Latest Institutional Purchases of Eaton Vance Tax Managed Buy Write Opportunities Fund (ETV)
This list provides information on the latest institutional transactions involving Eaton Vance Tax Managed Buy Write Opportunities Fund (ETV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
772KNew |
$10.5M - $11.3M
|
772K
$11.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
30.3K+ 106.5% |
$412K - $442K
|
58.8K
$852K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
25.6K+ 203.02% |
$348K - $373K
|
38.2K
$554K
|
|
|
Jan 15, 2025
Q4 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
17.4K+ 183.42% |
$237K - $254K
|
26.9K
$390K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
14.4KNew |
$196K - $210K
|
14.4K
$209K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2KNew |
$27.3K - $29.2K
|
2K
$29K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.86K+ 10.69% |
$25.3K - $27.1K
|
19.3K
$280K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.73K+ 1.42% |
$23.5K - $25.2K
|
124K
$1.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
995+ 2.31% |
$13.5K - $14.5K
|
44.2K
$640K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
793New |
$10.8K - $11.6K
|
793
$11.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
685New |
$9.32K - $9.99K
|
685
$9.93K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
592+ 4.86% |
$8.06K - $8.63K
|
12.8K
$185K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
343+ 2.11% |
$4.67K - $5K
|
16.6K
$241K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
200New |
$2.72K - $2.92K
|
200
$2.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
108+ 1.04% |
$1.47K - $1.57K
|
10.5K
$152K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
21+ 0.19% |
$286 - $306
|
11.2K
$162K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
348KNew |
$4.4M - $4.84M
|
348K
$5.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
124KNew |
$1.57M - $1.73M
|
124K
$1.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
97.6K+ 7.46% |
$1.24M - $1.36M
|
1.41M
$20.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
89.4K+ 151.38% |
$1.13M - $1.24M
|
149K
$2.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
64KNew |
$809K - $890K
|
64K
$927K
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
64KNew |
$809K - $890K
|
64K
$927K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
56.4K+ 3.19% |
$714K - $785K
|
1.82M
$26.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
33.7KNew |
$426K - $468K
|
33.7K
$488K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
31.4K+ 5.56% |
$397K - $437K
|
596K
$8.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
29.2K+ 2.69% |
$369K - $406K
|
1.11M
$16.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
28K+ 9.97% |
$355K - $390K
|
309K
$4.49M
|
|
|
Nov 14, 2024
Q3 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
27.7KNew |
$351K - $386K
|
27.7K
$402K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.6K+ 9.18% |
$337K - $371K
|
317K
$4.59M
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
23.4K+ 4.68% |
$296K - $326K
|
524K
$7.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
20.7KNew |
$261K - $287K
|
20.7K
$299K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
18.3KNew |
$232K - $255K
|
18.3K
$266K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
18.2KNew |
$230K - $253K
|
18.2K
$263K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
17.3KNew |
$219K - $241K
|
17.3K
$252K
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
16.9KNew |
$214K - $235K
|
16.9K
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.5K+ 2.4% |
$196K - $215K
|
660K
$9.58M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14.6K+ 2.82% |
$184K - $203K
|
531K
$7.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13.1KNew |
$166K - $182K
|
13.1K
$190K
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
13K+ 34.46% |
$165K - $181K
|
50.8K
$737K
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
12.8KNew |
$162K - $178K
|
12.8K
$186K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
12.8KNew |
$162K - $178K
|
12.8K
$186K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11.4K+ 27.49% |
$144K - $158K
|
52.7K
$765K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.1K+ 3.57% |
$140K - $154K
|
322K
$4.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
10.2KNew |
$129K - $142K
|
10.2K
$148K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.2KNew |
$129K - $142K
|
10.2K
$148K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.47K+ 18.75% |
$120K - $132K
|
60K
$870K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
7.51K+ 35.24% |
$95K - $104K
|
28.8K
$418K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.35K+ 55.84% |
$93K - $102K
|
20.5K
$297K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.85K+ 2.08% |
$74K - $81.4K
|
288K
$4.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.29K+ 2.34% |
$66.9K - $73.6K
|
232K
$3.36M
|
|