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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
44.9K+ 5.82% |
$594K - $657K
|
817K
$10.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
39.1K+ 17.31% |
$517K - $573K
|
265K
$3.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
34.1K+ 32.49% |
$451K - $499K
|
139K
$1.76M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
29.5K+ 95125.81% |
$390K - $431K
|
29.5K
$374K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
13KNew |
$172K - $190K
|
13K
$165K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
1.23KNew |
$16.3K - $18.1K
|
1.23K
$15.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
345+ 2.08% |
$4.56K - $5.05K
|
17K
$215K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
150+ 1.73% |
$1.98K - $2.19K
|
8.8K
$111K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
113+ 1.08% |
$1.49K - $1.65K
|
10.6K
$134K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
65+ 0.17% |
$859 - $951
|
38.3K
$484K
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
982KNew |
$13.4M - $14.3M
|
982K
$12.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
393KNew |
$5.35M - $5.73M
|
393K
$4.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
205K+ 18.39% |
$2.79M - $2.99M
|
1.32M
$16.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Sharpepoint LLC
Phoenix, AZ |
BUY
|
- |
122KNew |
$1.66M - $1.78M
|
122K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
58.6K+ 9.82% |
$797K - $854K
|
655K
$8.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
44.6K+ 19.23% |
$607K - $650K
|
276K
$3.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
39.2K+ 2.79% |
$534K - $572K
|
1.45M
$18.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
32.6K+ 110.07% |
$443K - $475K
|
62.2K
$787K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
32.1KNew |
$437K - $468K
|
32.1K
$406K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.3K+ 1.72% |
$426K - $457K
|
1.85M
$23.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
30.3K+ 106.5% |
$412K - $442K
|
58.8K
$744K
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
26K+ 51.12% |
$354K - $379K
|
76.8K
$972K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
25.1K+ 7.22% |
$342K - $366K
|
373K
$4.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
22.5K+ 4.24% |
$306K - $328K
|
553K
$7.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22.1K+ 6.86% |
$301K - $322K
|
344K
$4.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
21.2K+ 22.25% |
$289K - $309K
|
116K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
20.6KNew |
$281K - $301K
|
20.6K
$261K
|
|
|
Jan 15, 2025
Q4 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
17.4K+ 183.42% |
$237K - $254K
|
26.9K
$341K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
17.2KNew |
$234K - $250K
|
17.2K
$217K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
14.4KNew |
$196K - $210K
|
14.4K
$182K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.4KNew |
$182K - $195K
|
13.4K
$170K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
13.2KNew |
$180K - $193K
|
13.2K
$167K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.8K+ 4.58% |
$161K - $172K
|
269K
$3.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
11.2KNew |
$152K - $163K
|
11.2K
$142K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
10.5KNew |
$143K - $153K
|
10.5K
$133K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
10.1KNew |
$137K - $147K
|
10.1K
$127K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10K+ 23.24% |
$136K - $146K
|
53K
$671K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
9.69K+ 18.38% |
$132K - $141K
|
62.4K
$790K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
8.25KNew |
$112K - $120K
|
8.25K
$104K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.85K+ 22.61% |
$93.3K - $99.9K
|
37.2K
$471K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.62K+ 1.95% |
$76.5K - $81.9K
|
293K
$3.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
5.56KNew |
$75.7K - $81.1K
|
5.56K
$70.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
5.1K+ 7.98% |
$69.4K - $74.4K
|
69.1K
$874K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
4.57KNew |
$62.1K - $66.6K
|
4.57K
$57.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.03K+ 49.16% |
$54.8K - $58.8K
|
12.2K
$155K
|
|
|
Feb 12, 2025
Q4 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
3.77K+ 29.36% |
$51.3K - $54.9K
|
16.6K
$210K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.6K+ 27.48% |
$49K - $52.4K
|
16.7K
$211K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.55K+ 2.24% |
$48.3K - $51.8K
|
162K
$2.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.42K+ 1.13% |
$46.5K - $49.8K
|
307K
$3.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.22K+ 5.36% |
$43.8K - $46.9K
|
63.2K
$800K
|
|