Latest Institutional Transactions on Eaton Vance Tax Managed Global Diversified Equity Income Fund (EXG)
This table provides information on the latest institutional transactions involving Eaton Vance Tax Managed Global Diversified Equity Income Fund (EXG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
300New |
$2.45K - $2.6K
|
300
$2.52K
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-15.4K- 1.45% |
$126K - $134K
|
1.05M
$8.83M
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
676+ 1.43% |
$5.52K - $5.85K
|
47.8K
$402K
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
64+ 0.23% |
$523 - $554
|
27.7K
$233K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-18.9K- 30.74% |
$154K - $164K
|
42.6K
$358K
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.55K- 8.84% |
$20.8K - $22.1K
|
26.3K
$221K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.74KNew |
$30.5K - $32.4K
|
3.74K
$31.4K
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
88.1K+ 17.74% |
$720K - $763K
|
585K
$4.92M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.19K- 6.77% |
$58.7K - $62.2K
|
99K
$832K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-30.1K- 9.7% |
$246K - $261K
|
280K
$2.35M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.43K+ 2.09% |
$68.8K - $73K
|
411K
$3.46M
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-28.7K- 45.63% |
$234K - $248K
|
34.1K
$287K
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.6KNew |
$127K - $135K
|
15.6K
$131K
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-250- 1.62% |
$2.04K - $2.17K
|
15.1K
$127K
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-3.39K- 10.89% |
$27.7K - $29.4K
|
27.8K
$234K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
39.7K+ 1.54% |
$324K - $344K
|
2.63M
$22.1M
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
782New |
$6.39K - $6.77K
|
782
$6.58K
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2+ 0.01% |
$16.3 - $17.3
|
14K
$117K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-32.3K- 4.64% |
$264K - $280K
|
664K
$5.58M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.5KNew |
$86.1K - $91.2K
|
10.5K
$88.6K
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
618+ 0.02% |
$5.05K - $5.35K
|
2.71M
$22.8M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-9.19K- 11.02% |
$75K - $79.6K
|
74.2K
$624K
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
27.2KNew |
$222K - $235K
|
27.2K
$228K
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
880+ 2.83% |
$7.19K - $7.62K
|
32K
$269K
|
|
Feb 14, 2025
Q4 2024
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-50.3K- 70.75% |
$411K - $436K
|
20.8K
$175K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
44.6K+ 3.66% |
$365K - $387K
|
1.27M
$10.6M
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
39.5KNew |
$323K - $342K
|
39.5K
$332K
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
940+ 2.63% |
$7.68K - $8.14K
|
36.6K
$308K
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
51.2KNew |
$419K - $444K
|
51.2K
$431K
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
8.07KNew |
$65.9K - $69.9K
|
8.07K
$67.8K
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
12.8KNew |
$105K - $111K
|
12.8K
$108K
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
16.7KNew |
$136K - $144K
|
16.7K
$140K
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14KNew |
$114K - $121K
|
14K
$118K
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
10KNew |
$81.7K - $86.6K
|
10K
$84.1K
|
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-62K- 15.81% |
$507K - $537K
|
330K
$2.78M
|
|
Feb 14, 2025
Q4 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-487K- 28.56% |
$3.98M - $4.22M
|
1.22M
$10.3M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.47K+ 6.98% |
$20.2K - $21.4K
|
37.8K
$318K
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
86KNew |
$703K - $745K
|
86K
$723K
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
22.6KNew |
$185K - $196K
|
22.6K
$190K
|
|
Feb 14, 2025
Q4 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
236KNew |
$1.93M - $2.04M
|
236K
$1.99M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-138K- 0.59% |
$1.13M - $1.2M
|
23.2M
$195M
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-5.82K- 3.24% |
$47.5K - $50.4K
|
174K
$1.46M
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.46K- 8.34% |
$28.3K - $30K
|
38.1K
$320K
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-12.6K- 1.55% |
$103K - $109K
|
804K
$6.76M
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-4.17K- 11.45% |
$34.1K - $36.1K
|
32.2K
$271K
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
38K+ 7.22% |
$311K - $329K
|
564K
$4.75M
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21.8K+ 5.84% |
$178K - $189K
|
395K
$3.32M
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
48.8KNew |
$398K - $422K
|
48.8K
$410K
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
1.32K+ 0.37% |
$10.8K - $11.5K
|
358K
$3.01M
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
50.2K+ 1.15% |
$410K - $434K
|
4.4M
$37M
|