BARTLETT & CO. WEALTH MANAGEMENT LLC - EATON VANCE TAX MNGD GBL DV ownership

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EATON VANCE TAX MNGD GBL DV's ticker is EXG and the CUSIP is 27829F108. A total of 239 filers reported holding EATON VANCE TAX MNGD GBL DV in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
BARTLETT & CO. WEALTH MANAGEMENT LLC ownership history of EATON VANCE TAX MNGD GBL DV
ValueSharesWeighting
Q2 2024$48,588
+3.6%
5,7500.0%0.00%0.0%
Q1 2024$46,920
+4.4%
5,7500.0%0.00%0.0%
Q4 2023$44,938
+6.0%
5,7500.0%0.00%0.0%
Q3 2023$42,378
-6.9%
5,7500.0%0.00%0.0%
Q2 2023$45,540
+677.4%
5,750
+666.7%
0.00%–
Q1 2023$5,858
+3.4%
7500.0%0.00%–
Q4 2022$5,663
+4.1%
7500.0%0.00%–
Q3 2022$5,438
-6.0%
7500.0%0.00%–
Q2 2022$5,783
-20.6%
7500.0%0.00%–
Q1 2022$7,283
-2.8%
7500.0%0.00%–
Q3 2021$7,493
-2.1%
7500.0%0.00%–
Q2 2021$7,650
+9.7%
7500.0%0.00%–
Q1 2021$6,975
+6.0%
7500.0%0.00%–
Q4 2020$6,578
+19.2%
7500.0%0.00%–
Q3 2020$5,520
-0.3%
7500.0%0.00%–
Q2 2020$5,535
-61.4%
750
-66.7%
0.00%–
Q1 2020$14,355
-34.6%
2,250
-10.0%
0.00%
-100.0%
Q4 2019$21,950
+6.8%
2,5000.0%0.00%0.0%
Q3 2019$20,550
-0.8%
2,5000.0%0.00%0.0%
Q2 2019$20,725
+1.8%
2,5000.0%0.00%0.0%
Q1 2019$20,350
+9.1%
2,5000.0%0.00%0.0%
Q4 2018$18,650–2,500–0.00%–
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Other shareholders
EATON VANCE TAX MNGD GBL DV shareholders Q1 2024
NameSharesValueWeighting ↓
Formidable Asset Management, LLC 660,350$5,755,0003.99%
Pointe Capital Management LLC 482,318$4,269,0003.09%
Shaker Financial Services, LLC 459,506$4,067,0002.82%
DOLIVER ADVISORS, LP 335,723$2,971,0002.35%
Advocacy Wealth Management Services, LLC 93,175$826,0000.93%
OTA Financial Group L.P. 37,814$313,0000.75%
Focused Wealth Management, Inc 130,933$1,159,0000.67%
NEXT Financial Group, Inc 175,053$1,549,0000.58%
Vident Investment Advisory, LLC 373,284$3,304,0000.42%
Cypress Capital Management LLC (WY) 36,125$319,706,0000.40%
View complete list of EATON VANCE TAX MNGD GBL DV shareholders