EATON VANCE TAX MNGD GBL DV's ticker is EXG and the CUSIP is 27829F108. A total of 225 filers reported holding EATON VANCE TAX MNGD GBL DV in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,109,767 | -21.2% | 150,579 | -15.3% | 0.15% | -20.5% |
| Q2 2023 | $1,407,590 | -19.9% | 177,726 | -21.0% | 0.18% | -22.6% |
| Q1 2023 | $1,756,243 | +82.8% | 224,871 | +76.7% | 0.24% | +69.5% |
| Q4 2022 | $960,571 | +152.1% | 127,228 | +157.5% | 0.14% | +176.5% |
| Q2 2022 | $381,000 | +6.1% | 49,410 | +1.4% | 0.05% | -22.7% |
| Q3 2020 | $359,000 | -15.3% | 48,747 | -15.2% | 0.07% | -5.7% |
| Q2 2020 | $424,000 | -15.7% | 57,516 | -5.1% | 0.07% | +75.0% |
| Q2 2019 | $503,000 | +71.7% | 60,622 | +68.3% | 0.04% | +42.9% |
| Q1 2019 | $293,000 | -86.0% | 36,010 | -86.2% | 0.03% | -90.2% |
| Q4 2016 | $2,090,000 | +64.7% | 260,607 | +81.8% | 0.28% | +80.4% |
| Q4 2015 | $1,269,000 | +51.6% | 143,379 | +42.2% | 0.16% | +38.6% |
| Q3 2015 | $837,000 | +481.2% | 100,838 | +565.4% | 0.11% | +60.6% |
| Q4 2014 | $144,000 | -22.2% | 15,155 | -17.9% | 0.07% | -58.2% |
| Q4 2013 | $185,000 | – | 18,459 | – | 0.17% | – |
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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% |