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 |
|---|---|---|---|---|---|
|
Retirement Solution Inc.
|
Nov 04, 2025 Q3 2025 |
15,467
shares
|
$140,131
0.09% of portfolio
|
Q3 2025
Reduced 17.26%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
15,377
shares
|
$139,315
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
15,372
shares
|
$139,270
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Nov 07, 2025 Q3 2025 |
15,277
shares
|
$138,409
0.06% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Bank Of Stockton
|
Oct 29, 2025 Q3 2025 |
15,000
shares
|
$135,900
0.04% of portfolio
|
Q3 2025
Reduced 16.67%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
14,649
shares
|
$132,719
0.03% of portfolio
|
Q3 2025
Reduced 67.91%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
14,350
shares
|
$130,011
0.01% of portfolio
|
Q3 2024
Reduced 12.53%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
14,248
shares
|
$129,086
0.02% of portfolio
|
Q3 2025
Added 8.55%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
14,230
shares
|
$128,923
0.0% of portfolio
|
Q3 2025
Reduced 6.57%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 24, 2025 Q3 2025 |
13,971
shares
|
$126,577
0.08% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
13,663
shares
|
$123,786
0.01% of portfolio
|
Q3 2025
Reduced 68.05%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
13,464
shares
|
$121,983
0.04% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
13,235
shares
|
$119,909
0.03% of portfolio
|
Q3 2024
Added 5.53%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
13,209
shares
|
$119,673
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
13,200
shares
|
$119,592
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
12,800
shares
|
$115,968
0.0% of portfolio
|
Q2 2025
Added 28.64%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
12,700
shares
|
$115,062
0.01% of portfolio
|
Q3 2025
Added 30.93%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
12,586
shares
|
$114,029
0.02% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
12,570
shares
|
$113,884
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
12,142
shares
|
$110,006
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
12,082
shares
|
$109,462
0.0% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
11,947
shares
|
$108,239
0.01% of portfolio
|
Q3 2025
Added 49.37%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
11,733
shares
|
$106,300
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
11,717
shares
|
$106,156
0.04% of portfolio
|
Q3 2025
Reduced 35.67%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
11,710
shares
|
$106,092
0.01% of portfolio
|
Q4 2024
New holding
|
|