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 |
|---|---|---|---|---|---|
| Copperwynd Financial, LLC | 18,556 | $198.0K | 0.08% | +1,921+11.5% | Added |
| Waterfront Wealth Inc. | 18,648 | $199.0K | 0.08% | −295−1.6% | Reduced |
| Quad-Cities Investment Group, LLC | 18,847 | $201.0K | 0.13% | +118+0.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 18,800 | $201.0K | 0.01% | +4,700+33.3% | Added |
| Amplius Wealth Advisors, LLC | 20,000 | $213.0K | 0.03% | +20,000 | New |
| Diligent Investors, LLC | 20,603 | $220.0K | 0.06% | −213−1.0% | Reduced |
| Citigroup Inc | 21,062 | $225.0K | 0.00% | −20,218−49.0% | Reduced |
| Alpha Cubed Investments, LLC | 21,075 | $225.0K | 0.01% | −700−3.2% | Reduced |
| Boston Private Wealth LLC | 21,309 | $227.0K | 0.00% | +3,459+19.4% | Added |
| CWM, LLC | 21,796 | $233.0K | 0.00% | +21,796 | New |
| Envestnet Asset Management Inc | 22,266 | $238.0K | 0.00% | −5,125−18.7% | Reduced |
| Axxcess Wealth Management, LLC | 23,223 | $248.0K | 0.02% | +23,223 | New |
| Moloney Securities Asset Management, LLC | 23,761 | $254.0K | 0.04% | −1,706−6.7% | Reduced |
| Claraphi Advisory Network, LLC | 25,253 | $269.0K | 0.09% | +2,829+12.6% | Added |
| Carolinas Wealth Consulting LLC | 25,590 | $273.0K | 0.06% | −40.0% | Reduced |
| High Net Worth Advisory Group LLC | 26,600 | $284.0K | 0.10% | +26,600 | New |
| B. Riley Wealth Management, Inc. | 26,859 | $287.0K | 0.02% | +5,040+23.1% | Added |
| Creative Planning | 27,004 | $288.0K | 0.00% | +1,885+7.5% | Added |
| Mission Wealth Management, LP | 27,214 | $290.0K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 27,548 | $294.0K | 0.00% | −2,044−6.9% | Reduced |
| Colony Group LLC | 27,740 | $296.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 30,624 | $298.0K | 0.16% | −471−1.5% | Reduced |
| 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 |
| Stockman Wealth Management, Inc. | 30,000 | $320.0K | 0.07% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 31,271 | $334.0K | 0.00% | −443−1.4% | Reduced |
| MML Investors Services, LLC | 31,532 | $336.0K | 0.00% | −180−0.6% | Reduced |
| Venture Visionary Partners LLC | 31,700 | $338.0K | 0.02% | 00.0% | Unchanged |
| Bridgeworth, LLC | 32,750 | $349.0K | 0.08% | +32,750 | New |
| Commerce Bank | 33,531 | $358.0K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 34,377 | $367.0K | 0.02% | +6,796+24.6% | Added |
| Ahrens Investment Partners LLC | 34,457 | $368.0K | 0.16% | −38,479−52.8% | Reduced |
| TD Private Client Wealth LLC | 35,134 | $374.9K | 0.02% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 35,578 | $379.6K | 0.03% | +9,820+38.1% | Added |
| Silverlake Wealth Management LLC | 36,129 | $385.5K | 0.21% | +36,129 | New |
| SeaCrest Wealth Management, LLC | 37,369 | $399.0K | 0.04% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 37,615 | $401.0K | 0.01% | +2,680+7.7% | Added |
| Wedbush Securities Inc | 37,955 | $405.0K | 0.02% | +1,443+4.0% | Added |
| Investmark Advisory Group LLC | 39,040 | $416.0K | 0.39% | +39,040 | New |
| MKT Advisors LLC | 46,787 | $449.0K | 0.35% | +46,787 | New |
| Shaker Financial Services, LLC | 42,389 | $452.0K | 0.16% | +42,389 | New |
| Cranbrook Wealth Management, LLC | 43,351 | $463.0K | 0.10% | 00.0% | Unchanged |
| Spire Wealth Management | 48,094 | $513.0K | 0.01% | +930+2.0% | Added |
| International Assets Investment Management, LLC | 51,091 | $545.0K | 0.10% | −3,442−6.3% | Reduced |
| Capital CS Group, LLC | 51,621 | $551.0K | 0.43% | +24,859+92.9% | Added |
| Ameritas Advisory Services, LLC | 51,986 | $555.0K | 0.02% | +51,986 | New |
| Northstar Advisory Group, LLC | 55,455 | $592.0K | 0.35% | +55,455 | New |
| Flagship Harbor Advisors, LLC | 57,025 | $608.0K | 0.06% | +6,869+13.7% | Added |
| D.A. Davidson & Co. | 59,496 | $633.0K | 0.01% | −11,075−15.7% | Reduced |
| Blair William & Co | 61,788 | $659.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 62,391 | $666.0K | 0.00% | −2,629−4.0% | Reduced |
