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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.75KNew |
$12.9K - $14.2K
|
1.75K
$14.8K
|
|
|
May 01, 2023
Q1 2023
|
Community Capital Management, LLC
|
BUY
|
- |
19K+ 45.24% |
$140K - $153K
|
61K
$513K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-222- 85.38% |
$1.63K - $1.79K
|
38
$320
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
4.59KNew |
$33.7K - $37K
|
4.59K
$38.6K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
2.63KNew |
$19.4K - $21.2K
|
2.63K
$22.1K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-3K- 9.93% |
$22.1K - $24.2K
|
27.2K
$229K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
10KNew |
$73.8K - $80.9K
|
10K
$84.3K
|
|
| Q4 2022 | |||||||
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1KNew |
$7.24K - $8.06K
|
1K
$8.41K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
19.9KNew |
$144K - $160K
|
19.9K
$167K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
63New |
$456 - $508
|
63
$530
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-3K- 13.64% |
$21.7K - $24.2K
|
19K
$160K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12.4KNew |
$89.8K - $99.9K
|
12.4K
$104K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-7.18K- 37.45% |
$52K - $57.9K
|
12K
$101K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
333+ 1.77% |
$2.41K - $2.68K
|
19.1K
$161K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-302- 37.66% |
$2.19K - $2.43K
|
500
$4.21K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1- 0.01% |
$7.24 - $8.06
|
13.9K
$116K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-7.6K- 32.2% |
$55K - $61.3K
|
16K
$135K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-338K- 99.78% |
$2.45M - $2.72M
|
750
$6.31K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.97K- 15.92% |
$14.2K - $15.8K
|
10.4K
$87.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
990New |
$7.17K - $7.98K
|
990
$8.33K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
1.43KNew |
$10.4K - $11.5K
|
1.43K
$12K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-75- 6.12% |
$543 - $605
|
1.15K
$9.67K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
73+ 0.71% |
$529 - $588
|
10.4K
$87.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-2.59K- 12.62% |
$18.8K - $20.9K
|
17.9K
$151K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
185+ 1.43% |
$1.34K - $1.49K
|
13.1K
$110K
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
14.3KNew |
$103K - $115K
|
14.3K
$120K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.73KNew |
$27K - $30K
|
3.73K
$31.4K
|
|
| Q3 2022 | |||||||
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-500Closed |
$3.6K - $4.61K
|
0
$0
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
5K+ 18.52% |
$36K - $46.1K
|
32K
$269K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-810- 41.9% |
$5.82K - $7.47K
|
1.12K
$9.44K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.15K- 1.9% |
$8.25K - $10.6K
|
59.2K
$498K
|
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
3.5KNew |
$25.2K - $32.3K
|
3.5K
$29.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-5.19K- 20.27% |
$37.3K - $47.8K
|
20.4K
$172K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
10.3KNew |
$74.1K - $95K
|
10.3K
$86.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
366+ 1.41% |
$2.63K - $3.37K
|
26.2K
$221K
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1KNew |
$7.19K - $9.22K
|
1K
$8.41K
|
|
|
Oct 17, 2022
Q3 2022
|
Ota Financial Group L.P.
|
SELL
|
- |
-9.26K- 19.85% |
$66.6K - $85.4K
|
37.4K
$315K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
2.5KNew |
$18K - $23.1K
|
2.5K
$21K
|
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
BUY
|
- |
19KNew |
$137K - $175K
|
19K
$160K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
295New |
$2.12K - $2.72K
|
295
$2.48K
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2.35K- 90.38% |
$18K - $23.1K
|
250
$2.1K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.94KClosed |
$22.5K - $28.9K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.67K- 8.79% |
$20.5K - $26.2K
|
27.7K
$233K
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-6.9KClosed |
$52.8K - $67.7K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
13.9KNew |
$106K - $136K
|
13.9K
$117K
|
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
17.4KNew |
$133K - $170K
|
17.4K
$146K
|
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-14.1KClosed |
$108K - $138K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
21.5KNew |
$165K - $211K
|
21.5K
$181K
|
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.62KClosed |
$20K - $25.7K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-21.5KClosed |
$165K - $211K
|
0
$0
|
|