Purchases and Sales Made in Q1 2020 in Eaton Vance Tax Managed Buy Write Strategy Fund (EXD)
This table provides information about the institutional ownership of Eaton Vance Tax Managed Buy Write Strategy Fund (EXD) during Q1 2020. The information is specifically focused on institutions that hold shares of Eaton Vance Tax-Managed Buy-Write Strategy Fund.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jun 02, 2020
Q1 2020
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
52.3K+ 84.54% |
$322K - $550K
|
114K
$0
|
|
May 15, 2020
Q1 2020
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
52.1K+ 76.3% |
$321K - $549K
|
120K
$0
|
|
May 18, 2020
Q1 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
50.3KNew |
$310K - $530K
|
50.3K
$0
|
|
May 13, 2020
Q1 2020
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
29.2KNew |
$180K - $307K
|
29.2K
$0
|
|
Apr 09, 2020
Q1 2020
|
Sanders Morris Harris LLC
|
BUY
|
- |
16.1KNew |
$99.3K - $170K
|
16.1K
$0
|
|
Apr 21, 2020
Q1 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.2KNew |
$62.8K - $107K
|
10.2K
$0
|
|
May 13, 2020
Q1 2020
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
9.03KNew |
$55.6K - $95.1K
|
9.03K
$0
|
|
May 14, 2020
Q1 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.5K+ 6.62% |
$33.9K - $57.9K
|
88.6K
$0
|
|
Apr 22, 2020
Q1 2020
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
5.4KNew |
$33.2K - $56.8K
|
5.4K
$0
|
|
May 15, 2020
Q1 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
3.15KNew |
$19.4K - $33.2K
|
3.15K
$0
|
|
May 01, 2020
Q1 2020
|
Ubs Group Ag
|
BUY
|
- |
2.79K+ 21.08% |
$17.2K - $29.4K
|
16K
$0
|
|
May 14, 2020
Q1 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
601New |
$3.7K - $6.33K
|
601
$0
|
|
May 07, 2020
Q1 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
510New |
$3.14K - $5.37K
|
510
$0
|
|
Apr 21, 2020
Q1 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
335+ 1.32% |
$2.06K - $3.53K
|
25.7K
$0
|
|
May 13, 2020
Q1 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 03, 2020
Q1 2020
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-950- 2.51% |
$5.85K - $10K
|
36.9K
$0
|
|
May 13, 2020
Q1 2020
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.05K- 15.9% |
$12.6K - $21.6K
|
10.8K
$0
|
|
Apr 22, 2020
Q1 2020
|
Lindbrook Capital, LLC
|
SELL
|
- |
-7K- 41.18% |
$43.1K - $73.7K
|
10K
$0
|
|
May 14, 2020
Q1 2020
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.84K- 6.97% |
$60.6K - $104K
|
131K
$0
|
|
May 08, 2020
Q1 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13KClosed |
$79.9K - $137K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-13.4K- 11.8% |
$82.5K - $141K
|
100K
$0
|
|
May 14, 2020
Q1 2020
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-33.7K- 97.4% |
$207K - $355K
|
900
$0
|
|
May 18, 2020
Q1 2020
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-278K- 67.19% |
$1.71M - $2.93M
|
136K
$0
|