Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 04, 2024
Q3 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
404+ 1.54% |
$3.13K - $3.51K
|
26.7K
$232K
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
400+ 0.79% |
$3.1K - $3.47K
|
51.2K
$446K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
326+ 0.26% |
$2.52K - $2.83K
|
124K
$1.08M
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
301+ 1.97% |
$2.33K - $2.61K
|
15.6K
$135K
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
243+ 2.37% |
$1.88K - $2.11K
|
10.5K
$91.2K
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
225+ 2.21% |
$1.74K - $1.95K
|
10.4K
$90.3K
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
200New |
$1.55K - $1.74K
|
200
$1.74K
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
127+ 0.52% |
$983 - $1.1K
|
24.4K
$212K
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
127+ 0.26% |
$983 - $1.1K
|
49.3K
$429K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
99+ 0.25% |
$766 - $859
|
39.7K
$345K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
91+ 0.39% |
$704 - $790
|
23.5K
$205K
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
48+ 0.25% |
$372 - $417
|
19.2K
$167K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
41+ 0.05% |
$317 - $356
|
76.9K
$669K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
40+ 1.6% |
$310 - $347
|
2.54K
$22.1K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
24+ 2.38% |
$186 - $208
|
1.03K
$8.97K
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
23+ 0.04% |
$178 - $200
|
59.4K
$517K
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
15+ 0.12% |
$116 - $130
|
12.1K
$106K
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
14+ 2.42% |
$108 - $122
|
593
$5.16K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
9+ 0.98% |
$69.7 - $78.1
|
932
$8.11K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7+ 0.06% |
$54.2 - $60.8
|
11.3K
$98.3K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 30, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-98- 0.51% |
$759 - $851
|
19.2K
$167K
|
|
May 29, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-98- 0.51% |
$759 - $851
|
19.2K
$167K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-122- 0.31% |
$944 - $1.06K
|
39.1K
$340K
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-233- 0.09% |
$1.8K - $2.02K
|
262K
$2.28M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-300- 6.57% |
$2.32K - $2.6K
|
4.27K
$37.1K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-394- 1.35% |
$3.05K - $3.42K
|
28.7K
$250K
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-752- 1.55% |
$5.82K - $6.53K
|
47.6K
$414K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-755- 1.06% |
$5.84K - $6.55K
|
70.6K
$614K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.18K- 0.58% |
$9.12K - $10.2K
|
203K
$1.77M
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-1.26K- 5.79% |
$9.78K - $11K
|
20.5K
$179K
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.28K- 3.74% |
$9.88K - $11.1K
|
32.8K
$286K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.84K- 0.94% |
$14.2K - $15.9K
|
194K
$1.69M
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.19K- 0.12% |
$17K - $19K
|
1.78M
$15.5M
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.87K- 16.46% |
$22.2K - $24.9K
|
14.6K
$127K
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-3.18K- 18.0% |
$24.6K - $27.6K
|
14.5K
$126K
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-3.6K- 8.31% |
$27.8K - $31.2K
|
39.7K
$345K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.33K- 0.38% |
$33.5K - $37.5K
|
1.13M
$9.8M
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-4.35K- 65.91% |
$33.7K - $37.8K
|
2.25K
$19.6K
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-5.6K- 8.42% |
$43.3K - $48.6K
|
60.9K
$530K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.27K- 21.32% |
$48.5K - $54.4K
|
23.1K
$201K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-7.84K- 4.62% |
$60.7K - $68K
|
162K
$1.41M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13K- 12.15% |
$100K - $113K
|
93.8K
$816K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-16.7K- 36.73% |
$129K - $145K
|
28.7K
$250K
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-17.6K- 3.04% |
$136K - $152K
|
559K
$4.86M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-24.9K- 5.58% |
$193K - $216K
|
421K
$3.66M
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-31.3K- 46.09% |
$242K - $272K
|
36.6K
$319K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-34.8K- 23.13% |
$269K - $302K
|
116K
$1.01M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-38.2K- 1.42% |
$295K - $331K
|
2.65M
$23M
|
|
Nov 14, 2024
Q3 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-43.2K- 3.54% |
$334K - $375K
|
1.18M
$10.2M
|