Stonebridge Financial Planning Group, 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
Stonebridge Financial Planning Group, LLC ownership history of EATON VANCE TAX MNGD GBL DV
ValueSharesWeighting
Q3 2023$202,332
-6.8%
27,453
+0.2%
0.13%
-1.5%
Q2 2023$217,019
+1.6%
27,401
+0.2%
0.13%
-4.3%
Q1 2023$213,610
+3.6%
27,351
+0.2%
0.14%
+0.7%
Q4 2022$206,122
-7.6%
27,301
-11.2%
0.14%
-12.2%
Q3 2022$223,000
-5.9%
30,748
+0.2%
0.16%
-3.1%
Q2 2022$237,000
-20.5%
30,691
+0.1%
0.16%
-3.6%
Q1 2022$298,0000.0%30,655
+0.1%
0.17%
+7.1%
Q4 2021$298,000
-10.0%
30,624
-1.5%
0.16%
-3.7%
Q3 2021$331,0000.0%31,095
-4.4%
0.16%
-8.0%
Q2 2021$331,000
-7.0%
32,542
-13.2%
0.18%
-15.4%
Q1 2021$356,000
+7.2%
37,477
-1.1%
0.21%
-1.0%
Q4 2020$332,000
+12.5%
37,907
+0.2%
0.21%
-0.9%
Q3 2020$295,000
+2.4%
37,829
-2.4%
0.21%
-13.5%
Q2 2020$288,000
+3.2%
38,749
-7.0%
0.24%
-11.9%
Q1 2020$279,000
-23.6%
41,665
+0.2%
0.28%
-15.8%
Q4 2019$365,00041,5900.33%
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