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 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2KNew |
$23.8K - $28.8K
|
2K
$29K
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
937New |
$11.1K - $13.5K
|
937
$13.6K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
160New |
$1.9K - $2.3K
|
160
$2.32K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
81+ 1.54% |
$962 - $1.17K
|
5.34K
$77.4K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
14.4KNew |
$187K - $226K
|
14.4K
$209K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11.5KNew |
$149K - $181K
|
11.5K
$167K
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.4K+ 29.57% |
$44.1K - $53.4K
|
14.9K
$216K
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
1.89K+ 5.24% |
$24.5K - $29.7K
|
38K
$550K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
58+ 2.3% |
$753 - $911
|
2.58K
$37.4K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
11.4KNew |
$149K - $180K
|
11.4K
$165K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
4.5KNew |
$58.7K - $71K
|
4.5K
$65.3K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3KNew |
$39.1K - $47.2K
|
3K
$43.4K
|
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
1.5KNew |
$19.6K - $23.7K
|
1.5K
$21.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
850+ 52.83% |
$11.1K - $13.4K
|
2.46K
$35.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
556New |
$7.26K - $8.77K
|
556
$8.06K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
500+ 24.56% |
$6.53K - $7.89K
|
2.54K
$36.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
300New |
$3.92K - $4.73K
|
300
$4.35K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
225New |
$2.94K - $3.55K
|
225
$3.26K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5+ 2.51% |
$65.3 - $78.9
|
204
$2.96K
|
|
| Q1 2022 | |||||||
|
May 03, 2022
Q1 2022
|
Avory & Company, LLC
Miami, FL |
BUY
|
- |
30.3KNew |
$448K - $509K
|
30.3K
$439K
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
1KNew |
$14.8K - $16.8K
|
1K
$14.5K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
750New |
$11.1K - $12.6K
|
750
$10.9K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
600New |
$8.86K - $10.1K
|
600
$8.7K
|
|
| Q4 2021 | |||||||
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
69.9KNew |
$1.11M - $1.18M
|
69.9K
$1.01M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
3KNew |
$47.8K - $50.5K
|
3K
$43.5K
|
|
|
Feb 03, 2022
Q4 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.48K+ 1.19% |
$39.5K - $41.7K
|
211K
$3.06M
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
434New |
$6.92K - $7.3K
|
434
$6.29K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.46KNew |
$103K - $108K
|
6.46K
$93.7K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.41KNew |
$22.6K - $23.6K
|
1.41K
$20.5K
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
787New |
$12.6K - $13.2K
|
787
$11.4K
|
|
| Q2 2021 | |||||||
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.44KNew |
$22.2K - $23.8K
|
1.44K
$20.8K
|
|
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
617New |
$9.56K - $10.2K
|
617
$8.95K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
11.8KNew |
$175K - $183K
|
11.8K
$170K
|
|
|
May 10, 2021
Q1 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.09K+ 4.32% |
$16.2K - $17K
|
26.4K
$383K
|
|
| Q4 2020 | |||||||
|
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.25KNew |
$16.7K - $19.3K
|
1.25K
$18.1K
|
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
333New |
$4.44K - $5.14K
|
333
$4.83K
|
|
|
Feb 12, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
300New |
$4K - $4.64K
|
300
$4.35K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
46+ 1.42% |
$513 - $667
|
3.29K
$47.7K
|
|
| Q1 2020 | |||||||
|
May 01, 2020
Q1 2020
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
14KNew |
$122K - $217K
|
14K
$203K
|
|
|
May 13, 2020
Q1 2020
|
Pinnacle Associates LTD
|
BUY
|
- |
11.2KNew |
$97.5K - $174K
|
11.2K
$163K
|
|
|
Apr 07, 2020
Q1 2020
|
Sound Income Strategies, LLC
|
BUY
|
- |
675New |
$5.87K - $10.4K
|
675
$9.79K
|
|
| Q4 2019 | |||||||
|
Feb 13, 2020
Q4 2019
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
333New |
$4.78K - $5.1K
|
333
$4.83K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
23.5KNew |
$361K - $384K
|
23.5K
$341K
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
165New |
$2.53K - $2.69K
|
165
$2.39K
|
|
| Q2 2018 | |||||||
|
Jul 24, 2018
Q2 2018
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
10KNew |
$147K - $156K
|
10K
$145K
|
|
| Q1 2018 | |||||||
|
Apr 12, 2018
Q1 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
3.63KNew |
$52.6K - $56.5K
|
3.63K
$52.6K
|
|
| Q3 2017 | |||||||
|
Oct 13, 2017
Q3 2017
|
First Financial Corp
|
BUY
|
- |
1.5KNew |
$22.6K - $23.3K
|
1.5K
$21.8K
|
|