Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.26K+ 5.6% |
$10.5K - $11K
|
23.8K
$205K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
1.25K+ 0.68% |
$10.4K - $10.9K
|
184K
$1.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.2KNew |
$10K - $10.5K
|
1.2K
$10.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.13K+ 1.44% |
$9.47K - $9.87K
|
79.7K
$687K
|
|
|
Feb 18, 2025
Q4 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
826+ 2.37% |
$6.91K - $7.19K
|
35.7K
$308K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
772+ 3.19% |
$6.45K - $6.72K
|
25K
$215K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
600New |
$5.02K - $5.23K
|
600
$5.17K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
519+ 1.42% |
$4.34K - $4.52K
|
37.1K
$320K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
493+ 2.37% |
$4.12K - $4.29K
|
21.3K
$184K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
471+ 1.54% |
$3.94K - $4.1K
|
31K
$267K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
410+ 0.67% |
$3.43K - $3.57K
|
61.3K
$528K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
394+ 1.08% |
$3.29K - $3.43K
|
36.7K
$317K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
359+ 0.07% |
$3K - $3.13K
|
551K
$4.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
249+ 2.38% |
$2.08K - $2.17K
|
10.7K
$92.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
233+ 0.45% |
$1.95K - $2.03K
|
52K
$449K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
219+ 2.11% |
$1.83K - $1.91K
|
10.6K
$91.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
158+ 0.77% |
$1.32K - $1.38K
|
20.7K
$178K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
64+ 0.33% |
$535 - $557
|
19.3K
$166K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
42+ 0.29% |
$351 - $366
|
14.6K
$126K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
41+ 1.61% |
$343 - $357
|
2.58K
$22.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
35+ 0.06% |
$293 - $305
|
59.4K
$512K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
23New |
$192 - $200
|
23
$198
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
14+ 2.36% |
$117 - $122
|
607
$5.23K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
8+ 0.86% |
$66.9 - $69.7
|
940
$8.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6+ 0.05% |
$50.2 - $52.3
|
11.3K
$97.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-21- 0.08% |
$176 - $183
|
26.7K
$230K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-56- 0.46% |
$468 - $488
|
12.1K
$104K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-191- 0.59% |
$1.6K - $1.66K
|
32.2K
$278K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-200- 1.38% |
$1.67K - $1.74K
|
14.3K
$123K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-234- 0.71% |
$1.96K - $2.04K
|
32.6K
$281K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-397- 1.38% |
$3.32K - $3.46K
|
28.3K
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-600- 0.83% |
$5.02K - $5.23K
|
71.8K
$618K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-720- 2.51% |
$6.02K - $6.27K
|
28K
$241K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-923- 1.31% |
$7.72K - $8.04K
|
69.6K
$600K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
SELL
|
- |
-1.16K- 6.56% |
$9.7K - $10.1K
|
16.5K
$143K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.2K- 5.19% |
$10K - $10.5K
|
21.9K
$189K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.28K- 9.06% |
$10.7K - $11.1K
|
12.8K
$111K
|
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-1.9K- 0.31% |
$15.9K - $16.5K
|
608K
$5.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.91K- 4.9% |
$16K - $16.7K
|
37.1K
$320K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-2.29K- 14.7% |
$19.1K - $19.9K
|
13.3K
$114K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.63K- 0.38% |
$22K - $22.9K
|
681K
$5.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.78K- 11.46% |
$23.2K - $24.2K
|
21.5K
$185K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-2.78K- 11.84% |
$23.3K - $24.2K
|
20.7K
$179K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.27K- 99.91% |
$35.7K - $37.1K
|
4
$34.5
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.42K- 95.26% |
$37K - $38.5K
|
220
$1.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.6K- 11.6% |
$38.5K - $40.1K
|
35.1K
$302K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-4.83K- 19.79% |
$40.4K - $42K
|
19.6K
$169K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-6.25K- 84.46% |
$52.3K - $54.4K
|
1.15K
$9.91K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.97K- 7.22% |
$75K - $78.1K
|
115K
$994K
|