Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG- Exchange
- NYSE
- SEC CIK
- 0001379438
No open-market purchases or sales by Eaton Vance Tax-Managed Global Diversified Equity Income Fund insiders were filed in the last 90 days; 298 institutions reported holding it in 13F filings for Q2 2026, worth $662.9M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 189
- +3 vs. Q1 2021
- Shares held
- 54.8M
- −2.41M (−4.2%) vs. Q1 2021
- Total value
- $558.5M
- +$26.7M (+5.0%) vs. Q1 2021
- New holders
- 21
- 62 more added
- Sold out
- 18
- 50 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EXG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 298 | $662.9M |
| Q1 2026 | 297 | $578.5M |
| Q4 2025 | 289 | $644.0M |
| Q3 2025 | 267 | $613.5M |
| Q2 2025 | 275 | $593.0M |
| Q1 2025 | 259 | $551.5M |
| Q4 2024 | 277 | $552.8M |
| Q3 2024 | 258 | $599.9M |
| Q2 2024 | 251 | $586.3M |
| Q1 2024 | 241 | $557.9M |
| Q4 2023 | 246 | $494.4M |
| Q3 2023 | 232 | $435.8M |
| Q2 2023 | 224 | $448.8M |
| Q1 2023 | 232 | $430.6M |
| Q4 2022 | 231 | $399.9M |
| Q3 2022 | 208 | $372.7M |
| Q2 2022 | 231 | $409.3M |
| Q1 2022 | 231 | $523.5M |
| Q4 2021 | 208 | $558.5M |
| Q3 2021 | 189 | $529.9M |
| Q2 2021 | 189 | $558.5M |
| Q1 2021 | 186 | $531.8M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Global Diversified Equity Income Fund; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 21,450,159 | $218.8M | 0.03% | +654,479+3.1% | Added |
| Bank of America Corp | 4,162,983 | $42.5M | 0.00% | −105,616−2.5% | Reduced |
| Invesco Ltd. | 3,972,957 | $40.5M | 0.01% | +126,094+3.3% | Added |
| RFG Advisory, LLC | 1,799,857 | $18.4M | 1.63% | +23,564+1.3% | Added |
| Cohen & Steers, Inc. | 1,482,562 | $15.1M | 0.03% | −51,915−3.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,447,877 | $14.8M | 0.03% | −178,403−11.0% | Reduced |
| Formidable Asset Management, LLC | 1,313,921 | $13.3M | 2.85% | −167,829−11.3% | Reduced |
| Raymond James & Associates | 1,237,542 | $12.6M | 0.01% | +261,753+26.8% | Added |
| Royal Bank of Canada | 1,141,145 | $11.6M | 0.00% | −25,941−2.2% | Reduced |
| Advisors Asset Management, Inc. | 1,136,327 | $11.6M | 0.17% | −296,075−20.7% | Reduced |
| Guggenheim Capital LLC | 928,725 | $9.47M | 0.06% | −42,795−4.4% | Reduced |
| LPL Financial LLC | 882,879 | $9.01M | 0.01% | −53,569−5.7% | Reduced |
| Wells Fargo & Company | 852,308 | $8.69M | 0.00% | −334,131−28.2% | Reduced |
| Ameriprise Financial Inc | 781,652 | $7.97M | 0.00% | −18,661−2.3% | Reduced |
| UBS Group AG | 738,244 | $7.53M | 0.00% | +5,703+0.8% | Added |
| Brinker Capital Investments, LLC | 733,926 | $7.49M | 0.10% | −64,466−8.1% | Reduced |
| Commonwealth Equity Services, LLC | 665,042 | $6.78M | 0.02% | +93,382+16.3% | Added |
| Advisor Group Holdings, Inc. | 618,682 | $6.31M | 0.01% | −64,004−9.4% | Reduced |
| Stifel Financial Corp | 508,739 | $5.19M | 0.01% | +2,093+0.4% | Added |
| KMG Fiduciary Partners, LLC | 439,678 | $4.49M | 0.79% | +8,369+1.9% | Added |
| Janney Montgomery Scott LLC | 409,732 | $4.18M | 0.02% | +30,623+8.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 385,704 | $3.93M | 0.02% | +10,466+2.8% | Added |
