Institutional Ownership Eaton Vance Tax Managed Global Buy Write Opportunities Fund (ETW)
This table provides information about the institutional ownership of Eaton Vance Tax Managed Global Buy Write Opportunities Fund (ETW). We have compiled data on the 172 institutions that hold shares in the stock, with a total of 27.6 Million shares, which have been reported (via 13F filing form) to have a value of $229 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
2,600
shares
|
$21,424
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
2,581
shares
|
$21,267
0.0% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
2,188
shares
|
$18,029
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
1,925
shares
|
$15,862
0.0% of portfolio
|
Q4 2022
Reduced 85.1%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,400
shares
|
$11,536
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
1,315
shares
|
$10,835
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
1,200
shares
|
$9,888
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,150
shares
|
$9,476
0.0% of portfolio
|
Q4 2024
Reduced 84.46%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
940
shares
|
$7,745
0.0% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
775
shares
|
$6,386
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
607
shares
|
$5,001
0.0% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
600
shares
|
$4,944
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
525
shares
|
$4,326
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
407
shares
|
$3,353
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
400
shares
|
$3,296
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
310
shares
|
$2,554
0.0% of portfolio
|
Q1 2020
Reduced 39.81%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
310
shares
|
$2,554
0.0% of portfolio
|
Q3 2022
Reduced 94.82%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
220
shares
|
$1,812
0.0% of portfolio
|
Q4 2024
Reduced 95.26%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
180
shares
|
$1,483
0.0% of portfolio
|
Q2 2024
Reduced 61.29%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
23
shares
|
$189
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
4
shares
|
$32
0.0% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|