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 |
|---|---|---|---|---|---|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
496,811
shares
|
$4.25 Million
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Focused Wealth Management, Inc
|
Oct 30, 2024 Q3 2024 |
467,520
shares
|
$4 Million
0.55% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Sam Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
464,433
shares
|
$3.97 Million
1.5% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
402,749
shares
|
$3.44 Million
0.17% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
392,170
shares
|
$3.35 Million
0.97% of portfolio
|
Q3 2024
Reduced 8.77%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
373,014
shares
|
$3.19 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Shaker Financial Services, LLC
|
Oct 31, 2024 Q3 2024 |
356,589
shares
|
$3.05 Million
1.19% of portfolio
|
Q3 2024
Reduced 10.61%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
350,136
shares
|
$2.99 Million
0.01% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
310,028
shares
|
$2.65 Million
0.01% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2024 Q3 2024 |
307,690
shares
|
$2.63 Million
0.89% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
240,625
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
230,456
shares
|
$1.97 Million
0.2% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
226,586
shares
|
$1.94 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
208,819
shares
|
$1.79 Million
0.02% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
207,269
shares
|
$1.77 Million
0.01% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
195,670
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2024
Added 12.13%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
184,424
shares
|
$1.58 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
183,126
shares
|
$1.57 Million
0.02% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
179,737
shares
|
$1.54 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
175,447
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
171,229
shares
|
$1.46 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
161,892
shares
|
$1.38 Million
0.84% of portfolio
|
Q3 2024
Reduced 7.54%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
149,839
shares
|
$1.28 Million
0.35% of portfolio
|
Q2 2024
Added 9.1%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
128,261
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 62.21%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
121,918
shares
|
$1.04 Million
0.32% of portfolio
|
Q3 2024
Added 30.26%
|