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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $158,207 | -82.3% | 21,466 | -81.0% | 0.00% | -83.3% |
| Q2 2023 | $896,356 | -4.9% | 113,176 | -6.2% | 0.01% | -14.3% |
| Q1 2023 | $942,399 | +45.9% | 120,665 | +41.1% | 0.01% | +40.0% |
| Q4 2022 | $645,919 | +48.5% | 85,527 | +43.6% | 0.01% | +25.0% |
| Q3 2022 | $434,833 | +42.1% | 59,561 | +49.9% | 0.01% | +33.3% |
| Q2 2022 | $306,000 | -44.1% | 39,736 | -29.5% | 0.01% | -33.3% |
| Q1 2022 | $547,000 | – | 56,343 | – | 0.01% | – |
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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% |