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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 30 | $0 | 0.00% | −1,512−98.1% | Reduced |
| Creative Financial Designs Inc | 11 | $0 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 101 | $1.00K | 0.00% | +101 | New |
| Carroll Financial Associates, Inc. | 250 | $2.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 250 | $3.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 260 | $3.00K | 0.00% | +260 | New |
| Key Financial Inc | 349 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 476 | $5.00K | 0.00% | +476 | New |
| Mascoma Wealth Management LLC | 500 | $5.00K | 0.00% | +500 | New |
| TCI Wealth Advisors, Inc. | 774 | $8.00K | 0.00% | +774 | New |
| FourThought Financial, LLC | 847 | $9.00K | 0.00% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 976 | $10.0K | 0.00% | +20+2.1% | Added |
| Princeton Global Asset Management LLC | 900 | $10.0K | 0.00% | −51−5.4% | Reduced |
| BDO Wealth Advisors, LLC | 900 | $10.0K | 0.00% | 00.0% | Unchanged |
| American National Bank | 1,020 | $11.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 1,000 | $11.0K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 1,000 | $11.0K | 0.00% | +998+49,900.0% | Added |
| Future Financial Wealth Managment LLC | 1,068 | $11.0K | 0.01% | +1,068 | New |
| Zullo Investment Group, Inc. | 1,100 | $12.0K | 0.01% | +1,100 | New |
| Raleigh Capital Management Inc. | 1,125 | $12.0K | 0.01% | +1,125 | New |
| Proequities, Inc. | 1,236 | $13.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,225 | $13.0K | 0.00% | +1,225 | New |
| Cornerstone Advisory, LLC | 1,250 | $14.0K | 0.00% | +1,250 | New |
| Harbor Investment Advisory, LLC | 1,650 | $18.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 1,930 | $21.0K | 0.00% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 2,091 | $22.0K | 0.02% | +2,091 | New |
| Geneos Wealth Management Inc. | 2,248 | $23.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 2,436 | $26.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 2,615 | $28.0K | 0.00% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 2,700 | $29.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,924 | $30.0K | 0.01% | +43+1.5% | Added |
| Fortitude Advisory Group L.L.C. | 2,933 | $31.0K | 0.02% | +2,933 | New |
| Cordasco Financial Network | 3,510 | $37.0K | 0.02% | +1,054+42.9% | Added |
| Bogart Wealth, LLC | 3,982 | $42.0K | 0.00% | +29+0.7% | Added |
| CoreFirst Bank & Trust | 4,000 | $43.0K | 0.03% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 4,050 | $43.0K | 0.00% | +4,050 | New |
| CoreCap Advisors, LLC | 370,139 | $46.0K | 0.00% | +370,139 | New |
| Koshinski Asset Management, Inc. | 4,325 | $46.1K | 0.00% | +2,040+89.3% | Added |
| North Star Investment Management Corp. | 4,493 | $48.0K | 0.00% | −6−0.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 4,568 | $48.0K | 0.02% | +4,568 | New |
| Financial Management Professionals, Inc. | 4,855 | $52.0K | 0.01% | +2,027+71.7% | Added |
| Cypress Capital Management LLC (WY) | 5,000 | $53.0K | 0.04% | 00.0% | Unchanged |
| Caldwell Trust Co | 4,998 | $53.3K | 0.01% | 00.0% | Unchanged |
| Community Capital Management, Inc. | 57,000 | $57.0K | 0.06% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 5,998 | $63.0K | 0.00% | +5,998 | New |
| First Command Financial Services, Inc. | 6,129 | $65.0K | 0.01% | +6,129 | New |
| Horan Securities, Inc. | 6,438 | $69.0K | 0.04% | +6,438 | New |
| Retirement Group, LLC | 6,882 | $73.0K | 0.03% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 6,901 | $74.0K | 0.05% | 00.0% | Unchanged |
| Huntington National Bank | – | $77.0K | 0.00% | – | – |
