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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $104,568 | +4.6% | 13,850 | -0.0% | 0.00% | 0.0% |
| Q3 2022 | $100,000 | -6.5% | 13,851 | -0.0% | 0.00% | -50.0% |
| Q2 2022 | $107,000 | -20.7% | 13,855 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $135,000 | -40.5% | 13,855 | -35.0% | 0.00% | -50.0% |
| Q4 2021 | $227,000 | +27.5% | 21,309 | +19.4% | 0.00% | +100.0% |
| Q3 2021 | $178,000 | -2.2% | 17,850 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $182,000 | -3.7% | 17,850 | -12.3% | 0.00% | -33.3% |
| Q1 2021 | $189,000 | +6.2% | 20,350 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $178,000 | +81.6% | 20,350 | +52.4% | 0.00% | +50.0% |
| Q3 2020 | $98,000 | – | 13,350 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Formidable Asset Management, LLC | 1,463,590 | $12,605,000 | 2.92% |
| RFG Advisory, LLC | 1,764,532 | $15,775,000 | 2.06% |
| Pointe Capital Management LLC | 229,975 | $2,017,000 | 1.72% |
| KMG FIDUCIARY PARTNERS, LLC | 415,218 | $3,604,000 | 0.76% |
| Focused Wealth Management, Inc | 390,648 | $3,426,000 | 0.67% |
| Community Capital Management, LLC | 50,000 | $439,000 | 0.53% |
| Shaker Financial Services, LLC | 132,926 | $1,166,000 | 0.49% |
| David J Yvars Group | 69,780 | $611,000 | 0.41% |
| Northstar Advisory Group, LLC | 56,129 | $492,000 | 0.41% |
| 1607 Capital Partners, LLC | 898,397 | $7,879,000 | 0.39% |