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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $76,654 | -6.9% | 10,401 | +0.0% | 0.01% | 0.0% |
| Q2 2023 | $82,369 | +1.4% | 10,400 | +0.0% | 0.01% | 0.0% |
| Q1 2023 | $81,209 | +3.5% | 10,398 | +0.0% | 0.01% | 0.0% |
| Q4 2022 | $78,485 | +4.6% | 10,395 | +0.0% | 0.01% | -14.3% |
| Q3 2022 | $75,000 | -37.0% | 10,394 | -32.5% | 0.01% | -36.4% |
| Q2 2022 | $119,000 | -29.6% | 15,401 | -11.7% | 0.01% | -15.4% |
| Q1 2022 | $169,000 | -8.6% | 17,448 | +0.5% | 0.01% | -7.1% |
| Q4 2021 | $185,000 | -14.0% | 17,361 | -29.0% | 0.01% | -39.1% |
| Q4 2020 | $215,000 | – | 24,459 | – | 0.02% | – |
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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% |