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 | $141,010 | -6.9% | 19,133 | 0.0% | 0.00% | – |
| Q2 2023 | $151,533 | +1.4% | 19,133 | 0.0% | 0.00% | – |
| Q1 2023 | $149,429 | +3.4% | 19,133 | 0.0% | 0.00% | – |
| Q4 2022 | $144,454 | +6.2% | 19,133 | +1.8% | 0.00% | – |
| Q3 2022 | $136,000 | -2.9% | 18,800 | +3.4% | 0.00% | – |
| Q2 2022 | $140,000 | -18.6% | 18,190 | +3.0% | 0.00% | – |
| Q1 2022 | $172,000 | -7.5% | 17,668 | +1.4% | 0.00% | – |
| Q4 2021 | $186,000 | +8.1% | 17,432 | +1.4% | 0.00% | – |
| Q3 2021 | $172,000 | 0.0% | 17,197 | +1.9% | 0.00% | – |
| Q2 2021 | $172,000 | +11.7% | 16,882 | +1.9% | 0.00% | – |
| Q1 2021 | $154,000 | +8.5% | 16,567 | +2.1% | 0.00% | – |
| Q4 2020 | $142,000 | +21.4% | 16,228 | +2.4% | 0.00% | – |
| Q3 2020 | $117,000 | – | 15,852 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Formidable Asset Management, LLC | 656,532 | $5,699,000 | 2.83% |
| Pointe Capital Management LLC | 420,925 | $3,654,000 | 2.66% |
| Focused Wealth Management, Inc | 204,960 | $1,779,000 | 0.78% |
| Vident Investment Advisory, LLC | 507,777 | $4,408,000 | 0.59% |
| NINE MASTS CAPITAL Ltd | 228,425 | $1,983,000 | 0.40% |
| DOLIVER ADVISORS, LP | 37,458 | $325,000 | 0.28% |
| NEXT Financial Group, Inc | 165,808 | $1,439,000 | 0.26% |
| Brinker Capital Investments, LLC | 679,333 | $5,897,000 | 0.25% |
| ANCORA FAMILY WEALTH ADVISORS, LLC | 58,651 | $509,000 | 0.17% |
| CFO4Life, L.P. | 21,688 | $188,000 | 0.16% |