Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
585New |
$6.19K - $6.59K
|
585
$5.04K
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
550New |
$5.82K - $6.2K
|
550
$4.74K
|
|
Feb 07, 2022
Q4 2021
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
533+ 1.99% |
$5.64K - $6.01K
|
27.3K
$235K
|
|
Jan 14, 2022
Q4 2021
|
Trust CO
|
BUY
|
- |
520New |
$5.5K - $5.86K
|
520
$4.48K
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
500New |
$5.29K - $5.64K
|
500
$4.31K
|
|
Feb 11, 2022
Q4 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
456+ 1.65% |
$4.82K - $5.14K
|
28.1K
$242K
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
452+ 1.99% |
$4.78K - $5.09K
|
23.1K
$199K
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
420+ 0.57% |
$4.44K - $4.73K
|
74.4K
$641K
|
|
Jan 20, 2022
Q4 2021
|
Capital Cs Group, LLC
|
BUY
|
- |
312+ 0.59% |
$3.3K - $3.52K
|
53.2K
$458K
|
|
Feb 10, 2022
Q4 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
229+ 1.99% |
$2.42K - $2.58K
|
11.7K
$101K
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
218+ 2.05% |
$2.31K - $2.46K
|
10.8K
$93.4K
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
197+ 1.73% |
$2.08K - $2.22K
|
11.6K
$99.7K
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
178+ 0.57% |
$1.88K - $2.01K
|
31.4K
$270K
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
143+ 1.99% |
$1.51K - $1.61K
|
7.32K
$63.1K
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
111+ 0.54% |
$1.17K - $1.25K
|
20.6K
$177K
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
62+ 0.47% |
$656 - $699
|
13.3K
$115K
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
38+ 0.3% |
$402 - $428
|
12.5K
$108K
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
30+ 2.08% |
$317 - $338
|
1.47K
$12.7K
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
18+ 0.84% |
$190 - $203
|
2.17K
$18.6K
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
16+ 2.06% |
$169 - $180
|
792
$6.82K
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4+ 0.02% |
$42.3 - $45.1
|
21.7K
$187K
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
4+ 2.25% |
$42.3 - $45.1
|
182
$1.57K
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
2+ 2.63% |
$21.2 - $22.5
|
78
$672
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5- 0.02% |
$52.9 - $56.3
|
23.1K
$199K
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-67- 0.64% |
$709 - $755
|
10.5K
$90.1K
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-126- 0.27% |
$1.33K - $1.42K
|
45.9K
$395K
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-240- 9.41% |
$2.54K - $2.7K
|
2.31K
$19.9K
|
|
Jan 31, 2022
Q4 2021
|
Diversified, LLC
|
SELL
|
- |
-321- 1.38% |
$3.4K - $3.62K
|
23K
$198K
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-991- 2.79% |
$10.5K - $11.2K
|
34.6K
$298K
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.1K- 48.22% |
$11.6K - $12.4K
|
1.18K
$10.2K
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.95K- 5.94% |
$20.6K - $22K
|
30.9K
$266K
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.35K- 8.25% |
$24.8K - $26.4K
|
26.1K
$224K
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.55K- 6.55% |
$27K - $28.8K
|
36.5K
$314K
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.73K- 5.12% |
$28.8K - $30.7K
|
50.5K
$435K
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-3.48K- 23.25% |
$36.8K - $39.2K
|
11.5K
$98.9K
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3.51KClosed |
$37.1K - $39.6K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-3.57K- 6.98% |
$37.8K - $40.3K
|
47.6K
$410K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.67K- 23.28% |
$49.4K - $52.6K
|
15.4K
$132K
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-5.72K- 24.94% |
$60.5K - $64.5K
|
17.2K
$148K
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-6.09K- 7.86% |
$64.5K - $68.7K
|
71.4K
$615K
|
|
Jan 11, 2022
Q4 2021
|
Sam Advisors, LLC
|
SELL
|
- |
-10.4K- 2.84% |
$110K - $117K
|
355K
$3.06M
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-13.7K- 12.67% |
$145K - $154K
|
94.5K
$814K
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-20.9K- 47.18% |
$221K - $235K
|
23.4K
$201K
|
|
Feb 14, 2022
Q4 2021
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
SELL
|
- |
-22.4K- 6.14% |
$237K - $252K
|
342K
$2.94M
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-30.6K- 6.08% |
$324K - $345K
|
474K
$4.08M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-106KClosed |
$1.13M - $1.2M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-119K- 22.83% |
$1.26M - $1.34M
|
401K
$3.46M
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-139K- 30.98% |
$1.47M - $1.57M
|
309K
$2.66M
|