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 |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
10,826
shares
|
$92,562
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
10,694
shares
|
$91,433
0.0% of portfolio
|
Q1 2020
Reduced 21.47%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,425
shares
|
$89,133
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
10,302
shares
|
$88,082
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
10,302
shares
|
$88,082
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
10,248
shares
|
$87,620
0.0% of portfolio
|
Q2 2024
Reduced 19.01%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 22, 2025 Q4 2024 |
10,066
shares
|
$86,064
0.0% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
9,251
shares
|
$79,096
0.0% of portfolio
|
Q2 2024
Reduced 24.36%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
9,000
shares
|
$76,950
0.0% of portfolio
|
Q3 2024
Added 228.83%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
9,000
shares
|
$76,950
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
8,837
shares
|
$75,556
0.0% of portfolio
|
Q3 2024
Added 24.15%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
8,500
shares
|
$72,675
0.0% of portfolio
|
Q2 2024
Added 0.68%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
8,400
shares
|
$71,820
0.0% of portfolio
|
Q3 2024
Reduced 26.33%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
8,311
shares
|
$71,059
0.0% of portfolio
|
Q3 2024
Added 282.82%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
8,158
shares
|
$69,750
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
8,027
shares
|
$68,630
0.04% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
7,800
shares
|
$66,690
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
6,650
shares
|
$56,857
0.05% of portfolio
|
Q3 2024
Reduced 15.82%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
6,552
shares
|
$56,019
0.03% of portfolio
|
Q2 2024
Reduced 36.71%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
5,766
shares
|
$49,299
0.0% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,750
shares
|
$49,162
0.0% of portfolio
|
Q2 2023
Added 666.67%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
5,750
shares
|
$49,162
0.0% of portfolio
|
Q2 2023
Added 666.67%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
5,700
shares
|
$48,735
0.0% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
5,250
shares
|
$44,887
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cypress Capital Management LLC (Wy)
|
Jan 23, 2025 Q4 2024 |
5,000
shares
|
$42,750
0.05% of portfolio
|
Q3 2017
New holding
|