Institutional Ownership Eaton Vance Tax Managed Global Diversified Equity Income Fund (EXG)
This table provides information about the institutional ownership of Eaton Vance Tax Managed Global Diversified Equity Income Fund (EXG). We have compiled data on the 278 institutions that hold shares in the stock, with a total of 69.2 Million shares, which have been reported (via 13F filing form) to have a value of $589 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
4,631
shares
|
$39,595
0.01% of portfolio
|
Q3 2024
Added 826.2%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
4,617
shares
|
$39,475
0.01% of portfolio
|
Q3 2024
Reduced 38.77%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
4,585
shares
|
$39,201
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
4,524
shares
|
$38,680
0.0% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
4,350
shares
|
$37,192
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
3,953
shares
|
$33,798
0.0% of portfolio
|
Q2 2023
Reduced 0.73%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
3,718
shares
|
$31,788
0.01% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
3,642
shares
|
$31,139
0.02% of portfolio
|
Q2 2022
Added 1.59%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
3,530
shares
|
$30,181
0.0% of portfolio
|
Q3 2024
Reduced 41.35%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
3,350
shares
|
$28,642
0.0% of portfolio
|
Q4 2023
Added 103.03%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
2,916
shares
|
$24,931
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
2,828
shares
|
$24,179
0.0% of portfolio
|
Q2 2022
Reduced 42.25%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,822
shares
|
$24,128
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
2,791
shares
|
$23,863
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
2,734
shares
|
$23,375
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
2,700
shares
|
$23,085
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
2,650
shares
|
$22,657
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
2,600
shares
|
$22,230
0.01% of portfolio
|
Q2 2022
Reduced 90.38%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
2,500
shares
|
$21,375
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
2,469
shares
|
$21,109
0.01% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
2,436
shares
|
$20,827
0.0% of portfolio
|
Q1 2021
Reduced 61.82%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,269
shares
|
$19,399
0.0% of portfolio
|
Q4 2024
Added 31.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,253
shares
|
$19,263
0.0% of portfolio
|
Q3 2023
Reduced 1.4%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
2,183
shares
|
$18,664
0.0% of portfolio
|
Q2 2024
Reduced 19.06%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,067
shares
|
$17,672
0.01% of portfolio
|
Q4 2023
New holding
|