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 |
|---|---|---|---|---|---|
| Capital CS Group, LLC | 26,762 | $271.0K | 0.25% | +13,568+102.8% | Added |
| Mission Wealth Management, LP | 27,214 | $272.0K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 27,391 | $274.0K | 0.00% | −30,790−52.9% | Reduced |
| Moors & Cabot, Inc. | 27,581 | $275.0K | 0.02% | −722−2.6% | Reduced |
| Colony Group LLC | 27,740 | $277.0K | 0.01% | −215−0.8% | Reduced |
| Harbour Investments, Inc. | 27,805 | $278.0K | 0.01% | +223+0.8% | Added |
| OTA Financial Group L.P. | 28,658 | $286.0K | 0.34% | +28,658 | New |
| CIBC Private Wealth Group, LLC | 29,335 | $293.0K | 0.00% | +83+0.3% | Added |
| Stephens Inc | 29,592 | $296.0K | 0.00% | +2,033+7.4% | Added |
| Kovack Advisors, Inc. | 29,720 | $297.0K | 0.03% | +109+0.4% | Added |
| Stockman Wealth Management, Inc. | 30,000 | $300.0K | 0.07% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 31,700 | $316.0K | 0.02% | 00.0% | Unchanged |
| MML Investors Services, LLC | 31,712 | $317.0K | 0.00% | +566+1.8% | Added |
| Private Advisor Group, LLC | 31,714 | $317.0K | 0.00% | +570+1.8% | Added |
| Stonebridge Financial Planning Group, LLC | 31,095 | $331.0K | 0.16% | −1,447−4.4% | Reduced |
| Commerce Bank | 33,531 | $335.0K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 34,935 | $349.0K | 0.01% | +6,520+22.9% | Added |
| TD Private Client Wealth LLC | 35,134 | $351.0K | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 36,512 | $365.0K | 0.02% | −19,576−34.9% | Reduced |
| SeaCrest Wealth Management, LLC | 37,369 | $373.0K | 0.04% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 39,600 | $396.0K | 0.01% | +39,600 | New |
| Ameritas Investment Company, LLC | 41,185 | $411.0K | 0.02% | +73+0.2% | Added |
| Citigroup Inc | 41,280 | $412.0K | 0.00% | −278,520−87.1% | Reduced |
| Cranbrook Wealth Management, LLC | 43,351 | $433.0K | 0.10% | 00.0% | Unchanged |
| Spire Wealth Management | 47,164 | $471.0K | 0.01% | +275+0.6% | Added |
| Flagship Harbor Advisors, LLC | 50,156 | $512.0K | 0.06% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 51,983 | $519.0K | 0.13% | +1,890+3.8% | Added |
| International Assets Investment Management, LLC | 54,533 | $545.0K | 0.10% | −37,200−40.6% | Reduced |
| Community Capital Management, Inc. | 57,000 | $569.0K | 0.59% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 56,997 | $570.0K | 0.01% | −8,606−13.1% | Reduced |
| Merit Financial Group, LLC | 60,920 | $609.0K | 0.06% | 00.0% | Unchanged |
| Blair William & Co | 61,788 | $617.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 65,020 | $649.0K | 0.00% | −9,787−13.1% | Reduced |
| Mercer Global Advisors Inc | 66,297 | $662.0K | 0.00% | −1,650−2.4% | Reduced |
| Eaton Vance Management | 93,681 | $666.0K | 0.00% | −1,515−1.6% | Reduced |
| D.A. Davidson & Co. | 70,571 | $705.0K | 0.01% | +19,986+39.5% | Added |
| Ahrens Investment Partners LLC | 72,936 | $729.0K | 0.35% | +72,936 | New |
| Sax Wealth Advisors, LLC | 73,100 | $730.0K | 0.17% | +5,000+7.3% | Added |
| The PNC Financial Services Group, Inc. | 73,199 | $731.0K | 0.00% | +1,000+1.4% | Added |
| Baird Financial Group, Inc. | 74,107 | $740.0K | 0.00% | −6,900−8.5% | Reduced |
| Cetera Advisor Networks LLC | 78,769 | $787.0K | 0.01% | −1,228−1.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 79,577 | $795.0K | 0.08% | +1,000+1.3% | Added |
| David J Yvars Group | 83,174 | $834.0K | 0.49% | +99+0.1% | Added |
| Arkadios Wealth Advisors | 83,907 | $838.0K | 0.12% | −8,765−9.5% | Reduced |
| BFT Financial Group, LLC | 88,886 | $888.0K | 0.16% | 00.0% | Unchanged |
| Clarius Group, LLC | 90,638 | $905.0K | 0.08% | 00.0% | Unchanged |
| Conning Inc. | 91,325 | $912.0K | 0.03% | +1,672+1.9% | Added |
| HRT Financial LP | 108,359 | $1.08M | 0.01% | +108,359 | New |
| Raymond James Trust N.A. | 112,103 | $1.12M | 0.04% | −17,558−13.5% | Reduced |
| Northern Trust Corp | 114,006 | $1.14M | 0.00% | +6,641+6.2% | Added |
