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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
1.19K+ 2.34% |
$8.28K - $9.35K
|
51.8K
$451K
|
|
|
Feb 05, 2024
Q4 2023
|
Avory & Company, LLC
Miami, FL |
SELL
|
- |
-450- 0.98% |
$3.14K - $3.55K
|
45.7K
$397K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
29.8KNew |
$208K - $235K
|
29.8K
$260K
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
18.1KNew |
$126K - $143K
|
18.1K
$157K
|
|
|
Jan 12, 2024
Q4 2023
|
Cohen Klingenstein LLC
|
SELL
|
- |
-88.9K- 37.85% |
$621K - $701K
|
146K
$1.27M
|
|
| Q3 2023 | |||||||
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
18.6KNew |
$140K - $157K
|
18.6K
$162K
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
10.7KNew |
$80.7K - $90.1K
|
10.7K
$93K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
74.9KNew |
$565K - $631K
|
74.9K
$652K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
20.4KNew |
$154K - $172K
|
20.4K
$178K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
13.7KNew |
$103K - $115K
|
13.7K
$119K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.64K- 17.43% |
$27.5K - $30.7K
|
17.3K
$150K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
13.6KNew |
$102K - $114K
|
13.6K
$118K
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
45.1KNew |
$341K - $380K
|
45.1K
$392K
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.84K- 12.51% |
$13.9K - $15.5K
|
12.8K
$112K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
960+ 5.82% |
$7.25K - $8.09K
|
17.5K
$152K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-300- 0.88% |
$2.27K - $2.53K
|
33.9K
$295K
|
|
|
Oct 11, 2023
Q3 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
6.02K+ 61.12% |
$45.5K - $50.7K
|
15.9K
$138K
|
|
| Q2 2023 | |||||||
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
550New |
$4.39K - $4.55K
|
550
$4.79K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
12KNew |
$96.1K - $99.6K
|
12K
$105K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
76+ 0.57% |
$607 - $629
|
13.5K
$117K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
205New |
$1.64K - $1.7K
|
205
$1.78K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
809+ 28.74% |
$6.46K - $6.7K
|
3.62K
$31.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-2.3K- 6.0% |
$18.4K - $19K
|
36K
$314K
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
17KNew |
$136K - $141K
|
17K
$148K
|
|
| Q1 2023 | |||||||
|
Feb 13, 2025
Q1 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-11.2KClosed |
$86.6K - $92.9K
|
0
$0
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
23.1KNew |
$179K - $192K
|
23.1K
$201K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
400New |
$3.1K - $3.32K
|
400
$3.48K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
19+ 2.18% |
$147 - $158
|
889
$7.73K
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-13.2K- 45.32% |
$102K - $109K
|
15.9K
$138K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-301- 41.18% |
$2.33K - $2.5K
|
430
$3.74K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-200- 0.25% |
$1.55K - $1.66K
|
80.5K
$700K
|
|
| Q4 2022 | |||||||
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.02KClosed |
$30.8K - $34.3K
|
0
$0
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
15.1KNew |
$116K - $129K
|
15.1K
$131K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
62.1KNew |
$476K - $530K
|
62.1K
$540K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
11.4KNew |
$87K - $97K
|
11.4K
$98.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
200New |
$1.53K - $1.71K
|
200
$1.74K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
28+ 1.78% |
$214 - $239
|
1.6K
$13.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
250New |
$1.92K - $2.14K
|
250
$2.18K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-11K- 85.1% |
$84.2K - $93.9K
|
1.93K
$16.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.2KNew |
$9.15K - $10.2K
|
1.2K
$10.4K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11KNew |
$83.4K - $103K
|
11K
$95.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
199+ 2.59% |
$1.51K - $1.87K
|
7.87K
$68.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
13.1K+ 3.56% |
$98.9K - $123K
|
380K
$3.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
15.6KNew |
$118K - $146K
|
15.6K
$136K
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-5.68K- 94.82% |
$43K - $53.2K
|
310
$2.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
564New |
$4.27K - $5.29K
|
564
$4.91K
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
500New |
$3.79K - $4.69K
|
500
$4.35K
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
626+ 2.58% |
$4.74K - $5.87K
|
24.9K
$216K
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
11KNew |
$83.4K - $103K
|
11K
$95.8K
|
|