Purchases and Sales Made in Q1 2023 in Eaton Vance Tax Managed Global Diversified Equity Income Fund (EXG)

EXG Quotes by TradingView

This table provides information about the institutional ownership of Eaton Vance Tax Managed Global Diversified Equity Income Fund (EXG) during Q1 2023. The information is specifically focused on institutions that hold shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Apr 19, 2023 Q1 2023
David J Yvars Group

BUY
 -
4.06K
+ 6.45%
$29.8K - $32.7K
66.9K $572K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
3.97K
+ 2.53%
$29.2K - $32K
161K $1.37M
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
3.68K
New
$27.1K - $29.7K
3.68K $31.5K
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
3.47K
+ 30.64%
$25.5K - $28K
14.8K $126K
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
3.41K
+ 5.48%
$25.1K - $27.5K
65.5K $560K
Apr 10, 2023 Q1 2023
Northstar Advisory Group, LLC

BUY
 -
3.26K
+ 3.59%
$24K - $26.3K
94K $804K
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
2.73K
+ 0.61%
$20.1K - $22K
453K $3.87M
May 15, 2023 Q1 2023
Walleye Capital LLC

Plymouth, MN
BUY
 -
2.66K
+ 3.32%
$19.6K - $21.5K
82.8K $708K
Apr 10, 2023 Q1 2023
Versant Capital Management, Inc

BUY
 -
2.63K
New
$19.4K - $21.2K
2.63K $22.5K
May 10, 2023 Q1 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
2.58K
+ 402.66%
$19K - $20.8K
3.22K $27.5K
Apr 27, 2023 Q1 2023
Conning Inc.

BUY
 -
2.19K
+ 2.14%
$16.1K - $17.7K
104K $893K
Apr 13, 2023 Q1 2023
Focused Wealth Management, Inc

BUY
 -
2.01K
+ 0.48%
$14.8K - $16.2K
420K $3.59M
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
1.95K
New
$14.4K - $15.7K
1.95K $16.7K
Apr 27, 2023 Q1 2023
Stratos Wealth Partners, Ltd.

BUY
 -
1.9K
+ 10.22%
$14K - $15.4K
20.5K $176K
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
1.75K
New
$12.9K - $14.2K
1.75K $15K
Apr 24, 2023 Q1 2023
Semus Wealth Partners LLC

Boca Raton, FL
BUY
 -
1.66K
+ 5.53%
$12.2K - $13.4K
31.6K $270K
May 11, 2023 Q1 2023
Cornerstone Management, Inc.

Duluth, GA
BUY
 -
1.5K
New
$11K - $12.1K
1.5K $12.8K
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
1.19K
+ 107.73%
$8.72K - $9.56K
2.29K $19.5K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
969
+ 0.73%
$7.13K - $7.82K
133K $1.14M
May 05, 2023 Q1 2023
Modera Wealth Management, LLC

BUY
 -
700
+ 5.79%
$5.15K - $5.65K
12.8K $109K
May 10, 2023 Q1 2023
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
550
New
$4.05K - $4.44K
550 $4.7K
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
531
+ 50.57%
$3.91K - $4.29K
1.58K $13.5K
May 10, 2023 Q1 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
326
+ 2.17%
$2.4K - $2.63K
15.4K $131K
May 10, 2023 Q1 2023
Wealth Alliance

Mellville, NY
BUY
 -
300
+ 2.81%
$2.21K - $2.42K
11K $93.7K
May 04, 2023 Q1 2023
Cic Wealth, LLC

Rockville, MD
BUY
 -
237
+ 1.91%
$1.74K - $1.91K
12.7K $108K
Apr 20, 2023 Q1 2023
Kovack Advisors, Inc.

BUY
 -
224
+ 0.65%
$1.65K - $1.81K
34.5K $295K
Apr 20, 2023 Q1 2023
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
208
+ 1.92%
$1.53K - $1.68K
11K $94.2K
Jan 02, 2024 Q1 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
150
New
$1.1K - $1.21K
150 $1.28K
May 15, 2023 Q1 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
122
+ 0.37%
$898 - $985
33.1K $283K
May 04, 2023 Q1 2023
Encompass Wealth Advisors, LLC

BUY
 -
111
+ 0.87%
$817 - $896
12.8K $109K
Apr 27, 2023 Q1 2023
North Star Investment Management Corp.

Chicago, IL
BUY
 -
107
+ 2.17%
$788 - $863
5.05K $43.2K
Apr 20, 2023 Q1 2023
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
102
+ 0.08%
$751 - $823
132K $1.13M
May 11, 2023 Q1 2023
Commons Capital, LLC

Needham, MA
BUY
 -
93
+ 0.86%
$684 - $751
10.9K $93.6K
Apr 28, 2023 Q1 2023
Soa Wealth Advisors, Llc.

BUY
 -
69
+ 2.18%
$508 - $557
3.24K $27.7K
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
65
+ 250.0%
$478 - $525
91 $778
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
64
+ 0.83%
$471 - $516
7.81K $66.8K
May 03, 2023 Q1 2023
Stonebridge Financial Planning Group, LLC

BUY
 -
50
+ 0.18%
$368 - $404
27.4K $234K
May 08, 2023 Q1 2023
Brown Advisory Inc

BUY
 -
41
+ 0.28%
$302 - $331
14.8K $126K
May 11, 2023 Q1 2023
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
37
+ 0.12%
$272 - $299
30.8K $263K
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
37
+ 740.0%
$272 - $299
42 $359
May 02, 2023 Q1 2023
Arkadios Wealth Advisors

BUY
 -
30
+ 0.1%
$221 - $242
29.6K $253K
May 11, 2023 Q1 2023
Tradition Wealth Management, LLC

BUY
 -
23
+ 2.11%
$169 - $186
1.11K $9.5K
Apr 25, 2023 Q1 2023
Baystate Wealth Management LLC

BUY
 -
21
+ 2.1%
$155 - $169
1.02K $8.71K
Apr 20, 2023 Q1 2023
Princeton Global Asset Management LLC

BUY
 -
20
+ 2.15%
$147 - $161
950 $8.12K
May 03, 2023 Q1 2023
Syverson Strege & CO

West Des Moines, IA
BUY
 -
16
+ 0.08%
$118 - $129
21K $179K
May 04, 2023 Q1 2023
Wealth Effects LLC

BUY
 -
13
+ 0.02%
$95.7 - $105
59.2K $506K
May 01, 2023 Q1 2023
Sheaff Brock Investment Advisors, LLC

BUY
 -
10
+ 0.02%
$73.6 - $80.7
66.1K $565K
Apr 17, 2023 Q1 2023
Cwa Asset Management Group, LLC

BUY
 -
3
+ 0.03%
$22.1 - $24.2
10.4K $88.9K
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
1
+ 0.0%
$7.36 - $8.07
21.7K $186K

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