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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
3.63K+ 7.77% |
$27.4K - $30.6K
|
50.3K
$437K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3.5KNew |
$26.4K - $29.5K
|
3.5K
$30.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
2.05K+ 19.07% |
$15.5K - $17.3K
|
12.8K
$111K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.99K+ 49.79% |
$15K - $16.8K
|
5.99K
$52.1K
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.59K+ 0.83% |
$12K - $13.4K
|
194K
$1.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.32K+ 4.77% |
$9.96K - $11.1K
|
29K
$252K
|
|
|
Oct 05, 2023
Q3 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
1.21K+ 5.94% |
$9.1K - $10.2K
|
21.5K
$187K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
960+ 5.82% |
$7.25K - $8.09K
|
17.5K
$152K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
853+ 2.79% |
$6.44K - $7.19K
|
31.4K
$273K
|
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
442+ 1.42% |
$3.34K - $3.73K
|
31.6K
$275K
|
|
|
Oct 10, 2023
Q3 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
409+ 2.2% |
$3.09K - $3.45K
|
19K
$165K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
393+ 1.35% |
$2.97K - $3.31K
|
29.6K
$257K
|
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
331+ 0.5% |
$2.5K - $2.79K
|
67K
$583K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
300+ 2.83% |
$2.27K - $2.53K
|
10.9K
$94.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
257+ 1.97% |
$1.94K - $2.17K
|
13.3K
$116K
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
250+ 1.35% |
$1.89K - $2.11K
|
18.8K
$163K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
205+ 1.82% |
$1.55K - $1.73K
|
11.5K
$99.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
82+ 0.7% |
$619 - $691
|
11.7K
$102K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
72+ 0.65% |
$544 - $607
|
11.2K
$97.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
BUY
|
- |
52+ 0.22% |
$393 - $438
|
24.1K
$210K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
20+ 2.18% |
$151 - $169
|
939
$8.17K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
3+ 0.43% |
$22.7 - $25.3
|
703
$6.12K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-141- 0.11% |
$1.06K - $1.19K
|
127K
$1.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-171- 0.45% |
$1.29K - $1.44K
|
37.7K
$328K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-300- 0.88% |
$2.27K - $2.53K
|
33.9K
$295K
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-326- 1.47% |
$2.46K - $2.75K
|
21.9K
$191K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-513- 22.3% |
$3.87K - $4.32K
|
1.79K
$15.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.24K- 2.73% |
$9.39K - $10.5K
|
44.3K
$385K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.27K- 57.84% |
$9.58K - $10.7K
|
925
$8.05K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.27K- 57.84% |
$9.58K - $10.7K
|
925
$8.05K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.73K- 3.89% |
$13K - $14.6K
|
42.7K
$372K
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.84K- 12.51% |
$13.9K - $15.5K
|
12.8K
$112K
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-2.38K- 6.73% |
$18K - $20.1K
|
33K
$287K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.51K- 4.25% |
$19K - $21.2K
|
56.6K
$493K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.7K- 14.47% |
$20.3K - $22.7K
|
15.9K
$139K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.19K- 17.81% |
$24.1K - $26.9K
|
14.7K
$128K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.44K- 12.77% |
$26K - $29K
|
23.5K
$205K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.53K- 10.21% |
$26.6K - $29.7K
|
31K
$270K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.55K- 7.07% |
$26.8K - $29.9K
|
46.6K
$406K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.64K- 17.43% |
$27.5K - $30.7K
|
17.3K
$150K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4K- 14.33% |
$30.2K - $33.7K
|
23.9K
$208K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.68K- 8.24% |
$35.3K - $39.4K
|
52.1K
$453K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.86K- 5.5% |
$36.7K - $41K
|
83.5K
$726K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.95K- 7.34% |
$37.4K - $41.7K
|
62.5K
$544K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.86K- 1.91% |
$44.3K - $49.4K
|
301K
$2.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Sam Advisors, LLC
|
SELL
|
- |
-5.93K- 1.4% |
$44.7K - $49.9K
|
418K
$3.63M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.9K- 20.0% |
$59.6K - $66.6K
|
31.6K
$275K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.3K- 1.62% |
$78.1K - $87.2K
|
630K
$5.48M
|