Purchases and Sales Made in Q4 2023 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 2023. 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 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
679K+ 71.61% |
$7.53M - $8.59M
|
1.63M
$22.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
639K+ 73.02% |
$7.09M - $8.09M
|
1.51M
$21.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
443KNew |
$4.91M - $5.6M
|
443K
$6.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
424KNew |
$4.7M - $5.36M
|
424K
$5.95M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
402KNew |
$4.45M - $5.08M
|
402K
$5.64M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
171K+ 34.4% |
$1.9M - $2.16M
|
669K
$9.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
141K+ 13.25% |
$1.56M - $1.78M
|
1.21M
$16.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
135K+ 92.46% |
$1.5M - $1.71M
|
282K
$3.96M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
121K+ 146.52% |
$1.34M - $1.53M
|
204K
$2.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
62K+ 6.79% |
$687K - $784K
|
975K
$13.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
58.5K+ 27.2% |
$648K - $740K
|
273K
$3.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
53.5K+ 8.6% |
$593K - $677K
|
676K
$9.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
43.6KNew |
$484K - $552K
|
43.6K
$613K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
40.9K+ 2.45% |
$453K - $517K
|
1.71M
$24M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
34K+ 13.68% |
$377K - $430K
|
282K
$3.96M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
21KNew |
$233K - $266K
|
21K
$295K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
19KNew |
$211K - $240K
|
19K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
18.6KNew |
$206K - $235K
|
18.6K
$261K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.4K+ 7.62% |
$171K - $195K
|
218K
$3.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.9K+ 48.1% |
$165K - $188K
|
45.8K
$643K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
14KNew |
$156K - $178K
|
14K
$197K
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
13.2KNew |
$146K - $167K
|
13.2K
$185K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.5KNew |
$139K - $158K
|
12.5K
$176K
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
11.5KNew |
$127K - $145K
|
11.5K
$161K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.6K+ 3.96% |
$118K - $134K
|
279K
$3.91M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10.6K+ 36.59% |
$118K - $134K
|
39.6K
$556K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
10.5K+ 1245.55% |
$116K - $133K
|
11.3K
$159K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.13K+ 54.42% |
$101K - $115K
|
25.9K
$364K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.6K+ 16.0% |
$95.4K - $109K
|
62.3K
$875K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
7.15K+ 3.7% |
$79.3K - $90.5K
|
201K
$2.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.62K+ 11.09% |
$73.4K - $83.7K
|
66.3K
$931K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.6K+ 14.2% |
$51K - $58.2K
|
37K
$519K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
4KNew |
$44.4K - $50.6K
|
4K
$56.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.33K+ 1.33% |
$36.9K - $42.1K
|
253K
$3.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.31KNew |
$36.7K - $41.8K
|
3.31K
$46.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
3.18K+ 1.19% |
$35.2K - $40.2K
|
270K
$3.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.09K+ 7.55% |
$34.2K - $39K
|
43.9K
$617K
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.67K+ 4.1% |
$29.6K - $33.8K
|
67.8K
$952K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
2.61K+ 7.98% |
$29K - $33K
|
35.3K
$496K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.13K+ 9.49% |
$23.6K - $26.9K
|
24.5K
$344K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.08K+ 10.25% |
$23.1K - $26.4K
|
22.4K
$315K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.71K+ 2.34% |
$19K - $21.7K
|
74.8K
$1.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.7KNew |
$18.9K - $21.5K
|
1.7K
$23.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.65K+ 13.95% |
$18.3K - $20.9K
|
13.5K
$189K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.6K+ 23.86% |
$17.7K - $20.2K
|
8.29K
$116K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.32K+ 10.56% |
$14.6K - $16.7K
|
13.8K
$194K
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1KNew |
$11.1K - $12.7K
|
1K
$14K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1K+ 16.95% |
$11.1K - $12.7K
|
6.9K
$96.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
980New |
$10.9K - $12.4K
|
980
$13.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
750+ 5.65% |
$8.32K - $9.49K
|
14K
$197K
|