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 309 institutions that hold shares in the stock, with a total of 70.5 Million shares, which have been reported (via 13F filing form) to have a value of $639 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
21,144
shares
|
$191,564
0.0% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
20,764
shares
|
$188,121
0.02% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
20,135
shares
|
$182,423
0.05% of portfolio
|
Q2 2025
Reduced 15.7%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
20,125
shares
|
$182,332
0.0% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
19,900
shares
|
$180,294
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
19,887
shares
|
$180,176
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
19,300
shares
|
$174,858
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
19,150
shares
|
$173,499
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
19,133
shares
|
$173,344
0.0% of portfolio
|
Q4 2022
Added 1.77%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
19,000
shares
|
$172,140
0.0% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
19,000
shares
|
$172,140
0.0% of portfolio
|
Q4 2022
Reduced 13.64%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
18,812
shares
|
$170,436
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
18,696
shares
|
$169,385
0.01% of portfolio
|
Q3 2025
Added 167.39%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
18,469
shares
|
$167,329
0.09% of portfolio
|
Q3 2025
Added 6.33%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
18,397
shares
|
$166,676
0.01% of portfolio
|
Q3 2025
Reduced 10.66%
|
|
|
Meridian Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
17,936
shares
|
$162,500
0.02% of portfolio
|
Q4 2022
Reduced 12.62%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
17,710
shares
|
$160,452
0.02% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
17,257
shares
|
$156,348
0.04% of portfolio
|
Q2 2024
Added 2.42%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
17,242
shares
|
$156,212
0.01% of portfolio
|
Q2 2025
Added 54.75%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Oct 20, 2025 Q3 2025 |
17,200
shares
|
$155,832
0.06% of portfolio
|
Q2 2023
Reduced 27.43%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
16,880
shares
|
$152,932
0.01% of portfolio
|
Q1 2024
Reduced 7.06%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Oct 16, 2025 Q3 2025 |
16,495
shares
|
$149,444
0.01% of portfolio
|
Q3 2025
Added 10.74%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
16,000
shares
|
$144,960
0.06% of portfolio
|
Q4 2022
Reduced 32.2%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
15,811
shares
|
$143,247
0.0% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
15,708
shares
|
$142,314
0.02% of portfolio
|
Q2 2025
New holding
|
|