| Jane Street Group, LLC | 120,879 | $1.21M | 0.00% | +120,879 | New |
| Kestra Advisory Services, LLC | 135,893 | $1.36M | 0.01% | +10,418+8.3% | Added |
| Steward Partners Investment Advisory, LLC | 144,621 | $1.45M | 0.02% | +4,986+3.6% | Added |
| National Asset Management, Inc. | 145,078 | $1.45M | 0.05% | +7,015+5.1% | Added |
| Truist Financial Corp | 159,435 | $1.59M | 0.00% | +23,258+17.1% | Added |
| Thrivent Financial for Lutherans | 159,813 | $1.60M | 0.00% | +2,918+1.9% | Added |
| Orion Portfolio Solutions, LLC | 178,849 | $1.79M | 0.07% | −2,780−1.5% | Reduced |
| J.W. Cole Advisors, Inc. | 183,591 | $1.83M | 0.13% | +78,731+75.1% | Added |
| Pointe Capital Management LLC | 189,079 | $1.89M | 1.31% | −6,471−3.3% | Reduced |
| Bank of Montreal | 211,254 | $2.21M | 0.00% | −18,911−8.2% | Reduced |
| Marks Group Wealth Management, Inc | 232,652 | $2.32M | 0.31% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 285,591 | $2.85M | 0.01% | +48,067+20.2% | Added |
| Avantax Advisory Services, Inc. | 310,354 | $3.09M | 0.05% | +14,330+4.8% | Added |
| HighTower Advisors, LLC | 322,727 | $3.22M | 0.01% | −663−0.2% | Reduced |
| Centaurus Financial, Inc. | 331,109 | $3.31M | 0.28% | +26,586+8.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 338,583 | $3.38M | 0.15% | +338,583 | New |
| Focused Wealth Management, Inc | 361,246 | $3.61M | 0.59% | +3,743+1.0% | Added |
| Stifel Financial Corp | 369,591 | $3.69M | 0.01% | −139,148−27.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 373,794 | $3.73M | 0.02% | −11,910−3.1% | Reduced |
| KMG Fiduciary Partners, LLC | 417,124 | $4.17M | 0.71% | −22,554−5.1% | Reduced |
| Janney Montgomery Scott LLC | 419,282 | $4.19M | 0.02% | +9,550+2.3% | Added |
| Advisor Group Holdings, Inc. | 620,773 | $6.21M | 0.01% | +2,091+0.3% | Added |
| Brinker Capital Investments, LLC | 731,989 | $7.31M | 0.12% | −1,937−0.3% | Reduced |
| Ameriprise Financial Inc | 735,998 | $7.35M | 0.00% | −45,654−5.8% | Reduced |
| Royal Bank of Canada | 781,136 | $7.80M | 0.00% | −360,009−31.5% | Reduced |
| UBS Group AG | 803,294 | $8.03M | 0.00% | +65,050+8.8% | Added |
| LPL Financial LLC | 819,903 | $8.19M | 0.01% | −62,976−7.1% | Reduced |
| Wells Fargo & Company | 829,176 | $8.28M | 0.00% | −23,132−2.7% | Reduced |
| Commonwealth Equity Services, LLC | 836,995 | $8.36M | 0.02% | +171,953+25.9% | Added |
| Advisors Asset Management, Inc. | 860,955 | $8.60M | 0.13% | −275,372−24.2% | Reduced |
| Guggenheim Capital LLC | 1,023,511 | $10.2M | 0.06% | +94,786+10.2% | Added |
| Raymond James & Associates | 1,241,637 | $12.4M | 0.01% | +4,095+0.3% | Added |
| Formidable Asset Management, LLC | 1,261,157 | $12.6M | 2.37% | −52,764−4.0% | Reduced |
| Cohen & Steers, Inc. | 1,315,916 | $13.1M | 0.02% | −166,646−11.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,531,955 | $15.3M | 0.03% | +84,078+5.8% | Added |
| RFG Advisory, LLC | 1,578,318 | $15.8M | 1.30% | −221,539−12.3% | Reduced |
| Invesco Ltd. | 3,248,583 | $32.5M | 0.01% | −724,374−18.2% | Reduced |
| Bank of America Corp | 4,024,350 | $40.2M | 0.00% | −138,633−3.3% | Reduced |
| Morgan Stanley | 21,686,342 | $216.6M | 0.03% | +236,183+1.1% | Added |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −137,865−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −81,524−100.0% | Sold out |
| Northstar Advisory Group, LLC | 0 | $0 | 0.00% | −54,505−100.0% | Sold out |
| Tiaa, FSB | 0 | $0 | 0.00% | −49,196−100.0% | Sold out |
| Stolper Co | 0 | $0 | 0.00% | −26,825−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −25,500−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −23,026−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −22,252−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −16,280−100.0% | Sold out |
| Strategic Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −14,500−100.0% | Sold out |
| City of London Investment Management Co Ltd | 0 | $0 | 0.00% | −13,230−100.0% | Sold out |