Purchases and Sales Made in Q1 2022 in 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) during Q1 2022. The information is specifically focused on institutions that hold shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2022
Q1 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
581+ 2.13% |
$5.57K - $6.5K
|
27.9K
$233K
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
522+ 1.66% |
$5K - $5.84K
|
31.9K
$266K
|
|
May 18, 2022
Q1 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
507+ 1.8% |
$4.86K - $5.67K
|
28.6K
$239K
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
503+ 2.17% |
$4.82K - $5.63K
|
23.6K
$197K
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
468+ 0.63% |
$4.48K - $5.24K
|
74.9K
$625K
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
415+ 17.96% |
$3.98K - $4.64K
|
2.73K
$22.7K
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
340+ 1.98% |
$3.26K - $3.8K
|
17.6K
$146K
|
|
May 02, 2022
Q1 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
249+ 2.12% |
$2.39K - $2.79K
|
12K
$100K
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
219+ 1.89% |
$2.1K - $2.45K
|
11.8K
$98.4K
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
205+ 1.07% |
$1.96K - $2.29K
|
19.3K
$161K
|
|
Apr 14, 2022
Q1 2022
|
Diversified, LLC
|
BUY
|
- |
198+ 0.86% |
$1.9K - $2.22K
|
23.2K
$194K
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
159+ 2.17% |
$1.52K - $1.78K
|
7.48K
$62.4K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
124+ 0.6% |
$1.19K - $1.39K
|
20.7K
$172K
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
68+ 0.51% |
$651 - $761
|
13.4K
$112K
|
|
May 06, 2022
Q1 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
56+ 0.45% |
$536 - $627
|
12.6K
$105K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
31+ 2.11% |
$297 - $347
|
1.5K
$12.5K
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
21+ 0.04% |
$201 - $235
|
47.6K
$397K
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
19+ 0.88% |
$182 - $213
|
2.19K
$18.2K
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
17+ 2.15% |
$163 - $190
|
809
$6.75K
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9+ 0.03% |
$86.2 - $101
|
34.6K
$288K
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
2+ 1.1% |
$19.2 - $22.4
|
184
$1.53K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.13% |
$9.58 - $11.2
|
766
$6.39K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-78Closed |
$747 - $873
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-85- 0.39% |
$814 - $951
|
21.7K
$181K
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-500Closed |
$4.79K - $5.6K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-500- 3.47% |
$4.79K - $5.6K
|
13.9K
$116K
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-550Closed |
$5.27K - $6.15K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-585Closed |
$5.6K - $6.55K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-600Closed |
$5.75K - $6.71K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-666Closed |
$6.38K - $7.45K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-676- 31.24% |
$6.48K - $7.56K
|
1.49K
$12.4K
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-770- 2.11% |
$7.38K - $8.62K
|
35.7K
$298K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-995Closed |
$9.53K - $11.1K
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-995Closed |
$9.53K - $11.1K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.02K- 7.65% |
$9.77K - $11.4K
|
12.3K
$103K
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
SELL
|
- |
-1.25KClosed |
$12K - $14K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.5KClosed |
$14.4K - $16.8K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.67K- 3.48% |
$16K - $18.7K
|
46.4K
$387K
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.67K- 5.09% |
$16K - $18.7K
|
31.2K
$260K
|
|
May 16, 2022
Q1 2022
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
SELL
|
- |
-1.8K- 0.53% |
$17.3K - $20.2K
|
340K
$2.83M
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.84K- 3.74% |
$17.6K - $20.6K
|
47.3K
$394K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.92K- 7.35% |
$18.3K - $21.4K
|
24.2K
$201K
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.99K- 15.85% |
$19K - $22.2K
|
10.5K
$87.9K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.15KClosed |
$39.8K - $46.4K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-4.98K- 15.52% |
$47.7K - $55.7K
|
27.1K
$226K
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-5.7KClosed |
$54.6K - $63.7K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.84K- 1.8% |
$55.9K - $65.3K
|
318K
$2.65M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.86K- 7.26% |
$65.7K - $76.8K
|
87.7K
$731K
|
|
May 10, 2022
Q1 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-7K- 17.4% |
$67.1K - $78.3K
|
33.2K
$277K
|