| Harbour Investments, Inc. | 8,409 | $90.0K | 0.01% | −19,396−69.8% | Reduced |
| American Portfolios Advisors | 9,373 | $100.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 9,926 | $106.0K | 0.04% | −948−8.7% | Reduced |
| Baldwin Brothers Inc | 10,000 | $107.0K | 0.01% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 10,193 | $108.0K | 0.04% | −4,582−31.0% | Reduced |
| Wealth Alliance | 10,338 | $110.0K | 0.02% | +64+0.6% | Added |
| Plancorp, LLC | 10,398 | $111.0K | 0.01% | 00.0% | Unchanged |
| PFG Advisors | 10,460 | $112.0K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 10,600 | $113.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 10,887 | $116.0K | 0.00% | +10,887 | New |
| Commons Capital, LLC | 10,963 | $117.0K | 0.12% | +10,963 | New |
| NEXT Financial Group, Inc | 11,052 | $118.0K | 0.01% | +3,816+52.7% | Added |
| Welch & Forbes LLC | 11,500 | $122.0K | 0.00% | 00.0% | Unchanged |
| Insight Advisors, LLC | 11,500 | $123.0K | 0.04% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 11,486 | $123.0K | 0.02% | 00.0% | Unchanged |
| Wealth Management Solutions, LLC | 11,602 | $124.0K | 0.06% | +11,602 | New |
| Confluence Wealth Services, Inc. | 11,983 | $127.0K | 0.04% | +11,983 | New |
| Gladstone Institutional Advisory LLC | 12,010 | $128.0K | 0.01% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 12,227 | $130.0K | 0.03% | +91+0.7% | Added |
| Cetera Investment Advisers | 12,249 | $131.0K | 0.00% | +174+1.4% | Added |
| Stock Yards Bank & Trust Co | 12,350 | $132.0K | 0.01% | 00.0% | Unchanged |
| Brown Advisory Securities, LLC | 12,605 | $134.0K | 0.06% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 12,587 | $134.0K | 0.00% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 12,702 | $136.0K | 0.01% | +12,702 | New |
| US Bancorp | 13,035 | $139.0K | 0.00% | 00.0% | Unchanged |
| Newman & Schimel, LLC | 13,200 | $141.0K | 0.08% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 13,514 | $144.0K | 0.01% | −168−1.2% | Reduced |
| Perennial Investment Advisors, LLC | 13,470 | $144.0K | 0.05% | +13,470 | New |
| Sunbelt Securities, Inc. | 15,066 | $145.0K | 0.02% | +3,807+33.8% | Added |
| Brio Consultants, LLC | 13,662 | $146.0K | 0.03% | +13,662 | New |
| WealthBridge Capital Management, LLC | 13,821 | $147.0K | 0.05% | +274+2.0% | Added |
| Gradient Investments LLC | 14,000 | $149.0K | 0.00% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 14,356 | $153.0K | 0.04% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 14,555 | $155.0K | 0.02% | −1,900−11.5% | Reduced |
| Kestra Private Wealth Services, LLC | 14,685 | $157.0K | 0.01% | +3,560+32.0% | Added |
| Fifth Third Bancorp | 14,800 | $158.0K | 0.00% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 14,850 | $159.0K | 0.05% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 15,130 | $161.0K | 0.01% | +15,130 | New |
| Badgley Phelps Wealth Managers, LLC | 15,796 | $169.0K | 0.01% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 15,962 | $170.0K | 0.06% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 16,423 | $175.0K | 0.10% | +325+2.0% | Added |
| AdvisorNet Financial, Inc | 16,936 | $181.0K | 0.01% | 00.0% | Unchanged |
| Cetera Advisors LLC | 17,366 | $185.0K | 0.00% | −445−2.5% | Reduced |
| CWA Asset Management Group, LLC | 17,361 | $185.0K | 0.01% | +17,361 | New |
| Syverson Strege & Co | 17,466 | $186.0K | 0.14% | +14+0.1% | Added |
| Franklin Resources Inc | 17,432 | $186.0K | 0.00% | +235+1.4% | Added |
| Meridian Wealth Advisors, LLC | 17,500 | $187.0K | 0.05% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 17,639 | $188.0K | 0.05% | +17,639 | New |
| Ford Financial Group, LLC | 18,474 | $197.0K | 0.07% | +185+1.0% | Added |