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 4 filers reported holding EATON VANCE TAX MNGD GBL DV in Q4 2023. 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 Q4 2023
NameSharesValueWeighting ↓
Formidable Asset Management, LLC 656,532$5,699,0002.83%
Pointe Capital Management LLC 420,925$3,654,0002.66%
Focused Wealth Management, Inc 204,960$1,779,0000.78%
Vident Investment Advisory, LLC 507,777$4,408,0000.59%
NINE MASTS CAPITAL Ltd 228,425$1,983,0000.40%
DOLIVER ADVISORS, LP 37,458$325,0000.28%
NEXT Financial Group, Inc 165,808$1,439,0000.26%
Brinker Capital Investments, LLC 679,333$5,897,0000.25%
ANCORA FAMILY WEALTH ADVISORS, LLC 58,651$509,0000.17%
CFO4Life, L.P. 21,688$188,0000.16%
View complete list of EATON VANCE TAX MNGD GBL DV shareholders