EATON VANCE TAX MNGD GBL DV's ticker is EXG and the CUSIP is 27829F108. A total of 228 filers reported holding EATON VANCE TAX MNGD GBL DV in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $270,000 | -8.2% | 27,815 | +1.0% | 0.00% | 0.0% |
Q4 2021 | $294,000 | -0.7% | 27,548 | -6.9% | 0.00% | -20.0% |
Q3 2021 | $296,000 | +5.3% | 29,592 | +7.4% | 0.01% | +25.0% |
Q2 2021 | $281,000 | +9.3% | 27,559 | -0.3% | 0.00% | 0.0% |
Q1 2021 | $257,000 | +14.7% | 27,644 | +8.1% | 0.00% | 0.0% |
Q4 2020 | $224,000 | +21.7% | 25,575 | +2.6% | 0.00% | 0.0% |
Q3 2020 | $184,000 | -5.2% | 24,936 | -5.1% | 0.00% | 0.0% |
Q2 2020 | $194,000 | +11.5% | 26,278 | -3.5% | 0.00% | -20.0% |
Q1 2020 | $174,000 | -24.3% | 27,217 | +4.1% | 0.01% | 0.0% |
Q4 2019 | $230,000 | +11.1% | 26,146 | +3.6% | 0.01% | 0.0% |
Q3 2019 | $207,000 | -4.6% | 25,227 | -3.6% | 0.01% | 0.0% |
Q2 2019 | $217,000 | -11.4% | 26,174 | -13.1% | 0.01% | -16.7% |
Q1 2019 | $245,000 | +2.5% | 30,111 | -6.0% | 0.01% | -14.3% |
Q4 2018 | $239,000 | -27.6% | 32,048 | -7.7% | 0.01% | -12.5% |
Q3 2018 | $330,000 | +2.5% | 34,724 | +0.2% | 0.01% | -20.0% |
Q2 2018 | $322,000 | – | 34,662 | – | 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% |