| Focused Wealth Management, Inc | 357,503 | $3.65M | 0.60% | +851+0.2% | Added |
| HighTower Advisors, LLC | 323,390 | $3.30M | 0.01% | −22,514−6.5% | Reduced |
| Citigroup Inc | 319,800 | $3.26M | 0.00% | −8,431−2.6% | Reduced |
| Centaurus Financial, Inc. | 304,523 | $3.11M | 0.26% | +26,238+9.4% | Added |
| Avantax Advisory Services, Inc. | 296,024 | $3.02M | 0.05% | +7,196+2.5% | Added |
| Rockefeller Capital Management L.P. | 237,524 | $2.42M | 0.01% | +27,970+13.3% | Added |
| Marks Group Wealth Management, Inc | 232,652 | $2.37M | 0.33% | −224−0.1% | Reduced |
| Bank of Montreal | 230,165 | $2.37M | 0.00% | −24,189−9.5% | Reduced |
| Waterfront Wealth Inc. | 230,979 | $2.36M | 1.11% | −83,460−26.5% | Reduced |
| Pointe Capital Management LLC | 195,550 | $2.00M | 1.40% | −12,930−6.2% | Reduced |
| Orion Portfolio Solutions, LLC | 181,629 | $1.85M | 0.07% | −7,138−3.8% | Reduced |
| Thrivent Financial for Lutherans | 156,895 | $1.60M | 0.00% | −45,467−22.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 139,635 | $1.42M | 0.02% | −145,877−51.1% | Reduced |
| National Asset Management, Inc. | 138,063 | $1.41M | 0.05% | +15,985+13.1% | Added |
| Shaker Financial Services, LLC | 137,865 | $1.41M | 0.52% | −50,135−26.7% | Reduced |
| Truist Financial Corp | 136,177 | $1.39M | 0.00% | +12,454+10.1% | Added |
| Raymond James Trust N.A. | 129,661 | $1.32M | 0.04% | −3,598−2.7% | Reduced |
| Kestra Advisory Services, LLC | 125,475 | $1.28M | 0.01% | +81,980+188.5% | Added |
| Northern Trust Corp | 107,365 | $1.09M | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 104,860 | $1.07M | 0.08% | +5,213+5.2% | Added |
| Eaton Vance Management | 95,196 | $971.0K | 0.00% | +27,146+39.9% | Added |
| Arkadios Wealth Advisors | 92,672 | $945.0K | 0.12% | +76,114+459.7% | Added |
| International Assets Investment Management, LLC | 91,733 | $936.0K | 0.17% | −27,284−22.9% | Reduced |
| Clarius Group, LLC | 90,638 | $925.0K | 0.08% | 00.0% | Unchanged |
| Conning Inc. | 89,653 | $914.0K | 0.03% | +1,670+1.9% | Added |
| BFT Financial Group, LLC | 88,886 | $907.0K | 0.18% | 00.0% | Unchanged |
| David J Yvars Group | 83,075 | $847.0K | 0.48% | +93+0.1% | Added |
| Advisor Resource Council | 81,524 | $832.0K | 0.09% | +81,524 | New |
| Baird Financial Group, Inc. | 81,007 | $826.0K | 0.00% | −56,980−41.3% | Reduced |
| Cetera Advisor Networks LLC | 79,997 | $816.0K | 0.01% | +45,004+128.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 78,577 | $801.0K | 0.08% | +800+1.0% | Added |
| Northwestern Mutual Wealth Management Co | 74,807 | $763.0K | 0.00% | +1,225+1.7% | Added |
| The PNC Financial Services Group, Inc. | 72,199 | $737.0K | 0.00% | −40,800−36.1% | Reduced |
| Sax Wealth Advisors, LLC | 68,100 | $695.0K | 0.24% | +15,000+28.2% | Added |
| Mercer Global Advisors Inc | 67,947 | $693.0K | 0.01% | +5,812+9.4% | Added |
| Oppenheimer & Co Inc | 65,603 | $668.0K | 0.01% | +16,093+32.5% | Added |
| Blair William & Co | 61,788 | $630.0K | 0.00% | −10,000−13.9% | Reduced |
| Merit Financial Group, LLC | 60,920 | $621.0K | 0.06% | +11,920+24.3% | Added |
