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 282 institutions that hold shares in the stock, with a total of 68.7 Million shares, which have been reported (via 13F filing form) to have a value of $586 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
36,396
shares
|
$309,002
0.03% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Integrated Capital Management, Inc.
|
Jan 13, 2025 Q4 2024 |
36,308
shares
|
$308,254
0.25% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
35,708
shares
|
$303,160
0.0% of portfolio
|
Q3 2024
Reduced 79.37%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
35,377
shares
|
$300,350
0.0% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
34,911
shares
|
$296,394
0.13% of portfolio
|
Q4 2024
Added 9.11%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
34,679
shares
|
$294,424
0.05% of portfolio
|
Q1 2024
Added 15.6%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
34,197
shares
|
$290,332
0.0% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
33,916
shares
|
$287,946
0.0% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
33,710
shares
|
$286,197
0.0% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
33,531
shares
|
$284,678
0.0% of portfolio
|
Q3 2024
Reduced 6.55%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
33,500
shares
|
$284,415
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
33,159
shares
|
$281,519
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
33,055
shares
|
$280,636
0.18% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
32,422
shares
|
$275,262
0.0% of portfolio
|
Q3 2024
Reduced 93.45%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
32,000
shares
|
$271,680
0.0% of portfolio
|
Q3 2022
Added 18.52%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
31,185
shares
|
$264,760
0.0% of portfolio
|
Q1 2024
Reduced 0.84%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
31,168
shares
|
$264,616
0.07% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
31,085
shares
|
$263,911
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
30,981
shares
|
$263,028
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
29,880
shares
|
$253,681
0.01% of portfolio
|
Q2 2024
Added 1.72%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
29,629
shares
|
$251,550
0.09% of portfolio
|
Q2 2024
Reduced 17.99%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
28,847
shares
|
$244,911
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
28,710
shares
|
$243,747
0.01% of portfolio
|
Q3 2024
Added 22.34%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
27,740
shares
|
$235,512
0.0% of portfolio
|
Q2 2022
Reduced 8.79%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
27,685
shares
|
$235,045
0.12% of portfolio
|
Q3 2024
Added 0.22%
|