EATON VANCE TAX MNGD GBL DV's ticker is EXG and the CUSIP is 27829F108. A total of 218 filers reported holding EATON VANCE TAX MNGD GBL DV in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $354,350 | -6.9% | 48,080 | 0.0% | 0.30% | +3.8% |
| Q2 2023 | $380,794 | +1.4% | 48,080 | 0.0% | 0.29% | +12.4% |
| Q1 2023 | $375,505 | +3.4% | 48,080 | 0.0% | 0.26% | -11.6% |
| Q4 2022 | $363,004 | +4.0% | 48,080 | 0.0% | 0.29% | -1.4% |
| Q3 2022 | $349,000 | -5.9% | 48,080 | 0.0% | 0.30% | -6.0% |
| Q2 2022 | $371,000 | -18.8% | 48,080 | +2.1% | 0.32% | +10.1% |
| Q1 2022 | $457,000 | – | 47,080 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Formidable Asset Management, LLC | 1,463,590 | $12,605,000 | 2.92% |
| RFG Advisory, LLC | 1,764,532 | $15,775,000 | 2.06% |
| Pointe Capital Management LLC | 229,975 | $2,017,000 | 1.72% |
| KMG FIDUCIARY PARTNERS, LLC | 415,218 | $3,604,000 | 0.76% |
| Focused Wealth Management, Inc | 390,648 | $3,426,000 | 0.67% |
| Community Capital Management, LLC | 50,000 | $439,000 | 0.53% |
| Shaker Financial Services, LLC | 132,926 | $1,166,000 | 0.49% |
| David J Yvars Group | 69,780 | $611,000 | 0.41% |
| Northstar Advisory Group, LLC | 56,129 | $492,000 | 0.41% |
| 1607 Capital Partners, LLC | 898,397 | $7,879,000 | 0.39% |