EATON VANCE TAX MNGD GBL DV's ticker is EXG and the CUSIP is 27829F108. A total of 224 filers reported holding EATON VANCE TAX MNGD GBL DV in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $247,123 | -6.9% | 33,531 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $265,565 | +1.4% | 33,531 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $261,877 | +3.4% | 33,531 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $253,159 | +4.2% | 33,531 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $243,000 | -11.3% | 33,531 | -5.8% | 0.00% | 0.0% |
| Q2 2022 | $274,000 | -16.0% | 35,587 | +6.1% | 0.00% | 0.0% |
| Q1 2022 | $326,000 | -8.9% | 33,531 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $358,000 | +6.9% | 33,531 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $335,000 | -2.0% | 33,531 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $342,000 | +9.6% | 33,531 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $312,000 | – | 33,531 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Formidable Asset Management, LLC | 1,196,586 | $9,287,000 | 2.09% |
| Shaker Financial Services, LLC | 523,008 | $4,032,000 | 1.96% |
| Pointe Capital Management LLC | 176,612 | $1,362,000 | 1.02% |
| KMG FIDUCIARY PARTNERS, LLC | 449,667 | $3,467,000 | 0.65% |
| David J Yvars Group | 57,075 | $444,000 | 0.60% |
| Focused Wealth Management, Inc | 415,920 | $3,207,000 | 0.58% |
| SAXON INTERESTS, INC. | 115,824 | $893,000 | 0.54% |
| Northstar Advisory Group, LLC | 90,725 | $699,000 | 0.52% |
| CENTAURUS FINANCIAL, INC. | 473,584 | $3,651,000 | 0.36% |
| WFA of San Diego, LLC | 52,404 | $404,000 | 0.35% |