Purchases and Sales Made in Q1 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.7KNew |
$142K - $157K
|
15.7K
$0
|
|
|
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
|
|
|
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
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-961- 0.7% |
$8.67K - $9.59K
|
136K
$0
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.05K- 0.85% |
$27.5K - $30.4K
|
356K
$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
|