COBBLESTONE CAPITAL ADVISORS LLC /NY/ - EATON VANCE TAX MNGD GBL DV ownership

EATON VANCE TAX MNGD GBL DV's ticker is EXG and the CUSIP is 27829F108. A total of 225 filers reported holding EATON VANCE TAX MNGD GBL DV in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
COBBLESTONE CAPITAL ADVISORS LLC /NY/ ownership history of EATON VANCE TAX MNGD GBL DV
ValueSharesWeighting
Q4 2022$95,900
+4.2%
12,7020.0%0.01%
-12.5%
Q3 2022$92,000
-6.1%
12,7020.0%0.01%0.0%
Q2 2022$98,000
-20.3%
12,7020.0%0.01%0.0%
Q1 2022$123,000
-9.6%
12,7020.0%0.01%
-11.1%
Q4 2021$136,00012,7020.01%
Other shareholders
EATON VANCE TAX MNGD GBL DV shareholders Q1 2023
NameSharesValueWeighting ↓
Formidable Asset Management, LLC 1,463,590$12,605,0002.92%
RFG Advisory, LLC 1,764,532$15,775,0002.06%
Pointe Capital Management LLC 229,975$2,017,0001.72%
KMG FIDUCIARY PARTNERS, LLC 415,218$3,604,0000.76%
Focused Wealth Management, Inc 390,648$3,426,0000.67%
Community Capital Management, LLC 50,000$439,0000.53%
Shaker Financial Services, LLC 132,926$1,166,0000.49%
David J Yvars Group 69,780$611,0000.41%
Northstar Advisory Group, LLC 56,129$492,0000.41%
1607 Capital Partners, LLC 898,397$7,879,0000.39%
View complete list of EATON VANCE TAX MNGD GBL DV shareholders