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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.08KNew |
$8.4K - $8.94K
|
1.08K
$9.14K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.04KNew |
$8.13K - $8.66K
|
1.04K
$8.85K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
921+ 0.17% |
$7.19K - $7.66K
|
547K
$4.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
827+ 2.49% |
$6.46K - $6.88K
|
34.1K
$290K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
775New |
$6.05K - $6.45K
|
775
$6.59K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
619+ 0.41% |
$4.83K - $5.15K
|
150K
$1.28M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
500New |
$3.91K - $4.16K
|
500
$4.25K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
497+ 1.93% |
$3.88K - $4.14K
|
26.3K
$223K
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
410+ 0.62% |
$3.2K - $3.41K
|
66.5K
$565K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
407New |
$3.18K - $3.39K
|
407
$3.46K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
391+ 1.15% |
$3.05K - $3.25K
|
34.5K
$293K
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
308+ 2.06% |
$2.41K - $2.56K
|
15.2K
$130K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
255+ 1.17% |
$1.99K - $2.12K
|
22.1K
$188K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
248+ 2.48% |
$1.94K - $2.06K
|
10.2K
$87K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
62+ 0.27% |
$484 - $516
|
23.4K
$199K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
57+ 0.5% |
$445 - $474
|
11.4K
$97.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
41+ 1.67% |
$320 - $341
|
2.5K
$21.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
35+ 0.06% |
$273 - $291
|
59.4K
$505K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
33New |
$258 - $275
|
33
$281
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
25+ 2.55% |
$195 - $208
|
1.01K
$8.56K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
16+ 0.13% |
$125 - $133
|
12.1K
$103K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
9+ 0.98% |
$70.3 - $74.9
|
923
$7.85K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6+ 0.05% |
$46.9 - $49.9
|
11.3K
$96K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.02% |
$7.81 - $8.32
|
5.99K
$50.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-249- 0.82% |
$1.94K - $2.07K
|
30.1K
$256K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-285- 61.29% |
$2.23K - $2.37K
|
180
$1.53K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-311- 44.43% |
$2.43K - $2.59K
|
389
$3.31K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-324- 1.71% |
$2.53K - $2.7K
|
18.6K
$158K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-500- 9.86% |
$3.91K - $4.16K
|
4.57K
$38.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-625- 3.03% |
$4.88K - $5.2K
|
20K
$170K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-711- 0.36% |
$5.55K - $5.92K
|
196K
$1.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Sam Advisors, LLC
|
SELL
|
- |
-919- 0.2% |
$7.18K - $7.65K
|
450K
$3.82M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
SELL
|
- |
-1.06K- 4.63% |
$8.26K - $8.79K
|
21.8K
$185K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.23K- 0.47% |
$9.61K - $10.2K
|
263K
$2.23M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.24K- 68.1% |
$9.65K - $10.3K
|
579
$4.92K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.38K- 1.1% |
$10.8K - $11.5K
|
124K
$1.05M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2K- 3.79% |
$15.6K - $16.6K
|
50.8K
$432K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-2K- 11.22% |
$15.6K - $16.6K
|
15.8K
$134K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.19K- 1.28% |
$17.1K - $18.3K
|
170K
$1.44M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.28K- 79.67% |
$17.8K - $19K
|
583
$4.96K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.38K- 11.99% |
$18.6K - $19.8K
|
17.4K
$148K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-3.07K- 8.24% |
$23.9K - $25.5K
|
34.1K
$290K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.17K- 7.41% |
$24.7K - $26.3K
|
39.6K
$336K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.25K- 2.94% |
$25.4K - $27K
|
107K
$912K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4K- 4.85% |
$31.2K - $33.3K
|
78.5K
$668K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.02K- 5.34% |
$31.4K - $33.4K
|
71.3K
$606K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6K- 7.41% |
$46.9K - $49.9K
|
75K
$637K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-6.02K- 5.1% |
$47K - $50.1K
|
112K
$953K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.45K- 5.14% |
$66K - $70.3K
|
156K
$1.32M
|