Bartlett & Co. 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 228 filers reported holding EATON VANCE TAX MNGD GBL DV in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Bartlett & Co. LLC ownership history of EATON VANCE TAX MNGD GBL DV
ValueSharesWeighting
Q4 2023$45
+7.1%
5,7500.0%0.00%0.0%
Q3 2023$42
-8.7%
5,7500.0%0.00%0.0%
Q2 2023$46
+666.7%
5,750
+666.7%
0.00%
Q1 2023$60.0%7500.0%0.00%
Q4 2022$6
-99.9%
7500.0%0.00%
Q3 2022$5,000
-16.7%
7500.0%0.00%
Q2 2022$6,000
-14.3%
7500.0%0.00%
Q1 2022$7,0000.0%7500.0%0.00%
Q3 2021$7,000
-12.5%
7500.0%0.00%
Q2 2021$8,000
+14.3%
7500.0%0.00%
Q1 2021$7,0000.0%7500.0%0.00%
Q4 2020$7,000
+16.7%
7500.0%0.00%
Q3 2020$6,0000.0%7500.0%0.00%
Q2 2020$6,000
-57.1%
750
-66.7%
0.00%
Q1 2020$14,000
-33.3%
2,250
-10.0%
0.00%
-100.0%
Q3 2019$21,0000.0%2,5000.0%0.00%0.0%
Q2 2019$21,000
+5.0%
2,5000.0%0.00%0.0%
Q1 2019$20,000
+5.3%
2,5000.0%0.00%0.0%
Q4 2018$19,0002,5000.00%
Other shareholders
EATON VANCE TAX MNGD GBL DV shareholders Q4 2022
NameSharesValueWeighting ↓
Formidable Asset Management, LLC 1,196,586$9,287,0002.09%
Shaker Financial Services, LLC 523,008$4,032,0001.96%
Pointe Capital Management LLC 176,612$1,362,0001.02%
KMG FIDUCIARY PARTNERS, LLC 449,667$3,467,0000.65%
David J Yvars Group 57,075$444,0000.60%
Focused Wealth Management, Inc 415,920$3,207,0000.58%
SAXON INTERESTS, INC. 115,824$893,0000.54%
Northstar Advisory Group, LLC 90,725$699,0000.52%
CENTAURUS FINANCIAL, INC. 473,584$3,651,0000.36%
WFA of San Diego, LLC 52,404$404,0000.35%
View complete list of EATON VANCE TAX MNGD GBL DV shareholders