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, Q1 2022
Institutional positions in Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Mar 31, 2022. 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
- 231
- +26 vs. Q4 2021
- Shares held
- 53.9M
- +1.19M (+2.3%) vs. Q4 2021
- Total value
- $523.5M
- −$34.7M (−6.2%) vs. Q4 2021
- New holders
- 38
- 73 more added
- Sold out
- 12
- 53 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Global Diversified Equity Income Fund; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 22,806,370 | $221.4M | 0.03% | +902,912+4.1% | Added |
| Bank of America Corp | 3,707,342 | $36.0M | 0.00% | −292,520−7.3% | Reduced |
| Invesco Ltd. | 3,191,037 | $31.0M | 0.01% | −194,476−5.7% | Reduced |
| RFG Advisory, LLC | 1,616,588 | $15.7M | 1.00% | +43,851+2.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 1,286,412 | $12.5M | 0.02% | −25,399−1.9% | Reduced |
| Formidable Asset Management, LLC | 1,223,843 | $11.9M | 2.28% | +1,125,515+1,144.7% | Added |
| Cohen & Steers, Inc. | 1,220,864 | $11.9M | 0.02% | −22,551−1.8% | Reduced |
| Guggenheim Capital LLC | 1,175,255 | $11.4M | 0.07% | +100,322+9.3% | Added |
| Raymond James & Associates | 1,092,750 | $10.6M | 0.01% | −46,997−4.1% | Reduced |
| Commonwealth Equity Services, LLC | 963,013 | $9.35M | 0.02% | +60,494+6.7% | Added |
| Wells Fargo & Company | 871,538 | $8.46M | 0.00% | −13,921−1.6% | Reduced |
| Ameriprise Financial Inc | 821,364 | $7.98M | 0.00% | +81,181+11.0% | Added |
| UBS Group AG | 801,343 | $7.78M | 0.00% | +34,754+4.5% | Added |
| Brinker Capital Investments, LLC | 698,833 | $6.79M | 0.10% | −13,340−1.9% | Reduced |
| Royal Bank of Canada | 648,771 | $6.30M | 0.00% | +10,885+1.7% | Added |
| Advisor Group Holdings, Inc. | 605,395 | $5.56M | 0.01% | −40.0% | Reduced |
| LPL Financial LLC | 571,362 | $5.55M | 0.00% | −177,818−23.7% | Reduced |
| Janney Montgomery Scott LLC | 566,692 | $5.50M | 0.02% | +74,086+15.0% | Added |
| KMG Fiduciary Partners, LLC | 443,510 | $4.31M | 0.69% | +47,319+11.9% | Added |
| Stifel Financial Corp | 422,679 | $4.10M | 0.01% | +17,576+4.3% | Added |
| Rockefeller Capital Management L.P. | 413,977 | $4.02M | 0.02% | +94,824+29.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 399,415 | $3.88M | 0.02% | +14,102+3.7% | Added |
| Focused Wealth Management, Inc | 393,790 | $3.82M | 0.61% | −9,416−2.3% | Reduced |
| Avantax Advisory Services, Inc. | 386,350 | $3.75M | 0.05% | +45,193+13.2% | Added |
| CoreCap Advisors, LLC | 380,612 | $3.70M | 0.26% | +10,473+2.8% | Added |
| Centaurus Financial, Inc. | 347,491 | $3.37M | 0.27% | +12,720+3.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 338,583 | $3.29M | 0.12% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 313,250 | $3.04M | 0.01% | −10,631−3.3% | Reduced |
| Cetera Advisor Networks LLC | 285,637 | $2.77M | 0.03% | +15,782+5.8% | Added |
| Shaker Financial Services, LLC | 256,312 | $2.49M | 0.94% | +213,923+504.7% | Added |
| Marks Group Wealth Management, Inc | 232,262 | $2.25M | 0.28% | −279−0.1% | Reduced |
| Truist Financial Corp | 226,569 | $2.20M | 0.00% | +11,520+5.4% | Added |
| National Asset Management, Inc. | 210,410 | $2.04M | 0.07% | +14,700+7.5% | Added |
| Pointe Capital Management LLC | 176,612 | $1.72M | 1.10% | −14,717−7.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 146,848 | $1.43M | 0.02% | −5,378−3.5% | Reduced |
| Orion Portfolio Solutions, LLC | 136,330 | $1.32M | 0.05% | −41,897−23.5% | Reduced |
| Saxon Interests, Inc. | 118,864 | $1.15M | 0.61% | +26,060+28.1% | Added |
| Northern Trust Corp | 104,479 | $1.01M | 0.00% | −10,770−9.3% | Reduced |
| Clarius Group, LLC | 90,638 | $967.0K | 0.08% | 00.0% | Unchanged |
| Conning Inc. | 95,165 | $924.0K | 0.03% | +1,961+2.1% | Added |
| Eaton Vance Management | 94,193 | $914.0K | 0.00% | +262+0.3% | Added |
| Northstar Advisory Group, LLC | 90,155 | $875.0K | 0.56% | +34,700+62.6% | Added |
| Thrivent Financial for Lutherans | 89,708 | $871.0K | 0.00% | +4,956+5.8% | Added |
| BFT Financial Group, LLC | 88,886 | $863.0K | 0.14% | +88,886 | New |
| Raymond James Trust N.A. | 83,731 | $813.0K | 0.03% | −11,180−11.8% | Reduced |
| Matrix Private Capital Group LLC | 81,619 | $793.0K | 0.39% | +4,800+6.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 79,687 | $774.0K | 0.07% | +60+0.1% | Added |
