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 |
|---|---|---|---|---|---|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
11,602
shares
|
$105,114
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
11,550
shares
|
$104,643
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
11,500
shares
|
$104,190
0.0% of portfolio
|
Q1 2019
Reduced 5.95%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
11,500
shares
|
$104,190
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Blue Chip Partners, Inc.
|
Nov 14, 2025 Q3 2025 |
11,486
shares
|
$104,063
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 20, 2025 Q3 2025 |
11,184
shares
|
$101,327
0.07% of portfolio
|
Q2 2025
Reduced 8.21%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
10,840
shares
|
$98,210
0.0% of portfolio
|
Q3 2025
Reduced 10.95%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
10,694
shares
|
$96,887
0.0% of portfolio
|
Q1 2020
Reduced 21.47%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
10,683
shares
|
$96,787
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
10,526
shares
|
$95,365
0.02% of portfolio
|
Q4 2024
Reduced 9.27%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
10,451
shares
|
$94,686
0.01% of portfolio
|
Q3 2025
Reduced 5.58%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,425
shares
|
$94,450
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
10,401
shares
|
$94,233
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
10,350
shares
|
$93,771
0.01% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
10,302
shares
|
$93,336
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
10,302
shares
|
$93,336
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
10,275
shares
|
$93,091
0.01% of portfolio
|
Q3 2025
Reduced 13.91%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
10,004
shares
|
$90,636
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
10,000
shares
|
$90,600
0.0% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
9,894
shares
|
$89,639
0.0% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
9,218
shares
|
$83,515
0.01% of portfolio
|
Q2 2025
Reduced 31.3%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
9,000
shares
|
$81,540
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
8,982
shares
|
$81,376
0.0% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
8,818
shares
|
$79,891
0.0% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
8,805
shares
|
$79,773
0.04% of portfolio
|
Q3 2025
Added 2.23%
|
|