Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.12M+ 1041.19% |
$8.65M - $9.7M
|
1.22M
$10.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
531KNew |
$4.11M - $4.61M
|
531K
$4.53M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
342K+ 52.13% |
$2.65M - $2.97M
|
999K
$8.53M
|
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
103K+ 20.3% |
$797K - $894K
|
610K
$5.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
99K+ 3572.82% |
$766K - $859K
|
102K
$869K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
96.7K+ 6.07% |
$749K - $840K
|
1.69M
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
86.7K+ 14.52% |
$671K - $753K
|
684K
$5.84M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
76.4KNew |
$591K - $663K
|
76.4K
$653K
|
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
70.4K+ 3.86% |
$545K - $611K
|
1.89M
$16.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
61.8K+ 3.06% |
$478K - $536K
|
2.08M
$17.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
49.3K+ 15.05% |
$382K - $428K
|
377K
$3.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
42.9K+ 30.12% |
$332K - $373K
|
185K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
39.4KNew |
$305K - $342K
|
39.4K
$336K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
32.4KNew |
$251K - $281K
|
32.4K
$277K
|
|
|
Nov 07, 2024
Q3 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
31.7KNew |
$245K - $275K
|
31.7K
$270K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
24.5K+ 4.45% |
$190K - $213K
|
576K
$4.92M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
20.8KNew |
$161K - $181K
|
20.8K
$178K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.7K+ 7.29% |
$160K - $180K
|
305K
$2.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
20.5KNew |
$159K - $178K
|
20.5K
$175K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
14.4KNew |
$111K - $125K
|
14.4K
$123K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.1K+ 125.99% |
$101K - $113K
|
23.4K
$200K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
7.69KNew |
$59.5K - $66.7K
|
7.69K
$65.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.24K+ 14.81% |
$56.1K - $62.9K
|
56.2K
$480K
|
|
|
Nov 07, 2024
Q3 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
7.17K+ 11.0% |
$55.5K - $62.2K
|
72.4K
$618K
|
|
|
Nov 13, 2024
Q3 2024
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
6.7K+ 6.36% |
$51.9K - $58.2K
|
112K
$957K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
5.7K+ 30.81% |
$44.1K - $49.5K
|
24.2K
$207K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.63K+ 30.23% |
$43.6K - $48.9K
|
24.2K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.71K+ 6.28% |
$36.4K - $40.8K
|
79.7K
$680K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.47K+ 1.8% |
$34.6K - $38.8K
|
253K
$2.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.25K+ 1093.57% |
$32.9K - $36.9K
|
4.64K
$39.7K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.25K+ 1093.57% |
$32.9K - $36.9K
|
4.64K
$39.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.5K+ 1.72% |
$27.1K - $30.4K
|
208K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.48K+ 0.64% |
$26.9K - $30.2K
|
551K
$4.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.03K+ 0.82% |
$23.5K - $26.3K
|
375K
$3.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.74K+ 6.44% |
$21.2K - $23.8K
|
45.3K
$387K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.4K+ 25.26% |
$18.6K - $20.8K
|
11.9K
$102K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2K+ 10.0% |
$15.5K - $17.4K
|
22K
$188K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.9K+ 5.51% |
$14.7K - $16.5K
|
36.4K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.81K+ 4.24% |
$14K - $15.7K
|
44.3K
$379K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.52K+ 13.16% |
$11.8K - $13.2K
|
13.1K
$112K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.32KNew |
$10.2K - $11.4K
|
1.32K
$11.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
951+ 0.32% |
$7.36K - $8.25K
|
299K
$2.55M
|
|
|
Oct 07, 2024
Q3 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
829+ 2.97% |
$6.42K - $7.2K
|
28.8K
$246K
|
|
|
Nov 15, 2024
Q3 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
809+ 2.37% |
$6.26K - $7.02K
|
34.9K
$298K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
665+ 1.06% |
$5.15K - $5.77K
|
63.7K
$544K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
596+ 2.04% |
$4.61K - $5.17K
|
29.8K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
462+ 1.54% |
$3.58K - $4.01K
|
30.5K
$261K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
451+ 2.04% |
$3.49K - $3.91K
|
22.5K
$192K
|
|
|
Oct 04, 2024
Q3 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
404+ 1.54% |
$3.13K - $3.51K
|
26.7K
$228K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
400+ 0.79% |
$3.1K - $3.47K
|
51.2K
$438K
|