Purchases and Sales Made in Q4 2024 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 2024. 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, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.74K+ 16.67% |
$23.7K - $25.3K
|
12.2K
$173K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.73K+ 1.42% |
$23.5K - $25.2K
|
124K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.69K+ 2.11% |
$22.9K - $24.6K
|
81.7K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.37K+ 131.17% |
$18.7K - $20K
|
2.42K
$34.3K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.34K+ 10.39% |
$18.3K - $19.6K
|
14.3K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.34K+ 0.38% |
$18.2K - $19.5K
|
352K
$4.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.3K+ 2.48% |
$17.7K - $18.9K
|
53.7K
$762K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.29K+ 6.62% |
$17.5K - $18.8K
|
20.7K
$294K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.19K+ 1.23% |
$16.3K - $17.4K
|
98K
$1.39M
|
|
|
Aug 15, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.11KNew |
$15.2K - $16.2K
|
1.11K
$15.8K
|
|
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.11KNew |
$15.2K - $16.2K
|
1.11K
$15.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.02K+ 9.09% |
$13.9K - $14.9K
|
12.3K
$174K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
995+ 2.31% |
$13.5K - $14.5K
|
44.2K
$627K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
942+ 0.63% |
$12.8K - $13.7K
|
149K
$2.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
889+ 0.29% |
$12.1K - $13K
|
310K
$4.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
793New |
$10.8K - $11.6K
|
793
$11.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
685New |
$9.32K - $9.99K
|
685
$9.72K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
673New |
$9.16K - $9.81K
|
673
$9.55K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
625+ 2.02% |
$8.51K - $9.11K
|
31.5K
$448K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
592+ 4.86% |
$8.06K - $8.63K
|
12.8K
$181K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
450+ 2.19% |
$6.12K - $6.56K
|
21K
$297K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
412+ 3.33% |
$5.61K - $6.01K
|
12.8K
$182K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
387New |
$5.27K - $5.64K
|
387
$5.49K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
343+ 2.11% |
$4.67K - $5K
|
16.6K
$236K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
336+ 1.15% |
$4.57K - $4.9K
|
29.6K
$419K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
329+ 1.19% |
$4.48K - $4.8K
|
28.1K
$399K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
325+ 2.11% |
$4.42K - $4.74K
|
15.8K
$224K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
200New |
$2.72K - $2.92K
|
200
$2.84K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
140+ 0.21% |
$1.91K - $2.04K
|
67K
$950K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
110+ 1.29% |
$1.5K - $1.6K
|
8.65K
$123K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
108+ 1.04% |
$1.47K - $1.57K
|
10.5K
$148K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
21+ 0.19% |
$286 - $306
|
11.2K
$159K
|
|
|
Apr 23, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1+ 0.0% |
$13.6 - $14.6
|
982K
$13.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-100- 20.0% |
$1.36K - $1.46K
|
400
$5.68K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-102- 0.07% |
$1.39K - $1.49K
|
153K
$2.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-204- 0.99% |
$2.78K - $2.97K
|
20.4K
$290K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-300- 1.65% |
$4.08K - $4.37K
|
17.9K
$253K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-300- 0.89% |
$4.08K - $4.37K
|
33.4K
$473K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-362- 2.67% |
$4.93K - $5.28K
|
13.2K
$187K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-399- 2.36% |
$5.43K - $5.82K
|
16.5K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-455- 2.6% |
$6.19K - $6.63K
|
17.1K
$242K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-463- 1.47% |
$6.3K - $6.75K
|
31.1K
$442K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-500- 4.21% |
$6.81K - $7.29K
|
11.4K
$162K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-500- 2.12% |
$6.81K - $7.29K
|
23.1K
$327K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-707- 0.57% |
$9.62K - $10.3K
|
124K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-800- 4.19% |
$10.9K - $11.7K
|
18.3K
$260K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.09K- 4.61% |
$14.9K - $15.9K
|
22.6K
$321K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.24K- 10.08% |
$16.9K - $18.1K
|
11.1K
$158K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.44K- 3.15% |
$19.6K - $21K
|
44.2K
$627K
|