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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.99K+ 3.83% |
$31.7K - $33.5K
|
53.9K
$757K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.96KNew |
$31.3K - $33K
|
1.96K
$27.5K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.95KNew |
$31.1K - $32.8K
|
1.95K
$27.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.37K+ 11.51% |
$21.8K - $23K
|
13.2K
$186K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.13KNew |
$18K - $19K
|
1.13K
$15.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
1.11K+ 3.82% |
$17.7K - $18.7K
|
30.2K
$425K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.07K+ 5.38% |
$17K - $17.9K
|
20.9K
$293K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1K+ 100000.0% |
$15.9K - $16.8K
|
1K
$14.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1K+ 1.04% |
$15.9K - $16.8K
|
96.8K
$1.36M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
948+ 1.09% |
$15.1K - $15.9K
|
88K
$1.24M
|
|
|
Feb 11, 2022
Q4 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
769+ 2.49% |
$12.3K - $12.9K
|
31.7K
$445K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
708+ 2.1% |
$11.3K - $11.9K
|
34.4K
$483K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
593New |
$9.45K - $9.97K
|
593
$8.33K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
506+ 4.26% |
$8.07K - $8.51K
|
12.4K
$174K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
434New |
$6.92K - $7.3K
|
434
$6.09K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
400+ 2.96% |
$6.38K - $6.73K
|
13.9K
$195K
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
329+ 2.05% |
$5.24K - $5.53K
|
16.4K
$230K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
297+ 1.65% |
$4.73K - $5K
|
18.3K
$257K
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
283+ 1.58% |
$4.51K - $4.76K
|
18.2K
$256K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
269+ 1.17% |
$4.29K - $4.52K
|
23.4K
$328K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
202+ 1.2% |
$3.22K - $3.4K
|
17K
$238K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
200+ 0.13% |
$3.19K - $3.36K
|
158K
$2.22M
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
178+ 0.88% |
$2.84K - $2.99K
|
20.3K
$285K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
160New |
$2.55K - $2.69K
|
160
$2.25K
|
|
|
Jan 26, 2022
Q4 2021
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
119New |
$1.9K - $2K
|
119
$1.67K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
65+ 0.47% |
$1.04K - $1.09K
|
13.9K
$195K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
49+ 2.07% |
$781 - $824
|
2.41K
$33.9K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
10+ 0.03% |
$159 - $168
|
38.8K
$545K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4+ 2.09% |
$63.8 - $67.3
|
195
$2.74K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-150Closed |
$2.39K - $2.52K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-297- 0.67% |
$4.73K - $5K
|
44K
$617K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-300- 2.79% |
$4.78K - $5.05K
|
10.4K
$147K
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified, LLC
|
SELL
|
- |
-428- 1.95% |
$6.82K - $7.2K
|
21.5K
$302K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-441- 1.82% |
$7.03K - $7.42K
|
23.8K
$334K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-460- 3.2% |
$7.33K - $7.74K
|
13.9K
$196K
|
|
|
Feb 09, 2022
Q4 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-511- 1.97% |
$8.15K - $8.6K
|
25.4K
$356K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-552Closed |
$8.8K - $9.28K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-556Closed |
$8.86K - $9.35K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-775- 1.86% |
$12.4K - $13K
|
40.8K
$573K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-817- 53.86% |
$13K - $13.7K
|
700
$9.83K
|
|
|
Feb 10, 2022
Q4 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-820- 8.61% |
$13.1K - $13.8K
|
8.7K
$122K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-850Closed |
$13.5K - $14.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-870- 91.87% |
$13.9K - $14.6K
|
77
$1.08K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-900Closed |
$14.3K - $15.1K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.24K- 10.17% |
$19.8K - $20.9K
|
11K
$154K
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.38K- 3.98% |
$22K - $23.2K
|
33.3K
$467K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.59K- 13.79% |
$25.4K - $26.8K
|
9.95K
$140K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.85K- 0.37% |
$29.6K - $31.2K
|
497K
$6.98M
|
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.23K- 8.76% |
$35.6K - $37.6K
|
23.3K
$327K
|