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 |
|---|---|---|---|---|---|
| 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 |
| Colony Group LLC | 27,955 | $285.0K | 0.01% | −4,000−12.5% | Reduced |
| Moors & Cabot, Inc. | 28,303 | $289.0K | 0.02% | −1,649−5.5% | Reduced |
| Stratos Wealth Partners, LTD. | 28,415 | $290.0K | 0.01% | +633+2.3% | Added |
| CIBC Private Wealth Group, LLC | 29,252 | $298.0K | 0.00% | +83+0.3% | Added |
| M Holdings Securities, Inc. | 29,267 | $299.0K | 0.03% | +46+0.2% | Added |
| Kovack Advisors, Inc. | 29,611 | $302.0K | 0.03% | −2,204−6.9% | Reduced |
| Stockman Wealth Management, Inc. | 30,000 | $306.0K | 0.07% | 00.0% | Unchanged |
| 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 |
| Venture Visionary Partners LLC | 31,700 | $323.0K | 0.03% | +31,700 | New |
| Stonebridge Financial Planning Group, LLC | 32,542 | $331.0K | 0.18% | −4,935−13.2% | Reduced |
| Commerce Bank | 33,531 | $342.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 35,134 | $358.4K | 0.02% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 37,369 | $381.0K | 0.05% | +1,000+2.7% | Added |
| Ameritas Investment Company, LLC | 41,112 | $419.0K | 0.02% | +37,715+1,110.2% | Added |
| Cranbrook Wealth Management, LLC | 43,351 | $442.0K | 0.10% | 00.0% | Unchanged |
| Spire Wealth Management | 46,889 | $478.0K | 0.01% | −293−0.6% | Reduced |
| Tiaa, FSB | 49,196 | $502.0K | 0.00% | +49,196 | New |
| Laidlaw Wealth Management LLC | 50,093 | $511.0K | 0.13% | +7,247+16.9% | Added |
| Flagship Harbor Advisors, LLC | 50,156 | $512.0K | 0.05% | +9,052+22.0% | Added |
| D.A. Davidson & Co. | 50,585 | $516.0K | 0.01% | −20,623−29.0% | Reduced |
| Gladstone Institutional Advisory LLC | 50,810 | $518.0K | 0.06% | +1,500+3.0% | Added |
| Northstar Advisory Group, LLC | 54,505 | $556.0K | 0.35% | −1,624−2.9% | Reduced |
| Wedbush Securities Inc | 56,088 | $572.0K | 0.03% | −798−1.4% | Reduced |
| Community Capital Management, Inc. | 57,000 | $581.0K | 0.59% | +7,000+14.0% | Added |
| Envestnet Asset Management Inc | 58,181 | $593.0K | 0.00% | −22,962−28.3% | Reduced |
| Merit Financial Group, LLC | 60,920 | $621.0K | 0.06% | +11,920+24.3% | Added |
| Blair William & Co | 61,788 | $630.0K | 0.00% | −10,000−13.9% | Reduced |
| Oppenheimer & Co Inc | 65,603 | $668.0K | 0.01% | +16,093+32.5% | Added |
| Mercer Global Advisors Inc | 67,947 | $693.0K | 0.01% | +5,812+9.4% | Added |
| Sax Wealth Advisors, LLC | 68,100 | $695.0K | 0.24% | +15,000+28.2% | Added |
| The PNC Financial Services Group, Inc. | 72,199 | $737.0K | 0.00% | −40,800−36.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 74,807 | $763.0K | 0.00% | +1,225+1.7% | Added |
| Sheaff Brock Investment Advisors, LLC | 78,577 | $801.0K | 0.08% | +800+1.0% | Added |
| Cetera Advisor Networks LLC | 79,997 | $816.0K | 0.01% | +45,004+128.6% | Added |
| Baird Financial Group, Inc. | 81,007 | $826.0K | 0.00% | −56,980−41.3% | Reduced |
| Advisor Resource Council | 81,524 | $832.0K | 0.09% | +81,524 | New |
| David J Yvars Group | 83,075 | $847.0K | 0.48% | +93+0.1% | Added |
| BFT Financial Group, LLC | 88,886 | $907.0K | 0.18% | 00.0% | Unchanged |
| Conning Inc. | 89,653 | $914.0K | 0.03% | +1,670+1.9% | Added |
| Clarius Group, LLC | 90,638 | $925.0K | 0.08% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 91,733 | $936.0K | 0.17% | −27,284−22.9% | Reduced |
| Arkadios Wealth Advisors | 92,672 | $945.0K | 0.12% | +76,114+459.7% | Added |
| Eaton Vance Management | 95,196 | $971.0K | 0.00% | +27,146+39.9% | Added |
| J.W. Cole Advisors, Inc. | 104,860 | $1.07M | 0.08% | +5,213+5.2% | Added |
| Northern Trust Corp | 107,365 | $1.09M | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 125,475 | $1.28M | 0.01% | +81,980+188.5% | Added |
| Raymond James Trust N.A. | 129,661 | $1.32M | 0.04% | −3,598−2.7% | Reduced |
