Latest Institutional Sells of Eaton Vance Tax Managed Buy Write Strategy Fund (EXD)
This list provides information on the latest institutional transactions involving Eaton Vance Tax Managed Buy Write Strategy Fund (EXD) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.6K- 52.96% |
$114K - $126K
|
11.2K
$0
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.38K- 7.24% |
$30.5K - $33.7K
|
43.3K
$0
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.05K- 0.85% |
$27.5K - $30.4K
|
356K
$0
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-961- 0.7% |
$8.67K - $9.59K
|
136K
$0
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-625- 1.16% |
$5.64K - $6.24K
|
53.2K
$0
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-6.48K- 13.07% |
$59.5K - $65.5K
|
43.1K
$0
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2K- 40.0% |
$18.4K - $20.2K
|
3K
$0
|
|
Jan 10, 2023
Q4 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.9K- 5.33% |
$17.5K - $19.2K
|
33.8K
$0
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-400- 3.08% |
$3.68K - $4.05K
|
12.6K
$0
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-17.7KClosed |
$167K - $210K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-3.5KClosed |
$33K - $41.5K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12.9K- 13.12% |
$139K - $164K
|
85.5K
$0
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-725Closed |
$7.79K - $9.22K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 09, 2022
Q4 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-7.6KClosed |
$84.9K - $93.7K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-32.9KClosed |
$371K - $402K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Shaker Financial Services, LLC
|
SELL
|
- |
-16.2KClosed |
$183K - $198K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.35KClosed |
$47.3K - $50.1K
|
0
$0
|
|
Q1 2021 | |||||||
May 11, 2021
Q1 2021
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-26.4KClosed |
$260K - $284K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-510Closed |
$5.01K - $5.49K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-500Closed |
$4.92K - $5.38K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-89Closed |
$875 - $958
|
0
$0
|
|
Q4 2020 | |||||||
Feb 11, 2021
Q4 2020
|
Barclays PLC
London, X0 |
SELL
|
- |
-15Closed |
$132 - $151
|
0
$0
|
|
Q3 2020 | |||||||
Nov 04, 2020
Q3 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.3KClosed |
$90K - $99.1K
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.2KClosed |
$88.9K - $97.9K
|
0
$0
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-6.05KClosed |
$52.8K - $58.1K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.1KClosed |
$9.59K - $10.6K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-136KClosed |
$1.01M - $1.25M
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-10.8KClosed |
$80.7K - $100K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-9.03KClosed |
$67.3K - $83.4K
|
0
$0
|
|
Jul 30, 2020
Q2 2020
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-5.4KClosed |
$40.2K - $49.9K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-900Closed |
$6.71K - $8.32K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-400Closed |
$2.98K - $3.7K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-61.5KClosed |
$579K - $637K
|
0
$0
|
|
Jan 15, 2020
Q4 2019
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-55.2KClosed |
$520K - $572K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-18KClosed |
$169K - $186K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-17.2KClosed |
$162K - $178K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 12, 2019
Q3 2019
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-60.5KClosed |
$565K - $588K
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-16KClosed |
$150K - $156K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-8KClosed |
$74.8K - $77.8K
|
0
$0
|
|
Nov 07, 2019
Q3 2019
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.56KClosed |
$14.5K - $15.1K
|
0
$0
|
|
Oct 17, 2019
Q3 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-412Closed |
$3.85K - $4K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 13, 2019
Q2 2019
|
Matisse Capital
|
SELL
|
- |
-171KClosed |
$1.51M - $1.65M
|
0
$0
|
|
Jul 22, 2019
Q2 2019
|
Clean Yield Group
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-16.5KClosed |
$143K - $157K
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-13KClosed |
$113K - $124K
|
0
$0
|
|
Q4 2018 | |||||||
Jan 31, 2019
Q4 2018
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-42.8KClosed |
$355K - $388K
|
0
$0
|
|
Jan 24, 2019
Q4 2018
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-10KClosed |
$82.9K - $90.5K
|
0
$0
|
|
Jan 17, 2019
Q4 2018
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-2.5KClosed |
$20.7K - $22.6K
|
0
$0
|
|
Feb 15, 2019
Q4 2018
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-500Closed |
$4.15K - $4.53K
|
0
$0
|