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 308 institutions that hold shares in the stock, with a total of 70.5 Million shares, which have been reported (via 13F filing form) to have a value of $639 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
1,650
shares
|
$14,949
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
1,605
shares
|
$14,541
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
1,500
shares
|
$13,590
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
1,465
shares
|
$13,272
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,389
shares
|
$12,584
0.0% of portfolio
|
Q3 2025
Added 1426.37%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
1,268
shares
|
$11,488
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
1,265
shares
|
$11,460
0.0% of portfolio
|
Q2 2025
Reduced 6.99%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,088
shares
|
$9,857
0.0% of portfolio
|
Q4 2023
Added 2.26%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
1,083
shares
|
$9,811
0.01% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,031
shares
|
$9,340
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
1,000
shares
|
$9,060
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
900
shares
|
$8,154
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
900
shares
|
$8,154
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
850
shares
|
$7,701
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
847
shares
|
$7,673
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
429
shares
|
$3,886
0.0% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
390
shares
|
$3,533
0.0% of portfolio
|
Q3 2024
Reduced 93.75%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
349
shares
|
$3,161
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
300
shares
|
$2,718
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
296
shares
|
$2,681
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
250
shares
|
$2,265
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
225
shares
|
$2,038
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
200
shares
|
$1,812
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
159
shares
|
$1,440
0.0% of portfolio
|
Q4 2024
Reduced 82.33%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
125
shares
|
$1,132
0.0% of portfolio
|
Q3 2025
New holding
|
|