Spire Wealth Management - 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
Spire Wealth Management ownership history of EATON VANCE TAX MNGD GBL DV
ValueSharesWeighting
Q3 2023$118,210
+4.6%
16,039
+12.4%
0.00%0.0%
Q2 2023$113,031
+1.4%
14,2720.0%0.00%0.0%
Q1 2023$111,461
+3715266.7%
14,272
+3441.4%
0.00%
Q4 2022$3
-99.9%
4030.0%0.00%
Q3 2022$3,000
-98.9%
403
-98.9%
0.00%
-100.0%
Q2 2022$274,000
-41.9%
35,500
-26.9%
0.01%
-15.4%
Q1 2022$472,000
-8.0%
48,561
+1.0%
0.01%
+18.2%
Q4 2021$513,000
+8.9%
48,094
+2.0%
0.01%
-8.3%
Q3 2021$471,000
-1.5%
47,164
+0.6%
0.01%
-7.7%
Q2 2021$478,000
+8.9%
46,889
-0.6%
0.01%
+8.3%
Q1 2021$439,00047,1820.01%
Other shareholders
EATON VANCE TAX MNGD GBL DV shareholders Q4 2022
NameSharesValueWeighting ↓
Formidable Asset Management, LLC 1,255,704$9,254,5382.05%
Shaker Financial Services, LLC 457,854$3,374,3841.57%
Pointe Capital Management LLC 174,592$1,286,7430.95%
Karpus Management, Inc. 2,587,355$19,068,8060.64%
Focused Wealth Management, Inc 450,082$3,317,1040.59%
Cornerstone Advisors, LLC 1,391,176$10,252,9670.48%
Northstar Advisory Group, LLC 78,927$581,6920.42%
High Net Worth Advisory Group LLC 135,289$997,0870.40%
KMG FIDUCIARY PARTNERS, LLC 400,437$2,951,2240.39%
David J Yvars Group 59,403$435,8580.36%
View complete list of EATON VANCE TAX MNGD GBL DV shareholders