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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.44K- 1.43% |
$19.6K - $21K
|
99.4K
$1.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.48K- 2.07% |
$20.2K - $21.6K
|
70K
$993K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.65K- 1.73% |
$22.4K - $24K
|
93.8K
$1.33M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.69K- 8.4% |
$23.1K - $24.7K
|
18.5K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-1.82K- 8.12% |
$24.8K - $26.6K
|
20.6K
$293K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1.89K- 13.34% |
$25.7K - $27.5K
|
12.2K
$174K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.9K- 9.66% |
$25.8K - $27.7K
|
17.8K
$252K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.04K- 0.98% |
$27.7K - $29.7K
|
207K
$2.93M
|
|
|
Feb 14, 2025
Q4 2024
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-2.07K- 7.46% |
$28.2K - $30.2K
|
25.7K
$364K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.44K- 32.21% |
$33.2K - $35.5K
|
5.13K
$72.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-2.94K- 7.13% |
$40K - $42.8K
|
38.2K
$543K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.95K- 4.28% |
$40.2K - $43.1K
|
66K
$937K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.1K- 6.02% |
$42.2K - $45.2K
|
48.4K
$687K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.15K- 15.51% |
$42.9K - $45.9K
|
17.2K
$244K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.99K- 12.23% |
$54.3K - $58.2K
|
28.6K
$406K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-4.48K- 4.1% |
$61K - $65.4K
|
105K
$1.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-5.66K- 4.2% |
$77.1K - $82.6K
|
129K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-6.42K- 43.18% |
$87.3K - $93.6K
|
8.44K
$120K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.43K- 16.2% |
$87.4K - $93.7K
|
33.2K
$472K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-6.75K- 2.24% |
$91.9K - $98.4K
|
294K
$4.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-7.44K- 2.78% |
$101K - $109K
|
260K
$3.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.5K- 1.59% |
$143K - $153K
|
650K
$9.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-22.9K- 1.42% |
$311K - $334K
|
1.59M
$22.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-28.3K- 99.89% |
$384K - $412K
|
31
$440
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-44.2K- 23.23% |
$602K - $645K
|
146K
$2.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-109K- 36.11% |
$1.48M - $1.59M
|
193K
$2.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-123K- 43.28% |
$1.68M - $1.8M
|
162K
$2.29M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-228K- 44.48% |
$3.11M - $3.33M
|
285K
$4.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-369K- 30.42% |
$5.02M - $5.38M
|
844K
$12M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.13M- 99.08% |
$15.4M - $16.5M
|
10.5K
$149K
|