Latest Institutional Purchases of Eaton Vance Tax Managed Global Buy Write Opportunities Fund (ETW)
This list provides information on the latest institutional transactions involving Eaton Vance Tax Managed Global Buy Write Opportunities Fund (ETW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
6.02K+ 61.12% |
$45.5K - $50.7K
|
15.9K
$138K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
960+ 5.82% |
$7.25K - $8.09K
|
17.5K
$152K
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
17KNew |
$136K - $141K
|
17K
$148K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
12KNew |
$96.1K - $99.6K
|
12K
$105K
|
|
|
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 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
550New |
$4.39K - $4.55K
|
550
$4.79K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
205New |
$1.64K - $1.7K
|
205
$1.78K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
76+ 0.57% |
$607 - $629
|
13.5K
$117K
|
|
| Q1 2023 | |||||||
|
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
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
62.1KNew |
$476K - $530K
|
62.1K
$540K
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
15.1KNew |
$116K - $129K
|
15.1K
$131K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
11.4KNew |
$87K - $97K
|
11.4K
$98.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.2KNew |
$9.15K - $10.2K
|
1.2K
$10.4K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
250New |
$1.92K - $2.14K
|
250
$2.18K
|
|
|
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
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
15.6KNew |
$118K - $146K
|
15.6K
$136K
|
|
|
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
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11KNew |
$83.4K - $103K
|
11K
$95.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
11KNew |
$83.4K - $103K
|
11K
$95.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
626+ 2.58% |
$4.74K - $5.87K
|
24.9K
$216K
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
- |
600New |
$4.54K - $5.63K
|
600
$5.22K
|
|
|
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 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
199+ 2.59% |
$1.51K - $1.87K
|
7.87K
$68.5K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
107New |
$810 - $1K
|
107
$931
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
13.6KNew |
$108K - $138K
|
13.6K
$118K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
4.63K+ 15.39% |
$36.8K - $47.4K
|
34.7K
$302K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.59KNew |
$20.5K - $26.4K
|
2.59K
$22.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.79KNew |
$14.2K - $18.3K
|
1.79K
$15.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1K+ 130.55% |
$7.94K - $10.2K
|
1.77K
$15.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
666New |
$5.29K - $6.81K
|
666
$5.79K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
556New |
$4.41K - $5.68K
|
556
$4.84K
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1New |
$7.94 - $10.2
|
1
$8.7
|
|
| Q1 2022 | |||||||
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
21KNew |
$201K - $235K
|
21K
$183K
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
15KNew |
$144K - $168K
|
15K
$130K
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
11.7K+ 100.0% |
$112K - $130K
|
23.3K
$203K
|
|
| Q4 2021 | |||||||
|
Jan 14, 2022
Q4 2021
|
Trust CO
|
BUY
|
- |
520New |
$5.5K - $5.86K
|
520
$4.52K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
23.6KNew |
$256K - $267K
|
23.6K
$206K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
17.8KNew |
$184K - $202K
|
17.8K
$155K
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.77KNew |
$18.3K - $20K
|
1.77K
$15.4K
|
|
| Q1 2021 | |||||||
|
May 05, 2021
Q1 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
18.1KNew |
$172K - $187K
|
18.1K
$158K
|
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2K+ 216.92% |
$19K - $20.6K
|
2.92K
$25.4K
|
|
|
Jan 27, 2023
Q1 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
800+ 2.18% |
$7.58K - $8.26K
|
37.5K
$326K
|
|
| Q4 2020 | |||||||
|
Jan 28, 2021
Q4 2020
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
3.3KNew |
$26.8K - $32.1K
|
3.3K
$28.7K
|
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
467New |
$3.8K - $4.54K
|
467
$4.06K
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
7.8K+ 37.6% |
$43.1K - $82.3K
|
28.5K
$248K
|
|