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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
10.9KNew |
$74K - $84.9K
|
10.9K
$98.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3.65KNew |
$24.8K - $28.4K
|
3.65K
$33.1K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2.92KNew |
$19.8K - $22.7K
|
2.92K
$26.4K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.65KNew |
$18K - $20.6K
|
2.65K
$24K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.07KNew |
$14K - $16.1K
|
2.07K
$18.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.89KNew |
$12.8K - $14.7K
|
1.89K
$17.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.7K+ 103.03% |
$11.5K - $13.2K
|
3.35K
$30.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.06KNew |
$7.16K - $8.22K
|
1.06K
$9.56K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
900New |
$6.11K - $7.01K
|
900
$8.15K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
26+ 2.24% |
$177 - $203
|
1.19K
$10.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
24+ 2.26% |
$163 - $187
|
1.09K
$9.86K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
35KNew |
$255K - $283K
|
35K
$317K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
33.7KNew |
$245K - $272K
|
33.7K
$305K
|
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
16KNew |
$116K - $129K
|
16K
$145K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
6.7KNew |
$48.8K - $54.2K
|
6.7K
$60.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
6.1KNew |
$44.4K - $49.4K
|
6.1K
$55.3K
|
|
|
Aug 15, 2025
Q3 2023
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
1.96KNew |
$14.3K - $15.9K
|
1.96K
$17.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.61KNew |
$11.7K - $13K
|
1.61K
$14.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.25K+ 9.12% |
$9.1K - $10.1K
|
15K
$135K
|
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1KNew |
$7.28K - $8.09K
|
1K
$9.06K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
BUY
|
- |
1KNew |
$7.28K - $8.09K
|
1K
$9.06K
|
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
115+ 0.89% |
$837 - $930
|
13K
$118K
|
|
| Q2 2023 | |||||||
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
5K+ 666.67% |
$38.1K - $40.6K
|
5.75K
$52.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.38K+ 26.58% |
$25.7K - $27.4K
|
16.1K
$146K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
2.79KNew |
$21.3K - $22.6K
|
2.79K
$25.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
296New |
$2.26K - $2.4K
|
296
$2.68K
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
141+ 1.28% |
$1.07K - $1.14K
|
11.2K
$101K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
45.2KNew |
$332K - $364K
|
45.2K
$409K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
27KNew |
$199K - $218K
|
27K
$245K
|
|
|
May 01, 2023
Q1 2023
|
Community Capital Management, LLC
|
BUY
|
- |
19K+ 45.24% |
$140K - $153K
|
61K
$553K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.1KNew |
$81.4K - $89.2K
|
11.1K
$100K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
10KNew |
$73.8K - $80.9K
|
10K
$90.9K
|
|
|
May 15, 2023
Q1 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
5.67K+ 25.26% |
$41.8K - $45.8K
|
28.1K
$255K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
4.78KNew |
$35.2K - $38.6K
|
4.78K
$43.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
4.59KNew |
$33.7K - $37K
|
4.59K
$41.5K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
2.63KNew |
$19.4K - $21.2K
|
2.63K
$23.8K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.75KNew |
$12.9K - $14.2K
|
1.75K
$15.9K
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
1.5KNew |
$11K - $12.1K
|
1.5K
$13.6K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
550New |
$4.05K - $4.44K
|
550
$4.98K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
19.9KNew |
$144K - $160K
|
19.9K
$180K
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
14.3KNew |
$103K - $115K
|
14.3K
$129K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12.4KNew |
$89.8K - $99.9K
|
12.4K
$112K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.73KNew |
$27K - $30K
|
3.73K
$33.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
1.43KNew |
$10.4K - $11.5K
|
1.43K
$13K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
990New |
$7.17K - $7.98K
|
990
$8.97K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
333+ 1.77% |
$2.41K - $2.68K
|
19.1K
$173K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
185+ 1.43% |
$1.34K - $1.49K
|
13.1K
$119K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
73+ 0.71% |
$529 - $588
|
10.4K
$94K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
63New |
$456 - $508
|
63
$571
|
|
| Q3 2022 | |||||||
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
BUY
|
- |
19KNew |
$137K - $175K
|
19K
$172K
|
|