Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
64.2K+ 24.54% |
$861K - $927K
|
326K
$4.92M
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
55.3K+ 10.05% |
$741K - $798K
|
605K
$9.14M
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
41KNew |
$550K - $592K
|
41K
$620K
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
40.7KNew |
$546K - $587K
|
40.7K
$614K
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
39K+ 50.43% |
$523K - $563K
|
116K
$1.76M
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
32.8K+ 5.17% |
$440K - $473K
|
668K
$10.1M
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
20.3KNew |
$273K - $293K
|
20.3K
$307K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.5K+ 36.59% |
$261K - $281K
|
72.6K
$1.1M
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
16.4K+ 4.87% |
$220K - $236K
|
353K
$5.33M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.1K+ 1.22% |
$176K - $189K
|
1.09M
$16.4M
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10.8K+ 35.93% |
$145K - $156K
|
40.9K
$617K
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
10.1KNew |
$135K - $145K
|
10.1K
$152K
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
5.16K+ 14.39% |
$69.2K - $74.5K
|
41K
$620K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.74K+ 143.19% |
$63.6K - $68.4K
|
8.05K
$122K
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.5K+ 491.7% |
$60.4K - $65K
|
5.42K
$81.8K
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.5K+ 491.7% |
$60.4K - $65K
|
5.42K
$81.8K
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.22K+ 10.78% |
$56.6K - $60.9K
|
43.4K
$655K
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.81KNew |
$37.7K - $40.6K
|
2.81K
$42.5K
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
2.79K+ 26.89% |
$37.4K - $40.2K
|
13.2K
$199K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.48K+ 4.95% |
$33.2K - $35.8K
|
52.6K
$794K
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.71K+ 0.74% |
$22.9K - $24.7K
|
234K
$3.53M
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.12K+ 2.0% |
$15K - $16.2K
|
57K
$861K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1K+ 56.72% |
$13.4K - $14.4K
|
2.76K
$41.7K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
873+ 3.55% |
$11.7K - $12.6K
|
25.5K
$385K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
363+ 0.56% |
$4.87K - $5.24K
|
65.4K
$988K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
317+ 0.94% |
$4.25K - $4.57K
|
33.9K
$512K
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
259+ 1.69% |
$3.47K - $3.74K
|
15.6K
$235K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
248+ 0.18% |
$3.33K - $3.58K
|
136K
$2.05M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
200+ 1.43% |
$2.68K - $2.89K
|
14.2K
$215K
|
|
Nov 15, 2024
Q3 2024
|
Gould Capital, LLC
|
BUY
|
- |
181+ 3.14% |
$2.43K - $2.61K
|
5.94K
$89.7K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
161+ 0.06% |
$2.16K - $2.32K
|
291K
$4.4M
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
153+ 1.49% |
$2.05K - $2.21K
|
10.4K
$157K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
151+ 1.2% |
$2.02K - $2.18K
|
12.7K
$192K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
129+ 1.17% |
$1.73K - $1.86K
|
11.2K
$169K
|
|
Oct 07, 2024
Q3 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
67+ 0.49% |
$898 - $967
|
13.8K
$209K
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
63+ 0.37% |
$845 - $909
|
16.9K
$256K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
30+ 0.93% |
$402 - $433
|
3.27K
$49.4K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
22+ 0.73% |
$295 - $317
|
3.02K
$45.6K
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
14+ 0.1% |
$188 - $202
|
14.5K
$218K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
14+ 2.33% |
$188 - $202
|
615
$9.29K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-36- 0.21% |
$483 - $519
|
16.7K
$253K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-57- 0.3% |
$764 - $823
|
19K
$286K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-435- 2.34% |
$5.83K - $6.28K
|
18.1K
$274K
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-536- 1.44% |
$7.19K - $7.73K
|
36.6K
$553K
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-739- 4.97% |
$9.91K - $10.7K
|
14.1K
$214K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-785- 1.94% |
$10.5K - $11.3K
|
39.6K
$598K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.13K- 0.33% |
$15.2K - $16.3K
|
344K
$5.19M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.23K- 0.33% |
$16.4K - $17.7K
|
372K
$5.62M
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.48K- 4.84% |
$19.8K - $21.3K
|
29.1K
$439K
|