Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
66.3K+ 22.54% |
$598K - $621K
|
361K
$3.27M
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
52.5KNew |
$473K - $491K
|
52.5K
$476K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
41.6KNew |
$375K - $389K
|
41.6K
$377K
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
21.3KNew |
$192K - $199K
|
21.3K
$193K
|
|
|
Jan 06, 2026
Q4 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
19.4KNew |
$175K - $182K
|
19.4K
$176K
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
13.8KNew |
$125K - $130K
|
13.8K
$125K
|
|
|
Jan 12, 2026
Q4 2025
|
David J Yvars Group
|
BUY
|
- |
7.25K+ 13.11% |
$65.3K - $67.9K
|
62.6K
$567K
|
|
|
Jan 15, 2026
Q4 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
4.39K+ 4.31% |
$39.5K - $41K
|
106K
$961K
|
|
|
Jan 05, 2026
Q4 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
3.14K+ 11.33% |
$28.3K - $29.4K
|
30.9K
$280K
|
|
|
Jan 08, 2026
Q4 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
1.97K+ 5.3% |
$17.8K - $18.4K
|
39.1K
$355K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.92K+ 19.2% |
$17.3K - $18K
|
11.9K
$108K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.38K+ 0.34% |
$12.4K - $12.9K
|
411K
$3.72M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.36K+ 7.87% |
$12.2K - $12.7K
|
18.6K
$169K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
950+ 3.03% |
$8.56K - $8.89K
|
32.3K
$293K
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
657+ 2.09% |
$5.92K - $6.15K
|
32.2K
$291K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
392+ 2.1% |
$3.53K - $3.67K
|
19.1K
$173K
|
|
|
Jan 15, 2026
Q4 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
189+ 2.15% |
$1.7K - $1.77K
|
8.99K
$81.5K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
86+ 1.64% |
$775 - $805
|
5.34K
$48.4K
|
|
|
Jan 16, 2026
Q4 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
79+ 0.57% |
$712 - $739
|
14.1K
$127K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
67+ 0.24% |
$604 - $627
|
28.5K
$258K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
9+ 0.04% |
$81.1 - $84.2
|
21.6K
$195K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-24- 0.1% |
$216 - $225
|
24K
$217K
|
|
|
Jan 08, 2026
Q4 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-25- 0.08% |
$225 - $234
|
33.1K
$300K
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-200- 1.21% |
$1.8K - $1.87K
|
16.3K
$148K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-360- 1.45% |
$3.24K - $3.37K
|
24.4K
$221K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-550- 3.87% |
$4.96K - $5.15K
|
13.7K
$124K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.41K- 7.54% |
$30.8K - $32K
|
41.9K
$379K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4K- 16.42% |
$36K - $37.4K
|
20.4K
$185K
|
|
|
Jan 07, 2026
Q4 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-10K- 12.5% |
$90.1K - $93.6K
|
70K
$634K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-55.3K- 4.38% |
$498K - $518K
|
1.21M
$10.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-63.8K- 6.51% |
$575K - $597K
|
916K
$8.3M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-219K- 93.85% |
$1.98M - $2.05M
|
14.4K
$130K
|
|