EATON VANCE TAX MNGD GBL DV's ticker is EXG and the CUSIP is 27829F108. A total of 190 filers reported holding EATON VANCE TAX MNGD GBL DV in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $221,100 | -6.9% | 30,000 | 0.0% | 0.05% | -3.9% |
| Q2 2023 | $237,600 | +1.4% | 30,000 | 0.0% | 0.05% | -1.9% |
| Q1 2023 | $234,300 | +3.4% | 30,000 | 0.0% | 0.05% | 0.0% |
| Q4 2022 | $226,500 | +3.9% | 30,000 | 0.0% | 0.05% | -11.9% |
| Q3 2022 | $218,000 | -5.6% | 30,000 | 0.0% | 0.06% | 0.0% |
| Q2 2022 | $231,000 | -20.6% | 30,000 | 0.0% | 0.06% | -1.7% |
| Q1 2022 | $291,000 | -9.1% | 30,000 | 0.0% | 0.06% | -7.7% |
| Q4 2021 | $320,000 | +6.7% | 30,000 | 0.0% | 0.06% | -3.0% |
| Q3 2021 | $300,000 | -2.0% | 30,000 | 0.0% | 0.07% | -8.2% |
| Q2 2021 | $306,000 | +9.7% | 30,000 | 0.0% | 0.07% | -6.4% |
| Q1 2021 | $279,000 | +27.4% | 30,000 | +20.0% | 0.08% | +16.4% |
| Q4 2020 | $219,000 | +195.9% | 25,000 | +150.0% | 0.07% | +148.1% |
| Q3 2020 | $74,000 | 0.0% | 10,000 | 0.0% | 0.03% | -3.6% |
| Q2 2020 | $74,000 | +15.6% | 10,000 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $64,000 | -27.3% | 10,000 | 0.0% | 0.03% | -9.7% |
| Q4 2019 | $88,000 | +7.3% | 10,000 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $82,000 | – | 10,000 | – | 0.03% | – |
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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% |