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 |
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
21,801
shares
|
$199,697
0.0% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
21,547
shares
|
$197,370
0.01% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
21,270
shares
|
$194,833
0.0% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
21,162
shares
|
$193,843
0.01% of portfolio
|
Q2 2025
Reduced 22.53%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
20,937
shares
|
$191,782
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
20,596
shares
|
$188,659
0.02% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
20,591
shares
|
$188,613
0.02% of portfolio
|
Q1 2025
Reduced 9.65%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
20,135
shares
|
$184,436
0.06% of portfolio
|
Q2 2025
Reduced 15.7%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
19,900
shares
|
$182,284
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
19,887
shares
|
$182,164
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
19,533
shares
|
$178,922
0.0% of portfolio
|
Q2 2025
Reduced 19.72%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
19,300
shares
|
$176,788
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
19,150
shares
|
$175,414
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
19,133
shares
|
$175,258
0.0% of portfolio
|
Q4 2022
Added 1.77%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
19,000
shares
|
$174,040
0.0% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
19,000
shares
|
$174,040
0.0% of portfolio
|
Q4 2022
Reduced 13.64%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
18,696
shares
|
$171,255
0.01% of portfolio
|
Q3 2025
Added 167.39%
|
|
|
Retirement Solution Inc.
|
Aug 07, 2025 Q2 2025 |
18,693
shares
|
$171,227
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
18,251
shares
|
$167,179
0.02% of portfolio
|
Q1 2025
Added 42.3%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
18,215
shares
|
$166,849
0.07% of portfolio
|
Q2 2025
Reduced 19.39%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
18,081
shares
|
$165,621
0.04% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
18,000
shares
|
$164,880
0.05% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Meridian Wealth Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
17,936
shares
|
$164,293
0.03% of portfolio
|
Q4 2022
Reduced 12.62%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
17,710
shares
|
$162,223
0.04% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
17,369
shares
|
$159,100
0.09% of portfolio
|
Q2 2025
Reduced 25.68%
|