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 |
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
11,935
shares
|
$109,324
0.02% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
11,710
shares
|
$107,263
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
11,602
shares
|
$106,274
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
11,500
shares
|
$105,340
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
11,500
shares
|
$105,340
0.0% of portfolio
|
Q1 2019
Reduced 5.95%
|
|
|
Blue Chip Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
11,486
shares
|
$105,211
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
11,384
shares
|
$104,277
0.01% of portfolio
|
Q2 2024
Reduced 7.14%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 20, 2025 Q3 2025 |
11,184
shares
|
$102,445
0.07% of portfolio
|
Q2 2025
Reduced 8.21%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
11,069
shares
|
$101,392
0.01% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
10,966
shares
|
$100,448
0.01% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
10,896
shares
|
$99,807
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
10,771
shares
|
$98,662
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
10,694
shares
|
$97,957
0.0% of portfolio
|
Q1 2020
Reduced 21.47%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
10,685
shares
|
$97,874
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
10,683
shares
|
$97,856
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
10,526
shares
|
$96,418
0.02% of portfolio
|
Q4 2024
Reduced 9.27%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,425
shares
|
$95,493
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
10,302
shares
|
$94,366
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
10,302
shares
|
$94,366
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
10,125
shares
|
$92,745
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
10,004
shares
|
$91,636
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
10,000
shares
|
$91,600
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
10,000
shares
|
$91,600
0.0% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
9,819
shares
|
$89,942
0.0% of portfolio
|
Q2 2025
Added 68.22%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
9,218
shares
|
$84,436
0.01% of portfolio
|
Q2 2025
Reduced 31.3%
|