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 278 institutions that hold shares in the stock, with a total of 69.2 Million shares, which have been reported (via 13F filing form) to have a value of $589 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
27,456
shares
|
$234,748
0.02% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
27,214
shares
|
$232,679
0.01% of portfolio
|
Q1 2023
Reduced 9.93%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
26,238
shares
|
$224,334
0.29% of portfolio
|
Q3 2022
Added 1.41%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
25,849
shares
|
$221,008
0.0% of portfolio
|
Q3 2024
Reduced 36.84%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
25,572
shares
|
$218,640
0.0% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
25,279
shares
|
$216,135
0.09% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
24,794
shares
|
$211,988
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
24,024
shares
|
$205,405
0.01% of portfolio
|
Q3 2024
Added 9.08%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
23,885
shares
|
$204,216
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Oct 23, 2024 Q3 2024 |
23,675
shares
|
$202,421
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
23,632
shares
|
$202,053
0.01% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
23,369
shares
|
$199,804
0.12% of portfolio
|
Q2 2024
Reduced 8.25%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
23,090
shares
|
$197,419
0.13% of portfolio
|
Q2 2023
Reduced 4.55%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
22,791
shares
|
$194,863
0.02% of portfolio
|
Q3 2024
Added 60.33%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
22,723
shares
|
$194,281
0.0% of portfolio
|
Q3 2024
Added 9.65%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
22,412
shares
|
$191,622
0.01% of portfolio
|
Q3 2024
Reduced 10.62%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
22,352
shares
|
$191,109
0.0% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
22,138
shares
|
$189,279
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Nov 12, 2024 Q3 2024 |
21,095
shares
|
$180,362
0.07% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Commons Capital, LLC
Needham, MA |
Jan 17, 2025 Q4 2024 |
21,008
shares
|
$179,618
0.16% of portfolio
|
Q4 2024
Added 15.79%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
20,402
shares
|
$174,437
0.03% of portfolio
|
Q3 2022
Reduced 20.27%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
20,267
shares
|
$173,282
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
20,083
shares
|
$171,709
0.02% of portfolio
|
Q3 2024
Reduced 5.82%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
20,000
shares
|
$171,000
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
19,887
shares
|
$170,033
0.06% of portfolio
|
Q4 2022
New holding
|