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 70.1 Million shares, which have been reported (via 13F filing form) to have a value of $642 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
550,720
shares
|
$5.04 Million
0.55% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Sam Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
507,381
shares
|
$4.65 Million
1.55% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
496,064
shares
|
$4.54 Million
0.01% of portfolio
|
Q2 2025
Added 13.96%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
409,153
shares
|
$3.75 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
392,716
shares
|
$3.6 Million
0.01% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
303,444
shares
|
$2.78 Million
0.06% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
294,238
shares
|
$2.7 Million
0.18% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
288,560
shares
|
$2.64 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.78%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
285,790
shares
|
$2.62 Million
0.0% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
280,010
shares
|
$2.56 Million
0.0% of portfolio
|
Q2 2025
Added 1202.37%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
252,181
shares
|
$2.31 Million
0.01% of portfolio
|
Q2 2025
Added 57.23%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
233,690
shares
|
$2.14 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
230,456
shares
|
$2.11 Million
0.2% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
216,811
shares
|
$1.99 Million
0.02% of portfolio
|
Q2 2025
Added 118.9%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
196,975
shares
|
$1.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
192,722
shares
|
$1.77 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
191,038
shares
|
$1.75 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
189,700
shares
|
$1.74 Million
0.12% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
172,097
shares
|
$1.58 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
160,968
shares
|
$1.47 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
Pointe Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
159,532
shares
|
$1.46 Million
0.74% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
149,839
shares
|
$1.37 Million
0.37% of portfolio
|
Q2 2024
Added 9.1%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
142,892
shares
|
$1.31 Million
0.02% of portfolio
|
Q2 2025
Added 14.34%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
142,361
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2025
Added 10.99%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
137,785
shares
|
$1.26 Million
0.01% of portfolio
|
Q4 2024
Reduced 25.29%
|