Purchases and Sales Made in Q1 2024 in Eaton Vance Tax Managed Buy Write Opportunities Fund (ETV)
This table provides information about the institutional ownership of Eaton Vance Tax Managed Buy Write Opportunities Fund (ETV) during Q1 2024. The information is specifically focused on institutions that hold shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
750New |
$9.13K - $9.85K
|
750
$10.8K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
613+ 1.34% |
$7.46K - $8.05K
|
46.4K
$666K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
494+ 1.89% |
$6.01K - $6.49K
|
26.6K
$381K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
451New |
$5.49K - $5.92K
|
451
$6.47K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
375+ 1.12% |
$4.56K - $4.92K
|
33.8K
$486K
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
350+ 2.55% |
$4.26K - $4.6K
|
14.1K
$202K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
347+ 0.82% |
$4.22K - $4.56K
|
42.6K
$612K
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
340+ 2.23% |
$4.14K - $4.46K
|
15.6K
$223K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
320+ 14.63% |
$3.89K - $4.2K
|
2.51K
$36K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
250+ 39.31% |
$3.04K - $3.28K
|
886
$12.7K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
250+ 39.31% |
$3.04K - $3.28K
|
886
$12.7K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
248+ 1.66% |
$3.02K - $3.26K
|
15.2K
$218K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
163+ 0.32% |
$1.98K - $2.14K
|
51K
$732K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
143+ 1.09% |
$1.74K - $1.88K
|
13.2K
$190K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
139+ 6.86% |
$1.69K - $1.83K
|
2.16K
$31.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
84+ 0.59% |
$1.02K - $1.1K
|
14.4K
$206K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
79+ 0.44% |
$961 - $1.04K
|
18.2K
$261K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
58+ 0.7% |
$706 - $762
|
8.35K
$120K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
24+ 0.1% |
$292 - $315
|
24.5K
$352K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
13+ 0.17% |
$158 - $171
|
7.54K
$108K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7+ 0.06% |
$85.2 - $91.9
|
11.1K
$160K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3+ 0.01% |
$36.5 - $39.4
|
43.2K
$619K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-125- 0.71% |
$1.52K - $1.64K
|
17.5K
$251K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-130- 0.94% |
$1.58K - $1.71K
|
13.7K
$196K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-176- 0.45% |
$2.14K - $2.31K
|
39.3K
$564K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-231- 0.49% |
$2.81K - $3.03K
|
47.3K
$678K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-400- 0.98% |
$4.87K - $5.25K
|
40.3K
$579K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-421- 1.88% |
$5.12K - $5.53K
|
22K
$316K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-500- 16.37% |
$6.09K - $6.57K
|
2.56K
$36.7K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-540- 0.13% |
$6.57K - $7.09K
|
420K
$6.03M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-615- 4.37% |
$7.48K - $8.07K
|
13.5K
$193K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-625- 4.81% |
$7.61K - $8.21K
|
12.4K
$177K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-986- 2.24% |
$12K - $12.9K
|
43K
$617K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1K- 66.67% |
$12.2K - $13.1K
|
500
$7.18K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.17K- 4.06% |
$14.3K - $15.4K
|
27.7K
$398K
|
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-1.25K- 0.46% |
$15.2K - $16.4K
|
272K
$3.91M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.42K- 1.99% |
$17.2K - $18.6K
|
69.6K
$999K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.75K- 44.23% |
$21.3K - $23K
|
2.21K
$31.6K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-2K- 6.61% |
$24.4K - $26.3K
|
28.3K
$406K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.2K- 8.54% |
$26.8K - $28.9K
|
23.6K
$338K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.47K- 0.25% |
$30K - $32.4K
|
972K
$14M
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-2.96K- 10.8% |
$36K - $38.8K
|
24.4K
$350K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-4.08K- 19.42% |
$49.7K - $53.6K
|
16.9K
$243K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.1K- 9.32% |
$49.8K - $53.8K
|
39.8K
$572K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.24K- 19.71% |
$51.6K - $55.7K
|
17.3K
$248K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-4.35K- 1.92% |
$52.9K - $57.1K
|
222K
$3.19M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.5K- 26.19% |
$54.8K - $59.1K
|
12.7K
$182K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.76K- 2.09% |
$57.9K - $62.5K
|
223K
$3.2M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.78K- 30.08% |
$58.1K - $62.7K
|
11.1K
$159K
|