Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
725K+ 76.72% |
$5.79M - $6M
|
1.67M
$14.2M
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
559K+ 652.89% |
$4.46M - $4.63M
|
644K
$5.47M
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
523KNew |
$4.18M - $4.33M
|
523K
$4.44M
|
|
Aug 11, 2023
Q2 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
327KNew |
$2.62M - $2.71M
|
327K
$2.78M
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
245K+ 18.57% |
$1.96M - $2.03M
|
1.56M
$13.3M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
127K+ 5.79% |
$1.02M - $1.05M
|
2.33M
$19.8M
|
|
Jul 13, 2023
Q2 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
99.3KNew |
$793K - $822K
|
99.3K
$843K
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
75.7K+ 24.82% |
$605K - $627K
|
381K
$3.23M
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
71.3K+ 13.75% |
$570K - $591K
|
590K
$5.01M
|
|
Jul 25, 2023
Q2 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
45.4KNew |
$363K - $376K
|
45.4K
$385K
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
44.5K+ 193.37% |
$355K - $368K
|
67.5K
$573K
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
40.2K+ 4.32% |
$321K - $333K
|
971K
$8.24M
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
35.6KNew |
$284K - $295K
|
35.6K
$302K
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
26.1K+ 4.93% |
$209K - $216K
|
555K
$4.72M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.7K+ 1.69% |
$205K - $213K
|
1.55M
$13.1M
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
25.5K+ 120.83% |
$204K - $211K
|
46.6K
$396K
|
|
Jul 25, 2023
Q2 2023
|
Sam Advisors, LLC
|
BUY
|
- |
21.2K+ 5.28% |
$170K - $176K
|
423K
$3.6M
|
|
Aug 14, 2023
Q2 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
19.8K+ 134.92% |
$158K - $164K
|
34.5K
$293K
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
17.4K+ 1.32% |
$139K - $144K
|
1.33M
$11.3M
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
17KNew |
$136K - $141K
|
17K
$144K
|
|
Aug 09, 2023
Q2 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
16.5KNew |
$132K - $137K
|
16.5K
$140K
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
15.6K+ 30.02% |
$125K - $129K
|
67.7K
$575K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
15.6KNew |
$124K - $129K
|
15.6K
$132K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
14.4K+ 2.39% |
$115K - $120K
|
619K
$5.26M
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.1K+ 5.71% |
$113K - $117K
|
261K
$2.21M
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.1KNew |
$96.3K - $99.8K
|
12.1K
$102K
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
12KNew |
$96.1K - $99.6K
|
12K
$102K
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
9.74K+ 11.75% |
$77.8K - $80.6K
|
92.6K
$786K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.47K+ 9.23% |
$59.6K - $61.8K
|
88.3K
$750K
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
7.26K+ 3.92% |
$58K - $60.1K
|
193K
$1.64M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.74K+ 25.87% |
$53.8K - $55.8K
|
32.8K
$278K
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.98K+ 8.9% |
$47.8K - $49.5K
|
73.2K
$621K
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.08K+ 9.83% |
$40.6K - $42.1K
|
56.8K
$482K
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.53K+ 13.59% |
$36.2K - $37.5K
|
37.9K
$321K
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
3.7K+ 60.16% |
$29.6K - $30.6K
|
9.85K
$83.6K
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.62K+ 1.58% |
$29K - $30K
|
232K
$1.97M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.1K+ 8.52% |
$24.8K - $25.7K
|
39.5K
$335K
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
2.81K+ 20.56% |
$22.5K - $23.3K
|
16.5K
$140K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.52K+ 21.31% |
$20.1K - $20.9K
|
14.3K
$122K
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.5K+ 2.6% |
$12K - $12.4K
|
59.1K
$502K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.06K+ 4.1% |
$8.48K - $8.79K
|
27K
$229K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
883+ 0.29% |
$7.06K - $7.31K
|
307K
$2.61M
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
809+ 28.74% |
$6.46K - $6.7K
|
3.62K
$30.8K
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
795+ 4.48% |
$6.35K - $6.58K
|
18.5K
$157K
|
|
Aug 08, 2023
Q2 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
660+ 2.17% |
$5.27K - $5.46K
|
31.1K
$264K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
614+ 0.48% |
$4.91K - $5.08K
|
129K
$1.1M
|
|
Aug 07, 2023
Q2 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
569+ 1.84% |
$4.55K - $4.71K
|
31.6K
$268K
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
550New |
$4.39K - $4.55K
|
550
$4.67K
|
|
Jul 26, 2023
Q2 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
393+ 2.16% |
$3.14K - $3.25K
|
18.6K
$158K
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
377+ 1.31% |
$3.01K - $3.12K
|
29.2K
$248K
|