Latest Institutional Purchases of Eaton Vance Tax Managed Buy Write Strategy Fund (EXD)
This list provides information on the latest institutional transactions involving Eaton Vance Tax Managed Buy Write Strategy Fund (EXD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
15.4KNew |
$139K - $153K
|
15.4K
$0
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.3K+ 8.59% |
$120K - $132K
|
168K
$0
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.13K+ 290.5% |
$73.4K - $81.2K
|
10.9K
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
7.63K+ 41.96% |
$68.8K - $76.1K
|
25.8K
$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
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.66K+ 13.02% |
$24K - $26.5K
|
23.1K
$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
|
Ubs Group Ag
|
BUY
|
- |
2.26K+ 8.16% |
$20.3K - $22.5K
|
29.9K
$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 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
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
18KNew |
$165K - $182K
|
18K
$0
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.7KNew |
$144K - $159K
|
15.7K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
10KNew |
$91.9K - $101K
|
10K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.95KNew |
$63.8K - $70.3K
|
6.95K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.59KNew |
$23.8K - $26.2K
|
2.59K
$0
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
920New |
$8.45K - $9.31K
|
920
$0
|
|
| Q2 2022 | |||||||
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.55KNew |
$24K - $30.2K
|
2.55K
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.5K+ 23.08% |
$14.1K - $17.8K
|
8K
$0
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
900New |
$9.68K - $11.4K
|
900
$0
|
|
| Q3 2021 | |||||||
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
1New |
$11.3 - $12.2
|
1
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
16New |
$174 - $184
|
16
$0
|
|
| Q1 2020 | |||||||
|
Apr 09, 2020
Q1 2020
|
Sanders Morris Harris LLC
|
BUY
|
- |
16.1KNew |
$99.3K - $170K
|
16.1K
$0
|
|
| Q4 2017 | |||||||
|
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
147+ 6.0% |
$1.51K - $1.75K
|
2.6K
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
10KNew |
$114K - $120K
|
10K
$0
|
|