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 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
623+ 2.39% |
$6.91K - $7.88K
|
26.7K
$374K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
592+ 4.86% |
$6.57K - $7.49K
|
12.8K
$179K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
506+ 1.71% |
$5.61K - $6.4K
|
30K
$422K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
502+ 1.96% |
$5.57K - $6.35K
|
26.1K
$366K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
500+ 2.92% |
$5.55K - $6.33K
|
17.6K
$247K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
451New |
$5K - $5.71K
|
451
$6.33K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
403+ 1.13% |
$4.47K - $5.1K
|
35.9K
$505K
|
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
356+ 2.4% |
$3.95K - $4.5K
|
15.2K
$214K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
266+ 1.97% |
$2.95K - $3.36K
|
13.7K
$193K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
225New |
$2.5K - $2.85K
|
225
$3.16K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
101+ 0.71% |
$1.12K - $1.28K
|
14.3K
$201K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
66New |
$732 - $835
|
66
$927
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
66+ 0.51% |
$732 - $835
|
13K
$182K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
61+ 0.34% |
$676 - $772
|
18.1K
$254K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
14+ 0.19% |
$155 - $177
|
7.52K
$106K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
8New |
$88.7 - $101
|
8
$112
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5New |
$55.5 - $63.3
|
5
$70.2
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-13- 0.02% |
$144 - $164
|
71K
$997K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-81- 0.64% |
$898 - $1.02K
|
12.7K
$178K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-98- 4.62% |
$1.09K - $1.24K
|
2.03K
$28.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-100- 0.56% |
$1.11K - $1.27K
|
17.9K
$251K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-260- 29.02% |
$2.88K - $3.29K
|
636
$8.93K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-265- 7.98% |
$2.94K - $3.35K
|
3.06K
$42.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-294- 29.58% |
$3.26K - $3.72K
|
700
$9.83K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-459- 1.56% |
$5.09K - $5.81K
|
28.9K
$405K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-665- 3.0% |
$7.37K - $8.41K
|
21.5K
$302K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-700- 5.25% |
$7.76K - $8.86K
|
12.6K
$177K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.14K- 2.8% |
$12.6K - $14.4K
|
39.4K
$554K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.15K- 3.31% |
$12.7K - $14.5K
|
33.5K
$470K
|
|
|
Feb 13, 2024
Q4 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.2K- 3.53% |
$13.3K - $15.2K
|
32.8K
$461K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.05K- 1.68% |
$22.7K - $25.9K
|
120K
$1.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.09K- 13.69% |
$23.2K - $26.5K
|
13.2K
$185K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.32K- 6.71% |
$25.7K - $29.3K
|
32.2K
$452K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
SELL
|
- |
-2.39K- 5.15% |
$26.5K - $30.2K
|
44K
$618K
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2.64K- 5.88% |
$29.3K - $33.4K
|
42.3K
$594K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.76K- 4.23% |
$30.6K - $34.9K
|
62.4K
$877K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3.19K- 19.93% |
$35.4K - $40.4K
|
12.8K
$180K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.99K- 8.45% |
$44.2K - $50.4K
|
43.2K
$606K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.36K- 22.6% |
$48.4K - $55.2K
|
14.9K
$210K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-4.63K- 14.4% |
$51.4K - $58.6K
|
27.5K
$387K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.1K- 21.29% |
$56.6K - $64.5K
|
18.9K
$265K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.11K- 11.47% |
$56.7K - $64.6K
|
39.4K
$554K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-6.3K- 7.95% |
$69.8K - $79.6K
|
72.9K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.55K- 20.0% |
$72.7K - $82.9K
|
26.2K
$368K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.98K- 12.07% |
$77.4K - $88.3K
|
50.8K
$714K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.18K- 12.87% |
$79.6K - $90.8K
|
48.6K
$682K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-7.26K- 35.66% |
$80.5K - $91.8K
|
13.1K
$184K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.3K- 34.16% |
$80.9K - $92.3K
|
14.1K
$197K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.53K- 32.17% |
$83.5K - $95.3K
|
15.9K
$223K
|