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 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.5K- 12.64% |
$10.2K - $11.7K
|
10.4K
$87.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.43K- 32.14% |
$36.9K - $42.3K
|
11.5K
$96.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Avory & Company, LLC
Miami, FL |
SELL
|
- |
-1.02K- 2.12% |
$6.93K - $7.95K
|
47.1K
$396K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
23.9KNew |
$162K - $186K
|
23.9K
$201K
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
18.6KNew |
$126K - $145K
|
18.6K
$156K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.89KNew |
$12.8K - $14.7K
|
1.89K
$15.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
24+ 2.26% |
$163 - $187
|
1.09K
$9.15K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.7K+ 103.03% |
$11.5K - $13.2K
|
3.35K
$28.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
12.2KNew |
$82.7K - $94.9K
|
12.2K
$102K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-6.43K- 14.83% |
$43.6K - $50.1K
|
36.9K
$311K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
24.8KNew |
$168K - $193K
|
24.8K
$209K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
105KNew |
$713K - $818K
|
105K
$883K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
19.8K+ 12.66% |
$134K - $154K
|
176K
$1.48M
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
6.7KNew |
$48.8K - $54.2K
|
6.7K
$56.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
33.7KNew |
$245K - $272K
|
33.7K
$283K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-112K- 61.67% |
$817K - $908K
|
69.8K
$587K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.61KNew |
$11.7K - $13K
|
1.61K
$13.5K
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
35KNew |
$255K - $283K
|
35K
$294K
|
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1KNew |
$7.28K - $8.09K
|
1K
$8.41K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.85K- 27.8% |
$28K - $31.1K
|
10K
$84.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-467- 50.0% |
$3.4K - $3.78K
|
467
$3.93K
|
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
115+ 0.89% |
$837 - $930
|
13K
$110K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-32- 1.4% |
$233 - $259
|
2.25K
$18.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
238+ 2.17% |
$1.73K - $1.93K
|
11.2K
$94.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
6.1KNew |
$44.4K - $49.4K
|
6.1K
$51.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.25K+ 9.12% |
$9.1K - $10.1K
|
15K
$126K
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.4K- 25.36% |
$24.8K - $27.5K
|
10K
$84.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.7KNew |
$12.4K - $13.8K
|
1.7K
$14.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
16KNew |
$116K - $129K
|
16K
$134K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
BUY
|
- |
1KNew |
$7.28K - $8.09K
|
1K
$8.41K
|
|
| Q2 2023 | |||||||
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5K+ 666.67% |
$38.1K - $40.6K
|
5.75K
$48.4K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-150Closed |
$1.14K - $1.22K
|
0
$0
|
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-6.5K- 27.43% |
$49.5K - $52.7K
|
17.2K
$145K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
2.79KNew |
$21.3K - $22.6K
|
2.79K
$23.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-5.08K- 20.62% |
$38.7K - $41.2K
|
19.5K
$164K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-1.1K- 4.55% |
$8.38K - $8.92K
|
23.1K
$194K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.38K+ 26.58% |
$25.7K - $27.4K
|
16.1K
$135K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-29- 0.73% |
$221 - $235
|
3.95K
$33.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-625- 25.99% |
$4.76K - $5.07K
|
1.78K
$15K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
296New |
$2.26K - $2.4K
|
296
$2.49K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
5K+ 666.67% |
$38.1K - $40.6K
|
5.75K
$48.4K
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
141+ 1.28% |
$1.07K - $1.14K
|
11.2K
$93.8K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
45.2KNew |
$332K - $364K
|
45.2K
$380K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-12.2K- 92.43% |
$89.9K - $98.6K
|
1K
$8.41K
|
|
|
May 15, 2023
Q1 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
5.67K+ 25.26% |
$41.8K - $45.8K
|
28.1K
$237K
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
1.5KNew |
$11K - $12.1K
|
1.5K
$12.6K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.1KNew |
$81.4K - $89.2K
|
11.1K
$93K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
27KNew |
$199K - $218K
|
27K
$227K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
4.78KNew |
$35.2K - $38.6K
|
4.78K
$40.2K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
550New |
$4.05K - $4.44K
|
550
$4.63K
|
|