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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
173+ 0.68% |
$1.24K - $1.51K
|
25.8K
$234K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
6.5KNew |
$46.7K - $56.9K
|
6.5K
$58.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-4.2K- 31.3% |
$30.2K - $36.7K
|
9.22K
$83.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-5K- 15.42% |
$36K - $43.8K
|
27.4K
$249K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
20.9KNew |
$151K - $183K
|
20.9K
$190K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1KNew |
$7.19K - $8.75K
|
1K
$9.06K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
585+ 14.8% |
$4.21K - $5.12K
|
4.54K
$41.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.85K+ 28.64% |
$20.5K - $24.9K
|
12.8K
$116K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
30.3K+ 90.66% |
$218K - $265K
|
63.7K
$577K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
250New |
$1.8K - $2.19K
|
250
$2.27K
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
65+ 0.53% |
$467 - $569
|
12.3K
$112K
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
10.4K+ 11.11% |
$74.9K - $91.1K
|
104K
$944K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-5.51K- 4.88% |
$39.6K - $48.2K
|
107K
$973K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
19.2KNew |
$138K - $168K
|
19.2K
$173K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.8KNew |
$77.4K - $94.2K
|
10.8K
$97.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
317+ 1.78% |
$2.28K - $2.77K
|
18.1K
$164K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
7+ 2.35% |
$50.3 - $61.3
|
305
$2.76K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2.65KNew |
$19K - $23.2K
|
2.65K
$24K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-1K- 8.21% |
$7.19K - $8.75K
|
11.2K
$101K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-682- 1.31% |
$4.9K - $5.97K
|
51.6K
$467K
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
168+ 1.1% |
$1.21K - $1.47K
|
15.4K
$140K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-95- 6.99% |
$683 - $831
|
1.27K
$11.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4.62KNew |
$33.2K - $40.5K
|
4.62K
$41.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
6.45MNew |
$46.4M - $56.5M
|
6.45M
$58.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
288+ 2.36% |
$2.07K - $2.52K
|
12.5K
$113K
|
|
| Q1 2025 | |||||||
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
57.4K+ 135.45% |
$465K - $492K
|
99.7K
$904K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
20.4KNew |
$165K - $175K
|
20.4K
$185K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
852+ 2.32% |
$6.91K - $7.31K
|
37.5K
$340K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.3KNew |
$83.2K - $88K
|
10.3K
$93K
|
|
|
May 15, 2025
Q1 2025
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-263K- 79.67% |
$2.13M - $2.26M
|
67.1K
$608K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.6K+ 271.41% |
$232K - $245K
|
39.1K
$354K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-19.3K- 50.0% |
$157K - $166K
|
19.3K
$175K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
732+ 1.6% |
$5.94K - $6.28K
|
46.4K
$420K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
850New |
$6.89K - $7.29K
|
850
$7.7K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.8KNew |
$14.6K - $15.4K
|
1.8K
$16.3K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.5K+ 7.54% |
$20.3K - $21.5K
|
35.7K
$323K
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
22+ 0.1% |
$178 - $189
|
21.1K
$192K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-2K- 23.53% |
$16.2K - $17.2K
|
6.5K
$58.9K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
10KNew |
$81.1K - $85.8K
|
10K
$90.6K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
3.21KNew |
$26K - $27.5K
|
3.21K
$29K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.2K- 3.46% |
$9.73K - $10.3K
|
33.5K
$304K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
17+ 0.01% |
$138 - $146
|
116K
$1.05M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.74K- 20.89% |
$38.4K - $40.7K
|
18K
$163K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-12.2K- 99.92% |
$98.8K - $105K
|
10
$90.6
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-7.1K- 4.26% |
$57.6K - $60.9K
|
160K
$1.45M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
3.63KNew |
$29.4K - $31.1K
|
3.63K
$32.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-750- 13.04% |
$6.08K - $6.44K
|
5K
$45.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
14K+ 100.26% |
$113K - $120K
|
28K
$253K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-25- 0.14% |
$203 - $215
|
17.7K
$160K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4.35KNew |
$35.3K - $37.3K
|
4.35K
$39.4K
|
|