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 282 institutions that hold shares in the stock, with a total of 68.7 Million shares, which have been reported (via 13F filing form) to have a value of $586 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,780
shares
|
$15,112
0.0% of portfolio
|
Q2 2023
Reduced 25.99%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,754
shares
|
$14,891
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,700
shares
|
$14,433
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
1,605
shares
|
$13,626
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
1,500
shares
|
$12,735
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,500
shares
|
$12,735
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
1,465
shares
|
$12,437
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,088
shares
|
$9,237
0.0% of portfolio
|
Q4 2023
Added 2.26%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
1,055
shares
|
$8,956
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,031
shares
|
$8,753
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
1,000
shares
|
$8,490
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
1,000
shares
|
$8,490
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
1,000
shares
|
$8,490
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
950
shares
|
$8,065
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
900
shares
|
$7,641
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
900
shares
|
$7,641
0.0% of portfolio
|
Q3 2024
Added 2095.12%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
900
shares
|
$7,641
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
847
shares
|
$7,191
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
800
shares
|
$6,792
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
467
shares
|
$3,964
0.0% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
436
shares
|
$3,701
0.0% of portfolio
|
Q3 2024
Reduced 19.11%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
390
shares
|
$3,311
0.0% of portfolio
|
Q3 2024
Reduced 93.75%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
349
shares
|
$2,963
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
337
shares
|
$2,861
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
300
shares
|
$2,547
0.0% of portfolio
|
Q2 2024
Reduced 40.0%
|