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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
69,090
shares
|
$625,955
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
66,839
shares
|
$605,561
0.0% of portfolio
|
Q3 2025
Added 10.84%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
65,612
shares
|
$594,444
0.0% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
65,122
shares
|
$590,005
0.0% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
63,736
shares
|
$577,448
0.01% of portfolio
|
Q2 2025
Added 90.66%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Nov 03, 2025 Q3 2025 |
63,636
shares
|
$576,542
0.11% of portfolio
|
Q3 2025
Reduced 4.36%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
59,890
shares
|
$542,603
0.01% of portfolio
|
Q3 2025
Reduced 7.55%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
59,210
shares
|
$536,442
0.0% of portfolio
|
Q3 2022
Reduced 1.9%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
57,122
shares
|
$517,525
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
55,968
shares
|
$507,070
0.14% of portfolio
|
Q2 2025
Reduced 50.31%
|
|
|
David J Yvars Group
|
Oct 27, 2025 Q3 2025 |
55,312
shares
|
$501,126
0.27% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
54,085
shares
|
$490,010
0.01% of portfolio
|
Q3 2025
Reduced 9.14%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
54,047
shares
|
$489,665
0.05% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
53,811
shares
|
$487,527
0.03% of portfolio
|
Q3 2025
Added 29.05%
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
51,567
shares
|
$467,197
0.18% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
49,525
shares
|
$448,696
0.21% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
49,422
shares
|
$447,763
0.01% of portfolio
|
Q3 2025
Added 7.23%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
48,395
shares
|
$438,458
0.01% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Integrated Capital Management, Inc.
|
Oct 07, 2025 Q3 2025 |
47,930
shares
|
$434,245
0.32% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Avory & Company, LLC
Miami, FL |
Oct 31, 2025 Q3 2025 |
47,060
shares
|
$426,363
0.27% of portfolio
|
Q4 2023
Reduced 2.12%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
47,060
shares
|
$426,363
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
46,361
shares
|
$420,030
0.01% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
45,274
shares
|
$410,182
0.0% of portfolio
|
Q3 2025
Reduced 28.33%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
44,500
shares
|
$403,170
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
44,047
shares
|
$399,065
0.0% of portfolio
|
Q3 2025
Reduced 65.95%
|
|