EATON VANCE TAX MNGD GBL DV's ticker is EXG and the CUSIP is 27829F108. A total of 224 filers reported holding EATON VANCE TAX MNGD GBL DV in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $581,692 | -25.5% | 78,927 | -19.9% | 0.42% | -17.0% |
| Q2 2023 | $780,619 | +6.4% | 98,563 | +4.9% | 0.51% | -6.9% |
| Q1 2023 | $733,984 | +7.2% | 93,980 | +3.6% | 0.55% | +1.5% |
| Q4 2022 | $684,974 | +4.1% | 90,725 | 0.0% | 0.54% | -8.3% |
| Q3 2022 | $658,000 | -5.9% | 90,725 | 0.0% | 0.59% | +13.7% |
| Q2 2022 | $699,000 | -20.1% | 90,725 | +0.6% | 0.52% | -7.8% |
| Q1 2022 | $875,000 | +47.8% | 90,155 | +62.6% | 0.56% | +60.4% |
| Q4 2021 | $592,000 | +6.5% | 55,455 | +1.7% | 0.35% | +0.9% |
| Q2 2021 | $556,000 | +6.5% | 54,505 | -2.9% | 0.35% | -12.8% |
| Q1 2021 | $522,000 | +6.1% | 56,129 | 0.0% | 0.40% | -3.4% |
| Q4 2020 | $492,000 | – | 56,129 | – | 0.41% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Formidable Asset Management, LLC | 1,196,586 | $9,287,000 | 2.09% |
| Shaker Financial Services, LLC | 523,008 | $4,032,000 | 1.96% |
| Pointe Capital Management LLC | 176,612 | $1,362,000 | 1.02% |
| KMG FIDUCIARY PARTNERS, LLC | 449,667 | $3,467,000 | 0.65% |
| David J Yvars Group | 57,075 | $444,000 | 0.60% |
| Focused Wealth Management, Inc | 415,920 | $3,207,000 | 0.58% |
| SAXON INTERESTS, INC. | 115,824 | $893,000 | 0.54% |
| Northstar Advisory Group, LLC | 90,725 | $699,000 | 0.52% |
| CENTAURUS FINANCIAL, INC. | 473,584 | $3,651,000 | 0.36% |
| WFA of San Diego, LLC | 52,404 | $404,000 | 0.35% |