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, Q4 2021
Institutional positions in Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Dec 31, 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
- 208
- +23 vs. Q3 2021
- Shares held
- 52.8M
- −143.8K (−0.3%) vs. Q3 2021
- Total value
- $558.5M
- +$30.1M (+5.7%) vs. Q3 2021
- New holders
- 44
- 62 more added
- Sold out
- 21
- 45 more reduced
4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Global Diversified Equity Income Fund; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 21,903,458 | $233.7M | 0.03% | +217,116+1.0% | Added |
| Bank of America Corp | 3,999,862 | $42.7M | 0.00% | −24,488−0.6% | Reduced |
| Invesco Ltd. | 3,385,513 | $36.1M | 0.01% | +136,930+4.2% | Added |
| RFG Advisory, LLC | 1,572,737 | $16.8M | 1.15% | −5,581−0.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,311,811 | $14.0M | 0.03% | −220,144−14.4% | Reduced |
| Cohen & Steers, Inc. | 1,243,415 | $13.3M | 0.02% | −72,501−5.5% | Reduced |
| Raymond James & Associates | 1,139,747 | $12.2M | 0.01% | −101,890−8.2% | Reduced |
| Guggenheim Capital LLC | 1,074,933 | $11.5M | 0.06% | +51,422+5.0% | Added |
| Commonwealth Equity Services, LLC | 902,519 | $9.63M | 0.02% | +65,524+7.8% | Added |
| Wells Fargo & Company | 885,459 | $9.45M | 0.00% | +56,283+6.8% | Added |
| Advisors Asset Management, Inc. | 823,483 | $8.79M | 0.13% | −37,472−4.4% | Reduced |
| UBS Group AG | 766,589 | $8.18M | 0.00% | −36,705−4.6% | Reduced |
| LPL Financial LLC | 749,180 | $7.99M | 0.01% | −70,723−8.6% | Reduced |
| Ameriprise Financial Inc | 740,183 | $7.90M | 0.00% | +4,185+0.6% | Added |
| Brinker Capital Investments, LLC | 712,173 | $7.60M | 0.11% | −19,816−2.7% | Reduced |
| Royal Bank of Canada | 637,886 | $6.81M | 0.00% | −143,250−18.3% | Reduced |
| Advisor Group Holdings, Inc. | 605,399 | $6.46M | 0.01% | −15,374−2.5% | Reduced |
| Janney Montgomery Scott LLC | 492,606 | $5.26M | 0.02% | +73,324+17.5% | Added |
| Stifel Financial Corp | 405,103 | $4.32M | 0.01% | +35,512+9.6% | Added |
| Focused Wealth Management, Inc | 403,206 | $4.30M | 0.67% | +41,960+11.6% | Added |
| KMG Fiduciary Partners, LLC | 396,191 | $4.23M | 0.65% | −20,933−5.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 385,313 | $4.11M | 0.02% | +11,519+3.1% | Added |
| Avantax Advisory Services, Inc. | 341,157 | $3.64M | 0.05% | +30,803+9.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 338,583 | $3.61M | 0.14% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 334,771 | $3.57M | 0.27% | +3,662+1.1% | Added |
| J.W. Cole Advisors, Inc. | 330,064 | $3.52M | 0.23% | +146,473+79.8% | Added |
| HighTower Advisors, LLC | 323,881 | $3.46M | 0.01% | +1,154+0.4% | Added |
| Rockefeller Capital Management L.P. | 319,153 | $3.40M | 0.02% | +33,562+11.8% | Added |
| Cetera Advisor Networks LLC | 269,855 | $2.88M | 0.04% | +191,086+242.6% | Added |
| Marks Group Wealth Management, Inc | 232,541 | $2.48M | 0.30% | −1110.0% | Reduced |
| Truist Financial Corp | 215,049 | $2.29M | 0.00% | +55,614+34.9% | Added |
| National Asset Management, Inc. | 195,710 | $2.09M | 0.06% | +50,632+34.9% | Added |
| Pointe Capital Management LLC | 191,329 | $2.04M | 1.29% | +2,250+1.2% | Added |
| Orion Portfolio Solutions, LLC | 178,227 | $1.90M | 0.06% | −622−0.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 152,226 | $1.62M | 0.02% | +7,605+5.3% | Added |
| Kestra Advisory Services, LLC | 131,629 | $1.40M | 0.01% | −4,264−3.1% | Reduced |
| Northern Trust Corp | 115,249 | $1.23M | 0.00% | +1,243+1.1% | Added |
| Arkadios Wealth Advisors | 105,611 | $1.13M | 0.15% | +21,704+25.9% | Added |
| Advisor Resource Council | 98,874 | $1.05M | 0.08% | +98,874 | New |
| Formidable Asset Management, LLC | 98,328 | $1.05M | 0.20% | −1,162,829−92.2% | Reduced |
| Raymond James Trust N.A. | 94,911 | $1.01M | 0.03% | −17,192−15.3% | Reduced |
| Eaton Vance Management | 93,931 | $1.00M | 0.00% | +250+0.3% | Added |
| Conning Inc. | 93,204 | $994.0K | 0.03% | +1,879+2.1% | Added |
| Saxon Interests, Inc. | 92,804 | $985.0K | 0.56% | +92,804 | New |
| Clarius Group, LLC | 90,638 | $967.0K | 0.08% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 84,752 | $904.0K | 0.00% | −75,061−47.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 79,627 | $850.0K | 0.07% | +50+0.1% | Added |
