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, Q3 2021
Institutional positions in Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Sep 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
- +7 vs. Q2 2021
- Shares held
- 53.1M
- −1.63M (−3.0%) vs. Q2 2021
- Total value
- $529.9M
- −$27.8M (−5.0%) vs. Q2 2021
- New holders
- 25
- 53 more added
- Sold out
- 18
- 47 more reduced
7 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Global Diversified Equity Income Fund; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 2 | $0 | 0.00% | −103−98.1% | Reduced |
| Creative Financial Designs Inc | 11 | $0 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 250 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 250 | $2.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 349 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 500 | $5.00K | 0.00% | +500 | New |
| Bartlett & Co. LLC | 750 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 750 | $7.49K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 847 | $8.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 900 | $9.00K | 0.00% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 913 | $9.00K | 0.01% | 00.0% | Unchanged |
| BBVA USA | 1,040 | $10.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $10.0K | 0.00% | – | – |
| American National Bank | 1,020 | $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 |
| Spectrum Management Group, LLC | 956 | $10.0K | 0.00% | +956 | New |
| Antonetti Capital Management LLC | 1,000 | $10.0K | 0.01% | +1,000 | New |
| Tower View Investment Management & Research LLC | 1,000 | $10.0K | 0.01% | +1,000 | New |
| Proequities, Inc. | 1,236 | $12.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,166 | $12.0K | 0.00% | +1,166 | New |
| Tower Research Capital LLC (TRC) | 1,542 | $15.0K | 0.00% | +1,204+356.2% | Added |
| Harbor Investment Advisory, LLC | 1,650 | $16.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 1,930 | $19.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,248 | $22.0K | 0.00% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 2,293 | $22.0K | 0.00% | +2,293 | New |
| Koshinski Asset Management, Inc. | 2,285 | $22.8K | 0.00% | +2,285 | New |
| HM Payson & Co | 2,436 | $24.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 2,456 | $25.0K | 0.02% | +46+1.9% | Added |
| Deutsche Bank AG | 2,615 | $26.0K | 0.00% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 2,700 | $27.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,881 | $28.0K | 0.01% | −1,292−31.0% | Reduced |
| Financial Management Professionals, Inc. | 2,828 | $28.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,953 | $39.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 4,000 | $40.0K | 0.03% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4,499 | $45.0K | 0.00% | +85+1.9% | Added |
| Caldwell Trust Co | 4,998 | $49.9K | 0.01% | +4,998 | New |
| Cypress Capital Management LLC (WY) | 5,000 | $50.0K | 0.04% | 00.0% | Unchanged |
| Retirement Group, LLC | 6,882 | $69.0K | 0.03% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 6,901 | $69.0K | 0.05% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 7,236 | $72.0K | 0.01% | +908+14.3% | Added |
| American Portfolios Advisors | 9,373 | $93.6K | 0.00% | −1,313−12.3% | Reduced |
| Baldwin Brothers Inc | 10,000 | $100.0K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 10,021 | $100.0K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 10,043 | $100.0K | 0.01% | +169+1.7% | Added |
| Wealth Alliance | 10,274 | $103.0K | 0.02% | +60+0.6% | Added |
| Plancorp, LLC | 10,398 | $104.0K | 0.01% | +10,398 | New |
| PFG Advisors | 10,460 | $104.0K | 0.01% | +10,460 | New |
| Hollencrest Capital Management | 10,600 | $106.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 10,874 | $109.0K | 0.05% | −8,026−42.5% | Reduced |
