Latest Institutional Transactions on Eaton Vance Tax Managed Global Buy Write Opportunities Fund (ETW)
This table provides information on the latest institutional transactions involving Eaton Vance Tax Managed Global Buy Write Opportunities Fund (ETW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
28+ 1.78% |
$214 - $239
|
1.6K
$13.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
250New |
$1.92K - $2.14K
|
250
$2.13K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-11K- 85.1% |
$84.2K - $93.9K
|
1.93K
$16.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.2KNew |
$9.15K - $10.2K
|
1.2K
$10.2K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11KNew |
$83.4K - $103K
|
11K
$93.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
564New |
$4.27K - $5.29K
|
564
$4.79K
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-5.68K- 94.82% |
$43K - $53.2K
|
310
$2.64K
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
15.6KNew |
$118K - $146K
|
15.6K
$133K
|
|
|
Nov 14, 2022
Q3 2022
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
13.1K+ 3.56% |
$98.9K - $123K
|
380K
$3.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
199+ 2.59% |
$1.51K - $1.87K
|
7.87K
$66.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
500New |
$3.79K - $4.69K
|
500
$4.25K
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
626+ 2.58% |
$4.74K - $5.87K
|
24.9K
$211K
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
11KNew |
$83.4K - $103K
|
11K
$93.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
- |
600New |
$4.54K - $5.63K
|
600
$5.1K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
107New |
$810 - $1K
|
107
$910
|
|
| Q2 2022 | |||||||
|
Aug 19, 2022
Q2 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-10.1KClosed |
$80.4K - $103K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.59KNew |
$20.5K - $26.4K
|
2.59K
$22K
|
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-11.5KClosed |
$91.5K - $118K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
13.6KNew |
$108K - $138K
|
13.6K
$115K
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-13.6K- 56.1% |
$108K - $138K
|
10.6K
$90.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
556New |
$4.41K - $5.68K
|
556
$4.73K
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.4KClosed |
$82.3K - $106K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-750Closed |
$5.96K - $7.67K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13.9KClosed |
$110K - $142K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
666New |
$5.29K - $6.81K
|
666
$5.66K
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2KClosed |
$15.9K - $20.4K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.79KNew |
$14.2K - $18.3K
|
1.79K
$15.2K
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1New |
$7.94 - $10.2
|
1
$8.5
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1K+ 130.55% |
$7.94K - $10.2K
|
1.77K
$15K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
4.63K+ 15.39% |
$36.8K - $47.4K
|
34.7K
$295K
|
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-12.3KClosed |
$97.8K - $126K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-960Closed |
$7.62K - $9.81K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Ota Financial Group L.P.
|
SELL
|
- |
-27.9KClosed |
$222K - $285K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-1.5KClosed |
$11.9K - $15.3K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-995Closed |
$9.53K - $11.1K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-78Closed |
$747 - $873
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-19.8KClosed |
$189K - $221K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
15KNew |
$144K - $168K
|
15K
$128K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-995Closed |
$9.53K - $11.1K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
11.7K+ 100.0% |
$112K - $130K
|
23.3K
$198K
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.5KClosed |
$14.4K - $16.8K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Hendershot Investments Inc.
|
SELL
|
- |
-13KClosed |
$125K - $146K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-12KClosed |
$115K - $134K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-550Closed |
$5.27K - $6.15K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-5.7KClosed |
$54.6K - $63.7K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-500Closed |
$4.79K - $5.6K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.6KClosed |
$111K - $130K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
21KNew |
$201K - $235K
|
21K
$179K
|
|
| Q4 2021 | |||||||
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3.51KClosed |
$37.1K - $39.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.1K- 48.22% |
$11.6K - $12.4K
|
1.18K
$10K
|
|