124K - $131K
|
7.78K
$111K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.19K+ 15.78% |
$115K - $121K
|
52.8K
$750K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
7.14KNew |
$114K - $120K
|
7.14K
$102K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
6.49KNew |
$103K - $109K
|
6.49K
$92.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.16K+ 16.17% |
$98.2K - $104K
|
44.2K
$629K
|
|
|
Jan 28, 2022
Q4 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
5.91K+ 18.71% |
$94.2K - $99.4K
|
37.5K
$533K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5.81KNew |
$92.6K - $97.7K
|
5.81K
$82.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.15K+ 2.69% |
$66.1K - $69.8K
|
158K
$2.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.08K+ 1.27% |
$65K - $68.6K
|
325K
$4.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.36K+ 13.11% |
$53.5K - $56.5K
|
29K
$412K
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.06K+ 1.2% |
$48.7K - $51.4K
|
258K
$3.67M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
3KNew |
$47.8K - $50.5K
|
3K
$42.7K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.67KNew |
$42.6K - $44.9K
|
2.67K
$38K
|
|
|
Feb 03, 2022
Q4 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.48K+ 1.19% |
$39.5K - $41.7K
|
211K
$3M
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2K+ 13.44% |
$31.9K - $33.6K
|
16.9K
$240K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2KNew |
$31.9K - $33.6K
|
2K
$28.4K
|