Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
253K+ 1879.21% |
$3.15M - $3.55M
|
266K
$3.92M
|
|
Nov 09, 2023
Q3 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
172K+ 118.8% |
$2.15M - $2.42M
|
317K
$4.67M
|
|
Nov 02, 2023
Q3 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
106K+ 102.22% |
$1.32M - $1.49M
|
210K
$3.09M
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
74.7K+ 57.97% |
$931K - $1.05M
|
203K
$3M
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
45.5K+ 16.14% |
$567K - $638K
|
327K
$4.81M
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
33K+ 90.74% |
$411K - $463K
|
69.3K
$1.02M
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
28.4K+ 10.18% |
$354K - $399K
|
307K
$4.52M
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
22.4KNew |
$280K - $315K
|
22.4K
$330K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
17.6KNew |
$219K - $247K
|
17.6K
$259K
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
14.3KNew |
$178K - $200K
|
14.3K
$210K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
14.3KNew |
$178K - $200K
|
14.3K
$210K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
13.2KNew |
$165K - $186K
|
13.2K
$195K
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
13KNew |
$162K - $182K
|
13K
$191K
|
|
Oct 31, 2023
Q3 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
12.5K+ 80.6% |
$155K - $175K
|
27.9K
$411K
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12KNew |
$150K - $168K
|
12K
$177K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.73K+ 3.55% |
$109K - $123K
|
255K
$3.75M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
8.32K+ 1.95% |
$104K - $117K
|
436K
$6.41M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.26K+ 21.29% |
$78K - $87.8K
|
35.6K
$525K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.11K+ 17.26% |
$76.2K - $85.8K
|
41.5K
$611K
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.51K+ 5.47% |
$43.8K - $49.3K
|
67.7K
$996K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.92K+ 10.03% |
$23.9K - $26.9K
|
21K
$309K
|
|
Nov 09, 2023
Q3 2023
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
1.25KNew |
$15.6K - $17.6K
|
1.25K
$18.4K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.05K+ 8.77% |
$13.1K - $14.7K
|
13K
$191K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.05KNew |
$13K - $14.7K
|
1.05K
$15.4K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
755+ 1.06% |
$9.41K - $10.6K
|
72.3K
$1.06M
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
667+ 1.24% |
$8.32K - $9.36K
|
54.3K
$800K
|
|
Nov 09, 2023
Q3 2023
|
Gould Capital, LLC
|
BUY
|
- |
500+ 33.33% |
$6.24K - $7.02K
|
2K
$29.4K
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
339+ 1.5% |
$4.23K - $4.76K
|
23K
$339K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
297+ 2.09% |
$3.7K - $4.17K
|
14.5K
$213K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
167+ 1.15% |
$2.08K - $2.34K
|
14.7K
$216K
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
82+ 0.5% |
$1.02K - $1.15K
|
16.6K
$244K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
57+ 0.11% |
$711 - $800
|
51K
$750K
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
23+ 0.15% |
$287 - $323
|
14.9K
$220K
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
22+ 0.13% |
$274 - $309
|
17.5K
$257K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
12+ 2.18% |
$150 - $168
|
563
$8.29K
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-93- 0.61% |
$1.16K - $1.31K
|
15.2K
$224K
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-363- 1.33% |
$4.53K - $5.1K
|
26.9K
$396K
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-666- 2.76% |
$8.31K - $9.35K
|
23.4K
$345K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-927- 63.41% |
$11.6K - $13K
|
535
$7.88K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.2K- 27.56% |
$15K - $16.8K
|
3.15K
$46.4K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.72K- 8.06% |
$21.4K - $24.1K
|
19.6K
$288K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.36K- 25.58% |
$29.5K - $33.2K
|
6.87K
$101K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.36K- 25.58% |
$29.5K - $33.2K
|
6.87K
$101K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.87K- 78.23% |
$35.8K - $40.4K
|
800
$11.8K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.9K- 5.96% |
$48.7K - $54.8K
|
61.6K
$906K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.83K- 10.41% |
$60.2K - $67.8K
|
41.5K
$612K
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-6.55K- 14.93% |
$81.7K - $91.9K
|
37.3K
$549K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.81K- 16.89% |
$97.4K - $110K
|
38.4K
$566K
|