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 309 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 |
|---|---|---|---|---|---|
|
One8zero8, LLC
Greensboro, NC |
Nov 03, 2025 Q3 2025 |
138,150
shares
|
$1.25 Million
0.27% of portfolio
|
Q3 2025
Added 17.08%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
137,785
shares
|
$1.25 Million
0.01% of portfolio
|
Q4 2024
Reduced 25.29%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
130,408
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2025
Added 31.68%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
129,870
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.77%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
118,284
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
116,058
shares
|
$1.05 Million
0.09% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 10, 2025 Q3 2025 |
107,906
shares
|
$977,628
0.06% of portfolio
|
Q1 2025
Added 524.89%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
104,187
shares
|
$943,934
0.7% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Northstar Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
101,657
shares
|
$921,012
0.39% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
99,725
shares
|
$903,508
0.0% of portfolio
|
Q1 2025
Added 135.45%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
96,595
shares
|
$875,150
0.01% of portfolio
|
Q3 2025
Reduced 55.45%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Nov 12, 2025 Q3 2025 |
94,000
shares
|
$851,640
0.15% of portfolio
|
Q3 2025
Added 9.3%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
91,685
shares
|
$830,666
0.05% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
90,459
shares
|
$819,558
0.01% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
88,886
shares
|
$805,307
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
88,886
shares
|
$805,307
0.08% of portfolio
|
Q4 2020
New holding
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
86,178
shares
|
$780,772
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
81,625
shares
|
$739,522
0.08% of portfolio
|
Q4 2023
Reduced 0.18%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Oct 31, 2025 Q3 2025 |
80,000
shares
|
$724,800
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
76,669
shares
|
$694,621
0.0% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
76,593
shares
|
$693,932
0.01% of portfolio
|
Q3 2025
Reduced 14.11%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
76,397
shares
|
$692,156
0.01% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
72,954
shares
|
$660,963
0.05% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
69,890
shares
|
$633,203
0.04% of portfolio
|
Q3 2025
Added 44.11%
|
|
|
Shaker Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
69,139
shares
|
$626,399
0.22% of portfolio
|
Q3 2025
Added 65.25%
|
|