EATON VANCE TAX MNGD GBL DV's ticker is EXG and the CUSIP is 27829F108. A total of 152 filers reported holding EATON VANCE TAX MNGD GBL DV in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $50,989 | +1.4% | 6,438 | 0.0% | 0.02% | -15.4% |
| Q1 2023 | $50,281 | +3.4% | 6,438 | 0.0% | 0.03% | -3.7% |
| Q4 2022 | $48,607 | +3.4% | 6,438 | 0.0% | 0.03% | -6.9% |
| Q3 2022 | $47,000 | -9.6% | 6,438 | 0.0% | 0.03% | -6.5% |
| Q2 2022 | $52,000 | -17.5% | 6,438 | 0.0% | 0.03% | -16.2% |
| Q1 2022 | $63,000 | -8.7% | 6,438 | 0.0% | 0.04% | -9.8% |
| Q4 2021 | $69,000 | +4.5% | 6,438 | 0.0% | 0.04% | -12.8% |
| Q2 2021 | $66,000 | +842.9% | 6,438 | +689.0% | 0.05% | +487.5% |
| Q3 2019 | $7,000 | 0.0% | 816 | +2.3% | 0.01% | 0.0% |
| Q2 2019 | $7,000 | +16.7% | 798 | +2.3% | 0.01% | +33.3% |
| Q1 2019 | $6,000 | 0.0% | 780 | +2.4% | 0.01% | -14.3% |
| Q4 2018 | $6,000 | – | 762 | – | 0.01% | – |
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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% |