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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.29K+ 2.34% |
$66.9K - $73.6K
|
232K
$3.36M
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.23K+ 1.42% |
$53.5K - $58.9K
|
301K
$4.37M
|
|
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 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.83K+ 27.95% |
$48.4K - $53.2K
|
17.5K
$254K
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.7K+ 1.98% |
$46.8K - $51.4K
|
190K
$2.76M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.02K+ 18.41% |
$38.2K - $42K
|
19.4K
$282K
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.94K+ 84.54% |
$37.2K - $40.9K
|
6.42K
$93.1K
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.5K+ 2.54% |
$31.6K - $34.8K
|
101K
$1.46M
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.39K+ 2.57% |
$30.2K - $33.2K
|
95.4K
$1.38M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.95K+ 9.37% |
$24.6K - $27.1K
|
22.7K
$329K
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.94K+ 3.83% |
$24.5K - $26.9K
|
52.4K
$760K
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.82KNew |
$23K - $25.3K
|
1.82K
$26.4K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.81K+ 3.63% |
$22.8K - $25.1K
|
51.6K
$748K
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.52K+ 1.93% |
$19.2K - $21.1K
|
80K
$1.16M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.3K+ 0.51% |
$16.4K - $18.1K
|
257K
$3.73M
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.15K+ 3.27% |
$14.5K - $16K
|
36.3K
$526K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.11KNew |
$14.1K - $15.5K
|
1.11K
$16.2K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1K+ 37.44% |
$12.7K - $13.9K
|
3.67K
$53.2K
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
700+ 4.01% |
$8.86K - $9.74K
|
18.2K
$264K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
642+ 2.12% |
$8.12K - $8.93K
|
30.9K
$448K
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
601+ 3.25% |
$7.6K - $8.36K
|
19.1K
$277K
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
516+ 1.89% |
$6.53K - $7.18K
|
27.8K
$403K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
500New |
$6.33K - $6.96K
|
500
$7.25K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
438+ 3.5% |
$5.54K - $6.09K
|
12.9K
$188K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
332+ 2.2% |
$4.2K - $4.62K
|
15.4K
$224K
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
272+ 1.96% |
$3.44K - $3.78K
|
14.1K
$205K
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
196+ 1.47% |
$2.48K - $2.73K
|
13.5K
$196K
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
143+ 0.21% |
$1.81K - $1.99K
|
66.8K
$969K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
137+ 0.3% |
$1.73K - $1.91K
|
45.6K
$661K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
95+ 1.12% |
$1.2K - $1.32K
|
8.54K
$124K
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
55+ 0.73% |
$696 - $765
|
7.56K
$110K
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
38+ 0.13% |
$481 - $529
|
30.3K
$440K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
28+ 0.14% |
$354 - $389
|
19.7K
$285K
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
23+ 2.25% |
$291 - $320
|
1.05K
$15.2K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
18+ 0.24% |
$228 - $250
|
7.56K
$110K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18+ 0.17% |
$228 - $250
|
10.4K
$151K
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9New |
$114 - $125
|
9
$131
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
27K+ 14.76% |
$338K - $369K
|
210K
$3.04M
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
24.6KNew |
$308K - $337K
|
24.6K
$357K
|
|
Jul 26, 2024
Q2 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
16KNew |
$201K - $219K
|
16K
$233K
|
|
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
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
8.4KNew |
$105K - $115K
|
8.4K
$122K
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3.57K+ 159.1% |
$44.7K - $48.8K
|
5.81K
$84.2K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.35KNew |
$29.4K - $32.1K
|
2.35K
$34.1K
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2K+ 200.0% |
$25K - $27.3K
|
3K
$43.5K
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.5K+ 150.0% |
$18.8K - $20.5K
|
2.5K
$36.3K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.06KNew |
$13.3K - $14.5K
|
1.06K
$15.4K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
500New |
$6.26K - $6.84K
|
500
$7.25K
|