Purchases and Sales Made in Q4 2023 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
77+ 2.28% |
$523 - $600
|
3.45K
$29K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
56+ 0.2% |
$380 - $436
|
27.5K
$231K
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
56+ 0.16% |
$380 - $436
|
34.1K
$287K
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
39+ 0.11% |
$265 - $304
|
36.7K
$309K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
36+ 0.48% |
$244 - $280
|
7.56K
$63.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
34+ 0.12% |
$231 - $265
|
28.7K
$241K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
26+ 2.24% |
$177 - $203
|
1.19K
$9.97K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
24+ 2.26% |
$163 - $187
|
1.09K
$9.15K
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
19+ 0.09% |
$129 - $148
|
21K
$177K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
17+ 1.04% |
$115 - $132
|
1.64K
$13.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
10+ 0.13% |
$67.9 - $77.9
|
7.89K
$66.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4+ 0.02% |
$27.2 - $31.2
|
21.8K
$183K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-17- -0.0% |
$115 - $132
|
1.02M
$8.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-52- 0.11% |
$353 - $405
|
45.6K
$384K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-147- 0.47% |
$998 - $1.15K
|
31.3K
$263K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-150- 0.47% |
$1.02K - $1.17K
|
31.5K
$264K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-267- 2.57% |
$1.81K - $2.08K
|
10.1K
$85.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-382- 0.63% |
$2.59K - $2.98K
|
60.6K
$509K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-500- 4.35% |
$3.4K - $3.9K
|
11K
$92.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-528- 4.87% |
$3.59K - $4.11K
|
10.3K
$86.8K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-714- 4.28% |
$4.85K - $5.56K
|
16K
$134K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-777- 0.74% |
$5.28K - $6.05K
|
105K
$882K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-858- 95.33% |
$5.83K - $6.68K
|
42
$353
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-920- 0.23% |
$6.25K - $7.17K
|
400K
$3.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1K- 5.83% |
$6.79K - $7.79K
|
16.2K
$136K
|
|
|
Feb 05, 2024
Q4 2023
|
Avory & Company, LLC
Miami, FL |
SELL
|
- |
-1.02K- 2.12% |
$6.93K - $7.95K
|
47.1K
$396K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.47K- 4.92% |
$10K - $11.5K
|
28.5K
$240K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.5K- 12.64% |
$10.2K - $11.7K
|
10.4K
$87.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.83K- 5.56% |
$12.4K - $14.2K
|
31.1K
$261K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.92K- 12.86% |
$19.8K - $22.8K
|
19.8K
$166K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.94K- 7.4% |
$20K - $22.9K
|
36.8K
$310K
|
|
|
Jan 25, 2024
Q4 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-3K- 17.14% |
$20.4K - $23.4K
|
14.5K
$122K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.27K- 34.33% |
$22.2K - $25.5K
|
6.25K
$52.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
SELL
|
- |
-3.66K- 6.36% |
$24.8K - $28.5K
|
53.9K
$453K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.82K- 10.82% |
$32.7K - $37.5K
|
39.7K
$334K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.85K- 99.14% |
$32.9K - $37.8K
|
42
$353
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-5.03K- 16.17% |
$34.1K - $39.2K
|
26.1K
$219K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-5.23K- 6.11% |
$35.5K - $40.8K
|
80.4K
$676K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.43K- 32.14% |
$36.9K - $42.3K
|
11.5K
$96.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.84K- 10.63% |
$39.6K - $45.5K
|
49.1K
$413K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-5.88K- 3.07% |
$39.9K - $45.8K
|
185K
$1.56M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-6K- 1.33% |
$40.8K - $46.8K
|
444K
$3.73M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-6.02K- 8.08% |
$40.8K - $46.9K
|
68.5K
$576K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-6.43K- 14.83% |
$43.6K - $50.1K
|
36.9K
$311K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.04K- 15.31% |
$47.8K - $54.8K
|
38.9K
$327K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-7.19K- 21.28% |
$48.8K - $56K
|
26.6K
$224K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-7.57K- 19.56% |
$51.4K - $59K
|
31.1K
$262K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-7.76K- 18.87% |
$52.7K - $60.5K
|
33.4K
$281K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-8.63K- 29.89% |
$58.6K - $67.2K
|
20.2K
$170K
|