Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.81K+ 16.36% |
$45.9K - $48.7K
|
27.1K
$391K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.01K+ 27.56% |
$36.3K - $38.5K
|
13.9K
$201K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.86K+ 8.98% |
$34.5K - $36.6K
|
34.7K
$501K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.86K+ 4.19% |
$34.4K - $36.5K
|
71K
$1.03M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2.43KNew |
$29.3K - $31.1K
|
2.43K
$35.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.05K+ 0.45% |
$24.7K - $26.2K
|
461K
$6.65M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.81K+ 9.0% |
$21.8K - $23.1K
|
21.9K
$316K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.61K+ 2.3% |
$19.4K - $20.5K
|
71.5K
$1.03M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.39K+ 10.97% |
$16.8K - $17.8K
|
14.1K
$203K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.35K+ 5.2% |
$16.3K - $17.3K
|
27.3K
$394K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.2K+ 9.81% |
$14.5K - $15.4K
|
13.5K
$195K
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.18K+ 3.9% |
$14.3K - $15.1K
|
31.5K
$455K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
875New |
$10.6K - $11.2K
|
875
$12.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
730+ 5.36% |
$8.8K - $9.34K
|
14.4K
$207K
|
|
|
Aug 07, 2023
Q2 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
720+ 2.21% |
$8.68K - $9.22K
|
33.3K
$480K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
576+ 2.32% |
$6.95K - $7.37K
|
25.5K
$367K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
571+ 2.9% |
$6.89K - $7.31K
|
20.3K
$292K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
469+ 1.9% |
$5.66K - $6K
|
25.1K
$362K
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
348+ 0.44% |
$4.2K - $4.45K
|
79K
$1.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
316+ 0.71% |
$3.81K - $4.04K
|
44.9K
$647K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
276+ 1.39% |
$3.33K - $3.53K
|
20.1K
$290K
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
231+ 1.62% |
$2.79K - $2.96K
|
14.5K
$210K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
227+ 1.73% |
$2.74K - $2.91K
|
13.3K
$193K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
195+ 0.47% |
$2.35K - $2.5K
|
41.5K
$599K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
BUY
|
- |
113+ 0.24% |
$1.36K - $1.45K
|
46.4K
$669K
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
67+ 0.49% |
$808 - $858
|
13.7K
$198K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
20+ 0.63% |
$241 - $256
|
3.19K
$46K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
12+ 0.04% |
$145 - $154
|
30.9K
$446K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
12+ 0.16% |
$145 - $154
|
7.5K
$108K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-10- 34.48% |
$121 - $128
|
19
$274
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-11- 0.05% |
$133 - $141
|
21.4K
$308K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-52- 0.16% |
$627 - $666
|
31.6K
$456K
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
SELL
|
- |
-105- 0.54% |
$1.27K - $1.34K
|
19.5K
$281K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-160- 1.07% |
$1.93K - $2.05K
|
14.7K
$213K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-200- 1.1% |
$2.41K - $2.56K
|
18.1K
$260K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-258- 0.08% |
$3.11K - $3.3K
|
326K
$4.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-300- 7.69% |
$3.62K - $3.84K
|
3.6K
$51.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-931- 17.12% |
$11.2K - $11.9K
|
4.51K
$65.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.07K- 2.54% |
$12.9K - $13.6K
|
40.8K
$589K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.51K- 1.17% |
$18.2K - $19.3K
|
127K
$1.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.22K- 11.35% |
$38.8K - $41.2K
|
25.1K
$362K
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-5.61K- 33.32% |
$67.7K - $71.8K
|
11.2K
$162K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.5K- 9.0% |
$78.3K - $83.1K
|
65.7K
$948K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-7.28K- 17.38% |
$87.8K - $93.2K
|
34.6K
$500K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-7.69K- 0.89% |
$92.7K - $98.4K
|
851K
$12.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-8.44K- 12.61% |
$102K - $108K
|
58.5K
$845K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-8.46K- 25.91% |
$102K - $108K
|
24.2K
$349K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-11.9K- 28.28% |
$144K - $153K
|
30.3K
$437K
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-13.6K- 46.95% |
$164K - $174K
|
15.3K
$221K
|