Purchases and Sales Made in Q4 2025 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 2025. 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 13, 2026
Q4 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
16K+ 2.88% |
$225K - $233K
|
572K
$8.16M
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
6.4KNew |
$90K - $93.2K
|
6.4K
$91.3K
|
|
|
Jan 21, 2026
Q4 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
5.31K+ 0.57% |
$74.7K - $77.3K
|
942K
$13.4M
|
|
|
Jan 05, 2026
Q4 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
3.1K+ 13.16% |
$43.6K - $45.1K
|
26.6K
$380K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.4K+ 14.38% |
$33.8K - $34.9K
|
19.1K
$272K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.68KNew |
$23.6K - $24.4K
|
1.68K
$23.9K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.01K+ 1.83% |
$14.2K - $14.6K
|
55.9K
$797K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1K+ 69.16% |
$14.1K - $14.6K
|
2.45K
$34.9K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
472+ 1.95% |
$6.64K - $6.87K
|
24.7K
$352K
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
439+ 1.05% |
$6.18K - $6.39K
|
42.1K
$600K
|
|
|
Jan 15, 2026
Q4 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
347+ 2.07% |
$4.88K - $5.05K
|
17.1K
$244K
|
|
|
Jan 12, 2026
Q4 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
57+ 0.39% |
$802 - $830
|
14.6K
$209K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
23+ 0.22% |
$324 - $335
|
10.3K
$147K
|
|
|
Jan 12, 2026
Q4 2025
|
Stolper CO
|
SELL
|
- |
-158- 1.5% |
$2.22K - $2.3K
|
10.4K
$148K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-295- 1.62% |
$4.15K - $4.3K
|
18K
$256K
|
|
|
Jan 13, 2026
Q4 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.22K- 3.18% |
$17.1K - $17.7K
|
37.1K
$530K
|
|
|
Jan 16, 2026
Q4 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
SELL
|
- |
-5.31K- 1.35% |
$74.7K - $77.3K
|
389K
$5.55M
|
|