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 |
|---|---|---|---|---|---|
| Alpha Cubed Investments, LLC | 21,775 | $222.0K | 0.02% | −400−1.8% | Reduced |
| Diligent Investors, LLC | 20,816 | $212.0K | 0.07% | +277+1.3% | Added |
| Quad-Cities Investment Group, LLC | 19,763 | $202.0K | 0.14% | −44−0.2% | Reduced |
| Optimum Investment Advisors | 18,900 | $193.0K | 0.06% | +69+0.4% | Added |
| Copperwynd Financial, LLC | 18,432 | $188.0K | 0.08% | −5,113−21.7% | Reduced |
| Ford Financial Group, LLC | 18,112 | $184.0K | 0.07% | +166+0.9% | Added |
| Boston Private Wealth LLC | 17,850 | $182.0K | 0.00% | −2,500−12.3% | Reduced |
| Meridian Wealth Advisors, LLC | 17,500 | $179.0K | 0.05% | 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 |
| AdvisorNet Financial, Inc | 16,936 | $173.0K | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 16,882 | $172.0K | 0.00% | +315+1.9% | Added |
| XTX Topco Ltd | 16,280 | $166.0K | 0.06% | +16,280 | New |
| Van Hulzen Asset Management, LLC | 16,055 | $164.0K | 0.02% | +1,500+10.3% | Added |
| Parisi Gray Wealth Management | 15,962 | $163.0K | 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 |
| 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 |
| Strategic Wealth Advisors Group, LLC | 14,500 | $148.0K | 0.01% | +14,500 | New |
| Benjamin F. Edwards & Company, Inc. | 14,348 | $146.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 14,000 | $143.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 13,832 | $141.0K | 0.01% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 13,300 | $136.0K | 0.05% | +249+1.9% | Added |
| 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 |
| Cetera Investment Advisers | 13,152 | $134.0K | 0.00% | +13,152 | New |
| US Bancorp | 13,035 | $133.0K | 0.00% | +7,000+116.0% | Added |
| Two Sigma Securities, LLC | 12,900 | $132.0K | 0.03% | +12,900 | New |
| Brown Advisory Securities, LLC | 12,605 | $129.0K | 0.02% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 12,589 | $128.0K | 0.00% | +214+1.7% | Added |
| Regal Investment Advisors LLC | 12,409 | $127.0K | 0.01% | +12,409 | New |
| Stock Yards Bank & Trust Co | 12,350 | $126.0K | 0.01% | +12,350 | New |
| Encompass Wealth Advisors, LLC | 12,050 | $122.0K | 0.03% | +54+0.5% | Added |
| 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 |
| Sunbelt Securities, Inc. | 11,259 | $114.0K | 0.02% | +11,259 | New |
| Kestra Private Wealth Services, LLC | 11,077 | $113.0K | 0.01% | +45+0.4% | Added |
| American Portfolios Advisors | 10,686 | $109.0K | 0.00% | +2,288+27.2% | Added |
| Hollencrest Capital Management | 10,600 | $108.0K | 0.01% | 00.0% | Unchanged |
| Wealth Alliance | 10,214 | $104.0K | 0.02% | +57+0.6% | Added |
| Baldwin Brothers Inc | 10,000 | $102.0K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 10,021 | $102.0K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 9,874 | $101.0K | 0.01% | −367−3.6% | Reduced |
| Retirement Group, LLC | 6,882 | $70.0K | 0.03% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 6,901 | $70.0K | 0.05% | +6,901 | New |
| Horan Securities, Inc. | 6,438 | $66.0K | 0.05% | +6,438 | New |
| NEXT Financial Group, Inc | 6,328 | $65.0K | 0.01% | +179+2.9% | Added |
| Advisory Services Network, LLC | 5,463 | $56.0K | 0.00% | +5,463 | New |
| Cypress Capital Management LLC (WY) | 5,000 | $51.0K | 0.04% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4,414 | $45.0K | 0.00% | +869+24.5% | Added |
| SOA Wealth Advisors, LLC. | 4,173 | $42.0K | 0.01% | −699−14.3% | Reduced |
| CoreFirst Bank & Trust | 4,000 | $41.0K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,953 | $40.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,620 | $37.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,828 | $29.0K | 0.01% | 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 |
| Deutsche Bank AG | 2,615 | $27.0K | 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 |
| Geneos Wealth Management Inc. | 2,248 | $22.0K | 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 |
| Harbor Investment Advisory, LLC | 1,650 | $17.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,236 | $13.0K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 1,040 | $11.0K | 0.00% | +1,040 | New |
| 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 |
| Phoenix Wealth Advisors | 913 | $9.00K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 900 | $9.00K | 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 |
| Bartlett & Co. Wealth Management LLC | 750 | $7.65K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 349 | $4.00K | 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 |
| Carroll Financial Associates, Inc. | 250 | $2.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 105 | $1.00K | 0.00% | +105 | New |
| Creative Financial Designs Inc | 11 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |