Purchases and Sales Made in Q3 2025 in 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) during Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
691K+ 23.02% |
$5.91M - $6.29M
|
3.69M
$33.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
684K+ 107.37% |
$5.85M - $6.22M
|
1.32M
$12M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
475K+ 2.02% |
$4.06M - $4.32M
|
24M
$218M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
308K+ 294.35% |
$2.63M - $2.8M
|
412K
$3.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
197K+ 102.19% |
$1.68M - $1.79M
|
390K
$3.53M
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
122K+ 20.22% |
$1.05M - $1.11M
|
728K
$6.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
96.9K+ 8.04% |
$829K - $882K
|
1.3M
$11.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
86.2KNew |
$737K - $784K
|
86.2K
$781K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
79.9K+ 31.68% |
$683K - $727K
|
332K
$3.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
57.3K+ 4.25% |
$490K - $521K
|
1.41M
$12.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
43.8K+ 6.7% |
$374K - $398K
|
697K
$6.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
39.8K+ 5.67% |
$340K - $362K
|
742K
$6.72M
|
|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
34.5KNew |
$295K - $314K
|
34.5K
$312K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
34K+ 0.87% |
$291K - $310K
|
3.95M
$35.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
31.4K+ 31.68% |
$268K - $285K
|
130K
$1.18M
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
27.3K+ 65.25% |
$233K - $248K
|
69.1K
$626K
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
26KNew |
$222K - $236K
|
26K
$235K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
23.9K+ 2.51% |
$205K - $218K
|
977K
$8.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.5K+ 4.74% |
$201K - $214K
|
520K
$4.71M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
21.4K+ 44.11% |
$183K - $195K
|
69.9K
$633K
|
|
|
Nov 03, 2025
Q3 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
20.2K+ 17.08% |
$172K - $183K
|
138K
$1.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19.5K+ 16.44% |
$167K - $178K
|
138K
$1.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
18.8KNew |
$161K - $171K
|
18.8K
$170K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16.4K+ 12.96% |
$140K - $149K
|
143K
$1.29M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
15.4KNew |
$131K - $140K
|
15.4K
$139K
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
14.9KNew |
$128K - $136K
|
14.9K
$135K
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
13K+ 8.68% |
$111K - $118K
|
163K
$1.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.6KNew |
$107K - $114K
|
12.6K
$114K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
12.2K+ 0.9% |
$104K - $111K
|
1.37M
$12.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.1KNew |
$104K - $110K
|
12.1K
$110K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
12.1K+ 29.05% |
$104K - $110K
|
53.8K
$488K
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
11.7KNew |
$100K - $107K
|
11.7K
$106K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
11.7K+ 167.39% |
$100K - $107K
|
18.7K
$169K
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
11.6KNew |
$98.8K - $105K
|
11.6K
$105K
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
10.7KNew |
$91.3K - $97.2K
|
10.7K
$96.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.4KNew |
$88.9K - $94.6K
|
10.4K
$94.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10.3K+ 7.19% |
$87.8K - $93.4K
|
153K
$1.39M
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
10.2K+ 55.78% |
$87K - $92.6K
|
28.4K
$258K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
10KNew |
$85.5K - $91K
|
10K
$90.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
8.18K+ 4.28% |
$69.9K - $74.4K
|
199K
$1.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
8K+ 9.3% |
$68.4K - $72.8K
|
94K
$852K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7.04K+ 1828.31% |
$60.2K - $64.1K
|
7.42K
$67.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
6.79K+ 2.24% |
$58.1K - $61.8K
|
310K
$2.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.67K+ 3.88% |
$57.1K - $60.7K
|
179K
$1.62M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.54K+ 10.84% |
$55.9K - $59.5K
|
66.8K
$606K
|
|
|
Oct 30, 2025
Q3 2025
|
Sam Advisors, LLC
|
BUY
|
- |
6.14K+ 1.21% |
$52.5K - $55.9K
|
514K
$4.65M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
6KNew |
$51.3K - $54.6K
|
6K
$54.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
BUY
|
- |
5.5K+ 2.9% |
$47K - $50.1K
|
195K
$1.77M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.05K+ 13.16% |
$43.2K - $46K
|
43.5K
$394K
|
|
|
Nov 12, 2025
Q3 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
4.96K+ 21.77% |
$42.4K - $45.1K
|
27.7K
$251K
|
|