EATON VANCE TAX MNGD GBL DV's ticker is EXG and the CUSIP is 27829F108. A total of 239 filers reported holding EATON VANCE TAX MNGD GBL DV in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $47,607 | +6.1% | 5,634 | +2.4% | 0.00% | 0.0% |
| Q1 2024 | $44,888 | +7.9% | 5,501 | +2.1% | 0.00% | 0.0% |
| Q4 2023 | $41,591 | +7.1% | 5,387 | +2.3% | 0.00% | 0.0% |
| 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 | 660,350 | $5,755,000 | 3.99% |
| Pointe Capital Management LLC | 482,318 | $4,269,000 | 3.09% |
| Shaker Financial Services, LLC | 459,506 | $4,067,000 | 2.82% |
| DOLIVER ADVISORS, LP | 335,723 | $2,971,000 | 2.35% |
| Advocacy Wealth Management Services, LLC | 93,175 | $826,000 | 0.93% |
| OTA Financial Group L.P. | 37,814 | $313,000 | 0.75% |
| Focused Wealth Management, Inc | 130,933 | $1,159,000 | 0.67% |
| NEXT Financial Group, Inc | 175,053 | $1,549,000 | 0.58% |
| Vident Investment Advisory, LLC | 373,284 | $3,304,000 | 0.42% |
| Cypress Capital Management LLC (WY) | 36,125 | $319,706,000 | 0.40% |