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 |
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
45,650
shares
|
$418,154
0.09% of portfolio
|
Q2 2025
Added 209.51%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
44,500
shares
|
$407,620
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
43,895
shares
|
$402,078
0.17% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
42,765
shares
|
$391,727
0.03% of portfolio
|
Q2 2025
Added 218.83%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
42,206
shares
|
$386,606
0.0% of portfolio
|
Q4 2024
Reduced 35.64%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
41,699
shares
|
$381,962
0.02% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
39,871
shares
|
$365,218
0.34% of portfolio
|
Q2 2025
Added 27.74%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
38,665
shares
|
$354,171
0.13% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
38,403
shares
|
$351,771
0.0% of portfolio
|
Q2 2025
Added 113.34%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
37,978
shares
|
$347,878
0.0% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
37,500
shares
|
$343,500
0.0% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
36,924
shares
|
$338,223
0.07% of portfolio
|
Q4 2023
Reduced 14.83%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
36,836
shares
|
$337,417
0.01% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
36,120
shares
|
$330,859
0.0% of portfolio
|
Q2 2025
Added 29.72%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
35,659
shares
|
$326,636
0.01% of portfolio
|
Q1 2025
Added 7.54%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
35,413
shares
|
$324,383
0.18% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Stockman Wealth Management, Inc.
|
Oct 16, 2025 Q3 2025 |
34,529
shares
|
$316,285
0.04% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
33,531
shares
|
$307,143
0.0% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 17, 2025 Q3 2025 |
33,136
shares
|
$303,525
0.11% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
32,600
shares
|
$298,616
0.01% of portfolio
|
Q2 2025
Reduced 14.88%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
32,550
shares
|
$298,158
0.0% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
32,000
shares
|
$293,120
0.0% of portfolio
|
Q3 2022
Added 18.52%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
31,656
shares
|
$289,968
0.07% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
31,500
shares
|
$288,540
0.03% of portfolio
|
Q2 2025
Added 57.5%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
31,371
shares
|
$287,358
0.01% of portfolio
|
Q3 2025
Added 6.77%
|