| Merit Financial Group, LLC | 62,720 | $669.0K | 0.07% | +1,800+3.0% | Added |
| Oppenheimer & Co Inc | 64,999 | $693.0K | 0.01% | +8,002+14.0% | Added |
| Mercer Global Advisors Inc | 67,770 | $723.0K | 0.00% | +1,473+2.2% | Added |
| Wealth Effects LLC | 68,047 | $726.0K | 0.30% | +68,047 | New |
| David J Yvars Group | 69,164 | $733.0K | 0.45% | −14,010−16.8% | Reduced |
| Baird Financial Group, Inc. | 72,554 | $774.0K | 0.00% | −1,553−2.1% | Reduced |
| Sax Wealth Advisors, LLC | 73,100 | $780.0K | 0.16% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 73,532 | $785.0K | 0.00% | +333+0.5% | Added |
| WFA of San Diego, LLC | 75,086 | $801.0K | 0.47% | +75,086 | New |
| Matrix Private Capital Group LLC | 76,819 | $820.0K | 0.39% | +76,819 | New |
| Sheaff Brock Investment Advisors, LLC | 79,627 | $850.0K | 0.07% | +50+0.1% | Added |
| Thrivent Financial for Lutherans | 84,752 | $904.0K | 0.00% | −75,061−47.0% | Reduced |
| Clarius Group, LLC | 90,638 | $967.0K | 0.08% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 92,804 | $985.0K | 0.56% | +92,804 | New |
| Conning Inc. | 93,204 | $994.0K | 0.03% | +1,879+2.1% | Added |
| Eaton Vance Management | 93,931 | $1.00M | 0.00% | +250+0.3% | Added |
| Raymond James Trust N.A. | 94,911 | $1.01M | 0.03% | −17,192−15.3% | Reduced |
| Formidable Asset Management, LLC | 98,328 | $1.05M | 0.20% | −1,162,829−92.2% | Reduced |
| Advisor Resource Council | 98,874 | $1.05M | 0.08% | +98,874 | New |
| Arkadios Wealth Advisors | 105,611 | $1.13M | 0.15% | +21,704+25.9% | Added |
| Northern Trust Corp | 115,249 | $1.23M | 0.00% | +1,243+1.1% | Added |
| Kestra Advisory Services, LLC | 131,629 | $1.40M | 0.01% | −4,264−3.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 152,226 | $1.62M | 0.02% | +7,605+5.3% | Added |
| Orion Portfolio Solutions, LLC | 178,227 | $1.90M | 0.06% | −622−0.3% | Reduced |
| Pointe Capital Management LLC | 191,329 | $2.04M | 1.29% | +2,250+1.2% | Added |
| National Asset Management, Inc. | 195,710 | $2.09M | 0.06% | +50,632+34.9% | Added |
| Truist Financial Corp | 215,049 | $2.29M | 0.00% | +55,614+34.9% | Added |
| Marks Group Wealth Management, Inc | 232,541 | $2.48M | 0.30% | −1110.0% | Reduced |
| Cetera Advisor Networks LLC | 269,855 | $2.88M | 0.04% | +191,086+242.6% | Added |
| Rockefeller Capital Management L.P. | 319,153 | $3.40M | 0.02% | +33,562+11.8% | Added |
| HighTower Advisors, LLC | 323,881 | $3.46M | 0.01% | +1,154+0.4% | Added |
| J.W. Cole Advisors, Inc. | 330,064 | $3.52M | 0.23% | +146,473+79.8% | Added |
| Centaurus Financial, Inc. | 334,771 | $3.57M | 0.27% | +3,662+1.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 338,583 | $3.61M | 0.14% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 341,157 | $3.64M | 0.05% | +30,803+9.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 385,313 | $4.11M | 0.02% | +11,519+3.1% | Added |
| KMG Fiduciary Partners, LLC | 396,191 | $4.23M | 0.65% | −20,933−5.0% | Reduced |
| Focused Wealth Management, Inc | 403,206 | $4.30M | 0.67% | +41,960+11.6% | Added |
| Stifel Financial Corp | 405,103 | $4.32M | 0.01% | +35,512+9.6% | Added |
| Janney Montgomery Scott LLC | 492,606 | $5.26M | 0.02% | +73,324+17.5% | Added |
| Advisor Group Holdings, Inc. | 605,399 | $6.46M | 0.01% | −15,374−2.5% | Reduced |
| Royal Bank of Canada | 637,886 | $6.81M | 0.00% | −143,250−18.3% | Reduced |
| Brinker Capital Investments, LLC | 712,173 | $7.60M | 0.11% | −19,816−2.7% | Reduced |
| Ameriprise Financial Inc | 740,183 | $7.90M | 0.00% | +4,185+0.6% | Added |
| LPL Financial LLC | 749,180 | $7.99M | 0.01% | −70,723−8.6% | Reduced |
| UBS Group AG | 766,589 | $8.18M | 0.00% | −36,705−4.6% | Reduced |
| Advisors Asset Management, Inc. | 823,483 | $8.79M | 0.13% | −37,472−4.4% | Reduced |
| Wells Fargo & Company | 885,459 | $9.45M | 0.00% | +56,283+6.8% | Added |
| Commonwealth Equity Services, LLC | 902,519 | $9.63M | 0.02% | +65,524+7.8% | Added |