Purchases and Sales Made in Q4 2022 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 2022. 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 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
2.07K+ 4.34% |
$15.8K - $17.6K
|
49.6K
$422K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.2KNew |
$9.15K - $10.2K
|
1.2K
$10.2K
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.18K+ 3.73% |
$9.05K - $10.1K
|
32.9K
$279K
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1K+ 1.28% |
$7.66K - $8.54K
|
79.3K
$674K
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
918+ 5.38% |
$7.03K - $7.84K
|
18K
$153K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
880New |
$6.74K - $7.52K
|
880
$7.48K
|
|
Feb 03, 2023
Q4 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
734+ 2.53% |
$5.62K - $6.27K
|
29.8K
$253K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
690+ 1.88% |
$5.29K - $5.89K
|
37.3K
$317K
|
|
Feb 10, 2023
Q4 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
589+ 1.97% |
$4.51K - $5.03K
|
30.4K
$259K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
496+ 3.57% |
$3.8K - $4.24K
|
14.4K
$122K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
285+ 1.03% |
$2.18K - $2.43K
|
28K
$238K
|
|
Jan 19, 2023
Q4 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
273+ 0.79% |
$2.09K - $2.33K
|
35K
$298K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
254+ 2.06% |
$1.95K - $2.17K
|
12.6K
$107K
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
250New |
$1.92K - $2.14K
|
250
$2.13K
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
222+ 0.94% |
$1.7K - $1.9K
|
23.7K
$202K
|
|
Jan 23, 2023
Q4 2022
|
Capital Cs Group, LLC
|
BUY
|
- |
213+ 0.55% |
$1.63K - $1.82K
|
39.2K
$333K
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
200New |
$1.53K - $1.71K
|
200
$1.7K
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
175+ 1.6% |
$1.34K - $1.49K
|
11.1K
$94.3K
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
80+ 0.59% |
$613 - $683
|
13.6K
$116K
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
63+ 0.22% |
$483 - $538
|
28.3K
$241K
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
40+ 0.34% |
$306 - $342
|
11.7K
$99.5K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
32New |
$245 - $273
|
32
$272
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
30+ 0.09% |
$230 - $256
|
34.3K
$292K
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
29+ 0.13% |
$222 - $248
|
22.2K
$188K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
28+ 1.78% |
$214 - $239
|
1.6K
$13.6K
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
25+ 1.12% |
$192 - $213
|
2.26K
$19.2K
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
20+ 2.35% |
$153 - $171
|
870
$7.4K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2New |
$15.3 - $17.1
|
2
$17
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.29% |
$15.3 - $17.1
|
694
$5.9K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-16- 0.07% |
$123 - $137
|
23K
$195K
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-180- 12.1% |
$1.38K - $1.54K
|
1.31K
$11.1K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-328- 0.98% |
$2.51K - $2.8K
|
33K
$281K
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-450- 0.9% |
$3.45K - $3.84K
|
49.4K
$420K
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-571- 0.3% |
$4.37K - $4.88K
|
187K
$1.59M
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-740- 2.51% |
$5.67K - $6.32K
|
28.8K
$245K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.22K- 5.94% |
$9.33K - $10.4K
|
19.3K
$164K
|
|
Jan 25, 2023
Q4 2022
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-1.66K- 2.06% |
$12.7K - $14.1K
|
78.8K
$670K
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-2.44K- 2.12% |
$18.7K - $20.9K
|
113K
$960K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.58K- 7.42% |
$19.7K - $22K
|
32.2K
$273K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.97K- 10.24% |
$22.8K - $25.4K
|
26K
$221K
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.07K- 2.33% |
$23.5K - $26.2K
|
129K
$1.09M
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.18K- 4.79% |
$24.3K - $27.1K
|
63.1K
$536K
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.02KClosed |
$30.8K - $34.3K
|
0
$0
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.74K- 20.55% |
$51.6K - $57.5K
|
26K
$221K
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-7.72K- 25.13% |
$59.1K - $65.9K
|
23K
$195K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-7.76K- 91.39% |
$59.4K - $66.2K
|
731
$6.21K
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-11K- 85.1% |
$84.2K - $93.9K
|
1.93K
$16.4K
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11.5K- 3.79% |
$88.4K - $98.6K
|
293K
$2.49M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-12.8K- 19.49% |
$97.7K - $109K
|
52.7K
$448K
|