Plancorp, 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 184 filers reported holding EATON VANCE TAX MNGD GBL DV in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Plancorp, LLC ownership history of EATON VANCE TAX MNGD GBL DV
ValueSharesWeighting
Q3 2023$76,633
-6.9%
10,3980.0%0.00%0.0%
Q2 2023$82,352
+1.4%
10,3980.0%0.00%
-20.0%
Q1 2023$81,208
+3.4%
10,3980.0%0.01%0.0%
Q4 2022$78,505
+4.7%
10,3980.0%0.01%0.0%
Q3 2022$75,000
-6.2%
10,3980.0%0.01%0.0%
Q2 2022$80,000
-20.8%
10,3980.0%0.01%
-28.6%
Q1 2022$101,000
-9.0%
10,3980.0%0.01%0.0%
Q4 2021$111,000
+6.7%
10,3980.0%0.01%0.0%
Q3 2021$104,00010,3980.01%
Other shareholders
EATON VANCE TAX MNGD GBL DV shareholders Q3 2021
NameSharesValueWeighting ↓
Pointe Capital Management LLC 236,319$2,075,0001.74%
KMG FIDUCIARY PARTNERS, LLC 459,338$4,033,0001.23%
Community Capital Management, LLC 112,000$983,360,0000.94%
Focused Wealth Management, Inc 378,554$3,324,0000.78%
IBEX WEALTH ADVISORS 259,321$2,277,0000.70%
Argent Wealth Management LLC 306,773$2,693,0000.45%
Brinker Capital Investments, LLC 1,399,256$12,285,0000.41%
Marks Group Wealth Management, Inc 233,560$2,051,0000.40%
Shaker Financial Services, LLC 90,000$790,0000.36%
Stonebridge Financial Planning Group, LLC 41,590$365,0000.33%
View complete list of EATON VANCE TAX MNGD GBL DV shareholders