Kestra Advisory Services, 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 228 filers reported holding EATON VANCE TAX MNGD GBL DV in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of EATON VANCE TAX MNGD GBL DV
ValueSharesWeighting
Q3 2023$355,153
-65.5%
48,189
-62.9%
0.00%
-70.0%
Q2 2023$1,029,893
+220.2%
130,037
+215.8%
0.01%
+233.3%
Q1 2023$321,607
-8.1%
41,179
-11.2%
0.00%0.0%
Q4 2022$350,139
-99.9%
46,376
-51.6%
0.00%
-25.0%
Q3 2022$347,347,000
+94032.0%
95,782
+100.3%
0.00%0.0%
Q2 2022$369,000
-23.9%
47,825
-4.3%
0.00%
-20.0%
Q1 2022$485,000
-65.5%
49,963
-62.0%
0.01%
-64.3%
Q4 2021$1,404,000
+3.4%
131,629
-3.1%
0.01%0.0%
Q3 2021$1,358,000
+6.1%
135,893
+8.3%
0.01%
-6.7%
Q2 2021$1,280,000
+216.0%
125,475
+188.5%
0.02%
+200.0%
Q1 2021$405,000
-53.3%
43,495
-56.2%
0.01%
-50.0%
Q4 2020$868,000
-99.6%
99,215
+271.0%
0.01%
+150.0%
Q3 2020$197,000,00026,7430.00%
Other shareholders
EATON VANCE TAX MNGD GBL DV shareholders Q4 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