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 |
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
31,185
shares
|
$285,654
0.0% of portfolio
|
Q1 2024
Reduced 0.84%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
30,981
shares
|
$283,785
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
30,437
shares
|
$278,802
0.07% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
29,629
shares
|
$271,401
0.08% of portfolio
|
Q2 2024
Reduced 17.99%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
29,279
shares
|
$268,195
0.0% of portfolio
|
Q2 2025
Added 85.56%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
28,670
shares
|
$262,617
0.0% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
27,990
shares
|
$256,388
0.0% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
27,881
shares
|
$255,389
0.11% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
27,740
shares
|
$254,098
0.0% of portfolio
|
Q2 2022
Reduced 8.79%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Aug 05, 2025 Q2 2025 |
27,431
shares
|
$251,267
0.12% of portfolio
|
Q2 2025
Reduced 15.42%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
27,214
shares
|
$249,280
0.01% of portfolio
|
Q1 2023
Reduced 9.93%
|
|
|
Mendel Capital Management LLC
|
Aug 14, 2025 Q2 2025 |
26,700
shares
|
$244,572
0.13% of portfolio
|
Q2 2025
Reduced 20.3%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
26,258
shares
|
$240,523
0.0% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
26,238
shares
|
$240,340
0.29% of portfolio
|
Q3 2022
Added 1.41%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
25,790
shares
|
$236,236
0.08% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
25,029
shares
|
$229,265
0.02% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
24,794
shares
|
$227,113
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
24,738
shares
|
$226,600
0.02% of portfolio
|
Q2 2025
Reduced 9.9%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
24,664
shares
|
$225,922
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
24,024
shares
|
$220,059
0.01% of portfolio
|
Q3 2024
Added 9.08%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
23,729
shares
|
$217,357
0.01% of portfolio
|
Q3 2025
Reduced 16.15%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Jul 30, 2025 Q2 2025 |
23,675
shares
|
$216,863
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
23,090
shares
|
$211,504
0.13% of portfolio
|
Q2 2023
Reduced 4.55%
|
|
|
Commons Capital, LLC
Needham, MA |
Jul 29, 2025 Q2 2025 |
22,784
shares
|
$208,701
0.15% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
22,138
shares
|
$202,784
0.01% of portfolio
|
Q4 2023
New holding
|