Modera Wealth Management, LLC - EATON VANCE TAX MNGD GBL DV ownership

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
Modera Wealth Management, LLC ownership history of EATON VANCE TAX MNGD GBL DV
ValueSharesWeighting
Q3 2023$110,182
+1.5%
14,950
+9.1%
0.00%0.0%
Q2 2023$108,504
+8.5%
13,700
+7.0%
0.00%
-50.0%
Q1 2023$99,968
+9.4%
12,800
+5.8%
0.00%0.0%
Q4 2022$91,355
+17.1%
12,100
+12.0%
0.00%0.0%
Q3 2022$78,00010,8000.00%
Other shareholders
EATON VANCE TAX MNGD GBL DV shareholders Q1 2023
NameSharesValueWeighting ↓
Formidable Asset Management, LLC 1,463,590$12,605,0002.92%
RFG Advisory, LLC 1,764,532$15,775,0002.06%
Pointe Capital Management LLC 229,975$2,017,0001.72%
KMG FIDUCIARY PARTNERS, LLC 415,218$3,604,0000.76%
Focused Wealth Management, Inc 390,648$3,426,0000.67%
Community Capital Management, LLC 50,000$439,0000.53%
Shaker Financial Services, LLC 132,926$1,166,0000.49%
David J Yvars Group 69,780$611,0000.41%
Northstar Advisory Group, LLC 56,129$492,0000.41%
1607 Capital Partners, LLC 898,397$7,879,0000.39%
View complete list of EATON VANCE TAX MNGD GBL DV shareholders