EATON VANCE TAX MNGD GBL DV's ticker is EXG and the CUSIP is 27829F108. A total of 123 filers reported holding EATON VANCE TAX MNGD GBL DV in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $98,883 | -6.9% | 13,417 | 0.0% | 0.01% | -7.7% |
| Q2 2023 | $106,263 | +1.4% | 13,417 | 0.0% | 0.01% | -7.1% |
| Q1 2023 | $104,787 | +3.4% | 13,417 | 0.0% | 0.01% | -6.7% |
| Q4 2022 | $101,298 | +4.4% | 13,417 | 0.0% | 0.02% | -11.8% |
| Q3 2022 | $97,000 | -5.8% | 13,417 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $103,000 | -20.8% | 13,417 | 0.0% | 0.02% | -29.2% |
| Q1 2022 | $130,000 | – | 13,417 | – | 0.02% | – |
| Q3 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2015 | $148,000 | 0.0% | 15,230 | 0.0% | 0.11% | +2.9% |
| Q1 2015 | $148,000 | +2.1% | 15,230 | 0.0% | 0.10% | -3.7% |
| Q4 2014 | $145,000 | -1.4% | 15,230 | +3.6% | 0.11% | -17.1% |
| Q3 2014 | $147,000 | +7250.0% | 14,700 | +8205.1% | 0.13% | +6350.0% |
| Q2 2014 | $2,000 | – | 177 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Formidable Asset Management, LLC | 1,463,590 | $12,605,000 | 2.92% |
| RFG Advisory, LLC | 1,764,532 | $15,775,000 | 2.06% |
| Pointe Capital Management LLC | 229,975 | $2,017,000 | 1.72% |
| KMG FIDUCIARY PARTNERS, LLC | 415,218 | $3,604,000 | 0.76% |
| Focused Wealth Management, Inc | 390,648 | $3,426,000 | 0.67% |
| Community Capital Management, LLC | 50,000 | $439,000 | 0.53% |
| Shaker Financial Services, LLC | 132,926 | $1,166,000 | 0.49% |
| David J Yvars Group | 69,780 | $611,000 | 0.41% |
| Northstar Advisory Group, LLC | 56,129 | $492,000 | 0.41% |
| 1607 Capital Partners, LLC | 898,397 | $7,879,000 | 0.39% |