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 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
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 Q1 2023
NameSharesValueWeighting ↓
Formidable Asset Management, LLC 1,255,704$9,254,5382.05%
Shaker Financial Services, LLC 457,854$3,374,3841.57%
Pointe Capital Management LLC 174,592$1,286,7430.95%
Karpus Management, Inc. 2,587,355$19,068,8060.64%
Focused Wealth Management, Inc 450,082$3,317,1040.59%
Cornerstone Advisors, LLC 1,391,176$10,252,9670.48%
Northstar Advisory Group, LLC 78,927$581,6920.42%
High Net Worth Advisory Group LLC 135,289$997,0870.40%
KMG FIDUCIARY PARTNERS, LLC 400,437$2,951,2240.39%
David J Yvars Group 59,403$435,8580.36%
View complete list of EATON VANCE TAX MNGD GBL DV shareholders