EATON VANCE TAX MNGD GBL DV's ticker is EXG and the CUSIP is 27829F108. A total of 4 filers reported holding EATON VANCE TAX MNGD GBL DV in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $84,755 | -6.9% | 11,500 | 0.0% | 0.02% | -5.0% |
| Q2 2023 | $91,080 | +1.4% | 11,500 | 0.0% | 0.02% | -4.8% |
| Q1 2023 | $89,815 | +3.7% | 11,500 | 0.0% | 0.02% | -30.0% |
| Q4 2022 | $86,595 | +4.3% | 11,500 | 0.0% | 0.03% | -9.1% |
| Q3 2022 | $83,000 | -18.6% | 11,500 | 0.0% | 0.03% | -5.7% |
| Q2 2022 | $102,000 | -8.9% | 11,500 | 0.0% | 0.04% | +2.9% |
| Q1 2022 | $112,000 | -8.9% | 11,500 | 0.0% | 0.03% | -5.6% |
| Q4 2021 | $123,000 | 0.0% | 11,500 | 0.0% | 0.04% | -2.7% |
| Q3 2021 | $123,000 | +5.1% | 11,500 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $117,000 | +5.4% | 11,500 | 0.0% | 0.04% | +5.7% |
| Q1 2021 | $111,000 | +9.9% | 11,500 | 0.0% | 0.04% | -7.9% |
| Q4 2020 | $101,000 | – | 11,500 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Formidable Asset Management, LLC | 656,532 | $5,699,000 | 2.83% |
| Pointe Capital Management LLC | 420,925 | $3,654,000 | 2.66% |
| Focused Wealth Management, Inc | 204,960 | $1,779,000 | 0.78% |
| Vident Investment Advisory, LLC | 507,777 | $4,408,000 | 0.59% |
| NINE MASTS CAPITAL Ltd | 228,425 | $1,983,000 | 0.40% |
| DOLIVER ADVISORS, LP | 37,458 | $325,000 | 0.28% |
| NEXT Financial Group, Inc | 165,808 | $1,439,000 | 0.26% |
| Brinker Capital Investments, LLC | 679,333 | $5,897,000 | 0.25% |
| ANCORA FAMILY WEALTH ADVISORS, LLC | 58,651 | $509,000 | 0.17% |
| CFO4Life, L.P. | 21,688 | $188,000 | 0.16% |