EATON VANCE TAX MNGD GBL DV's ticker is EXG and the CUSIP is 27829F108. A total of 206 filers reported holding EATON VANCE TAX MNGD GBL DV in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,058,720 | +6.2% | 137,139 | +1.4% | 0.39% | -1.8% |
| Q3 2023 | $997,087 | -7.2% | 135,289 | -0.2% | 0.40% | -4.1% |
| Q2 2023 | $1,073,872 | +4.3% | 135,589 | +2.8% | 0.42% | -0.7% |
| Q1 2023 | $1,030,061 | +3.5% | 131,889 | +0.1% | 0.42% | +8.5% |
| Q4 2022 | $994,992 | +34.8% | 131,787 | +29.5% | 0.39% | +22.9% |
| Q3 2022 | $738,000 | +0.1% | 101,761 | +6.4% | 0.32% | +2.9% |
| Q2 2022 | $737,000 | +175.0% | 95,596 | +246.4% | 0.31% | +215.5% |
| Q1 2022 | $268,000 | -5.6% | 27,600 | +3.8% | 0.10% | -2.0% |
| Q4 2021 | $284,000 | – | 26,600 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Formidable Asset Management, LLC | 1,196,586 | $9,287,000 | 2.09% |
| Shaker Financial Services, LLC | 523,008 | $4,032,000 | 1.96% |
| Pointe Capital Management LLC | 176,612 | $1,362,000 | 1.02% |
| KMG FIDUCIARY PARTNERS, LLC | 449,667 | $3,467,000 | 0.65% |
| David J Yvars Group | 57,075 | $444,000 | 0.60% |
| Focused Wealth Management, Inc | 415,920 | $3,207,000 | 0.58% |
| SAXON INTERESTS, INC. | 115,824 | $893,000 | 0.54% |
| Northstar Advisory Group, LLC | 90,725 | $699,000 | 0.52% |
| CENTAURUS FINANCIAL, INC. | 473,584 | $3,651,000 | 0.36% |
| WFA of San Diego, LLC | 52,404 | $404,000 | 0.35% |