| Stratos Wealth Partners, LTD. | 77,274 | $750.0K | 0.02% | +39,659+105.4% | Added |
| Sax Wealth Advisors, LLC | 77,100 | $749.0K | 0.18% | +4,000+5.5% | Added |
| Baird Financial Group, Inc. | 75,272 | $731.0K | 0.00% | +2,718+3.7% | Added |
| The PNC Financial Services Group, Inc. | 73,762 | $715.0K | 0.00% | +230+0.3% | Added |
| Wealth Effects LLC | 67,058 | $651.0K | 0.30% | −989−1.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 63,349 | $615.0K | 0.00% | +958+1.5% | Added |
| Merit Financial Group, LLC | 63,084 | $613.0K | 0.04% | +364+0.6% | Added |
| Blair William & Co | 61,788 | $600.0K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 59,834 | $581.0K | 0.01% | +338+0.6% | Added |
| WFA of San Diego, LLC | 58,748 | $570.0K | 0.43% | −16,338−21.8% | Reduced |
| Atria Wealth Solutions, Inc. | 56,343 | $547.0K | 0.01% | +56,343 | New |
| Oppenheimer & Co Inc | 56,182 | $546.0K | 0.01% | −8,817−13.6% | Reduced |
| Flagship Harbor Advisors, LLC | 55,566 | $540.0K | 0.05% | −1,459−2.6% | Reduced |
| David J Yvars Group | 55,166 | $538.0K | 0.37% | −13,998−20.2% | Reduced |
| Envestnet Asset Management Inc | 55,456 | $538.0K | 0.00% | +33,190+149.1% | Added |
| Mercer Global Advisors Inc | 52,899 | $514.0K | 0.00% | −14,871−21.9% | Reduced |
| Ameritas Advisory Services, LLC | 50,370 | $489.0K | 0.02% | −1,616−3.1% | Reduced |
| Kestra Advisory Services, LLC | 49,963 | $485.0K | 0.01% | −81,666−62.0% | Reduced |
| Spire Wealth Management | 48,561 | $472.0K | 0.01% | +467+1.0% | Added |
| Avory & Company, LLC | 47,080 | $457.0K | 0.29% | +47,080 | New |
| Lifeworks Advisors, LLC | 46,048 | $447.0K | 0.30% | +46,048 | New |
| International Assets Investment Management, LLC | 43,811 | $425.0K | 0.08% | −7,280−14.2% | Reduced |
| Cranbrook Wealth Management, LLC | 43,351 | $421.0K | 0.09% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 41,783 | $406.0K | 0.03% | −288,281−87.3% | Reduced |
| MKT Advisors LLC | 46,518 | $387.0K | 0.29% | −269−0.6% | Reduced |
| Investmark Advisory Group LLC | 39,593 | $384.0K | 0.40% | +553+1.4% | Added |
| Arkadios Wealth Advisors | 37,656 | $366.0K | 0.05% | −67,955−64.3% | Reduced |
| Wedbush Securities Inc | 37,441 | $364.0K | 0.02% | −514−1.4% | Reduced |
| Silverlake Wealth Management LLC | 36,129 | $350.8K | 0.20% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 35,284 | $343.0K | 0.00% | +4,013+12.8% | Added |
| TD Private Client Wealth LLC | 35,134 | $341.2K | 0.01% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 34,275 | $333.0K | 0.08% | +34,275 | New |
| Moors & Cabot, Inc. | 33,778 | $328.0K | 0.02% | −599−1.7% | Reduced |
| Commerce Bank | 33,531 | $326.0K | 0.00% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 33,530 | $326.0K | 0.02% | +33,530 | New |
| Bridgeworth, LLC | 32,750 | $318.0K | 0.07% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 32,747 | $318.0K | 0.02% | +32,747 | New |
| Venture Visionary Partners LLC | 32,600 | $316.0K | 0.02% | +900+2.8% | Added |
| Kovack Advisors, Inc. | 31,562 | $306.0K | 0.03% | +2,097+7.1% | Added |
| SeaCrest Wealth Management, LLC | 31,369 | $305.0K | 0.04% | −6,000−16.1% | Reduced |
| MML Investors Services, LLC | 31,269 | $304.0K | 0.00% | −263−0.8% | Reduced |
| Stonebridge Financial Planning Group, LLC | 30,655 | $298.0K | 0.17% | +31+0.1% | Added |
| Colony Group LLC | 30,414 | $295.0K | 0.00% | +2,674+9.6% | Added |
| Sunbelt Securities, Inc. | 30,136 | $295.0K | 0.05% | +15,070+100.0% | Added |
| Independent Financial Group, LLC | 30,134 | $292.6K | 0.02% | −5,444−15.3% | Reduced |
| Stockman Wealth Management, Inc. | 30,000 | $291.0K | 0.06% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 29,524 | $287.0K | 0.00% | +98+0.3% | Added |
| Capital CS Group, LLC | 29,053 | $282.0K | 0.25% | −22,568−43.7% | Reduced |
| B. Riley Wealth Management, Inc. | 27,914 | $271.0K | 0.02% | +1,055+3.9% | Added |
| Stephens Inc | 27,815 | $270.0K | 0.00% | +267+1.0% | Added |
| High Net Worth Advisory Group LLC | 27,600 | $268.0K | 0.10% | +1,000+3.8% | Added |
| Kingsbury Capital Investment Advisors LLC | 27,330 | $265.0K | 0.29% | +27,330 | New |
| Mission Wealth Management, LP | 27,214 | $264.0K | 0.01% | 00.0% | Unchanged |