Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
396K+ 152.35% |
$3.09M - $3.3M
|
656K
$5.58M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
183KNew |
$1.43M - $1.52M
|
183K
$1.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
165K+ 25.12% |
$1.29M - $1.37M
|
822K
$6.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
79.8K+ 6.99% |
$623K - $664K
|
1.22M
$10.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
79K+ 748.6% |
$617K - $657K
|
89.5K
$761K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
67.4K+ 22.15% |
$526K - $561K
|
372K
$3.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
66.8K+ 3.89% |
$522K - $556K
|
1.78M
$15.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
45.4KNew |
$355K - $378K
|
45.4K
$386K
|
|
|
Jul 18, 2024
Q2 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
40K+ 36.28% |
$313K - $333K
|
150K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
37.6K+ 6.98% |
$294K - $313K
|
577K
$4.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
33.8KNew |
$264K - $282K
|
33.8K
$288K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
32.2K+ 3.78% |
$252K - $268K
|
885K
$7.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
29.4KNew |
$230K - $245K
|
29.4K
$250K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
29.1KNew |
$227K - $242K
|
29.1K
$247K
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
28.9KNew |
$226K - $240K
|
28.9K
$246K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
27.9K+ 9.3% |
$218K - $232K
|
328K
$2.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
25.7K+ 4.5% |
$201K - $214K
|
597K
$5.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
24.1K+ 177.29% |
$188K - $200K
|
37.6K
$320K
|
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
22.4K+ 18.6% |
$175K - $186K
|
143K
$1.21M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
20KNew |
$156K - $166K
|
20K
$170K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
BUY
|
- |
19.9K+ 69.77% |
$155K - $165K
|
48.4K
$411K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
19.2KNew |
$150K - $160K
|
19.2K
$163K
|
|
|
Aug 02, 2024
Q2 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
16.5K+ 4.72% |
$129K - $137K
|
365K
$3.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
15KNew |
$117K - $125K
|
15K
$128K
|
|
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
14.6KNew |
$114K - $121K
|
14.6K
$124K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
14.6KNew |
$114K - $121K
|
14.6K
$124K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.9K+ 0.52% |
$108K - $116K
|
2.68M
$22.8M
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
12.9KNew |
$100K - $107K
|
12.9K
$109K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
12K+ 18.53% |
$93.9K - $100K
|
76.9K
$653K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11.3K+ 4112.0% |
$88.3K - $94.1K
|
11.6K
$98.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
10.2KNew |
$79.3K - $84.5K
|
10.2K
$86.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.4KNew |
$57.8K - $61.6K
|
7.4K
$62.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.2K+ 2.48% |
$56.3K - $59.9K
|
298K
$2.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.66K+ 2.4% |
$52K - $55.4K
|
284K
$2.42M
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
6.6KNew |
$51.5K - $54.9K
|
6.6K
$56.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.41K+ 0.32% |
$50.1K - $53.3K
|
2.02M
$17.2M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.41K+ 0.32% |
$50.1K - $53.3K
|
2.02M
$17.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6K+ 16.42% |
$46.9K - $49.9K
|
42.5K
$362K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.88K+ 10.3% |
$45.9K - $48.9K
|
63K
$535K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.94K+ 11.17% |
$38.6K - $41.1K
|
49.2K
$418K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.33K+ 1.78% |
$33.8K - $36.1K
|
248K
$2.11M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.01K+ 29.38% |
$31.3K - $33.4K
|
17.7K
$150K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.78K+ 10.67% |
$29.5K - $31.4K
|
39.2K
$333K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
3.67K+ 9.27% |
$28.7K - $30.6K
|
43.3K
$368K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.95K+ 6.95% |
$23K - $24.5K
|
45.3K
$385K
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.13K+ 9.63% |
$16.6K - $17.7K
|
24.3K
$206K
|
|
|
Jul 12, 2024
Q2 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
1.99K+ 7.67% |
$15.5K - $16.5K
|
27.9K
$237K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.83K+ 3.89% |
$14.3K - $15.2K
|
48.9K
$416K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.72K+ 6.26% |
$13.4K - $14.3K
|
29.2K
$248K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.65K+ 0.81% |
$12.9K - $13.7K
|
204K
$1.74M
|