Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
18KNew |
$165K - $182K
|
18K
$0
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.7KNew |
$144K - $159K
|
15.7K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.8K+ 9.81% |
$127K - $140K
|
154K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.6K+ 112.95% |
$116K - $128K
|
23.8K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
10KNew |
$91.9K - $101K
|
10K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.67K+ 2.77% |
$88.9K - $97.9K
|
359K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.95KNew |
$63.8K - $70.3K
|
6.95K
$0
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.22K+ 38.48% |
$38.8K - $42.7K
|
15.2K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.59KNew |
$23.8K - $26.2K
|
2.59K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
1.05K+ 3.96% |
$9.67K - $10.6K
|
27.6K
$0
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
920New |
$8.45K - $9.31K
|
920
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-400- 3.08% |
$3.68K - $4.05K
|
12.6K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-400- 0.74% |
$3.68K - $4.05K
|
53.9K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-749- 3.54% |
$6.88K - $7.58K
|
20.4K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.23K- 2.56% |
$11.3K - $12.4K
|
46.7K
$0
|
|
|
Jan 10, 2023
Q4 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.9K- 5.33% |
$17.5K - $19.2K
|
33.8K
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2K- 40.0% |
$18.4K - $20.2K
|
3K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-6.48K- 13.07% |
$59.5K - $65.5K
|
43.1K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.52K- 9.79% |
$87.4K - $96.3K
|
87.7K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-10.1K- 6.88% |
$93.2K - $103K
|
137K
$0
|