| Kestra Private Wealth Services, LLC | 11,125 | $111.0K | 0.01% | +48+0.4% | Added |
| Sunbelt Securities, Inc. | 11,259 | $114.0K | 0.02% | 00.0% | Unchanged |
| Welch & Forbes LLC | 11,500 | $115.0K | 0.00% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 11,486 | $115.0K | 0.02% | 00.0% | Unchanged |
| 55I, LLC | 11,739 | $118.0K | 0.00% | +11,739 | New |
| Gladstone Institutional Advisory LLC | 12,010 | $120.0K | 0.01% | −38,800−76.4% | Reduced |
| Cetera Investment Advisers | 12,075 | $121.0K | 0.00% | −1,077−8.2% | Reduced |
| Encompass Wealth Advisors, LLC | 12,136 | $121.0K | 0.03% | +86+0.7% | Added |
| Stock Yards Bank & Trust Co | 12,350 | $123.0K | 0.01% | 00.0% | Unchanged |
| Insight Advisors, LLC | 11,500 | $123.0K | 0.04% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 12,440 | $124.0K | 0.00% | +12,440 | New |
| Brown Advisory Securities, LLC | 12,605 | $126.0K | 0.04% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 12,587 | $126.0K | 0.00% | −20.0% | Reduced |
| Virtu Financial LLC | 12,577 | $126.0K | 0.01% | +12,577 | New |
| US Bancorp | 13,035 | $130.0K | 0.00% | 00.0% | Unchanged |
| Newman & Schimel, LLC | 13,200 | $132.0K | 0.08% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 13,547 | $135.0K | 0.05% | +247+1.9% | Added |
| Belpointe Asset Management LLC | 13,682 | $137.0K | 0.01% | −150−1.1% | Reduced |
| Gradient Investments LLC | 14,000 | $140.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 14,100 | $141.0K | 0.01% | −248−1.7% | Reduced |
| 9258 Wealth Management, LLC | 14,356 | $143.0K | 0.04% | −1,400−8.9% | Reduced |
| Herold Advisors, Inc. | 14,775 | $147.0K | 0.06% | +14,775 | New |
| Fifth Third Bancorp | 14,800 | $148.0K | 0.00% | 00.0% | Unchanged |
| Harbor Financial Services, LLC | 14,815 | $148.0K | 0.06% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 14,850 | $156.0K | 0.06% | +14,850 | New |
| Badgley Phelps Wealth Managers, LLC | 15,796 | $158.0K | 0.01% | +15,796 | New |
| Lakeview Capital Partners, LLC | 16,098 | $161.0K | 0.07% | +293+1.9% | Added |
| Parisi Gray Wealth Management | 15,962 | $162.0K | 0.07% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 16,272 | $163.0K | 0.01% | +16,272 | New |
| Csenge Advisory Group | 16,101 | $163.0K | 0.01% | +16,101 | New |
| Van Hulzen Asset Management, LLC | 16,455 | $164.0K | 0.02% | +400+2.5% | Added |
| Copperwynd Financial, LLC | 16,635 | $166.0K | 0.07% | −1,797−9.7% | Reduced |
| AdvisorNet Financial, Inc | 16,936 | $169.0K | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 17,197 | $172.0K | 0.00% | +315+1.9% | Added |
| Syverson Strege & Co | 17,452 | $174.0K | 0.14% | +13+0.1% | Added |
| Meridian Wealth Advisors, LLC | 17,500 | $175.0K | 0.05% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 17,850 | $178.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 17,811 | $178.0K | 0.00% | +348+2.0% | Added |
| Ford Financial Group, LLC | 18,289 | $182.0K | 0.07% | +177+1.0% | Added |
| Quad-Cities Investment Group, LLC | 18,729 | $187.0K | 0.13% | −1,034−5.2% | Reduced |
| Waterfront Wealth Inc. | 18,943 | $189.0K | 0.09% | −212,036−91.8% | Reduced |
| Diligent Investors, LLC | 20,816 | $212.0K | 0.07% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 21,819 | $218.0K | 0.02% | −966−4.2% | Reduced |
| Alpha Cubed Investments, LLC | 21,775 | $218.0K | 0.02% | 00.0% | Unchanged |
| Claraphi Advisory Network, LLC | 22,424 | $224.0K | 0.08% | +576+2.6% | Added |
| Millennium Management LLC | 24,194 | $242.0K | 0.00% | +24,194 | New |
| Creative Planning | 25,119 | $251.0K | 0.00% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 25,467 | $254.0K | 0.05% | +102+0.4% | Added |
| Carolinas Wealth Consulting LLC | 25,594 | $256.0K | 0.06% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 25,758 | $257.3K | 0.03% | 00.0% | Unchanged |