Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.51K+ 163.03% |
$10.5K - $11.9K
|
2.43K
$19K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.19K+ 2.34% |
$8.28K - $9.35K
|
51.8K
$405K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
1.19K+ 2.34% |
$8.28K - $9.35K
|
51.8K
$405K
|
|
|
Feb 08, 2024
Q4 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
737+ 2.34% |
$5.14K - $5.81K
|
32.3K
$253K
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
656+ 1.99% |
$4.58K - $5.17K
|
33.6K
$263K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
600+ 1.4% |
$4.19K - $4.73K
|
43.3K
$339K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
487+ 2.27% |
$3.4K - $3.84K
|
22K
$172K
|
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
298+ 1.57% |
$2.08K - $2.35K
|
19.3K
$151K
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
275+ 2.34% |
$1.92K - $2.17K
|
12K
$94K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
224+ 0.76% |
$1.56K - $1.77K
|
29.8K
$233K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
198+ 0.88% |
$1.38K - $1.56K
|
22.8K
$178K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
89+ 0.13% |
$621 - $701
|
67.9K
$531K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
78+ 0.36% |
$544 - $615
|
22K
$172K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
22+ 2.34% |
$154 - $173
|
961
$7.52K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
16New |
$112 - $126
|
16
$125
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12+ 0.67% |
$83.8 - $94.6
|
1.8K
$14.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
3+ 0.43% |
$20.9 - $23.6
|
706
$5.52K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-58- 0.05% |
$405 - $457
|
127K
$990K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-94- 0.64% |
$656 - $741
|
14.6K
$114K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-119- 1.04% |
$831 - $938
|
11.4K
$88.8K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-216- 0.74% |
$1.51K - $1.7K
|
28.9K
$226K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-268- 1.43% |
$1.87K - $2.11K
|
18.5K
$145K
|
|
|
Feb 05, 2024
Q4 2023
|
Avory & Company, LLC
Miami, FL |
SELL
|
- |
-450- 0.98% |
$3.14K - $3.55K
|
45.7K
$357K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
SELL
|
- |
-519- 2.15% |
$3.62K - $4.09K
|
23.6K
$184K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-565- 0.1% |
$3.94K - $4.45K
|
542K
$4.24M
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-765- 5.98% |
$5.34K - $6.03K
|
12K
$94.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-805- 11.18% |
$5.62K - $6.34K
|
6.4K
$50K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-919- 1.1% |
$6.41K - $7.24K
|
82.5K
$645K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.02K- 2.18% |
$7.08K - $8K
|
45.6K
$357K
|
|
|
Feb 13, 2024
Q4 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.2K- 3.73% |
$8.38K - $9.46K
|
31K
$242K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.3K- 2.94% |
$9.09K - $10.3K
|
43K
$336K
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.38K- 2.07% |
$9.66K - $10.9K
|
65.6K
$513K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.45K- 0.23% |
$10.1K - $11.4K
|
629K
$4.92M
|
|
|
Jan 09, 2024
Q4 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-1.95K- 7.53% |
$13.6K - $15.3K
|
23.9K
$187K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.41K- 0.8% |
$16.8K - $19K
|
299K
$2.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.94K- 5.29% |
$20.5K - $23.1K
|
52.6K
$411K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.11K- 13.23% |
$21.7K - $24.5K
|
20.4K
$160K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-3.61K- 8.31% |
$25.2K - $28.4K
|
39.8K
$311K
|
|
|
Jan 31, 2024
Q4 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-4.12K- 5.79% |
$28.8K - $32.5K
|
67.1K
$525K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.3K- 92.57% |
$30K - $33.9K
|
345
$2.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-4.51K- 20.0% |
$31.5K - $35.5K
|
18K
$141K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-6.82K- 13.36% |
$47.6K - $53.7K
|
44.2K
$346K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.38K- 19.96% |
$51.5K - $58.1K
|
29.6K
$231K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.71K- 3.71% |
$53.8K - $60.7K
|
200K
$1.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.74K- 95.73% |
$54K - $61K
|
345
$2.7K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-7.83KClosed |
$54.7K - $61.7K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.56K- 16.88% |
$66.7K - $75.3K
|
47.1K
$368K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-22.2K- 15.31% |
$155K - $175K
|
123K
$959K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-23.9K- 44.65% |
$167K - $188K
|
29.6K
$232K
|