Institute for Wealth Management, LLC. - EATON VANCE TX MGD DIV EQ IN ownership

EATON VANCE TX MGD DIV EQ IN's ticker is ETY and the CUSIP is 27828N102. A total of 151 filers reported holding EATON VANCE TX MGD DIV EQ IN in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of EATON VANCE TX MGD DIV EQ IN
ValueSharesWeighting
Q2 2023$125,223
+6.8%
10,0500.0%0.02%
-4.5%
Q1 2023$117,284
+4.9%
10,050
-2.4%
0.02%
-8.3%
Q4 2022$111,858
-0.1%
10,3000.0%0.02%
-4.0%
Q3 2022$112,000
-4.3%
10,3000.0%0.02%
+8.7%
Q2 2022$117,000
-18.8%
10,3000.0%0.02%0.0%
Q1 2022$144,000
-7.1%
10,3000.0%0.02%
-8.0%
Q4 2021$155,000
+7.6%
10,3000.0%0.02%0.0%
Q3 2021$144,000
-0.7%
10,3000.0%0.02%0.0%
Q2 2021$145,000
+9.8%
10,3000.0%0.02%0.0%
Q1 2021$132,000
+4.8%
10,3000.0%0.02%0.0%
Q4 2020$126,000
+12.5%
10,3000.0%0.02%
-3.8%
Q3 2020$112,000
+0.9%
10,3000.0%0.03%
-3.7%
Q2 2020$111,000
+15.6%
10,3000.0%0.03%
-10.0%
Q1 2020$96,000
-27.3%
10,300
-2.4%
0.03%0.0%
Q4 2019$132,000
-5.0%
10,550
-9.9%
0.03%
-14.3%
Q3 2019$139,000
-0.7%
11,7100.0%0.04%
+12.9%
Q2 2019$140,000
+6.1%
11,7100.0%0.03%
+6.9%
Q1 2019$132,000
+10.9%
11,7100.0%0.03%
-40.8%
Q4 2018$119,000
-27.0%
11,710
-11.1%
0.05%
+28.9%
Q4 2017$163,000
+10.9%
13,1790.0%0.04%
-5.0%
Q2 2017$147,00013,1790.04%
Other shareholders
EATON VANCE TX MGD DIV EQ IN shareholders Q3 2021
NameSharesValueWeighting ↓
MATRIX PRIVATE CAPITAL GROUP LLC 589,282$6,800,3145.07%
Pointe Capital Management LLC 151,614$1,749,6221.29%
Golden Green, Inc. 103,233$1,191,3091.22%
New Legacy Group, LLC 37,500$432,7501.18%
RFG Advisory, LLC 1,268,330$14,636,5230.65%
Heron Bay Capital Management 200,848$2,317,7830.62%
ELCO Management Co., LLC 56,900$656,6260.47%
Shaker Financial Services, LLC 76,836$886,6880.41%
C2C Wealth Management, LLC 244,394$2,836,1920.40%
GUARDIAN WEALTH ADVISORS, LLC / NC 190,483$2,198,1740.37%
View complete list of EATON VANCE TX MGD DIV EQ IN shareholders