| Truist Financial Corp | 136,177 | $1.39M | 0.00% | +12,454+10.1% | Added |
| Shaker Financial Services, LLC | 137,865 | $1.41M | 0.52% | −50,135−26.7% | Reduced |
| National Asset Management, Inc. | 138,063 | $1.41M | 0.05% | +15,985+13.1% | Added |
| Steward Partners Investment Advisory, LLC | 139,635 | $1.42M | 0.02% | −145,877−51.1% | Reduced |
| Thrivent Financial for Lutherans | 156,895 | $1.60M | 0.00% | −45,467−22.5% | Reduced |
| Orion Portfolio Solutions, LLC | 181,629 | $1.85M | 0.07% | −7,138−3.8% | Reduced |
| Pointe Capital Management LLC | 195,550 | $2.00M | 1.40% | −12,930−6.2% | Reduced |
| Waterfront Wealth Inc. | 230,979 | $2.36M | 1.11% | −83,460−26.5% | Reduced |
| Bank of Montreal | 230,165 | $2.37M | 0.00% | −24,189−9.5% | Reduced |
| Marks Group Wealth Management, Inc | 232,652 | $2.37M | 0.33% | −224−0.1% | Reduced |
| Rockefeller Capital Management L.P. | 237,524 | $2.42M | 0.01% | +27,970+13.3% | Added |
| Avantax Advisory Services, Inc. | 296,024 | $3.02M | 0.05% | +7,196+2.5% | Added |
| Centaurus Financial, Inc. | 304,523 | $3.11M | 0.26% | +26,238+9.4% | Added |
| Citigroup Inc | 319,800 | $3.26M | 0.00% | −8,431−2.6% | Reduced |
| HighTower Advisors, LLC | 323,390 | $3.30M | 0.01% | −22,514−6.5% | Reduced |
| Focused Wealth Management, Inc | 357,503 | $3.65M | 0.60% | +851+0.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 385,704 | $3.93M | 0.02% | +10,466+2.8% | Added |
| Janney Montgomery Scott LLC | 409,732 | $4.18M | 0.02% | +30,623+8.1% | Added |
| KMG Fiduciary Partners, LLC | 439,678 | $4.49M | 0.79% | +8,369+1.9% | Added |
| Stifel Financial Corp | 508,739 | $5.19M | 0.01% | +2,093+0.4% | Added |
| Advisor Group Holdings, Inc. | 618,682 | $6.31M | 0.01% | −64,004−9.4% | Reduced |
| Commonwealth Equity Services, LLC | 665,042 | $6.78M | 0.02% | +93,382+16.3% | Added |
| Brinker Capital Investments, LLC | 733,926 | $7.49M | 0.10% | −64,466−8.1% | Reduced |
| UBS Group AG | 738,244 | $7.53M | 0.00% | +5,703+0.8% | Added |
| Ameriprise Financial Inc | 781,652 | $7.97M | 0.00% | −18,661−2.3% | Reduced |
| Wells Fargo & Company | 852,308 | $8.69M | 0.00% | −334,131−28.2% | Reduced |
| LPL Financial LLC | 882,879 | $9.01M | 0.01% | −53,569−5.7% | Reduced |
| Guggenheim Capital LLC | 928,725 | $9.47M | 0.06% | −42,795−4.4% | Reduced |
| Advisors Asset Management, Inc. | 1,136,327 | $11.6M | 0.17% | −296,075−20.7% | Reduced |
| Royal Bank of Canada | 1,141,145 | $11.6M | 0.00% | −25,941−2.2% | Reduced |
| Raymond James & Associates | 1,237,542 | $12.6M | 0.01% | +261,753+26.8% | Added |
| Formidable Asset Management, LLC | 1,313,921 | $13.3M | 2.85% | −167,829−11.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,447,877 | $14.8M | 0.03% | −178,403−11.0% | Reduced |
| Cohen & Steers, Inc. | 1,482,562 | $15.1M | 0.03% | −51,915−3.4% | Reduced |
| RFG Advisory, LLC | 1,799,857 | $18.4M | 1.63% | +23,564+1.3% | Added |
| Invesco Ltd. | 3,972,957 | $40.5M | 0.01% | +126,094+3.3% | Added |
| Bank of America Corp | 4,162,983 | $42.5M | 0.00% | −105,616−2.5% | Reduced |
| Morgan Stanley | 21,450,159 | $218.8M | 0.03% | +654,479+3.1% | Added |
| Karpus Management, Inc. | 0 | $0 | 0.00% | −1,091,149−100.0% | Sold out |
| 1607 Capital Partners, LLC | 0 | $0 | 0.00% | −693,199−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −323,832−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −139,309−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −16,890−100.0% | Sold out |
| Focus Financial Network, Inc. | 0 | $0 | 0.00% | −12,312−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −11,272−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −4,160−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −4,122−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −3,107−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −1,977−100.0% | Sold out |