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 |
|---|---|---|---|---|---|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
19,811
shares
|
$169,384
0.01% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
19,681
shares
|
$168,272
0.0% of portfolio
|
Q3 2024
Added 49.1%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
19,133
shares
|
$163,587
0.0% of portfolio
|
Q4 2022
Added 1.77%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
19,000
shares
|
$162,450
0.0% of portfolio
|
Q4 2022
Reduced 13.64%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
19,000
shares
|
$162,450
0.0% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
18,410
shares
|
$157,405
0.0% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Bank Of Stockton
|
Oct 23, 2024 Q3 2024 |
18,000
shares
|
$153,900
0.05% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
17,936
shares
|
$153,352
0.03% of portfolio
|
Q4 2022
Reduced 12.62%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
17,735
shares
|
$151,634
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
17,500
shares
|
$149,625
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
17,268
shares
|
$147,641
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
17,257
shares
|
$147,547
0.04% of portfolio
|
Q2 2024
Added 2.42%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
17,200
shares
|
$147,060
0.07% of portfolio
|
Q2 2023
Reduced 27.43%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
16,880
shares
|
$144,324
0.01% of portfolio
|
Q1 2024
Reduced 7.06%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
16,395
shares
|
$140,177
0.01% of portfolio
|
Q3 2024
Added 10.07%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
16,300
shares
|
$139,365
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
16,000
shares
|
$136,800
0.06% of portfolio
|
Q4 2022
Reduced 32.2%
|
|
|
Parisi Gray Wealth Management
|
Jan 13, 2025 Q4 2024 |
15,962
shares
|
$136,475
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
15,779
shares
|
$134,910
0.0% of portfolio
|
Q3 2024
Added 6.28%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
15,399
shares
|
$131,661
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
15,377
shares
|
$131,473
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Cs Group, LLC
|
Jan 13, 2025 Q4 2024 |
15,290
shares
|
$130,729
0.11% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
15,179
shares
|
$129,780
0.0% of portfolio
|
Q3 2024
Reduced 13.07%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
14,732
shares
|
$125,958
0.02% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
14,350
shares
|
$122,692
0.01% of portfolio
|
Q3 2024
Reduced 12.53%
|