Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
72.1KNew |
$783K - $831K
|
72.1K
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
35.2K+ 88.3% |
$383K - $406K
|
75.1K
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Shaker Financial Services, LLC
|
BUY
|
- |
16.2KNew |
$176K - $187K
|
16.2K
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.62K+ 4.49% |
$50.2K - $53.3K
|
107K
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
2.59KNew |
$28.1K - $29.9K
|
2.59K
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.3KNew |
$14.1K - $15K
|
1.3K
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
1K+ 12.5% |
$10.9K - $11.5K
|
9K
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
16New |
$174 - $184
|
16
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-198- 8.09% |
$2.15K - $2.28K
|
2.25K
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
SELL
|
- |
-812- 2.57% |
$8.83K - $9.36K
|
30.8K
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.55K- 12.06% |
$16.8K - $17.9K
|
11.3K
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.21K- 2.05% |
$24.1K - $25.5K
|
106K
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.35K- 2.18% |
$25.6K - $27.1K
|
105K
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.92K- 3.76% |
$42.6K - $45.2K
|
100K
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.35KClosed |
$47.3K - $50.1K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.13K- 8.47% |
$55.8K - $59.2K
|
55.5K
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9K- 21.47% |
$97.8K - $104K
|
32.9K
$0
|