TRUIST FINANCIAL CORP - EATON VANCE TAX MNGD GBL DV ownership

EATON VANCE TAX MNGD GBL DV's ticker is EXG and the CUSIP is 27829F108. A total of 205 filers reported holding EATON VANCE TAX MNGD GBL DV in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
TRUIST FINANCIAL CORP ownership history of EATON VANCE TAX MNGD GBL DV
ValueSharesWeighting
Q3 2023$1,535,862
-5.5%
208,394
+1.5%
0.00%0.0%
Q2 2023$1,625,803
+0.6%
205,278
-0.8%
0.00%0.0%
Q1 2023$1,615,409
+1.2%
206,839
-2.2%
0.00%0.0%
Q4 2022$1,597,004
+2.8%
211,524
-1.2%
0.00%0.0%
Q3 2022$1,553,000
-2.3%
214,157
+3.9%
0.00%0.0%
Q2 2022$1,589,000
-27.8%
206,151
-9.0%
0.00%0.0%
Q1 2022$2,200,000
-4.1%
226,569
+5.4%
0.00%0.0%
Q4 2021$2,295,000
+44.1%
215,049
+34.9%
0.00%0.0%
Q3 2021$1,593,000
+14.7%
159,435
+17.1%
0.00%
+50.0%
Q2 2021$1,389,000
+20.8%
136,177
+10.1%
0.00%0.0%
Q1 2021$1,150,000
+16.9%
123,723
+10.4%
0.00%0.0%
Q4 2020$984,000
+20.0%
112,105
+0.6%
0.00%0.0%
Q3 2020$820,000
+1.9%
111,394
+2.2%
0.00%0.0%
Q2 2020$805,000
+20.0%
108,984
+3.7%
0.00%0.0%
Q1 2020$671,000
-19.1%
105,058
+11.2%
0.00%0.0%
Q4 2019$829,000
+384.8%
94,517
+358.5%
0.00%
-33.3%
Q2 2019$171,000
+4.3%
20,614
+2.3%
0.00%0.0%
Q1 2019$164,000
+12.3%
20,158
+3.3%
0.00%0.0%
Q4 2018$146,000
+8.1%
19,509
+37.7%
0.00%
+50.0%
Q3 2018$135,000
+4.7%
14,167
+2.5%
0.00%0.0%
Q2 2018$129,000
+4.9%
13,825
+2.5%
0.00%0.0%
Q1 2018$123,000
+21.8%
13,488
+24.6%
0.00%0.0%
Q4 2017$101,000
+1.0%
10,821
-8.0%
0.00%0.0%
Q1 2017$100,000
+5.3%
11,760
-0.8%
0.00%0.0%
Q4 2016$95,00011,8520.00%
Other shareholders
EATON VANCE TAX MNGD GBL DV shareholders Q3 2022
NameSharesValueWeighting ↓
Formidable Asset Management, LLC 1,196,586$9,287,0002.09%
Shaker Financial Services, LLC 523,008$4,032,0001.96%
Pointe Capital Management LLC 176,612$1,362,0001.02%
KMG FIDUCIARY PARTNERS, LLC 449,667$3,467,0000.65%
David J Yvars Group 57,075$444,0000.60%
Focused Wealth Management, Inc 415,920$3,207,0000.58%
SAXON INTERESTS, INC. 115,824$893,0000.54%
Northstar Advisory Group, LLC 90,725$699,0000.52%
CENTAURUS FINANCIAL, INC. 473,584$3,651,0000.36%
WFA of San Diego, LLC 52,404$404,0000.35%
View complete list of EATON VANCE TAX MNGD GBL DV shareholders