Purchases and Sales Made in Q1 2025 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 2025. 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 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
906+ 0.15% |
$7.47K - $7.86K
|
604K
$5.26M
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
853+ 2.39% |
$7.03K - $7.4K
|
36.6K
$318K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
799+ 1.19% |
$6.58K - $6.94K
|
67.8K
$590K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
724+ 1.37% |
$5.97K - $6.28K
|
53.5K
$465K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
510+ 2.39% |
$4.2K - $4.43K
|
21.8K
$190K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
488+ 1.57% |
$4.02K - $4.24K
|
31.5K
$274K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
457+ 1.83% |
$3.77K - $3.97K
|
25.4K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
423+ 0.69% |
$3.49K - $3.67K
|
61.7K
$537K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
317+ 2.39% |
$2.61K - $2.75K
|
13.6K
$118K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
300+ 0.42% |
$2.47K - $2.6K
|
71.2K
$619K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
257+ 0.79% |
$2.12K - $2.23K
|
32.9K
$286K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
256+ 2.39% |
$2.11K - $2.22K
|
11K
$95.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
242+ 2.38% |
$1.99K - $2.1K
|
10.4K
$90.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
227+ 2.14% |
$1.87K - $1.97K
|
10.8K
$94.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
205New |
$1.69K - $1.78K
|
205
$1.78K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
200+ 1.97% |
$1.65K - $1.74K
|
10.4K
$90.3K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
199+ 2.39% |
$1.64K - $1.73K
|
8.53K
$74.2K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
163+ 0.79% |
$1.34K - $1.41K
|
20.9K
$181K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
138+ 0.71% |
$1.14K - $1.2K
|
19.7K
$171K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
52+ 2.38% |
$428 - $451
|
2.24K
$19.5K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
43+ 0.29% |
$354 - $373
|
14.7K
$127K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
43+ 0.29% |
$354 - $373
|
14.7K
$127K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
34+ 0.18% |
$280 - $295
|
19.3K
$168K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
26+ 0.17% |
$214 - $226
|
15.4K
$134K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
24+ 0.21% |
$198 - $208
|
11.6K
$101K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
22+ 0.04% |
$181 - $191
|
59.5K
$517K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
21+ 91.3% |
$173 - $182
|
44
$383
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
15+ 2.47% |
$124 - $130
|
622
$5.41K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
10+ 1.06% |
$82.4 - $86.8
|
950
$8.27K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7+ 0.06% |
$57.7 - $60.8
|
11.3K
$98.5K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7New |
$57.7 - $60.8
|
7
$60.9
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-21- 47.73% |
$173 - $182
|
23
$200
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-71- 0.25% |
$585 - $616
|
27.9K
$243K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-78- 0.17% |
$643 - $677
|
45.6K
$397K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-200- 0.39% |
$1.65K - $1.74K
|
51K
$444K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-212- 0.04% |
$1.75K - $1.84K
|
551K
$4.79M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-350- 0.3% |
$2.88K - $3.04K
|
115K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-501- 1.43% |
$4.13K - $4.35K
|
34.6K
$301K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-610- 5.05% |
$5.03K - $5.29K
|
11.5K
$99.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-660- 7.21% |
$5.44K - $5.73K
|
8.49K
$73.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-769- 29.79% |
$6.34K - $6.67K
|
1.81K
$15.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-800- 5.06% |
$6.59K - $6.94K
|
15K
$131K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-856- 3.98% |
$7.05K - $7.43K
|
20.6K
$179K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-931- 2.53% |
$7.67K - $8.08K
|
35.8K
$312K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.2K- 5.1% |
$9.85K - $10.4K
|
22.2K
$193K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
SELL
|
- |
-1.48K- 5.55% |
$12.2K - $12.8K
|
25.2K
$219K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-1.88K- 4.52% |
$15.5K - $16.4K
|
39.8K
$346K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-2.25K- 10.87% |
$18.6K - $19.5K
|
18.5K
$161K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-2.27K- 3.85% |
$18.7K - $19.7K
|
56.7K
$493K
|