Institutional Ownership Eaton Vance Tax Managed Global Buy Write Opportunities Fund (ETW)
This table provides information about the institutional ownership of Eaton Vance Tax Managed Global Buy Write Opportunities Fund (ETW). We have compiled data on the 154 institutions that hold shares in the stock, with a total of 25.6 Million shares, which have been reported (via 13F filing form) to have a value of $219 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
17,695
shares
|
$151,115
0.02% of portfolio
|
Q1 2024
Reduced 2.99%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
17,458
shares
|
$149,091
0.09% of portfolio
|
Q3 2023
Added 5.82%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
17,250
shares
|
$147,314
0.01% of portfolio
|
Q3 2023
Reduced 17.43%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
17,000
shares
|
$145,180
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
15,870
shares
|
$135,529
0.08% of portfolio
|
Q3 2023
Added 61.12%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
15,820
shares
|
$135,102
0.0% of portfolio
|
Q2 2024
Reduced 11.22%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
15,550
shares
|
$132,797
0.02% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
15,091
shares
|
$128,877
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
14,606
shares
|
$124,735
0.02% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
14,586
shares
|
$124,564
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
14,586
shares
|
$124,564
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
14,486
shares
|
$123,710
0.0% of portfolio
|
Q3 2024
Reduced 18.0%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
14,380
shares
|
$122,805
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
13,107
shares
|
$111,933
0.0% of portfolio
|
Q3 2024
Added 13.16%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
12,865
shares
|
$109,867
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
12,842
shares
|
$109,670
0.0% of portfolio
|
Q4 2024
Reduced 9.06%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
12,074
shares
|
$103,111
0.02% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
11,900
shares
|
$101,625
0.02% of portfolio
|
Q3 2024
Added 25.26%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
11,304
shares
|
$96,536
0.0% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
10,905
shares
|
$93,128
0.0% of portfolio
|
Q3 2023
Added 2.83%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
10,605
shares
|
$90,566
0.0% of portfolio
|
Q2 2022
Reduced 56.1%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
10,603
shares
|
$90,549
0.04% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
10,482
shares
|
$89,516
0.0% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
10,175
shares
|
$86,894
0.03% of portfolio
|
Q1 2024
Reduced 15.45%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
10,035
shares
|
$85,698
0.05% of portfolio
|
Q4 2022
New holding
|