Bogart Wealth, LLC - 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 226 filers reported holding EATON VANCE TAX MNGD GBL DV in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of EATON VANCE TAX MNGD GBL DV
ValueSharesWeighting
Q3 2023$29,134
-6.9%
3,9530.0%0.00%0.0%
Q2 2023$31,308
+0.7%
3,953
-0.7%
0.00%0.0%
Q1 2023$31,099
+3.4%
3,9820.0%0.00%0.0%
Q4 2022$30,064
+3.7%
3,9820.0%0.00%0.0%
Q3 2022$29,000
-6.5%
3,9820.0%0.00%
-33.3%
Q2 2022$31,000
-20.5%
3,9820.0%0.00%0.0%
Q1 2022$39,000
-7.1%
3,9820.0%0.00%
-25.0%
Q4 2021$42,000
+7.7%
3,982
+0.7%
0.00%0.0%
Q3 2021$39,000
-2.5%
3,9530.0%0.00%0.0%
Q2 2021$40,000
+8.1%
3,9530.0%0.00%
-20.0%
Q1 2021$37,000
+8.8%
3,9530.0%0.01%
-16.7%
Q4 2020$34,000
+17.2%
3,9530.0%0.01%0.0%
Q3 2020$29,0000.0%3,9530.0%0.01%
-14.3%
Q2 2020$29,000
+16.0%
3,9530.0%0.01%0.0%
Q1 2020$25,000
-28.6%
3,9530.0%0.01%
-36.4%
Q4 2019$35,0003,9530.01%
Other shareholders
EATON VANCE TAX MNGD GBL DV shareholders Q2 2022
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