Latest Institutional Transactions on Eaton Vance Tax Managed Buy Write Opportunities Fund (ETV)
This table provides information on the latest institutional transactions involving Eaton Vance Tax Managed Buy Write Opportunities Fund (ETV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13.1KNew |
$166K - $182K
|
13.1K
$190K
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-68.3K- 18.47% |
$864K - $950K
|
301K
$4.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
23+ 2.25% |
$291 - $320
|
1.05K
$15.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
64KNew |
$809K - $890K
|
64K
$927K
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
64KNew |
$809K - $890K
|
64K
$927K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
272+ 1.96% |
$3.44K - $3.78K
|
14.1K
$205K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.94K+ 84.54% |
$37.2K - $40.9K
|
6.42K
$93.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.3K+ 0.51% |
$16.4K - $18.1K
|
257K
$3.73M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.13K+ 15.03% |
$52.2K - $57.4K
|
31.6K
$458K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14.6K+ 2.82% |
$184K - $203K
|
531K
$7.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
23.4K+ 4.68% |
$296K - $326K
|
524K
$7.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.94K+ 3.83% |
$24.5K - $26.9K
|
52.4K
$760K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
516+ 1.89% |
$6.53K - $7.18K
|
27.8K
$403K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-8.54K- 3.93% |
$108K - $119K
|
209K
$3.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
438+ 3.5% |
$5.54K - $6.09K
|
12.9K
$188K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
500New |
$6.33K - $6.96K
|
500
$7.25K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
89.4K+ 151.38% |
$1.13M - $1.24M
|
149K
$2.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.03K- 0.99% |
$38.3K - $42.1K
|
303K
$4.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.32K- 0.39% |
$16.6K - $18.3K
|
334K
$4.84M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
55+ 0.73% |
$696 - $765
|
7.56K
$110K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.28K- 0.17% |
$16.2K - $17.8K
|
735K
$10.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
124KNew |
$1.57M - $1.73M
|
124K
$1.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
28+ 0.14% |
$354 - $389
|
19.7K
$285K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.83K+ 27.95% |
$48.4K - $53.2K
|
17.5K
$254K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
17.3KNew |
$219K - $241K
|
17.3K
$252K
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.15K+ 3.27% |
$14.5K - $16K
|
36.3K
$526K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
137+ 0.3% |
$1.73K - $1.91K
|
45.6K
$661K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2K+ 200.0% |
$25K - $27.3K
|
3K
$43.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
24.6KNew |
$308K - $337K
|
24.6K
$357K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
15KNew |
$188K - $205K
|
15K
$218K
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
12.6KNew |
$158K - $172K
|
12.6K
$183K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
198New |
$2.48K - $2.71K
|
198
$2.87K
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
27K+ 14.76% |
$338K - $369K
|
210K
$3.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-5- 0.23% |
$62.6 - $68.4
|
2.16K
$31.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3.57K+ 159.1% |
$44.7K - $48.8K
|
5.81K
$84.2K
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-600- 4.75% |
$7.51K - $8.2K
|
12K
$174K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.4K- 31.23% |
$67.6K - $73.8K
|
11.9K
$172K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-8.07K- 43.99% |
$101K - $110K
|
10.3K
$149K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.88K- 11.11% |
$23.5K - $25.6K
|
15K
$218K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
500New |
$6.26K - $6.84K
|
500
$7.25K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.06KNew |
$13.3K - $14.5K
|
1.06K
$15.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.09K- 6.41% |
$13.6K - $14.8K
|
15.9K
$230K
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.11K- 9.01% |
$13.9K - $15.2K
|
11.2K
$163K
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-225- 0.48% |
$2.82K - $3.08K
|
47K
$682K
|
|
|
Jul 26, 2024
Q2 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
16KNew |
$201K - $219K
|
16K
$233K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.5K+ 150.0% |
$18.8K - $20.5K
|
2.5K
$36.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.35KNew |
$29.4K - $32.1K
|
2.35K
$34.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
32New |
$401 - $437
|
32
$464
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
8.4KNew |
$105K - $115K
|
8.4K
$122K
|
|