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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $38,000 | +46.2% | 4,122 | 0.0% | 0.00% | -25.0% |
| Q1 2020 | $26,000 | +8.3% | 4,122 | +47.9% | 0.00% | +33.3% |
| Q4 2019 | $24,000 | +4.3% | 2,787 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $23,000 | -61.0% | 2,787 | -60.9% | 0.00% | -66.7% |
| Q2 2019 | $59,000 | -6.3% | 7,137 | -8.5% | 0.01% | -18.2% |
| Q1 2019 | $63,000 | -6.0% | 7,797 | -13.3% | 0.01% | -15.4% |
| Q4 2018 | $67,000 | -21.2% | 8,997 | 0.0% | 0.01% | -18.8% |
| Q3 2018 | $85,000 | +25.0% | 8,997 | +23.6% | 0.02% | +23.1% |
| Q2 2018 | $68,000 | +54.5% | 7,277 | +52.0% | 0.01% | +30.0% |
| Q1 2018 | $44,000 | +131.6% | 4,787 | +139.4% | 0.01% | +100.0% |
| Q4 2017 | $19,000 | – | 2,000 | – | 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% |