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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
43,457
shares
|
$393,720
0.0% of portfolio
|
Q3 2025
Added 13.16%
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
41,998
shares
|
$380,501
0.15% of portfolio
|
Q3 2025
Reduced 4.32%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
40,764
shares
|
$369,321
0.0% of portfolio
|
Q3 2025
Added 7.34%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
38,614
shares
|
$349,842
0.13% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
38,257
shares
|
$346,608
0.0% of portfolio
|
Q3 2025
Reduced 9.36%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
37,500
shares
|
$339,750
0.0% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Nov 04, 2025 Q3 2025 |
37,174
shares
|
$336,796
0.3% of portfolio
|
Q3 2025
Reduced 6.76%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
36,924
shares
|
$334,531
0.07% of portfolio
|
Q4 2023
Reduced 14.83%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
36,836
shares
|
$333,734
0.01% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
36,120
shares
|
$327,247
0.0% of portfolio
|
Q2 2025
Added 29.72%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
35,659
shares
|
$323,070
0.01% of portfolio
|
Q1 2025
Added 7.54%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
35,413
shares
|
$320,841
0.18% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Stockman Wealth Management, Inc.
|
Oct 16, 2025 Q3 2025 |
34,529
shares
|
$312,832
0.04% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Pmg Family Office LLC
Plano, TX |
Dec 22, 2025 Q3 2025 |
34,486
shares
|
$312,443
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
33,531
shares
|
$303,790
0.0% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
33,234
shares
|
$301,100
0.0% of portfolio
|
Q3 2025
Added 13.51%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 17, 2025 Q3 2025 |
33,136
shares
|
$300,212
0.11% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
32,550
shares
|
$294,903
0.0% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
32,000
shares
|
$289,920
0.0% of portfolio
|
Q3 2022
Added 18.52%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
31,500
shares
|
$285,390
0.03% of portfolio
|
Q2 2025
Added 57.5%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
31,371
shares
|
$284,221
0.01% of portfolio
|
Q3 2025
Added 6.77%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
31,185
shares
|
$282,536
0.0% of portfolio
|
Q1 2024
Reduced 0.84%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
31,120
shares
|
$281,947
0.06% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
31,044
shares
|
$281,258
0.08% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
30,981
shares
|
$280,687
0.24% of portfolio
|
Q4 2024
New holding
|
|