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
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.34K- 33.92% |
$104K - $118K
|
18.2K
$256K
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-10K- 46.58% |
$111K - $127K
|
11.5K
$161K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-11.7K- 5.99% |
$130K - $148K
|
184K
$2.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-12.2K- 5.1% |
$135K - $155K
|
228K
$3.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.7K- 28.49% |
$141K - $161K
|
32K
$449K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-13.2K- 3.36% |
$146K - $167K
|
379K
$5.32M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-14.1K- 5.84% |
$156K - $178K
|
226K
$3.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-14.1K- 18.35% |
$156K - $178K
|
62.7K
$880K
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-16K- 53.71% |
$177K - $202K
|
13.8K
$193K
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-16.1K- 37.01% |
$178K - $203K
|
27.4K
$384K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-16.2K- 2.57% |
$179K - $204K
|
612K
$8.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-17.8K- 5.38% |
$198K - $225K
|
313K
$4.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-25.6K- 9.56% |
$283K - $323K
|
242K
$3.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-26.9K- 6.14% |
$298K - $340K
|
410K
$5.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-27.7K- 7.79% |
$307K - $350K
|
328K
$4.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-31.7K- 55.88% |
$351K - $401K
|
25K
$351K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-33.5K- 58.08% |
$372K - $424K
|
24.2K
$340K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-37.2K- 58.15% |
$412K - $470K
|
26.7K
$375K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-58.8K- 3.33% |
$652K - $744K
|
1.71M
$24M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-59.1K- 33.65% |
$656K - $748K
|
117K
$1.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-103K- 31.7% |
$1.14M - $1.3M
|
221K
$3.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-117K- 21.7% |
$1.29M - $1.48M
|
421K
$5.91M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-369K- 91.89% |
$4.09M - $4.67M
|
32.6K
$457K
|