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
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.41K+ 12.26% |
$28.6K - $34.7K
|
22.1K
$312K
|
|
|
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
2.25K+ 6.44% |
$26.7K - $32.4K
|
37.2K
$526K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.17K+ 3.27% |
$25.7K - $31.2K
|
68.3K
$967K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.16K+ 5.54% |
$25.6K - $31.1K
|
41.1K
$582K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2KNew |
$23.8K - $28.8K
|
2K
$28.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.61KNew |
$19.1K - $23.2K
|
1.61K
$22.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.6KNew |
$19K - $23.1K
|
1.6K
$22.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.25K+ 10.67% |
$14.9K - $18K
|
13K
$183K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.06K+ 4.2% |
$12.6K - $15.2K
|
26.3K
$372K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
951+ 0.29% |
$11.3K - $13.7K
|
324K
$4.58M
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
937New |
$11.1K - $13.5K
|
937
$13.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
750New |
$8.91K - $10.8K
|
750
$10.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
709+ 2.28% |
$8.42K - $10.2K
|
31.9K
$451K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
602+ 4.23% |
$7.15K - $8.67K
|
14.8K
$210K
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
440+ 0.57% |
$5.23K - $6.34K
|
78.3K
$1.11M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
265+ 0.75% |
$3.15K - $3.82K
|
35.8K
$507K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
263+ 1.36% |
$3.12K - $3.79K
|
19.5K
$277K
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Cs Group, LLC
|
BUY
|
- |
255+ 1.93% |
$3.03K - $3.67K
|
13.4K
$190K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
235+ 1.99% |
$2.79K - $3.38K
|
12K
$170K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
160New |
$1.9K - $2.3K
|
160
$2.26K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
105+ 4.37% |
$1.25K - $1.51K
|
2.51K
$35.5K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
81+ 1.54% |
$962 - $1.17K
|
5.34K
$75.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
77+ 2.32% |
$915 - $1.11K
|
3.4K
$48.2K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
63+ 0.52% |
$748 - $907
|
12.2K
$172K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
38+ 0.16% |
$451 - $547
|
24.2K
$342K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
12+ 0.04% |
$143 - $173
|
30.9K
$437K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
12+ 0.16% |
$143 - $173
|
7.47K
$106K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 0.07% |
$11.9 - $14.4
|
1.41K
$20K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-156- 0.53% |
$1.85K - $2.25K
|
29.2K
$414K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-200- 4.88% |
$2.38K - $2.88K
|
3.9K
$55.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-229- 1.35% |
$2.72K - $3.3K
|
16.7K
$236K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-300- 2.41% |
$3.56K - $4.32K
|
12.1K
$172K
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-375- 2.75% |
$4.46K - $5.4K
|
13.3K
$188K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-451- 1.65% |
$5.36K - $6.49K
|
26.9K
$381K
|
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-500- 4.58% |
$5.94K - $7.2K
|
10.4K
$148K
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-500- 2.62% |
$5.94K - $7.2K
|
18.6K
$263K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-685- 3.19% |
$8.14K - $9.86K
|
20.8K
$295K
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
SELL
|
- |
-883- 4.12% |
$10.5K - $12.7K
|
20.6K
$291K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-891- 5.08% |
$10.6K - $12.8K
|
16.6K
$235K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-982- 2.82% |
$11.7K - $14.1K
|
33.8K
$479K
|
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.66K- 4.46% |
$19.7K - $23.8K
|
35.4K
$501K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.96K- 15.77% |
$23.3K - $28.3K
|
10.5K
$148K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2K- 10.3% |
$23.8K - $28.8K
|
17.4K
$246K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.08K- 4.51% |
$24.7K - $29.9K
|
44K
$623K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.48K- 1.21% |
$29.4K - $35.7K
|
203K
$2.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.53K- 17.41% |
$30.1K - $36.4K
|
12K
$170K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.58K- 3.15% |
$30.7K - $37.2K
|
79.3K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-3.2K- 20.43% |
$38K - $46.1K
|
12.5K
$176K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.25K- 3.9% |
$38.6K - $46.8K
|
80.1K
$1.13M
|