Marks Group Wealth Management, Inc - 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 228 filers reported holding EATON VANCE TAX MNGD GBL DV in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Marks Group Wealth Management, Inc ownership history of EATON VANCE TAX MNGD GBL DV
ValueSharesWeighting
Q3 2023$1,646,502
-6.9%
223,4060.0%0.20%
-2.9%
Q2 2023$1,769,376
+1.4%
223,4060.0%0.21%
-5.8%
Q1 2023$1,744,801
+1.0%
223,406
-2.4%
0.22%
-5.5%
Q4 2022$1,727,576
+2.3%
228,818
-1.8%
0.24%
-8.2%
Q3 2022$1,689,000
-6.3%
232,942
-0.4%
0.26%
-1.2%
Q2 2022$1,803,000
-20.0%
233,798
+0.7%
0.26%
-8.1%
Q1 2022$2,255,000
-9.1%
232,262
-0.1%
0.28%
-6.3%
Q4 2021$2,481,000
+6.8%
232,541
-0.0%
0.30%
-3.8%
Q3 2021$2,324,000
-2.1%
232,6520.0%0.31%
-3.7%
Q2 2021$2,373,000
+9.6%
232,652
-0.1%
0.33%
+1.6%
Q1 2021$2,165,000
+5.8%
232,876
-0.2%
0.32%
+0.6%
Q4 2020$2,046,000
+19.0%
233,318
-0.1%
0.32%
+2.6%
Q3 2020$1,719,000
-0.2%
233,5600.0%0.31%
-11.1%
Q2 2020$1,723,000
+15.6%
233,5600.0%0.35%
-9.1%
Q1 2020$1,490,000
-27.4%
233,5600.0%0.38%
-4.5%
Q4 2019$2,051,000233,5600.40%
Other shareholders
EATON VANCE TAX MNGD GBL DV shareholders Q1 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