Purchases and Sales Made in Q1 2024 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 2024. 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 10, 2024
Q1 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
958+ 2.97% |
$7.33K - $7.86K
|
33.2K
$289K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
710+ 1.7% |
$5.43K - $5.82K
|
42.4K
$369K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
660+ 7.77% |
$5.05K - $5.41K
|
9.15K
$79.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
625+ 3.13% |
$4.78K - $5.13K
|
20.6K
$179K
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
572+ 2.97% |
$4.38K - $4.69K
|
19.9K
$173K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
553+ 2.43% |
$4.23K - $4.53K
|
23.4K
$203K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
547+ 1.84% |
$4.18K - $4.49K
|
30.3K
$264K
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
476+ 0.73% |
$3.64K - $3.9K
|
66.1K
$575K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
473+ 2.62% |
$3.62K - $3.88K
|
18.5K
$161K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
400+ 1.11% |
$3.06K - $3.28K
|
36.5K
$318K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
355+ 102.9% |
$2.72K - $2.91K
|
700
$6.09K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
228+ 0.28% |
$1.74K - $1.87K
|
82.4K
$717K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
208+ 29.46% |
$1.59K - $1.71K
|
914
$7.95K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
159+ 0.73% |
$1.22K - $1.3K
|
21.8K
$190K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
151+ 0.69% |
$1.16K - $1.24K
|
22.1K
$193K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
26+ 1.07% |
$199 - $213
|
2.46K
$21.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
21+ 2.19% |
$161 - $172
|
982
$8.54K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20+ 0.04% |
$153 - $164
|
47.1K
$410K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
16+ 0.89% |
$122 - $131
|
1.82K
$15.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
14+ 0.12% |
$107 - $115
|
12.1K
$105K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-14- 0.32% |
$107 - $115
|
4.42K
$38.4K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-67- 0.59% |
$513 - $549
|
11.3K
$98.2K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-500- 1.79% |
$3.83K - $4.1K
|
27.5K
$239K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-516- 3.53% |
$3.95K - $4.23K
|
14.1K
$123K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
SELL
|
- |
-545- 2.99% |
$4.17K - $4.47K
|
17.7K
$154K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-600- 1.38% |
$4.59K - $4.92K
|
42.7K
$372K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
SELL
|
- |
-712- 3.02% |
$5.45K - $5.84K
|
22.9K
$199K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-759- 2.1% |
$5.81K - $6.22K
|
35.4K
$308K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-895- 14.0% |
$6.85K - $7.34K
|
5.5K
$47.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.31K- 1.03% |
$9.98K - $10.7K
|
125K
$1.09M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.46K- 7.14% |
$11.1K - $11.9K
|
18.9K
$165K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.65K- 0.95% |
$12.6K - $13.5K
|
172K
$1.49M
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.86K- 15.45% |
$14.2K - $15.3K
|
10.2K
$88.5K
|
|
|
May 03, 2024
Q1 2024
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-1.91K- 2.85% |
$14.6K - $15.7K
|
65.2K
$567K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.33K- 7.0% |
$17.9K - $19.1K
|
31K
$270K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.6K- 50.0% |
$19.9K - $21.3K
|
2.6K
$22.6K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.61K- 6.56% |
$20K - $21.4K
|
37.2K
$324K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.02K- 4.45% |
$23.1K - $24.7K
|
64.9K
$564K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.49K- 23.32% |
$26.7K - $28.6K
|
11.5K
$99.9K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.81K- 1.91% |
$29.2K - $31.3K
|
196K
$1.71M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.94K- 84.92% |
$30.2K - $32.3K
|
700
$6.09K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4K- 54.05% |
$30.6K - $32.8K
|
3.4K
$29.6K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-4.41K- 23.79% |
$33.7K - $36.1K
|
14.1K
$123K
|
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-6.25K- 0.33% |
$47.8K - $51.2K
|
1.87M
$16.3M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.41K- 0.32% |
$49K - $52.6K
|
2.01M
$17.5M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.55K- 14.37% |
$50.1K - $53.7K
|
39.1K
$340K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-6.97K- 15.77% |
$53.3K - $57.2K
|
37.2K
$324K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-7.74K- 6.15% |
$59.2K - $63.5K
|
118K
$1.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.09K- 2.71% |
$61.9K - $66.3K
|
291K
$2.53M
|