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 |
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
17,257
shares
|
$158,074
0.04% of portfolio
|
Q2 2024
Added 2.42%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
17,256
shares
|
$158,064
0.01% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
17,242
shares
|
$157,936
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
|
$157,552
0.06% of portfolio
|
Q2 2023
Reduced 27.43%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
16,880
shares
|
$154,620
0.01% of portfolio
|
Q1 2024
Reduced 7.06%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Oct 16, 2025 Q3 2025 |
16,495
shares
|
$151,094
0.01% of portfolio
|
Q3 2025
Added 10.74%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
16,000
shares
|
$146,560
0.06% of portfolio
|
Q4 2022
Reduced 32.2%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
15,811
shares
|
$144,828
0.0% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
15,708
shares
|
$143,885
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Cs Group, LLC
|
Jul 14, 2025 Q2 2025 |
15,399
shares
|
$141,054
0.19% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
15,377
shares
|
$140,853
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
15,230
shares
|
$139,506
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
15,031
shares
|
$137,683
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
14,350
shares
|
$131,446
0.01% of portfolio
|
Q3 2024
Reduced 12.53%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
13,971
shares
|
$127,974
0.08% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
13,408
shares
|
$122,817
0.04% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
13,235
shares
|
$121,232
0.03% of portfolio
|
Q3 2024
Added 5.53%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
13,209
shares
|
$120,994
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
13,200
shares
|
$120,912
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
13,126
shares
|
$120,234
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
12,800
shares
|
$117,248
0.0% of portfolio
|
Q2 2025
Added 28.64%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
12,700
shares
|
$116,332
0.01% of portfolio
|
Q3 2025
Added 30.93%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
12,569
shares
|
$115,132
0.03% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
12,173
shares
|
$111,504
0.0% of portfolio
|
Q2 2025
Reduced 29.12%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
12,082
shares
|
$110,671
0.0% of portfolio
|
Q3 2024
Reduced 2.07%
|