Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
217K+ 20.22% |
$2.52M - $2.87M
|
1.29M
$19.5M
|
|
Feb 13, 2024
Q4 2023
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
207K+ 77.89% |
$2.41M - $2.74M
|
474K
$7.15M
|
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
170K+ 53.57% |
$1.97M - $2.24M
|
487K
$7.35M
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
157K+ 13.84% |
$1.82M - $2.07M
|
1.29M
$19.5M
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
117K+ 59.7% |
$1.36M - $1.54M
|
313K
$4.73M
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
67.9K+ 22.08% |
$788K - $895K
|
375K
$5.67M
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
65KNew |
$755K - $857K
|
65K
$982K
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
42.6KNew |
$494K - $562K
|
42.6K
$643K
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
41.7KNew |
$484K - $549K
|
41.7K
$629K
|
|
Feb 14, 2024
Q4 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
38.1KNew |
$442K - $502K
|
38.1K
$575K
|
|
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
37.5KNew |
$435K - $494K
|
37.5K
$566K
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
34.9K+ 10.66% |
$405K - $460K
|
362K
$5.46M
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
29.8K+ 17.25% |
$346K - $393K
|
202K
$3.05M
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
28.7K+ 76.78% |
$333K - $378K
|
66K
$996K
|
|
Feb 13, 2024
Q4 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
26.3KNew |
$305K - $347K
|
26.3K
$397K
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
12.5KNew |
$145K - $165K
|
12.5K
$189K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.8KNew |
$125K - $143K
|
10.8K
$163K
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.55K+ 8.21% |
$64.5K - $73.3K
|
73.2K
$1.11M
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.04K+ 25.73% |
$58.5K - $66.4K
|
24.6K
$372K
|
|
Feb 05, 2024
Q4 2023
|
Aegon Usa Investment Management, LLC
|
BUY
|
- |
5K+ 29.84% |
$58.1K - $66K
|
21.8K
$329K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.28KNew |
$26.5K - $30.1K
|
2.28K
$34.5K
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.87K+ 13.14% |
$21.7K - $24.7K
|
16.1K
$243K
|
|
Feb 14, 2024
Q4 2023
|
Gould Capital, LLC
|
BUY
|
- |
1.8K+ 90.0% |
$20.9K - $23.7K
|
3.8K
$57.4K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.6K+ 23.21% |
$18.5K - $21K
|
8.47K
$128K
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.29K+ 7.32% |
$14.9K - $17K
|
18.9K
$285K
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.11K+ 2.04% |
$12.9K - $14.6K
|
55.4K
$837K
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
750+ 1.78% |
$8.71K - $9.89K
|
42.8K
$647K
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
568+ 2.47% |
$6.59K - $7.49K
|
23.6K
$356K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
324+ 2.24% |
$3.76K - $4.27K
|
14.8K
$224K
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
148+ 0.55% |
$1.72K - $1.95K
|
27K
$408K
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
101New |
$1.17K - $1.33K
|
101
$1.53K
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
88+ 0.53% |
$1.02K - $1.16K
|
16.7K
$252K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
71+ 0.48% |
$824 - $936
|
14.8K
$223K
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
28+ 0.89% |
$325 - $369
|
3.18K
$48K
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
25+ 0.17% |
$290 - $330
|
14.9K
$226K
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23+ 0.11% |
$267 - $303
|
21K
$318K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
8+ 1.42% |
$92.9 - $106
|
571
$8.62K
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
8+ 0.05% |
$92.9 - $106
|
17.5K
$264K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-37- 0.07% |
$430 - $488
|
50.9K
$769K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-47- 0.07% |
$546 - $620
|
72.3K
$1.09M
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-59- 0.39% |
$685 - $778
|
15.2K
$229K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-85- 1.9% |
$987 - $1.12K
|
4.39K
$66.2K
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-290- 0.42% |
$3.37K - $3.83K
|
69K
$1.04M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-855- 6.58% |
$9.93K - $11.3K
|
12.1K
$183K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.37K- 10.34% |
$15.9K - $18K
|
11.9K
$179K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.04K- 0.8% |
$23.7K - $26.9K
|
252K
$3.81M
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.15K- 16.56% |
$25K - $28.4K
|
10.8K
$164K
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.62K- 85.24% |
$53.6K - $60.9K
|
800
$12.1K
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.94K- 13.86% |
$57.4K - $65.2K
|
30.7K
$464K
|