Purchases and Sales Made in Q2 2024 in Eaton Vance Tax Managed Buy Write Income Fund (ETB)
This table provides information about the institutional ownership of Eaton Vance Tax Managed Buy Write Income Fund (ETB) during Q2 2024. The information is specifically focused on institutions that hold shares of Eaton Vance Tax-Managed Buy-Write Income Fund.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
54K+ 10.88% |
$702K - $763K
|
550K
$8.3M
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
30.1KNew |
$391K - $425K
|
30.1K
$454K
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.2K+ 2.79% |
$379K - $412K
|
1.07M
$16.2M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.2K+ 2.79% |
$379K - $412K
|
1.07M
$16.2M
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
20K+ 14.82% |
$260K - $283K
|
155K
$2.34M
|
|
Aug 02, 2024
Q2 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
16.1K+ 6.56% |
$210K - $228K
|
262K
$3.95M
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
16KNew |
$208K - $226K
|
16K
$241K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.8K+ 78.74% |
$193K - $209K
|
33.6K
$507K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.49K+ 12.4% |
$124K - $134K
|
86.1K
$1.3M
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
8.19K+ 3.66% |
$107K - $116K
|
232K
$3.5M
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.58KNew |
$98.6K - $107K
|
7.58K
$114K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
6.9K+ 58.15% |
$89.8K - $97.6K
|
18.8K
$283K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.43K+ 13.53% |
$57.7K - $62.7K
|
37.2K
$561K
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3.38KNew |
$43.9K - $47.7K
|
3.38K
$51K
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.63K+ 17.14% |
$34.2K - $37.2K
|
18K
$271K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.38KNew |
$31K - $33.7K
|
2.38K
$35.9K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.28K+ 219.9% |
$29.6K - $32.2K
|
3.31K
$50K
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
1.77K+ 44.54% |
$23.1K - $25.1K
|
5.76K
$86.9K
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.17K+ 2.13% |
$15.2K - $16.5K
|
55.9K
$844K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.08K+ 0.29% |
$14K - $15.2K
|
373K
$5.64M
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
954New |
$12.4K - $13.5K
|
954
$14.4K
|
|
Jul 12, 2024
Q2 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
907+ 7.05% |
$11.8K - $12.8K
|
13.8K
$208K
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
719+ 4.11% |
$9.35K - $10.2K
|
18.2K
$275K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
648+ 4.02% |
$8.43K - $9.16K
|
16.8K
$253K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
640+ 1.98% |
$8.33K - $9.05K
|
32.9K
$497K
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
310+ 1.66% |
$4.03K - $4.38K
|
19K
$287K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
277+ 1.14% |
$3.6K - $3.92K
|
24.6K
$371K
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
225New |
$2.93K - $3.18K
|
225
$3.4K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
156+ 1.54% |
$2.03K - $2.21K
|
10.3K
$155K
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
97+ 0.58% |
$1.26K - $1.37K
|
16.8K
$254K
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
31+ 0.18% |
$403 - $438
|
16.9K
$255K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
30+ 0.93% |
$390 - $424
|
3.24K
$48.9K
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
28+ 0.19% |
$364 - $396
|
14.9K
$225K
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
26New |
$338 - $368
|
26
$393
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
24+ 0.17% |
$312 - $339
|
14.4K
$218K
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
17+ 0.06% |
$221 - $240
|
30.5K
$461K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
13+ 2.21% |
$169 - $184
|
601
$9.08K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-158- 0.32% |
$2.06K - $2.23K
|
48.5K
$733K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-223- 19.58% |
$2.9K - $3.15K
|
916
$13.8K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-396- 0.51% |
$5.15K - $5.6K
|
77.4K
$1.17M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-417- 2.89% |
$5.43K - $5.9K
|
14K
$212K
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-728- 4.54% |
$9.47K - $10.3K
|
15.3K
$231K
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-860- 4.42% |
$11.2K - $12.2K
|
18.6K
$281K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.35K- 3.24% |
$17.6K - $19.1K
|
40.4K
$610K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.43K- 0.41% |
$18.6K - $20.2K
|
345K
$5.2M
|
|
Aug 13, 2024
Q2 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-1.45K- 3.87% |
$18.8K - $20.4K
|
35.9K
$542K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.9K- 1.33% |
$24.7K - $26.8K
|
141K
$2.13M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.12K- 1.54% |
$27.6K - $30K
|
136K
$2.05M
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.5K- 8.27% |
$32.5K - $35.4K
|
27.7K
$419K
|