News + Filings Key Docs Ownership
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EATON VANCE TAX MNGD GBL DV (EXG)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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MORGAN STANLEY
| 23,572,047 | -297,254 | 186,690,619,000 | 0.02 | |
Hist
| 06/30/2023 |
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Invesco Ltd.
| 3,589,110 | -76,839 | 28,425,751,000 | 0.01 | |
Hist
| 06/30/2023 |
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BANK OF AMERICA CORP /DE/
| 2,431,545 | 16,520 | 19,257,835,000 | 0.00 | |
Hist
| 06/30/2023 |
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Karpus Management, Inc.
| 2,280,160 | 360,053 | 18,058,867,000 | 0.57 | |
Hist
| 06/30/2023 |
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Raymond James Financial Services Advisors, Inc.
| 1,240,326 | 18,874 | 9,364,456,000 | 0.02 | |
Hist
| 12/31/2022 |
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RAYMOND JAMES & ASSOCIATES
| 1,117,748 | 72,303 | 8,439,041,000 | 0.01 | |
Hist
| 12/31/2022 |
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WELLS FARGO & COMPANY/MN
| 1,061,324 | -6,345 | 8,405,692,000 | 0.00 | |
Hist
| 06/30/2023 |
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Advisors Asset Management, Inc.
| 862,611 | 162,244 | 6,831,879,000 | 0.14 | |
Hist
| 06/30/2023 |
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GUGGENHEIM CAPITAL LLC
| 846,809 | 136,299 | 6,706,727,000 | 0.05 | |
Hist
| 06/30/2023 |
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AMERIPRISE FINANCIAL INC
| 807,398 | 3,997 | 6,394,756,000 | 0.00 | |
Hist
| 06/30/2023 |
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UBS Group AG
| 742,164 | 51,516 | 5,877,939,000 | 0.00 | |
Hist
| 06/30/2023 |
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STIFEL FINANCIAL CORP
| 692,266 | 152,754 | 5,482,737,000 | 0.01 | |
Hist
| 06/30/2023 |
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ROYAL BANK OF CANADA
| 664,706 | 58,033 | 5,264,000,000 | 0.00 | |
Hist
| 06/30/2023 |
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LPL Financial LLC
| 661,108 | -27,686 | 5,163,255,000 | 0.00 | |
Hist
| 03/31/2023 |
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Cornerstone Advisors, LLC
| 614,786 | 614,786 | 4,869,105,000 | 0.23 | |
Hist
| 06/30/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 604,521 | -12,037 | 4,783,999,000 | | |
Hist
| 06/30/2023 |
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HighTower Advisors, LLC
| 514,397 | 210,287 | 4,070,000,000 | 0.01 | |
Hist
| 06/30/2023 |
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Shaker Financial Services, LLC
| 502,704 | 170,793 | 3,926,119,000 | 1.72 | |
Hist
| 03/31/2023 |
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WOLVERINE ASSET MANAGEMENT LLC
| 450,769 | -72,795 | 3,570,090,000 | 0.04 | |
Hist
| 06/30/2023 |
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AVANTAX ADVISORY SERVICES, INC.
| 449,436 | 31,996 | 3,559,529,000 | 0.04 | |
Hist
| 06/30/2023 |
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Focused Wealth Management, Inc
| 438,283 | 18,617 | 3,471,198,000 | 0.62 | |
Hist
| 06/30/2023 |
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Rockefeller Capital Management L.P.
| 419,676 | -37,626 | 3,323,840,000 | 0.01 | |
Hist
| 06/30/2023 |
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KMG FIDUCIARY PARTNERS, LLC
| 398,417 | -51,250 | 3,155,462,000 | 0.41 | |
Hist
| 06/30/2023 |
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B. Riley Wealth Advisors, Inc.
| 226,618 | -21,839 | 1,794,812,000 | 0.04 | |
Hist
| 06/30/2023 |
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Marks Group Wealth Management, Inc
| 223,406 | -9,536 | 1,769,376,000 | 0.21 | |
Hist
| 06/30/2023 |
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TRUIST FINANCIAL CORP
| 211,524 | 5,373 | 1,597,004,000 | 0.00 | |
Hist
| 12/31/2022 |
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Cresset Asset Management, LLC
| 182,044 | 33,833 | 1,441,790,000 | 0.00 | |
Hist
| 06/30/2023 |
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Moloney Securities Asset Management, LLC
| 181,594 | 157,292 | 1,418,252,000 | 0.26 | |
Hist
| 03/31/2023 |
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LANDSCAPE CAPITAL MANAGEMENT, L.L.C.
| 177,726 | -47,145 | 1,407,590,000 | 0.19 | |
Hist
| 06/30/2023 |
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1607 Capital Partners, LLC
| 174,104 | 137,809 | 1,378,904,000 | 0.10 | |
Hist
| 06/30/2023 |
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Pointe Capital Management LLC
| 173,592 | -1,478 | 1,374,849,000 | 1.04 | |
Hist
| 06/30/2023 |
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NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
| 166,911 | 68,851 | 1,321,933,000 | 0.00 | |
Hist
| 06/30/2023 |
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Sunbelt Securities, Inc.
| 160,554 | 3,965 | 1,237,871,000 | 0.20 | |
Hist
| 03/31/2023 |
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Cetera Advisor Networks LLC
| 156,754 | 6,910 | 1,224,252,000 | 0.01 | |
Hist
| 03/31/2023 |
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Brookstone Capital Management
| 156,420 | 156,420 | 1,221,640,000 | 0.02 | |
Hist
| 06/30/2023 |
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