Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
520K+ 158.69% |
$3.92M - $4.38M
|
847K
$7.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
396KNew |
$2.99M - $3.34M
|
396K
$3.37M
|
|
|
Nov 14, 2023
Q3 2023
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
263KNew |
$1.98M - $2.21M
|
263K
$2.23M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
171KNew |
$1.29M - $1.44M
|
171K
$1.45M
|
|
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
134K+ 8.02% |
$1.01M - $1.13M
|
1.8M
$15.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
128K+ 48.44% |
$968K - $1.08M
|
393K
$3.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
94.8K+ 6.06% |
$716K - $799K
|
1.66M
$14.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
78.3K+ 238.8% |
$591K - $660K
|
111K
$944K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
76K+ 57.59% |
$574K - $640K
|
208K
$1.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
74.9KNew |
$565K - $631K
|
74.9K
$637K
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
56K+ 9.49% |
$423K - $472K
|
646K
$5.49M
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
50.6KNew |
$382K - $427K
|
50.6K
$430K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
50.6KNew |
$382K - $427K
|
50.6K
$430K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
47.2K+ 4.87% |
$357K - $398K
|
1.02M
$8.65M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
45.1KNew |
$341K - $380K
|
45.1K
$383K
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
41.4K+ 3.11% |
$313K - $349K
|
1.37M
$11.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
37.8K+ 7.86% |
$285K - $319K
|
519K
$4.41M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
33.4K+ 51.69% |
$252K - $281K
|
97.9K
$833K
|
|
|
Nov 08, 2023
Q3 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
32.2KNew |
$243K - $271K
|
32.2K
$273K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.8K+ 7.82% |
$225K - $251K
|
410K
$3.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
26.7K+ 74.95% |
$201K - $225K
|
62.3K
$529K
|
|
|
Oct 10, 2023
Q3 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
25.8KNew |
$195K - $218K
|
25.8K
$220K
|
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
23K+ 24.83% |
$174K - $194K
|
116K
$983K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
22.6KNew |
$171K - $191K
|
22.6K
$192K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
20.4KNew |
$154K - $172K
|
20.4K
$174K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
20.1K+ 3.84% |
$151K - $169K
|
543K
$4.62M
|
|
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
18.6KNew |
$140K - $157K
|
18.6K
$158K
|
|
|
Nov 07, 2023
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
18.6KNew |
$140K - $157K
|
18.6K
$158K
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
18.3K+ 97.08% |
$138K - $155K
|
37.2K
$316K
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
17.8KNew |
$134K - $150K
|
17.8K
$151K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
16.6K+ 48.1% |
$125K - $140K
|
51K
$434K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.5K+ 11.96% |
$117K - $130K
|
145K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.3KNew |
$116K - $129K
|
15.3K
$130K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
14K+ 19.14% |
$106K - $118K
|
87.2K
$741K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
13.7KNew |
$103K - $115K
|
13.7K
$116K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
13.6KNew |
$102K - $114K
|
13.6K
$115K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.5KNew |
$94.2K - $105K
|
12.5K
$106K
|
|
|
Oct 10, 2023
Q3 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
11K+ 11.11% |
$83.2K - $92.9K
|
110K
$938K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.9K+ 5.31% |
$82.3K - $91.9K
|
216K
$1.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
10.7KNew |
$80.7K - $90.1K
|
10.7K
$90.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
8.53K+ 1.38% |
$64.4K - $71.9K
|
628K
$5.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.99K+ 8783.52% |
$60.3K - $67.4K
|
8.08K
$68.7K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
7.83KNew |
$59.1K - $66K
|
7.83K
$66.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
7K+ 11.51% |
$52.8K - $59K
|
67.8K
$576K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.99K+ 23.31% |
$52.7K - $58.9K
|
37K
$314K
|
|
|
Oct 11, 2023
Q3 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
6.02K+ 61.12% |
$45.5K - $50.7K
|
15.9K
$135K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.36K+ 37.4% |
$40.5K - $45.2K
|
19.7K
$168K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.07KNew |
$38.3K - $42.7K
|
5.07K
$43.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
3.79K+ 7.62% |
$28.6K - $31.9K
|
53.5K
$455K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.65K+ 1.57% |
$27.5K - $30.7K
|
236K
$2.01M
|