| Envestnet Asset Management Inc | 58,181 | $593.0K | 0.00% | −22,962−28.3% | Reduced |
| Community Capital Management, Inc. | 57,000 | $581.0K | 0.59% | +7,000+14.0% | Added |
| Wedbush Securities Inc | 56,088 | $572.0K | 0.03% | −798−1.4% | Reduced |
| Northstar Advisory Group, LLC | 54,505 | $556.0K | 0.35% | −1,624−2.9% | Reduced |
| Gladstone Institutional Advisory LLC | 50,810 | $518.0K | 0.06% | +1,500+3.0% | Added |
| D.A. Davidson & Co. | 50,585 | $516.0K | 0.01% | −20,623−29.0% | Reduced |
| Flagship Harbor Advisors, LLC | 50,156 | $512.0K | 0.05% | +9,052+22.0% | Added |
| Laidlaw Wealth Management LLC | 50,093 | $511.0K | 0.13% | +7,247+16.9% | Added |
| Tiaa, FSB | 49,196 | $502.0K | 0.00% | +49,196 | New |
| Spire Wealth Management | 46,889 | $478.0K | 0.01% | −293−0.6% | Reduced |
| Cranbrook Wealth Management, LLC | 43,351 | $442.0K | 0.10% | 00.0% | Unchanged |
| Ameritas Investment Company, LLC | 41,112 | $419.0K | 0.02% | +37,715+1,110.2% | Added |
| SeaCrest Wealth Management, LLC | 37,369 | $381.0K | 0.05% | +1,000+2.7% | Added |
| TD Private Client Wealth LLC | 35,134 | $358.4K | 0.02% | 00.0% | Unchanged |
| Commerce Bank | 33,531 | $342.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 32,542 | $331.0K | 0.18% | −4,935−13.2% | Reduced |
| Venture Visionary Partners LLC | 31,700 | $323.0K | 0.03% | +31,700 | New |
| Private Advisor Group, LLC | 31,144 | $318.0K | 0.00% | +167+0.5% | Added |
| MML Investors Services, LLC | 31,146 | $318.0K | 0.00% | +4,444+16.6% | Added |
| Stockman Wealth Management, Inc. | 30,000 | $306.0K | 0.07% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 29,611 | $302.0K | 0.03% | −2,204−6.9% | Reduced |
| M Holdings Securities, Inc. | 29,267 | $299.0K | 0.03% | +46+0.2% | Added |
| CIBC Private Wealth Group, LLC | 29,252 | $298.0K | 0.00% | +83+0.3% | Added |
| Stratos Wealth Partners, LTD. | 28,415 | $290.0K | 0.01% | +633+2.3% | Added |
| Moors & Cabot, Inc. | 28,303 | $289.0K | 0.02% | −1,649−5.5% | Reduced |
| Colony Group LLC | 27,955 | $285.0K | 0.01% | −4,000−12.5% | Reduced |
| Harbour Investments, Inc. | 27,582 | $281.0K | 0.01% | −794−2.8% | Reduced |
| Stephens Inc | 27,559 | $281.0K | 0.00% | −85−0.3% | Reduced |
| Western Wealth Management, LLC | 27,596 | $281.0K | 0.03% | +1,406+5.4% | Added |
| Mission Wealth Management, LP | 27,214 | $278.0K | 0.01% | 00.0% | Unchanged |
| Stolper Co | 26,825 | $274.0K | 0.13% | −183−0.7% | Reduced |
| Independent Financial Group, LLC | 25,758 | $262.7K | 0.03% | +11,350+78.8% | Added |
| Carolinas Wealth Consulting LLC | 25,594 | $261.0K | 0.06% | 00.0% | Unchanged |
| Whittier Trust Co | 25,500 | $260.0K | 0.00% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 25,365 | $259.0K | 0.05% | +96+0.4% | Added |
| Creative Planning | 25,119 | $256.0K | 0.00% | −17,208−40.7% | Reduced |
| IHT Wealth Management, LLC | 23,026 | $235.0K | 0.01% | +23,026 | New |
| B. Riley Wealth Management, Inc. | 22,785 | $232.0K | 0.03% | +2,516+12.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 22,252 | $227.0K | 0.01% | −30,140−57.5% | Reduced |
| Claraphi Advisory Network, LLC | 21,848 | $223.0K | 0.07% | 00.0% | Unchanged |