Latest Institutional Transactions on Eaton Vance Tax Managed Buy Write Strategy Fund (EXD)
This table provides information on the latest institutional transactions involving Eaton Vance Tax Managed Buy Write Strategy Fund (EXD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.3K+ 8.53% |
$11.7K - $12.9K
|
16.5K
$0
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.05K- 0.85% |
$27.5K - $30.4K
|
356K
$0
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.13K+ 290.5% |
$73.4K - $81.2K
|
10.9K
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.26KNew |
$20.4K - $22.6K
|
2.26K
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-961- 0.7% |
$8.67K - $9.59K
|
136K
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.17K+ 4.03% |
$19.6K - $21.7K
|
56.1K
$0
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
2.26K+ 8.16% |
$20.3K - $22.5K
|
29.9K
$0
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-625- 1.16% |
$5.64K - $6.24K
|
53.2K
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.66K+ 13.02% |
$24K - $26.5K
|
23.1K
$0
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.38K- 7.24% |
$30.5K - $33.7K
|
43.3K
$0
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.6K- 52.96% |
$114K - $126K
|
11.2K
$0
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.3K+ 8.59% |
$120K - $132K
|
168K
$0
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
15.4KNew |
$139K - $153K
|
15.4K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.34K+ 3.81% |
$30.1K - $33.3K
|
91K
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
7.63K+ 41.96% |
$68.8K - $76.1K
|
25.8K
$0
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.7KNew |
$144K - $159K
|
15.7K
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2K- 40.0% |
$18.4K - $20.2K
|
3K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-400- 3.08% |
$3.68K - $4.05K
|
12.6K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-6.48K- 13.07% |
$59.5K - $65.5K
|
43.1K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
18KNew |
$165K - $182K
|
18K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.59KNew |
$23.8K - $26.2K
|
2.59K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.95KNew |
$63.8K - $70.3K
|
6.95K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
10KNew |
$91.9K - $101K
|
10K
$0
|
|
|
Jan 10, 2023
Q4 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.9K- 5.33% |
$17.5K - $19.2K
|
33.8K
$0
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
920New |
$8.45K - $9.31K
|
920
$0
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-17.7KClosed |
$167K - $210K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-3.5KClosed |
$33K - $41.5K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.5K+ 23.08% |
$14.1K - $17.8K
|
8K
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.55KNew |
$24K - $30.2K
|
2.55K
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12.9K- 13.12% |
$139K - $164K
|
85.5K
$0
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
900New |
$9.68K - $11.4K
|
900
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-725Closed |
$7.79K - $9.22K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-7.6KClosed |
$84.9K - $93.7K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-32.9KClosed |
$371K - $402K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
1New |
$11.3 - $12.2
|
1
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Shaker Financial Services, LLC
|
SELL
|
- |
-16.2KClosed |
$183K - $198K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.35KClosed |
$47.3K - $50.1K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
16New |
$174 - $184
|
16
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-500Closed |
$4.92K - $5.38K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-510Closed |
$5.01K - $5.49K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-26.4KClosed |
$260K - $284K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-89Closed |
$875 - $958
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 11, 2021
Q4 2020
|
Barclays PLC
London, X0 |
SELL
|
- |
-15Closed |
$132 - $151
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.1KClosed |
$9.59K - $10.6K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.2KClosed |
$88.9K - $97.9K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.3KClosed |
$90K - $99.1K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-6.05KClosed |
$52.8K - $58.1K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-136KClosed |
$1.01M - $1.25M
|
0
$0
|
|