KMG FIDUCIARY PARTNERS, 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 206 filers reported holding EATON VANCE TAX MNGD GBL DV in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
KMG FIDUCIARY PARTNERS, LLC ownership history of EATON VANCE TAX MNGD GBL DV
ValueSharesWeighting
Q3 2023$2,951,224
-6.5%
400,437
+0.5%
0.39%
-4.4%
Q2 2023$3,155,462
+2.0%
398,417
+0.6%
0.41%
-8.1%
Q1 2023$3,092,151
+31.0%
395,922
+26.7%
0.44%
+14.4%
Q4 2022$2,360,151
-4.1%
312,603
-7.9%
0.39%
-18.0%
Q3 2022$2,460,000
-29.0%
339,305
-24.5%
0.47%
-26.8%
Q2 2022$3,467,000
-19.5%
449,667
+1.4%
0.65%
-6.1%
Q1 2022$4,306,000
+1.9%
443,510
+11.9%
0.69%
+5.2%
Q4 2021$4,227,000
+1.4%
396,191
-5.0%
0.65%
-7.8%
Q3 2021$4,167,000
-7.1%
417,124
-5.1%
0.71%
-10.5%
Q2 2021$4,485,000
+11.8%
439,678
+1.9%
0.79%
+1.3%
Q1 2021$4,011,000
+11.3%
431,309
+3.9%
0.78%
+2.9%
Q4 2020$3,604,000
+27.6%
415,218
+8.2%
0.76%
+8.3%
Q3 2020$2,824,000
+5.6%
383,758
+5.9%
0.70%
-5.5%
Q2 2020$2,675,000
+23.2%
362,437
+6.5%
0.74%
+5.4%
Q1 2020$2,171,000
-46.2%
340,262
-25.9%
0.70%
-42.6%
Q4 2019$4,033,000
+7.3%
459,338
+0.4%
1.23%
-3.7%
Q3 2019$3,760,000
-0.3%
457,412
+0.5%
1.28%
-6.4%
Q2 2019$3,771,000
+4.1%
454,913
+2.2%
1.36%
-0.9%
Q1 2019$3,624,000
+16.6%
445,195
+6.8%
1.38%
-2.6%
Q4 2018$3,109,000416,7561.41%
Other shareholders
EATON VANCE TAX MNGD GBL DV shareholders Q4 2021
NameSharesValueWeighting ↓
Formidable Asset Management, LLC 1,255,704$9,254,5382.05%
Shaker Financial Services, LLC 457,854$3,374,3841.57%
Pointe Capital Management LLC 174,592$1,286,7430.95%
Karpus Management, Inc. 2,587,355$19,068,8060.64%
Focused Wealth Management, Inc 450,082$3,317,1040.59%
Cornerstone Advisors, LLC 1,391,176$10,252,9670.48%
Northstar Advisory Group, LLC 78,927$581,6920.42%
High Net Worth Advisory Group LLC 135,289$997,0870.40%
KMG FIDUCIARY PARTNERS, LLC 400,437$2,951,2240.39%
David J Yvars Group 59,403$435,8580.36%
View complete list of EATON VANCE TAX MNGD GBL DV shareholders