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 |
|---|---|---|---|---|---|
| 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 |
| Diligent Investors, LLC | 20,603 | $220.0K | 0.06% | −213−1.0% | Reduced |
| Amplius Wealth Advisors, LLC | 20,000 | $213.0K | 0.03% | +20,000 | New |
| 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 |
| Waterfront Wealth Inc. | 18,648 | $199.0K | 0.08% | −295−1.6% | Reduced |
| Copperwynd Financial, LLC | 18,556 | $198.0K | 0.08% | +1,921+11.5% | Added |
| Ford Financial Group, LLC | 18,474 | $197.0K | 0.07% | +185+1.0% | Added |
| Horizon Wealth Management, LLC | 17,639 | $188.0K | 0.05% | +17,639 | New |
| Meridian Wealth Advisors, LLC | 17,500 | $187.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| 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 |
| AdvisorNet Financial, Inc | 16,936 | $181.0K | 0.01% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 16,423 | $175.0K | 0.10% | +325+2.0% | Added |
| Parisi Gray Wealth Management | 15,962 | $170.0K | 0.06% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 15,796 | $169.0K | 0.01% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 15,130 | $161.0K | 0.01% | +15,130 | New |
| Onyx Bridge Wealth Group LLC | 14,850 | $159.0K | 0.05% | 00.0% | Unchanged |
| Fifth Third Bancorp | 14,800 | $158.0K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 14,685 | $157.0K | 0.01% | +3,560+32.0% | Added |
| Van Hulzen Asset Management, LLC | 14,555 | $155.0K | 0.02% | −1,900−11.5% | Reduced |
| 9258 Wealth Management, LLC | 14,356 | $153.0K | 0.04% | 00.0% | Unchanged |
| Gradient Investments LLC | 14,000 | $149.0K | 0.00% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 13,821 | $147.0K | 0.05% | +274+2.0% | Added |
| Brio Consultants, LLC | 13,662 | $146.0K | 0.03% | +13,662 | New |
| Sunbelt Securities, Inc. | 15,066 | $145.0K | 0.02% | +3,807+33.8% | Added |
| 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 |
| Newman & Schimel, LLC | 13,200 | $141.0K | 0.08% | 00.0% | Unchanged |
| US Bancorp | 13,035 | $139.0K | 0.00% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 12,702 | $136.0K | 0.01% | +12,702 | New |
| 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 |
| Stock Yards Bank & Trust Co | 12,350 | $132.0K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 12,249 | $131.0K | 0.00% | +174+1.4% | Added |
| Encompass Wealth Advisors, LLC | 12,227 | $130.0K | 0.03% | +91+0.7% | Added |
| Gladstone Institutional Advisory LLC | 12,010 | $128.0K | 0.01% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 11,983 | $127.0K | 0.04% | +11,983 | New |
| Wealth Management Solutions, LLC | 11,602 | $124.0K | 0.06% | +11,602 | New |
| 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 |
| Welch & Forbes LLC | 11,500 | $122.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 11,052 | $118.0K | 0.01% | +3,816+52.7% | Added |
| Commons Capital, LLC | 10,963 | $117.0K | 0.12% | +10,963 | New |
| Umb Bank N A | 10,887 | $116.0K | 0.00% | +10,887 | New |
| Hollencrest Capital Management | 10,600 | $113.0K | 0.01% | 00.0% | Unchanged |
| PFG Advisors | 10,460 | $112.0K | 0.01% | 00.0% | Unchanged |
| Plancorp, LLC | 10,398 | $111.0K | 0.01% | 00.0% | Unchanged |
| Wealth Alliance | 10,338 | $110.0K | 0.02% | +64+0.6% | Added |
| Herold Advisors, Inc. | 10,193 | $108.0K | 0.04% | −4,582−31.0% | Reduced |
| Baldwin Brothers Inc | 10,000 | $107.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 9,926 | $106.0K | 0.04% | −948−8.7% | Reduced |
| American Portfolios Advisors | 9,373 | $100.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 8,409 | $90.0K | 0.01% | −19,396−69.8% | Reduced |
| Huntington National Bank | – | $77.0K | 0.00% | – | – |
| Alaethes Wealth LLC | 6,901 | $74.0K | 0.05% | 00.0% | Unchanged |
| Retirement Group, LLC | 6,882 | $73.0K | 0.03% | 00.0% | Unchanged |
| Horan Securities, Inc. | 6,438 | $69.0K | 0.04% | +6,438 | New |
| First Command Financial Services, Inc. | 6,129 | $65.0K | 0.01% | +6,129 | New |
| Snowden Capital Advisors LLC | 5,998 | $63.0K | 0.00% | +5,998 | New |
| Community Capital Management, Inc. | 57,000 | $57.0K | 0.06% | 00.0% | Unchanged |
| Caldwell Trust Co | 4,998 | $53.3K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 5,000 | $53.0K | 0.04% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4,855 | $52.0K | 0.01% | +2,027+71.7% | 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 |
| Koshinski Asset Management, Inc. | 4,325 | $46.1K | 0.00% | +2,040+89.3% | Added |
| CoreCap Advisors, LLC | 370,139 | $46.0K | 0.00% | +370,139 | New |
| CoreFirst Bank & Trust | 4,000 | $43.0K | 0.03% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 4,050 | $43.0K | 0.00% | +4,050 | New |
| Bogart Wealth, LLC | 3,982 | $42.0K | 0.00% | +29+0.7% | Added |
| Cordasco Financial Network | 3,510 | $37.0K | 0.02% | +1,054+42.9% | Added |
| Fortitude Advisory Group L.L.C. | 2,933 | $31.0K | 0.02% | +2,933 | New |
| SOA Wealth Advisors, LLC. | 2,924 | $30.0K | 0.01% | +43+1.5% | Added |
| Cowen Prime Advisors LLC | 2,700 | $29.0K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 2,615 | $28.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 2,436 | $26.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,248 | $23.0K | 0.00% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 2,091 | $22.0K | 0.02% | +2,091 | New |
| Lenox Wealth Advisors, LLC | 1,930 | $21.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,650 | $18.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 1,250 | $14.0K | 0.00% | +1,250 | 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 |
| 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 |
| 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 |
| 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 |
| FourThought Financial, LLC | 847 | $9.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 774 | $8.00K | 0.00% | +774 | New |
| First Horizon Advisors, Inc. | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 476 | $5.00K | 0.00% | +476 | New |