EATON VANCE TAX MNGD GBL DV's ticker is EXG and the CUSIP is 27829F108. A total of 228 filers reported holding EATON VANCE TAX MNGD GBL DV in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,827 | -4.9% | 5,268 | +2.2% | 0.00% | 0.0% |
| Q2 2023 | $40,839 | +3.6% | 5,156 | +2.1% | 0.00% | 0.0% |
| Q1 2023 | $39,424 | +5.7% | 5,048 | +2.2% | 0.00% | 0.0% |
| Q4 2022 | $37,302 | +6.6% | 4,941 | +2.4% | 0.00% | 0.0% |
| Q3 2022 | $35,000 | -2.8% | 4,827 | +2.6% | 0.00% | 0.0% |
| Q2 2022 | $36,000 | -20.0% | 4,706 | +2.5% | 0.00% | -25.0% |
| Q1 2022 | $45,000 | -6.2% | 4,592 | +2.2% | 0.00% | +33.3% |
| Q4 2021 | $48,000 | +6.7% | 4,493 | -0.1% | 0.00% | -25.0% |
| Q3 2021 | $45,000 | 0.0% | 4,499 | +1.9% | 0.00% | 0.0% |
| Q2 2021 | $45,000 | +36.4% | 4,414 | +24.5% | 0.00% | +33.3% |
| Q1 2021 | $33,000 | +10.0% | 3,545 | +2.1% | 0.00% | 0.0% |
| Q4 2020 | $30,000 | +20.0% | 3,473 | +2.3% | 0.00% | 0.0% |
| Q3 2020 | $25,000 | +4.2% | 3,394 | +2.4% | 0.00% | 0.0% |
| Q2 2020 | $24,000 | +14.3% | 3,313 | +2.7% | 0.00% | 0.0% |
| Q1 2020 | $21,000 | – | 3,226 | – | 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% |