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 | $123,019 | -16.5% | 16,692 | -10.3% | 0.14% | -1.4% |
| Q2 2023 | $147,309 | -30.4% | 18,600 | -31.4% | 0.15% | -26.5% |
| Q1 2023 | $211,767 | -28.4% | 27,115 | -30.8% | 0.20% | -38.8% |
| Q4 2022 | $295,737 | +0.6% | 39,170 | -3.3% | 0.33% | +3.5% |
| Q3 2022 | $294,000 | -8.1% | 40,518 | -2.3% | 0.32% | -5.1% |
| Q2 2022 | $320,000 | +13.5% | 41,469 | +42.7% | 0.33% | +35.4% |
| Q1 2022 | $282,000 | -48.8% | 29,053 | -43.7% | 0.25% | -43.2% |
| Q4 2021 | $551,000 | +103.3% | 51,621 | +92.9% | 0.43% | +72.5% |
| Q3 2021 | $271,000 | +100.7% | 26,762 | +102.8% | 0.25% | +130.3% |
| Q2 2021 | $135,000 | -1.5% | 13,194 | -10.2% | 0.11% | -18.7% |
| Q1 2021 | $137,000 | -14.4% | 14,699 | -19.3% | 0.13% | -19.3% |
| Q4 2020 | $160,000 | – | 18,225 | – | 0.17% | – |
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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% |