EATON VANCE TAX MNGD GBL DV's ticker is EXG and the CUSIP is 27829F108. A total of 190 filers reported holding EATON VANCE TAX MNGD GBL DV in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $525,187 | +3.3% | 71,260 | +11.0% | 0.02% | -4.2% |
| Q2 2023 | $508,584 | +14.9% | 64,215 | +13.3% | 0.02% | -20.0% |
| Q1 2023 | $442,515 | +28.7% | 56,660 | +24.4% | 0.03% | +25.0% |
| Q4 2022 | $343,789 | -73.5% | 45,535 | -67.3% | 0.02% | -85.9% |
| Q1 2021 | $1,296,000 | +5.8% | 139,309 | -0.3% | 0.17% | +6.9% |
| Q4 2020 | $1,225,000 | +16.1% | 139,659 | -2.6% | 0.16% | -4.2% |
| Q3 2020 | $1,055,000 | +0.4% | 143,384 | +0.6% | 0.17% | -7.8% |
| Q2 2020 | $1,051,000 | +15.4% | 142,494 | -0.2% | 0.18% | -9.5% |
| Q1 2020 | $911,000 | – | 142,814 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Formidable Asset Management, LLC | 1,196,586 | $9,287,000 | 2.09% |
| Shaker Financial Services, LLC | 523,008 | $4,032,000 | 1.96% |
| Pointe Capital Management LLC | 176,612 | $1,362,000 | 1.02% |
| KMG FIDUCIARY PARTNERS, LLC | 449,667 | $3,467,000 | 0.65% |
| David J Yvars Group | 57,075 | $444,000 | 0.60% |
| Focused Wealth Management, Inc | 415,920 | $3,207,000 | 0.58% |
| SAXON INTERESTS, INC. | 115,824 | $893,000 | 0.54% |
| Northstar Advisory Group, LLC | 90,725 | $699,000 | 0.52% |
| CENTAURUS FINANCIAL, INC. | 473,584 | $3,651,000 | 0.36% |
| WFA of San Diego, LLC | 52,404 | $404,000 | 0.35% |