Latest Institutional Purchases of Eaton Vance Tax Managed Global Diversified Equity Income Fund (EXG)
This list provides information on the latest institutional transactions involving Eaton Vance Tax Managed Global Diversified Equity Income Fund (EXG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
537+ 31.0% |
$4.39K - $4.65K
|
2.27K
$17.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
400+ 0.31% |
$3.27K - $3.46K
|
129K
$1M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
338+ 1.51% |
$2.76K - $2.93K
|
22.7K
$177K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
306+ 2.08% |
$2.5K - $2.65K
|
15K
$117K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
300New |
$2.45K - $2.6K
|
300
$2.34K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
250+ 2.11% |
$2.04K - $2.17K
|
12.1K
$94.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
241+ 1.8% |
$1.97K - $2.09K
|
13.7K
$107K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
210+ 0.42% |
$1.72K - $1.82K
|
50.2K
$392K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
200New |
$1.63K - $1.73K
|
200
$1.56K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
BUY
|
- |
195+ 0.39% |
$1.59K - $1.69K
|
50.2K
$392K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
167+ 0.66% |
$1.36K - $1.45K
|
25.4K
$199K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
167+ 0.83% |
$1.36K - $1.45K
|
20.3K
$158K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
153+ 0.83% |
$1.25K - $1.32K
|
18.6K
$145K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
147+ 1.77% |
$1.2K - $1.27K
|
8.46K
$66.1K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
138+ 2.39% |
$1.13K - $1.2K
|
5.9K
$46.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
137+ 0.48% |
$1.12K - $1.19K
|
28.8K
$225K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
103+ 1.23% |
$842 - $892
|
8.5K
$66.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
100+ 0.89% |
$817 - $866
|
11.4K
$88.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
99+ 2.14% |
$809 - $857
|
4.73K
$36.9K
|
|
|
Mar 03, 2025
Q4 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
94+ 0.79% |
$768 - $814
|
11.9K
$93.2K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
64+ 0.23% |
$523 - $554
|
27.7K
$217K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
58+ 2.35% |
$474 - $502
|
2.53K
$19.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
55New |
$449 - $476
|
55
$430
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
23+ 1.05% |
$188 - $199
|
2.21K
$17.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
21+ 0.1% |
$172 - $182
|
21.1K
$165K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
16+ 0.03% |
$131 - $139
|
52.2K
$408K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
12+ 0.03% |
$98 - $104
|
41K
$320K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
7+ 2.46% |
$57.2 - $60.6
|
291
$2.27K
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2+ 0.01% |
$16.3 - $17.3
|
14K
$109K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 06, 2024
Q3 2024
|
Sam Advisors, LLC
|
BUY
|
- |
464KNew |
$3.65M - $4.07M
|
464K
$3.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
109KNew |
$853K - $952K
|
109K
$847K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
105K+ 8.98% |
$823K - $919K
|
1.27M
$9.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
57.4KNew |
$451K - $503K
|
57.4K
$448K
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
28.3K+ 30.26% |
$223K - $248K
|
122K
$952K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
20.3KNew |
$159K - $178K
|
20.3K
$158K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
20K+ 25.11% |
$157K - $176K
|
99.7K
$779K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
15.4KNew |
$121K - $135K
|
15.4K
$120K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
11.5KNew |
$90.3K - $101K
|
11.5K
$89.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.8KNew |
$85.1K - $94.9K
|
10.8K
$84.6K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
9KNew |
$70.7K - $78.9K
|
9K
$70.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
8.58K+ 60.33% |
$67.4K - $75.2K
|
22.8K
$178K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
6.26K+ 228.83% |
$49.2K - $54.9K
|
9K
$70.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5.25KNew |
$41.3K - $46K
|
5.25K
$41K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4.35KNew |
$34.2K - $38.1K
|
4.35K
$34K
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
4KNew |
$31.4K - $35.1K
|
4K
$31.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
2.82KNew |
$22.2K - $24.7K
|
2.82K
$22K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
BUY
|
- |
2.77K+ 2.38% |
$21.8K - $24.3K
|
119K
$931K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2K+ 9.08% |
$15.7K - $17.5K
|
24K
$188K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.5K+ 10.07% |
$11.8K - $13.2K
|
16.4K
$128K
|
|