Newman & Schimel, 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 190 filers reported holding EATON VANCE TAX MNGD GBL DV in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Newman & Schimel, LLC ownership history of EATON VANCE TAX MNGD GBL DV
ValueSharesWeighting
Q4 2022$99,660
+3.8%
13,2000.0%0.04%
-4.3%
Q3 2022$96,000
-5.9%
13,2000.0%0.05%
-4.1%
Q2 2022$102,000
-20.3%
13,2000.0%0.05%
-41.0%
Q1 2022$128,000
-9.2%
13,2000.0%0.08%
+3.8%
Q4 2021$141,000
+6.8%
13,2000.0%0.08%
-3.6%
Q3 2021$132,000
-2.2%
13,2000.0%0.08%
-2.4%
Q2 2021$135,000
+9.8%
13,2000.0%0.08%
+3.7%
Q1 2021$123,000
+6.0%
13,2000.0%0.08%
-14.6%
Q4 2020$116,00013,2000.10%
Other shareholders
EATON VANCE TAX MNGD GBL DV shareholders Q4 2020
NameSharesValueWeighting ↓
Pointe Capital Management LLC 236,319$2,075,0001.74%
KMG FIDUCIARY PARTNERS, LLC 459,338$4,033,0001.23%
Community Capital Management, LLC 112,000$983,360,0000.94%
Focused Wealth Management, Inc 378,554$3,324,0000.78%
IBEX WEALTH ADVISORS 259,321$2,277,0000.70%
Argent Wealth Management LLC 306,773$2,693,0000.45%
Brinker Capital Investments, LLC 1,399,256$12,285,0000.41%
Marks Group Wealth Management, Inc 233,560$2,051,0000.40%
Shaker Financial Services, LLC 90,000$790,0000.36%
Stonebridge Financial Planning Group, LLC 41,590$365,0000.33%
View complete list of EATON VANCE TAX MNGD GBL DV shareholders