Geneos Wealth Management Inc. - EATON VANCE SH TM DR DIVR IN ownership

EATON VANCE SH TM DR DIVR IN's ticker is EVG and the CUSIP is 27828V104. A total of 2 filers reported holding EATON VANCE SH TM DR DIVR IN in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of EATON VANCE SH TM DR DIVR IN
ValueSharesWeighting
Q3 2023$12,963
+5.7%
1,2500.0%0.00%0.0%
Q2 2023$12,263
-6.1%
1,2500.0%0.00%0.0%
Q1 2023$13,063
+2.6%
1,2500.0%0.00%0.0%
Q4 2022$12,738
+6.2%
1,2500.0%0.00%0.0%
Q3 2022$12,000
-7.7%
1,2500.0%0.00%0.0%
Q2 2022$13,000
-7.1%
1,2500.0%0.00%0.0%
Q1 2022$14,000
-12.5%
1,2500.0%0.00%0.0%
Q4 2021$16,0000.0%1,2500.0%0.00%0.0%
Q3 2021$16,0000.0%1,2500.0%0.00%0.0%
Q2 2021$16,0000.0%1,2500.0%0.00%
Q1 2021$16,0000.0%1,2500.0%0.00%
-100.0%
Q4 2020$16,000
+14.3%
1,2500.0%0.00%0.0%
Q3 2020$14,0000.0%1,2500.0%0.00%0.0%
Q2 2020$14,000
+7.7%
1,2500.0%0.00%0.0%
Q1 2020$13,000
-18.8%
1,2500.0%0.00%0.0%
Q4 2019$16,0000.0%1,2500.0%0.00%0.0%
Q3 2019$16,0000.0%1,2500.0%0.00%0.0%
Q2 2019$16,0000.0%1,2500.0%0.00%0.0%
Q1 2019$16,000
+6.7%
1,2500.0%0.00%0.0%
Q4 2018$15,000
-6.2%
1,2500.0%0.00%0.0%
Q3 2018$16,0000.0%1,2500.0%0.00%0.0%
Q2 2018$16,000
-5.9%
1,2500.0%0.00%0.0%
Q1 2018$17,0000.0%1,2500.0%0.00%
-50.0%
Q4 2017$17,0000.0%1,2500.0%0.00%0.0%
Q3 2017$17,0000.0%1,2500.0%0.00%0.0%
Q2 2017$17,0000.0%1,2500.0%0.00%0.0%
Q1 2017$17,0000.0%1,2500.0%0.00%0.0%
Q4 2016$17,0000.0%1,2500.0%0.00%0.0%
Q3 2016$17,000
+6.2%
1,2500.0%0.00%0.0%
Q2 2016$16,0000.0%1,2500.0%0.00%0.0%
Q1 2016$16,0001,2500.00%
Other shareholders
EATON VANCE SH TM DR DIVR IN shareholders Q4 2023
NameSharesValueWeighting ↓
SIT INVESTMENT ASSOCIATES INC 3,814,034$53,587,0001.32%
Relative Value Partners Group, LLC 795,115$11,171,0001.31%
WFG Advisors, LP 383,700$5,391,0001.22%
Winning Points Advisors, LLC 74,368$1,045,0001.02%
RIVERNORTH CAPITAL MANAGEMENT, LLC 267,675$3,761,0000.29%
Pointe Capital Management LLC 24,795$348,0000.25%
Kovitz Investment Group Partners, LLC 211,302$2,969,0000.16%
NAPLES GLOBAL ADVISORS, LLC 28,355$398,0000.14%
Institute for Wealth Management, LLC. 20,349$285,0000.08%
NWAM LLC 25,260$355,0000.06%
View complete list of EATON VANCE SH TM DR DIVR IN shareholders