Purchases and Sales Made in Q1 2024 in 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) during Q1 2024. The information is specifically focused on institutions that hold shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
300K+ 21.58% |
$2.3M - $2.46M
|
1.69M
$14.4M
|
|
May 15, 2024
Q1 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
262K+ 29.74% |
$2M - $2.15M
|
1.14M
$9.75M
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
260KNew |
$1.99M - $2.13M
|
260K
$2.22M
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
234K+ 16.6% |
$1.79M - $1.92M
|
1.64M
$14M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
152K+ 1196.43% |
$1.16M - $1.24M
|
164K
$1.4M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
150KNew |
$1.15M - $1.23M
|
150K
$1.28M
|
|
May 13, 2024
Q1 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
137K+ 34.85% |
$1.05M - $1.12M
|
531K
$4.53M
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
98.8K+ 29.08% |
$756K - $810K
|
439K
$3.75M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
81.4K+ 3.14% |
$623K - $667K
|
2.67M
$22.8M
|
|
May 15, 2024
Q1 2024
|
Mangrove Partners
New York, NY |
BUY
|
- |
58.1K+ 35.64% |
$444K - $476K
|
221K
$1.89M
|
|
May 14, 2024
Q1 2024
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
56.5K+ 78.15% |
$432K - $463K
|
129K
$1.1M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
51.4K+ 173.65% |
$393K - $421K
|
80.9K
$691K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
28.7K+ 4.57% |
$220K - $235K
|
657K
$5.61M
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
BUY
|
- |
28.5KNew |
$218K - $234K
|
28.5K
$243K
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
25K+ 72.7% |
$191K - $205K
|
59.3K
$507K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.9K+ 1.59% |
$175K - $187K
|
1.46M
$12.4M
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
22.6K+ 23.19% |
$173K - $186K
|
120K
$1.03M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.7K+ 1.09% |
$166K - $178K
|
2.01M
$17.2M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.7K+ 1.09% |
$166K - $178K
|
2.01M
$17.2M
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
19.8KNew |
$152K - $162K
|
19.8K
$169K
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
19.3KNew |
$147K - $158K
|
19.3K
$165K
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
17.1KNew |
$131K - $140K
|
17.1K
$146K
|
|
May 13, 2024
Q1 2024
|
Sam Advisors, LLC
|
BUY
|
- |
14.5K+ 3.32% |
$111K - $119K
|
451K
$3.85M
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
13.7KNew |
$104K - $112K
|
13.7K
$117K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
13.6KNew |
$104K - $111K
|
13.6K
$116K
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13K+ 5.19% |
$99.7K - $107K
|
264K
$2.25M
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
12.7K+ 2.35% |
$96.9K - $104K
|
551K
$4.71M
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.4KNew |
$86.9K - $93.2K
|
11.4K
$97K
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.6KNew |
$80.7K - $86.5K
|
10.6K
$90.1K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
10K+ 33.81% |
$76.6K - $82.1K
|
39.6K
$338K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
9.99KNew |
$76.4K - $81.9K
|
9.99K
$85.3K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.9K+ 3.69% |
$75.7K - $81.1K
|
278K
$2.37M
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.07K+ 8.94% |
$69.4K - $74.4K
|
111K
$944K
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
7.83KNew |
$59.9K - $64.2K
|
7.83K
$66.9K
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
6K+ 171.43% |
$45.9K - $49.2K
|
9.5K
$81.1K
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.94K+ 0.35% |
$45.4K - $48.7K
|
1.71M
$14.6M
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.45K+ 0.64% |
$41.7K - $44.7K
|
853K
$7.28M
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.86K+ 6.9% |
$37.2K - $39.9K
|
75.3K
$643K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.54K+ 39.4% |
$34.7K - $37.2K
|
16.1K
$137K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.47K+ 3.64% |
$34.2K - $36.6K
|
127K
$1.09M
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
4.29K+ 2.16% |
$32.8K - $35.2K
|
203K
$1.73M
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.09K+ 0.75% |
$31.3K - $33.5K
|
547K
$4.67M
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.94K+ 1.64% |
$30.2K - $32.3K
|
244K
$2.08M
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
3.81K+ 17.33% |
$29.1K - $31.2K
|
25.8K
$220K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.04KNew |
$23.3K - $24.9K
|
3.04K
$26K
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
2.92K+ 24.29% |
$22.3K - $23.9K
|
14.9K
$128K
|
|
Apr 11, 2024
Q1 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
2.07K+ 8.65% |
$15.8K - $16.9K
|
25.9K
$222K
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.25K+ 4.33% |
$9.56K - $10.3K
|
30.1K
$257K
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.21K+ 2.82% |
$9.26K - $9.93K
|
44.2K
$378K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1KNew |
$7.65K - $8.2K
|
1K
$8.54K
|