Purchases and Sales Made in Q1 2023 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 2023. 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 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
609K+ 181.21% |
$4.72M - $5.06M
|
945K
$8.03M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
307K+ 30.52% |
$2.38M - $2.55M
|
1.31M
$11.2M
|
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
269K+ 107.98% |
$2.09M - $2.24M
|
519K
$4.41M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
153K+ 11.21% |
$1.19M - $1.27M
|
1.52M
$12.9M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
76.5K+ 16.02% |
$593K - $636K
|
554K
$4.71M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
70.2K+ 3.29% |
$544K - $583K
|
2.2M
$18.7M
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
46.5KNew |
$361K - $387K
|
46.5K
$395K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
42.6K+ 3.34% |
$330K - $354K
|
1.32M
$11.2M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
40.4K+ 4.54% |
$313K - $336K
|
930K
$7.91M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
32.5K+ 93.42% |
$252K - $270K
|
67.2K
$571K
|
|
|
May 08, 2023
Q1 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
28.8K+ 5.56% |
$223K - $239K
|
547K
$4.65M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
27.2K+ 17.37% |
$211K - $226K
|
184K
$1.56M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
23.1KNew |
$179K - $192K
|
23.1K
$196K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.4K+ 3.37% |
$166K - $178K
|
656K
$5.58M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
17.8K+ 3.49% |
$138K - $148K
|
529K
$4.5M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
17.6K+ 27.79% |
$136K - $146K
|
80.8K
$687K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
17KNew |
$131K - $141K
|
17K
$144K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
16.5KNew |
$128K - $137K
|
16.5K
$141K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
14K+ 36.8% |
$109K - $116K
|
52K
$442K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12K+ 4.1% |
$93.2K - $99.9K
|
305K
$2.59M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
12KNew |
$93.1K - $99.9K
|
12K
$102K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
11.8K+ 1.99% |
$91.5K - $98.1K
|
605K
$5.14M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.4K+ 4.86% |
$88.6K - $95K
|
247K
$2.1M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11KNew |
$85.5K - $91.7K
|
11K
$93.7K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.6K+ 49.79% |
$82.2K - $88.1K
|
31.9K
$271K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.25K+ 7.88% |
$48.4K - $51.9K
|
85.6K
$727K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
6.15KNew |
$47.7K - $51.1K
|
6.15K
$52.3K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.2KNew |
$40.3K - $43.2K
|
5.2K
$44.2K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.57K+ 3.42% |
$35.4K - $38K
|
138K
$1.17M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.4K+ 1.67% |
$34.1K - $36.6K
|
268K
$2.28M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.93K+ 0.66% |
$30.4K - $32.6K
|
597K
$5.08M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
3.87K+ 22.4% |
$30K - $32.1K
|
21.1K
$180K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.59K+ 1.6% |
$27.9K - $29.9K
|
229K
$1.94M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.58K+ 8.42% |
$27.8K - $29.8K
|
46.1K
$392K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.51K+ 13.47% |
$27.2K - $29.2K
|
29.5K
$251K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.13K+ 9.48% |
$24.2K - $26K
|
36.1K
$307K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.87KNew |
$22.2K - $23.8K
|
2.87K
$24.4K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.28K+ 4.61% |
$17.6K - $18.9K
|
51.7K
$439K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.16KNew |
$16.8K - $18K
|
2.16K
$18.4K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2K+ 100000.0% |
$15.5K - $16.6K
|
2K
$17K
|
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
1.98K+ 16.95% |
$15.4K - $16.5K
|
13.7K
$116K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.28K+ 4.59% |
$9.95K - $10.7K
|
29.2K
$248K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
930+ 0.92% |
$7.21K - $7.73K
|
102K
$867K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
800+ 1.92% |
$6.2K - $6.65K
|
42.4K
$360K
|
|
|
May 09, 2023
Q1 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
651+ 2.18% |
$5.05K - $5.41K
|
30.5K
$259K
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
632+ 1.81% |
$4.9K - $5.25K
|
35.6K
$303K
|
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
566+ 1.86% |
$4.39K - $4.7K
|
31K
$263K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
475+ 1.45% |
$3.68K - $3.95K
|
33.3K
$283K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
400New |
$3.1K - $3.32K
|
400
$3.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
388+ 2.18% |
$3.01K - $3.22K
|
18.2K
$155K
|