EATON VANCE TAX MNGD GBL DV's ticker is EXG and the CUSIP is 27829F108. A total of 224 filers reported holding EATON VANCE TAX MNGD GBL DV in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $789,986 | -5.8% | 99,746 | -7.1% | 0.42% | -10.8% |
| Q1 2023 | $838,402 | -21.2% | 107,350 | -21.9% | 0.47% | -21.9% |
| Q4 2022 | $1,064,552 | -2.0% | 137,539 | -1.2% | 0.61% | -8.3% |
| Q3 2022 | $1,086,000 | +21.6% | 139,199 | +20.2% | 0.66% | +22.4% |
| Q2 2022 | $893,000 | -22.6% | 115,824 | -2.6% | 0.54% | -12.0% |
| Q1 2022 | $1,154,000 | +17.2% | 118,864 | +28.1% | 0.62% | +10.2% |
| Q4 2021 | $985,000 | – | 92,804 | – | 0.56% | – |
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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% |