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 |
|---|---|---|---|---|---|
| Creative Financial Designs Inc | 11 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 105 | $1.00K | 0.00% | +105 | New |
| Carroll Financial Associates, Inc. | 250 | $2.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 250 | $3.00K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 333 | $3.00K | 0.00% | +333 | New |
| Tower Research Capital LLC (TRC) | 338 | $3.00K | 0.00% | +338 | New |
| Key Financial Inc | 349 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 750 | $7.65K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 750 | $8.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 847 | $8.00K | 0.00% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 913 | $9.00K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 900 | $9.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $10.0K | 0.00% | – | – |
| American National Bank | 1,020 | $10.0K | 0.00% | 00.0% | Unchanged |
| Motco | 960 | $10.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 951 | $10.0K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 1,000 | $10.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 933 | $10.0K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 1,040 | $11.0K | 0.00% | +1,040 | New |
| Proequities, Inc. | 1,236 | $13.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,650 | $17.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,936 | $20.0K | 0.00% | +1,936 | New |
| Lenox Wealth Advisors, LLC | 1,930 | $20.0K | 0.00% | +1,930 | New |
| Geneos Wealth Management Inc. | 2,248 | $22.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 2,436 | $25.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 2,410 | $25.0K | 0.02% | +44+1.9% | Added |
| Deutsche Bank AG | 2,615 | $27.0K | 0.00% | 00.0% | Unchanged |
| Cowen Prime Services LLC | 2,700 | $28.0K | 0.01% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 2,700 | $28.0K | 0.01% | +2,700 | New |
| Financial Management Professionals, Inc. | 2,828 | $29.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 3,620 | $37.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,953 | $40.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 4,000 | $41.0K | 0.03% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4,173 | $42.0K | 0.01% | −699−14.3% | Reduced |
| North Star Investment Management Corp. | 4,414 | $45.0K | 0.00% | +869+24.5% | Added |
| Cypress Capital Management LLC (WY) | 5,000 | $51.0K | 0.04% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 5,463 | $56.0K | 0.00% | +5,463 | New |
| NEXT Financial Group, Inc | 6,328 | $65.0K | 0.01% | +179+2.9% | Added |
| Horan Securities, Inc. | 6,438 | $66.0K | 0.05% | +6,438 | New |
| Retirement Group, LLC | 6,882 | $70.0K | 0.03% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 6,901 | $70.0K | 0.05% | +6,901 | New |
| Jacobi Capital Management LLC | 9,874 | $101.0K | 0.01% | −367−3.6% | Reduced |
| Baldwin Brothers Inc | 10,000 | $102.0K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 10,021 | $102.0K | 0.00% | 00.0% | Unchanged |
| Wealth Alliance | 10,214 | $104.0K | 0.02% | +57+0.6% | Added |
| Hollencrest Capital Management | 10,600 | $108.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 10,686 | $109.0K | 0.00% | +2,288+27.2% | Added |
| Kestra Private Wealth Services, LLC | 11,077 | $113.0K | 0.01% | +45+0.4% | Added |
| Sunbelt Securities, Inc. | 11,259 | $114.0K | 0.02% | +11,259 | New |
| Insight Advisors, LLC | 11,500 | $117.0K | 0.04% | 00.0% | Unchanged |
| Welch & Forbes LLC | 11,500 | $117.0K | 0.00% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 11,486 | $117.0K | 0.02% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 12,050 | $122.0K | 0.03% | +54+0.5% | Added |
