Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.7KNew |
$147K - $170K
|
15.7K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.9K+ 129.05% |
$112K - $129K
|
21.2K
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.2KNew |
$105K - $121K
|
11.2K
$0
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
3.68K+ 25.33% |
$34.5K - $39.8K
|
18.2K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.54K+ 1.84% |
$23.8K - $27.4K
|
141K
$0
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.45KNew |
$23K - $26.5K
|
2.45K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.2K+ 20.37% |
$20.6K - $23.8K
|
13K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
1.88K+ 7.59% |
$17.6K - $20.3K
|
26.6K
$0
|
|
|
Oct 11, 2022
Q3 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
615+ 1.75% |
$5.77K - $6.65K
|
35.7K
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-44- 0.09% |
$413 - $476
|
49.6K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-424- 3.72% |
$3.98K - $4.59K
|
11K
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.48K- 1.65% |
$23.2K - $26.8K
|
147K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.57K- 1.01% |
$33.5K - $38.6K
|
349K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.94K- 11.04% |
$55.7K - $64.3K
|
47.9K
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6K- 5.81% |
$56.2K - $64.9K
|
97.2K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.2K- 19.53% |
$124K - $143K
|
54.3K
$0
|