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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
20.3KNew |
$159K - $178K
|
20.3K
$170K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-2.06K- 12.53% |
$16.2K - $18K
|
14.4K
$121K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-749- 0.97% |
$5.89K - $6.57K
|
76.4K
$642K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.12K+ 4.1% |
$32.4K - $36.1K
|
105K
$880K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-177- 3.77% |
$1.39K - $1.55K
|
4.52K
$38K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
693+ 5.53% |
$5.45K - $6.08K
|
13.2K
$111K
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-2.17M- 73.63% |
$17.1M - $19M
|
778K
$6.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
2.82KNew |
$22.2K - $24.7K
|
2.82K
$23.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.28K- 13.07% |
$17.9K - $20K
|
15.2K
$128K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
20K+ 25.11% |
$157K - $176K
|
99.7K
$839K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2K- 14.41% |
$15.7K - $17.5K
|
11.9K
$99.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Sam Advisors, LLC
|
BUY
|
- |
464KNew |
$3.65M - $4.07M
|
464K
$3.91M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-872- 4.39% |
$6.85K - $7.65K
|
19K
$160K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
11.5KNew |
$90.3K - $101K
|
11.5K
$96.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-200- 1.57% |
$1.57K - $1.75K
|
12.6K
$106K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
823+ 0.36% |
$6.47K - $7.22K
|
230K
$1.94M
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
BUY
|
- |
2.77K+ 2.38% |
$21.8K - $24.3K
|
119K
$1M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.03KNew |
$8.1K - $9.04K
|
1.03K
$8.67K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4.35KNew |
$34.2K - $38.1K
|
4.35K
$36.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-2K- 10.0% |
$15.7K - $17.5K
|
18K
$151K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-30- 0.07% |
$236 - $263
|
43.6K
$367K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.92K- 38.77% |
$23K - $25.6K
|
4.62K
$38.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
105K+ 8.98% |
$823K - $919K
|
1.27M
$10.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
438+ 0.04% |
$3.44K - $3.84K
|
975K
$8.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2K+ 9.08% |
$15.7K - $17.5K
|
24K
$202K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
102New |
$802 - $895
|
102
$858
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.11K- 3.88% |
$8.71K - $9.72K
|
27.5K
$231K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-5.85K- 93.75% |
$45.9K - $51.3K
|
390
$3.28K
|
|
| Q2 2024 | |||||||
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
23.9KNew |
$186K - $202K
|
23.9K
$201K
|
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
23.3KNew |
$181K - $197K
|
23.3K
$196K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6.09K- 21.33% |
$47.4K - $51.6K
|
22.5K
$189K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
35.1K+ 284.4% |
$273K - $297K
|
47.4K
$399K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow State Investments, L.P.
Chicago, IL |
SELL
|
- |
-121K- 48.49% |
$942K - $1.03M
|
129K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-2.1K- 8.25% |
$16.3K - $17.8K
|
23.4K
$197K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
29KNew |
$225K - $245K
|
29K
$244K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.6KNew |
$98.1K - $107K
|
12.6K
$106K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
100New |
$778 - $847
|
100
$841
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-2.1K- 3.6% |
$16.3K - $17.8K
|
56.3K
$474K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-875- 7.14% |
$6.81K - $7.41K
|
11.4K
$95.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-11.7K- 36.73% |
$90.7K - $98.7K
|
20.1K
$169K
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
44.5KNew |
$346K - $377K
|
44.5K
$374K
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
651+ 2.42% |
$5.06K - $5.51K
|
27.6K
$232K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
57+ 0.68% |
$443 - $483
|
8.5K
$71.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.47KNew |
$11.4K - $12.4K
|
1.47K
$12.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
407+ 2.42% |
$3.17K - $3.45K
|
17.3K
$145K
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-6.5K- 17.99% |
$50.6K - $55.1K
|
29.6K
$249K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
8.16KNew |
$63.5K - $69.1K
|
8.16K
$68.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
46.4KNew |
$361K - $393K
|
46.4K
$390K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
43+ 0.12% |
$335 - $364
|
36.8K
$310K
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
338New |
$2.63K - $2.86K
|
338
$2.84K
|
|