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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.5K- 18.71% |
$41.5K - $50.3K
|
15.2K
$215K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.37K- 1.28% |
$63.8K - $77.3K
|
413K
$5.84M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.39K- 1.65% |
$64K - $77.6K
|
321K
$4.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.53K- 13.75% |
$65.7K - $79.6K
|
34.7K
$490K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.57K- 9.94% |
$78.1K - $94.6K
|
59.6K
$843K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-7.33K- 2.16% |
$87K - $105K
|
331K
$4.69M
|
|
|
Jan 19, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-8.73K- 8.84% |
$104K - $126K
|
89.9K
$1.27M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-9.89K- 7.03% |
$118K - $142K
|
131K
$1.85M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-11K- 15.11% |
$130K - $158K
|
61.5K
$871K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-18.3K- 6.51% |
$217K - $263K
|
262K
$3.71M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-31.8K- 41.54% |
$377K - $457K
|
44.7K
$632K
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-36.5K- 43.85% |
$434K - $526K
|
46.8K
$662K
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-47.1K- 41.3% |
$560K - $679K
|
67K
$948K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-60.4K- 25.04% |
$717K - $870K
|
181K
$2.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-63.7K- 6.37% |
$757K - $918K
|
937K
$13.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-76.9K- 62.8% |
$914K - $1.11M
|
45.6K
$645K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-82.1K- 18.69% |
$975K - $1.18M
|
357K
$5.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-152K- 26.62% |
$1.81M - $2.19M
|
420K
$5.94M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-459K- 39.31% |
$5.46M - $6.62M
|
709K
$10M
|