| Stock Yards Bank & Trust Co | 12,350 | $126.0K | 0.01% | +12,350 | New |
| Regal Investment Advisors LLC | 12,409 | $127.0K | 0.01% | +12,409 | New |
| Integrated Wealth Concepts LLC | 12,589 | $128.0K | 0.00% | +214+1.7% | Added |
| Brown Advisory Securities, LLC | 12,605 | $129.0K | 0.02% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 12,900 | $132.0K | 0.03% | +12,900 | New |
| US Bancorp | 13,035 | $133.0K | 0.00% | +7,000+116.0% | Added |
| Cetera Investment Advisers | 13,152 | $134.0K | 0.00% | +13,152 | New |
| City of London Investment Management Co Ltd | 13,230 | $135.0K | 0.01% | −51,031−79.4% | Reduced |
| Capital CS Group, LLC | 13,194 | $135.0K | 0.11% | −1,505−10.2% | Reduced |
| Newman & Schimel, LLC | 13,200 | $135.0K | 0.08% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 13,300 | $136.0K | 0.05% | +249+1.9% | Added |
| Belpointe Asset Management LLC | 13,832 | $141.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 14,000 | $143.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 14,348 | $146.0K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Advisors Group, LLC | 14,500 | $148.0K | 0.01% | +14,500 | New |
| Fifth Third Bancorp | 14,800 | $151.0K | 0.00% | −1,661−10.1% | Reduced |
| Harbor Financial Services, LLC | 14,815 | $151.0K | 0.06% | 00.0% | Unchanged |
| Badgley Phelps & Bell Inc | 15,796 | $161.0K | 0.01% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 15,756 | $161.0K | 0.04% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 15,805 | $161.0K | 0.07% | +297+1.9% | Added |
| Parisi Gray Wealth Management | 15,962 | $163.0K | 0.06% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 16,055 | $164.0K | 0.02% | +1,500+10.3% | Added |
| XTX Topco Ltd | 16,280 | $166.0K | 0.06% | +16,280 | New |
| Franklin Resources Inc | 16,882 | $172.0K | 0.00% | +315+1.9% | Added |
| AdvisorNet Financial, Inc | 16,936 | $173.0K | 0.01% | 00.0% | Unchanged |
| Cetera Advisors LLC | 17,463 | $178.0K | 0.00% | +1,046+6.4% | Added |
| Syverson Strege & Co | 17,439 | $178.0K | 0.16% | +16,776+2,530.3% | Added |
| Meridian Wealth Advisors, LLC | 17,500 | $179.0K | 0.05% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 17,850 | $182.0K | 0.00% | −2,500−12.3% | Reduced |
| Ford Financial Group, LLC | 18,112 | $184.0K | 0.07% | +166+0.9% | Added |
| Copperwynd Financial, LLC | 18,432 | $188.0K | 0.08% | −5,113−21.7% | Reduced |
| Optimum Investment Advisors | 18,900 | $193.0K | 0.06% | +69+0.4% | Added |
| Quad-Cities Investment Group, LLC | 19,763 | $202.0K | 0.14% | −44−0.2% | Reduced |
| Diligent Investors, LLC | 20,816 | $212.0K | 0.07% | +277+1.3% | Added |
| Alpha Cubed Investments, LLC | 21,775 | $222.0K | 0.02% | −400−1.8% | Reduced |
| Claraphi Advisory Network, LLC | 21,848 | $223.0K | 0.07% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 22,252 | $227.0K | 0.01% | −30,140−57.5% | Reduced |
| B. Riley Wealth Management, Inc. | 22,785 | $232.0K | 0.03% | +2,516+12.4% | Added |
| IHT Wealth Management, LLC | 23,026 | $235.0K | 0.01% | +23,026 | New |
| Creative Planning | 25,119 | $256.0K | 0.00% | −17,208−40.7% | Reduced |
| Moloney Securities Asset Management, LLC | 25,365 | $259.0K | 0.05% | +96+0.4% | Added |
| Whittier Trust Co | 25,500 | $260.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 25,594 | $261.0K | 0.06% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 25,758 | $262.7K | 0.03% | +11,350+78.8% | Added |
| Stolper Co | 26,825 | $274.0K | 0.13% | −183−0.7% | Reduced |
| Mission Wealth Management, LP | 27,214 | $278.0K | 0.01% | 00.0% | Unchanged |