IFP Advisors, Inc - 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 224 filers reported holding EATON VANCE TAX MNGD GBL DV in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of EATON VANCE TAX MNGD GBL DV
ValueSharesWeighting
Q3 2023$12,529
+25.3%
1,700
+55.8%
0.00%
Q3 2022$10,0000.0%1,0910.0%0.00%
Q2 2022$10,0000.0%1,0910.0%0.00%
Q1 2022$10,000
-73.0%
1,091
-75.8%
0.00%
-100.0%
Q1 2019$37,000
-33.9%
4,503
-39.4%
0.01%
+66.7%
Q4 2018$56,000
-81.7%
7,433
-76.9%
0.00%
-75.0%
Q3 2018$306,000
-12.8%
32,231
-14.7%
0.01%
-20.0%
Q2 2018$351,000
+2.6%
37,780
+3.6%
0.02%
-6.2%
Q1 2018$342,0000.0%36,4610.0%0.02%0.0%
Q4 2017$342,000
-32.7%
36,461
-32.9%
0.02%
-20.0%
Q3 2017$508,000
-18.3%
54,314
-19.9%
0.02%
-23.1%
Q2 2017$622,000
+16.0%
67,834
+7.9%
0.03%
+13.0%
Q1 2017$536,000
-23.5%
62,896
-28.1%
0.02%
-32.4%
Q4 2016$701,000
-18.6%
87,441
-11.8%
0.03%
-24.4%
Q3 2016$861,000
-4.1%
99,182
-5.5%
0.04%
-10.0%
Q2 2016$898,000
+2327.0%
104,900
+2229.6%
0.05%
+900.0%
Q1 2016$37,000
-95.2%
4,503
-94.8%
0.01%
-90.4%
Q4 2015$771,00087,1580.05%
Other shareholders
EATON VANCE TAX MNGD GBL DV shareholders Q3 2023
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