EATON VANCE TAX MNGD GBL DV's ticker is EXG and the CUSIP is 27829F108. A total of 206 filers reported holding EATON VANCE TAX MNGD GBL DV in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $133,375 | +12.7% | 18,097 | +21.1% | 0.00% | 0.0% |
| Q2 2023 | $118,396 | -16.2% | 14,949 | -17.4% | 0.00% | -33.3% |
| Q1 2023 | $141,309 | -38.7% | 18,093 | -40.7% | 0.01% | -50.0% |
| Q4 2022 | $230,530 | +8.2% | 30,534 | +4.1% | 0.01% | 0.0% |
| Q3 2022 | $213,000 | +2.4% | 29,335 | +8.7% | 0.01% | 0.0% |
| Q2 2022 | $208,000 | -6.3% | 26,984 | +18.1% | 0.01% | +9.1% |
| Q1 2022 | $222,000 | +41.4% | 22,841 | +55.5% | 0.01% | +37.5% |
| Q4 2021 | $157,000 | +41.4% | 14,685 | +32.0% | 0.01% | +33.3% |
| Q3 2021 | $111,000 | -1.8% | 11,125 | +0.4% | 0.01% | -14.3% |
| Q2 2021 | $113,000 | +9.7% | 11,077 | +0.4% | 0.01% | 0.0% |
| Q1 2021 | $103,000 | +12.0% | 11,032 | +5.3% | 0.01% | 0.0% |
| Q4 2020 | $92,000 | – | 10,474 | – | 0.01% | – |
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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% |