Purchases and Sales Made in Q4 2022 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 2022. 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, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
782K+ 61.91% |
$9.29M - $11.3M
|
2.05M
$28.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
268K+ 546.49% |
$3.18M - $3.85M
|
317K
$4.48M
|
|
|
Feb 01, 2023
Q4 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
126KNew |
$1.5M - $1.82M
|
126K
$1.79M
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
116KNew |
$1.38M - $1.67M
|
116K
$1.64M
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
109KNew |
$1.29M - $1.56M
|
109K
$1.54M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
82.5K+ 104.15% |
$980K - $1.19M
|
162K
$2.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
78.8K+ 11.1% |
$936K - $1.13M
|
788K
$11.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
57.8KNew |
$687K - $833K
|
57.8K
$818K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
39.3KNew |
$467K - $566K
|
39.3K
$556K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
37.9K+ 88.05% |
$450K - $546K
|
81K
$1.15M
|
|
|
Feb 09, 2023
Q4 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
34.8KNew |
$413K - $501K
|
34.8K
$492K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
29.5K+ 106.51% |
$350K - $425K
|
57.2K
$809K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.8K+ 171.51% |
$330K - $400K
|
44K
$622K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.8K+ 4.07% |
$330K - $400K
|
710K
$10M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
24.3KNew |
$289K - $351K
|
24.3K
$344K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
24K+ 4.53% |
$286K - $346K
|
554K
$7.84M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
23.7K+ 17.56% |
$282K - $341K
|
159K
$2.24M
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
20.2KNew |
$240K - $291K
|
20.2K
$286K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
19.9KNew |
$236K - $286K
|
19.9K
$281K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.4KNew |
$231K - $280K
|
19.4K
$275K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
17.7KNew |
$210K - $254K
|
17.7K
$250K
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
17.2KNew |
$205K - $248K
|
17.2K
$244K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.8K+ 60.14% |
$199K - $242K
|
44.7K
$632K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.2KNew |
$180K - $219K
|
15.2K
$215K
|
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
14.3KNew |
$170K - $206K
|
14.3K
$203K
|
|
|
Feb 02, 2023
Q4 2022
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
14.3KNew |
$169K - $205K
|
14.3K
$202K
|
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
13.6KNew |
$161K - $196K
|
13.6K
$192K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
11.9K+ 24.8% |
$141K - $171K
|
59.7K
$844K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
10.8KNew |
$128K - $156K
|
10.8K
$153K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.63K+ 5.49% |
$114K - $139K
|
185K
$2.62M
|
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
9.39K+ 22.38% |
$112K - $135K
|
51.3K
$726K
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
8.64K+ 3.27% |
$103K - $124K
|
273K
$3.86M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
8.47K+ 70.25% |
$101K - $122K
|
20.5K
$290K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.31KNew |
$98.7K - $120K
|
8.31K
$118K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.17K+ 9.55% |
$97.1K - $118K
|
93.7K
$1.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.72K+ 2.27% |
$91.7K - $111K
|
347K
$4.92M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.49K+ 13.06% |
$89K - $108K
|
64.9K
$918K
|
|
|
Feb 27, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
7.21K+ 8.01% |
$85.6K - $104K
|
97.1K
$1.37M
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
7K+ 17.28% |
$83.2K - $101K
|
47.5K
$672K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.92KNew |
$82.2K - $99.7K
|
6.92K
$98K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
5.2KNew |
$61.7K - $74.8K
|
5.2K
$73.5K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5K+ 24.41% |
$59.4K - $72K
|
25.5K
$361K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.5K+ 16.04% |
$53.4K - $64.8K
|
32.5K
$460K
|
|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
BUY
|
- |
3.97K+ 9.6% |
$47.2K - $57.2K
|
45.3K
$641K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.54K+ 1.67% |
$42.1K - $51K
|
215K
$3.05M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.12K+ 1.32% |
$37.1K - $45K
|
239K
$3.38M
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.06K+ 11.93% |
$36.4K - $44.1K
|
28.7K
$407K
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.94K+ 12.3% |
$34.9K - $42.3K
|
26.8K
$380K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.86K+ 7.21% |
$33.9K - $41.1K
|
42.5K
$601K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.79K+ 22.8% |
$33.2K - $40.2K
|
15K
$213K
|