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 |
|---|---|---|---|---|---|
| Ford Financial Group, LLC | 18,289 | $182.0K | 0.07% | +177+1.0% | Added |
| 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 |
| Meridian Wealth Advisors, LLC | 17,500 | $175.0K | 0.05% | 00.0% | Unchanged |
| Syverson Strege & Co | 17,452 | $174.0K | 0.14% | +13+0.1% | Added |
| Franklin Resources Inc | 17,197 | $172.0K | 0.00% | +315+1.9% | Added |
| AdvisorNet Financial, Inc | 16,936 | $169.0K | 0.01% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 16,635 | $166.0K | 0.07% | −1,797−9.7% | Reduced |
| Van Hulzen Asset Management, LLC | 16,455 | $164.0K | 0.02% | +400+2.5% | Added |
| 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 |
| Parisi Gray Wealth Management | 15,962 | $162.0K | 0.07% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 16,098 | $161.0K | 0.07% | +293+1.9% | Added |
| Badgley Phelps Wealth Managers, LLC | 15,796 | $158.0K | 0.01% | +15,796 | New |
| Onyx Bridge Wealth Group LLC | 14,850 | $156.0K | 0.06% | +14,850 | 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 |
| Herold Advisors, Inc. | 14,775 | $147.0K | 0.06% | +14,775 | New |
| 9258 Wealth Management, LLC | 14,356 | $143.0K | 0.04% | −1,400−8.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 14,100 | $141.0K | 0.01% | −248−1.7% | Reduced |
| Gradient Investments LLC | 14,000 | $140.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 13,682 | $137.0K | 0.01% | −150−1.1% | Reduced |
| WealthBridge Capital Management, LLC | 13,547 | $135.0K | 0.05% | +247+1.9% | Added |
| Newman & Schimel, LLC | 13,200 | $132.0K | 0.08% | 00.0% | Unchanged |
| US Bancorp | 13,035 | $130.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Bank of New York Mellon Corp | 12,440 | $124.0K | 0.00% | +12,440 | New |
| 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 |
| 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 |
| Gladstone Institutional Advisory LLC | 12,010 | $120.0K | 0.01% | −38,800−76.4% | Reduced |
| 55I, LLC | 11,739 | $118.0K | 0.00% | +11,739 | New |
| 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 |
| Sunbelt Securities, Inc. | 11,259 | $114.0K | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 11,125 | $111.0K | 0.01% | +48+0.4% | Added |
| Optimum Investment Advisors | 10,874 | $109.0K | 0.05% | −8,026−42.5% | Reduced |
| Hollencrest Capital Management | 10,600 | $106.0K | 0.01% | 00.0% | Unchanged |
| Plancorp, LLC | 10,398 | $104.0K | 0.01% | +10,398 | New |
| PFG Advisors | 10,460 | $104.0K | 0.01% | +10,460 | New |
| Wealth Alliance | 10,274 | $103.0K | 0.02% | +60+0.6% | Added |
| 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 |
| American Portfolios Advisors | 9,373 | $93.6K | 0.00% | −1,313−12.3% | Reduced |
| NEXT Financial Group, Inc | 7,236 | $72.0K | 0.01% | +908+14.3% | Added |
| Retirement Group, LLC | 6,882 | $69.0K | 0.03% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 6,901 | $69.0K | 0.05% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 5,000 | $50.0K | 0.04% | 00.0% | Unchanged |
| Caldwell Trust Co | 4,998 | $49.9K | 0.01% | +4,998 | New |
| North Star Investment Management Corp. | 4,499 | $45.0K | 0.00% | +85+1.9% | Added |
| CoreFirst Bank & Trust | 4,000 | $40.0K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,953 | $39.0K | 0.00% | 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 |
| Cowen Prime Advisors LLC | 2,700 | $27.0K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 2,615 | $26.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 2,456 | $25.0K | 0.02% | +46+1.9% | Added |
| HM Payson & Co | 2,436 | $24.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 2,285 | $22.8K | 0.00% | +2,285 | New |
| 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 |
| Lenox Wealth Advisors, LLC | 1,930 | $19.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,650 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,542 | $15.0K | 0.00% | +1,204+356.2% | Added |
| Proequities, Inc. | 1,236 | $12.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,166 | $12.0K | 0.00% | +1,166 | New |
| 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 |
| BDO Wealth Advisors, LLC | 900 | $9.00K | 0.00% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 913 | $9.00K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 847 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 750 | $7.49K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 750 | $7.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 500 | $5.00K | 0.00% | +500 | New |
| Key Financial Inc | 349 | $3.00K | 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 |
| FMR LLC | 2 | $0 | 0.00% | −103−98.1% | Reduced |
| Creative Financial Designs Inc | 11 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |