Purchases and Sales Made in Q4 2024 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 2024. 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 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
171KNew |
$1.4M - $1.48M
|
171K
$1.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
62.7K+ 13.4% |
$512K - $543K
|
530K
$4.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
47.1KNew |
$384K - $408K
|
47.1K
$400K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
46.5K+ 7.63% |
$380K - $403K
|
657K
$5.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
36.8KNew |
$300K - $318K
|
36.8K
$312K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
31KNew |
$253K - $268K
|
31K
$263K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
25.6KNew |
$209K - $221K
|
25.6K
$217K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
24K+ 26.17% |
$196K - $208K
|
116K
$982K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
21.3K+ 22.46% |
$174K - $184K
|
116K
$985K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
13.4K+ 122.1% |
$110K - $116K
|
24.4K
$207K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
12.2K+ 23.81% |
$99.6K - $106K
|
63.4K
$538K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
11.7KNew |
$95.7K - $101K
|
11.7K
$99.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
9.65K+ 20.31% |
$78.9K - $83.6K
|
57.2K
$485K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.16K+ 3.44% |
$33.9K - $36K
|
125K
$1.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.92K+ 1.91% |
$32K - $33.9K
|
209K
$1.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.92K+ 9.11% |
$23.8K - $25.3K
|
34.9K
$296K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
2.87K+ 15.79% |
$23.4K - $24.8K
|
21K
$178K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.16K+ 4.96% |
$17.6K - $18.7K
|
45.6K
$387K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
2.02K+ 2.69% |
$16.5K - $17.5K
|
77.2K
$656K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.5KNew |
$12.3K - $13K
|
1.5K
$12.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.5KNew |
$12.3K - $13K
|
1.5K
$12.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
998+ 2.35% |
$8.15K - $8.64K
|
43.5K
$369K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
950New |
$7.76K - $8.23K
|
950
$8.07K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
770+ 2.39% |
$6.29K - $6.67K
|
33.1K
$281K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
667+ 4.56% |
$5.45K - $5.78K
|
15.3K
$130K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
537+ 31.0% |
$4.39K - $4.65K
|
2.27K
$19.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
479+ 2.03% |
$3.91K - $4.15K
|
24.1K
$205K
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
470+ 1.31% |
$3.84K - $4.07K
|
36.3K
$308K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
338+ 1.51% |
$2.76K - $2.93K
|
22.7K
$193K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
337New |
$2.75K - $2.92K
|
337
$2.86K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
331+ 2.38% |
$2.7K - $2.87K
|
14.3K
$121K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
BUY
|
- |
195+ 0.39% |
$1.59K - $1.69K
|
50.2K
$426K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
191+ 2.38% |
$1.56K - $1.65K
|
8.22K
$69.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
167+ 0.83% |
$1.36K - $1.45K
|
20.3K
$172K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
153+ 0.83% |
$1.25K - $1.32K
|
18.6K
$158K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
147+ 1.77% |
$1.2K - $1.27K
|
8.46K
$71.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
99+ 2.14% |
$809 - $857
|
4.73K
$40.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
89+ 2.39% |
$727 - $771
|
3.81K
$32.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
66+ 0.66% |
$539 - $572
|
10.1K
$85.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
58+ 2.35% |
$474 - $502
|
2.53K
$21.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
23+ 1.05% |
$188 - $199
|
2.21K
$18.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
16+ 0.03% |
$131 - $139
|
52.2K
$443K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
12+ 0.03% |
$98 - $104
|
41K
$348K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
7+ 2.46% |
$57.2 - $60.6
|
291
$2.47K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-66- 0.66% |
$539 - $572
|
10K
$84.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-350- 1.74% |
$2.86K - $3.03K
|
19.8K
$168K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-407- 0.45% |
$3.33K - $3.52K
|
89.9K
$764K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.08K- 9.27% |
$8.79K - $9.32K
|
10.5K
$89.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.2K- 3.42% |
$9.8K - $10.4K
|
33.9K
$288K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.37K- 10.27% |
$11.2K - $11.9K
|
12K
$101K
|