Purchases and Sales Made in Q1 2021 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 2021. 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.8K+ 58.86% |
$145K - $159K
|
39.9K
$0
|
|
|
May 05, 2021
Q1 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
10KNew |
$98.3K - $108K
|
10K
$0
|
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.35KNew |
$42.7K - $46.8K
|
4.35K
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
4.32K+ 117.39% |
$42.5K - $46.5K
|
8K
$0
|
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
2.4KNew |
$23.6K - $25.8K
|
2.4K
$0
|
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.78K+ 1.76% |
$17.5K - $19.2K
|
103K
$0
|
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.42K+ 12.4% |
$13.9K - $15.3K
|
12.9K
$0
|
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
925+ 3.01% |
$9.09K - $9.95K
|
31.6K
$0
|
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
518+ 0.86% |
$5.09K - $5.57K
|
60.6K
$0
|
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-89Closed |
$875 - $958
|
0
$0
|
|
|
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 13, 2021
Q1 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-1.5KClosed |
$14.7K - $16.1K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.21K- 2.0% |
$21.7K - $23.8K
|
108K
$0
|
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.59KClosed |
$25.4K - $27.9K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-3.51K- 3.15% |
$34.5K - $37.7K
|
108K
$0
|
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.47K- 9.64% |
$44K - $48.1K
|
41.9K
$0
|
|
|
May 11, 2021
Q1 2021
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-26.4KClosed |
$260K - $284K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Shaker Financial Services, LLC
|
SELL
|
- |
-55KClosed |
$541K - $592K
|
0
$0
|