WFA of San Diego, 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 241 filers reported holding EATON VANCE TAX MNGD GBL DV in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
WFA of San Diego, LLC ownership history of EATON VANCE TAX MNGD GBL DV
ValueSharesWeighting
Q2 2024$66,755
-63.0%
7,900
-65.3%
0.06%
-66.1%
Q2 2023$180,378
-23.8%
22,775
-24.9%
0.18%
-28.6%
Q1 2023$236,799
-11.2%
30,320
-14.2%
0.25%
+21.6%
Q4 2022$266,666
-23.2%
35,320
-26.2%
0.20%
-34.8%
Q3 2022$347,000
-14.1%
47,850
-8.7%
0.31%
-9.5%
Q2 2022$404,000
-29.1%
52,404
-10.8%
0.35%
-20.3%
Q1 2022$570,000
-28.8%
58,748
-21.8%
0.43%
-6.9%
Q4 2021$801,000
+770.7%
75,086
+618.5%
0.47%
+2018.2%
Q2 2020$92,00010,4500.02%
Other shareholders
EATON VANCE TAX MNGD GBL DV shareholders Q2 2024
NameSharesValueWeighting ↓
Formidable Asset Management, LLC 660,350$5,755,0003.99%
Pointe Capital Management LLC 482,318$4,269,0003.09%
Shaker Financial Services, LLC 459,506$4,067,0002.82%
DOLIVER ADVISORS, LP 335,723$2,971,0002.35%
Advocacy Wealth Management Services, LLC 93,175$826,0000.93%
OTA Financial Group L.P. 37,814$313,0000.75%
Focused Wealth Management, Inc 130,933$1,159,0000.67%
NEXT Financial Group, Inc 175,053$1,549,0000.58%
Vident Investment Advisory, LLC 373,284$3,304,0000.42%
Cypress Capital Management LLC (WY) 36,125$319,706,0000.40%
View complete list of EATON VANCE TAX MNGD GBL DV shareholders