Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
772KNew |
$10.5M - $11.3M
|
772K
$11.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
30.3K+ 106.5% |
$412K - $442K
|
58.8K
$848K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
25.6K+ 203.02% |
$348K - $373K
|
38.2K
$551K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
22.5K+ 4.24% |
$306K - $328K
|
553K
$7.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
17.4K+ 183.42% |
$237K - $254K
|
26.9K
$388K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
14.4KNew |
$196K - $210K
|
14.4K
$208K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
8.25KNew |
$112K - $120K
|
8.25K
$119K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.84K+ 8.39% |
$38.7K - $41.4K
|
36.7K
$529K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2KNew |
$27.3K - $29.2K
|
2K
$28.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.86K+ 10.69% |
$25.3K - $27.1K
|
19.3K
$278K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.74K+ 16.67% |
$23.7K - $25.3K
|
12.2K
$176K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.73K+ 1.42% |
$23.5K - $25.2K
|
124K
$1.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.3K+ 2.48% |
$17.7K - $18.9K
|
53.7K
$775K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
995+ 2.31% |
$13.5K - $14.5K
|
44.2K
$637K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
942+ 0.63% |
$12.8K - $13.7K
|
149K
$2.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
889+ 0.29% |
$12.1K - $13K
|
310K
$4.48M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
793New |
$10.8K - $11.6K
|
793
$11.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
685New |
$9.32K - $9.99K
|
685
$9.88K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
592+ 4.86% |
$8.06K - $8.63K
|
12.8K
$184K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
343+ 2.11% |
$4.67K - $5K
|
16.6K
$240K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
329+ 1.19% |
$4.48K - $4.8K
|
28.1K
$405K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
200New |
$2.72K - $2.92K
|
200
$2.89K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
108+ 1.04% |
$1.47K - $1.57K
|
10.5K
$151K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
21+ 0.19% |
$286 - $306
|
11.2K
$161K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-100- 20.0% |
$1.36K - $1.46K
|
400
$5.77K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-102- 0.07% |
$1.39K - $1.49K
|
153K
$2.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-300- 1.65% |
$4.08K - $4.37K
|
17.9K
$258K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-463- 1.47% |
$6.3K - $6.75K
|
31.1K
$449K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-500- 4.21% |
$6.81K - $7.29K
|
11.4K
$164K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-707- 0.57% |
$9.62K - $10.3K
|
124K
$1.78M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.09K- 4.61% |
$14.9K - $15.9K
|
22.6K
$326K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.24K- 10.08% |
$16.9K - $18.1K
|
11.1K
$160K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.48K- 2.07% |
$20.2K - $21.6K
|
70K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.69K- 8.4% |
$23.1K - $24.7K
|
18.5K
$267K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1.89K- 13.34% |
$25.7K - $27.5K
|
12.2K
$177K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.9K- 9.66% |
$25.8K - $27.7K
|
17.8K
$256K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.04K- 0.98% |
$27.7K - $29.7K
|
207K
$2.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-2.94K- 7.13% |
$40K - $42.8K
|
38.2K
$552K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.99K- 12.23% |
$54.3K - $58.2K
|
28.6K
$413K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-4.48K- 4.1% |
$61K - $65.4K
|
105K
$1.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-5.66K- 4.2% |
$77.1K - $82.6K
|
129K
$1.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-28.3K- 99.89% |
$384K - $412K
|
31
$447
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.13M- 99.08% |
$15.4M - $16.5M
|
10.5K
$152K
|