| Matrix Private Capital Group LLC | 76,819 | $820.0K | 0.39% | +76,819 | New |
| WFA of San Diego, LLC | 75,086 | $801.0K | 0.47% | +75,086 | New |
| The PNC Financial Services Group, Inc. | 73,532 | $785.0K | 0.00% | +333+0.5% | Added |
| Sax Wealth Advisors, LLC | 73,100 | $780.0K | 0.16% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 72,554 | $774.0K | 0.00% | −1,553−2.1% | Reduced |
| David J Yvars Group | 69,164 | $733.0K | 0.45% | −14,010−16.8% | Reduced |
| Wealth Effects LLC | 68,047 | $726.0K | 0.30% | +68,047 | New |
| Mercer Global Advisors Inc | 67,770 | $723.0K | 0.00% | +1,473+2.2% | Added |
| Oppenheimer & Co Inc | 64,999 | $693.0K | 0.01% | +8,002+14.0% | Added |
| Merit Financial Group, LLC | 62,720 | $669.0K | 0.07% | +1,800+3.0% | Added |
| Northwestern Mutual Wealth Management Co | 62,391 | $666.0K | 0.00% | −2,629−4.0% | Reduced |
| Blair William & Co | 61,788 | $659.0K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 59,496 | $633.0K | 0.01% | −11,075−15.7% | Reduced |
| Flagship Harbor Advisors, LLC | 57,025 | $608.0K | 0.06% | +6,869+13.7% | Added |
| Northstar Advisory Group, LLC | 55,455 | $592.0K | 0.35% | +55,455 | New |
| Ameritas Advisory Services, LLC | 51,986 | $555.0K | 0.02% | +51,986 | New |
| Capital CS Group, LLC | 51,621 | $551.0K | 0.43% | +24,859+92.9% | Added |
| International Assets Investment Management, LLC | 51,091 | $545.0K | 0.10% | −3,442−6.3% | Reduced |
| Spire Wealth Management | 48,094 | $513.0K | 0.01% | +930+2.0% | Added |
| Cranbrook Wealth Management, LLC | 43,351 | $463.0K | 0.10% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 42,389 | $452.0K | 0.16% | +42,389 | New |
| MKT Advisors LLC | 46,787 | $449.0K | 0.35% | +46,787 | New |
| Investmark Advisory Group LLC | 39,040 | $416.0K | 0.39% | +39,040 | New |
| Wedbush Securities Inc | 37,955 | $405.0K | 0.02% | +1,443+4.0% | Added |
| Stratos Wealth Partners, LTD. | 37,615 | $401.0K | 0.01% | +2,680+7.7% | Added |
| SeaCrest Wealth Management, LLC | 37,369 | $399.0K | 0.04% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 36,129 | $385.5K | 0.21% | +36,129 | New |
| Independent Financial Group, LLC | 35,578 | $379.6K | 0.03% | +9,820+38.1% | Added |
| TD Private Client Wealth LLC | 35,134 | $374.9K | 0.02% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 34,457 | $368.0K | 0.16% | −38,479−52.8% | Reduced |
| Moors & Cabot, Inc. | 34,377 | $367.0K | 0.02% | +6,796+24.6% | Added |
| Commerce Bank | 33,531 | $358.0K | 0.00% | 00.0% | Unchanged |
| Bridgeworth, LLC | 32,750 | $349.0K | 0.08% | +32,750 | New |
| Venture Visionary Partners LLC | 31,700 | $338.0K | 0.02% | 00.0% | Unchanged |
| MML Investors Services, LLC | 31,532 | $336.0K | 0.00% | −180−0.6% | Reduced |
| Private Advisor Group, LLC | 31,271 | $334.0K | 0.00% | −443−1.4% | Reduced |
| Stockman Wealth Management, Inc. | 30,000 | $320.0K | 0.07% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 29,465 | $314.0K | 0.03% | −255−0.9% | Reduced |
| CIBC Private Wealth Group, LLC | 29,426 | $314.0K | 0.00% | +91+0.3% | Added |
| Stonebridge Financial Planning Group, LLC | 30,624 | $298.0K | 0.16% | −471−1.5% | Reduced |
| Colony Group LLC | 27,740 | $296.0K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 27,548 | $294.0K | 0.00% | −2,044−6.9% | Reduced |
| Mission Wealth Management, LP | 27,214 | $290.0K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 27,004 | $288.0K | 0.00% | +1,885+7.5% | Added |
| B. Riley Wealth Management, Inc. | 26,859 | $287.0K | 0.02% | +5,040+23.1% | Added |
| High Net Worth Advisory Group LLC | 26,600 | $284.0K | 0.10% | +26,600 | New |
| Carolinas Wealth Consulting LLC | 25,590 | $273.0K | 0.06% | −40.0% | Reduced |
| Claraphi Advisory Network, LLC | 25,253 | $269.0K | 0.09% | +2,829+12.6% | Added |
| Moloney Securities Asset Management, LLC | 23,761 | $254.0K | 0.04% | −1,706−6.7% | Reduced |
| Axxcess Wealth Management, LLC | 23,223 | $248.0K | 0.02% | +23,223 | New |
| Envestnet Asset Management Inc | 22,266 | $238.0K | 0.00% | −5,125−18.7% | Reduced |
| CWM, LLC | 21,796 | $233.0K | 0.00% | +21,796 | New |
| Boston Private Wealth LLC | 21,309 | $227.0K | 0.00% | +3,459+19.4% | Added |