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 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
246+ 1.92% |
$1.97K - $2.04K
|
13.1K
$111K
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
246+ 2.15% |
$1.97K - $2.04K
|
11.7K
$99K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
243+ 2.2% |
$1.94K - $2.01K
|
11.3K
$95.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
205New |
$1.64K - $1.7K
|
205
$1.74K
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
BUY
|
- |
154+ 0.64% |
$1.23K - $1.28K
|
24K
$204K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
110+ 0.59% |
$879 - $911
|
18.6K
$158K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
76+ 0.57% |
$607 - $629
|
13.5K
$115K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
69+ 0.63% |
$551 - $571
|
11.1K
$94.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
31+ 1.43% |
$248 - $257
|
2.19K
$18.6K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
31+ 1.43% |
$248 - $257
|
2.19K
$18.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
26+ 0.12% |
$208 - $215
|
22.2K
$189K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
23+ 0.05% |
$184 - $190
|
49.7K
$422K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
22+ 0.97% |
$176 - $182
|
2.3K
$19.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
13+ 1.43% |
$104 - $108
|
919
$7.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8New |
$63.9 - $66.2
|
8
$67.9
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
3+ 0.43% |
$24 - $24.8
|
700
$5.94K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-25- 0.14% |
$200 - $207
|
17.9K
$152K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-57- 38.51% |
$455 - $472
|
91
$773
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-72- 0.24% |
$575 - $596
|
30.5K
$259K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-255- 1.21% |
$2.04K - $2.11K
|
20.9K
$177K
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-264- 0.74% |
$2.11K - $2.19K
|
35.4K
$300K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-280- 0.15% |
$2.24K - $2.32K
|
183K
$1.56M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-395- 2.62% |
$3.16K - $3.27K
|
14.7K
$125K
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-663- 58.78% |
$5.3K - $5.49K
|
465
$3.95K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-739- 2.6% |
$5.9K - $6.12K
|
27.7K
$235K
|
|
|
Aug 10, 2023
Q2 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-760- 1.06% |
$6.07K - $6.29K
|
71.2K
$605K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-799- 1.57% |
$6.38K - $6.62K
|
50.2K
$426K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-973- 2.09% |
$7.77K - $8.06K
|
45.5K
$387K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.17K- 3.28% |
$9.36K - $9.7K
|
34.5K
$293K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.31K- 1.02% |
$10.5K - $10.9K
|
127K
$1.08M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.33K- 4.53% |
$10.6K - $11K
|
27.9K
$237K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.7K- 3.68% |
$13.6K - $14.1K
|
44.5K
$377K
|
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
SELL
|
- |
-1.97K- 9.77% |
$15.8K - $16.3K
|
18.2K
$155K
|
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-2.3K- 6.0% |
$18.4K - $19K
|
36K
$306K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.63K- 0.44% |
$21K - $21.8K
|
595K
$5.05M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.05K- 4.51% |
$24.4K - $25.2K
|
64.6K
$548K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3.53K- 29.34% |
$28.2K - $29.2K
|
8.49K
$72.1K
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-3.53K- 5.03% |
$28.2K - $29.2K
|
66.7K
$566K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.62K- 1.35% |
$28.9K - $30K
|
265K
$2.25M
|
|
|
Jul 10, 2023
Q2 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-6.05K- 22.97% |
$48.3K - $50.1K
|
20.3K
$172K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.08K- 4.41% |
$48.6K - $50.4K
|
132K
$1.12M
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-8.21K- 8.61% |
$65.6K - $68K
|
87.2K
$740K
|
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-11.5K- 37.89% |
$92K - $95.4K
|
18.9K
$160K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.4K- 29.26% |
$99.1K - $103K
|
30K
$254K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16K- 2.44% |
$128K - $133K
|
640K
$5.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-18.7K- 16.66% |
$149K - $154K
|
93.3K
$792K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-20.7K- 9.16% |
$165K - $171K
|
205K
$1.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-21.3K- 66.76% |
$170K - $176K
|
10.6K
$90K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-21.5K- 26.17% |
$172K - $178K
|
60.8K
$516K
|