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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $0 | 0.00% | −999−99.9% | Reduced |
| Creative Financial Designs Inc | 11 | $0 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 61 | $1.00K | 0.00% | −16,875−99.6% | Reduced |
| FinTrust Capital Advisors, LLC | 101 | $1.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 108 | $1.00K | 0.00% | +108 | New |
| CWM, LLC | 235 | $2.00K | 0.00% | −21,561−98.9% | Reduced |
| Beacon Capital Management, LLC | 222 | $2.00K | 0.00% | +222 | New |
| Key Financial Inc | 349 | $3.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 260 | $3.00K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 300 | $3.00K | 0.00% | +300 | New |
| Moisand Fitzgerald Tamayo, LLC | 456 | $4.00K | 0.00% | +456 | New |
| First Horizon Advisors, Inc. | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 750 | $7.00K | 0.00% | +750 | New |
| Bartlett & Co. Wealth Management LLC | 750 | $7.28K | 0.00% | +750 | New |
| FourThought Financial, LLC | 847 | $8.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 774 | $8.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 850 | $8.00K | 0.00% | +850 | New |
| BDO Wealth Advisors, LLC | 900 | $9.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 900 | $9.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 927 | $9.00K | 0.00% | +927 | New |
| American National Bank | 1,020 | $10.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 1,000 | $10.0K | 0.01% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 990 | $10.0K | 0.00% | +14+1.4% | Added |
| Tower Research Capital LLC (TRC) | 1,071 | $10.0K | 0.00% | +1,041+3,470.0% | Added |
| IFP Advisors, Inc | 1,091 | $10.0K | 0.00% | +1,091 | New |
| Zullo Investment Group, Inc. | 1,100 | $11.0K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,125 | $11.0K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,084 | $11.0K | 0.01% | +16+1.5% | Added |
| Geneos Wealth Management Inc. | 1,330 | $12.0K | 0.00% | −918−40.8% | Reduced |
| National Bank of Canada | 1,225 | $12.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,650 | $16.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 1,930 | $18.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,933 | $19.0K | 0.00% | +1,933 | New |
| Koshinski Asset Management, Inc. | 2,285 | $22.2K | 0.00% | −2,040−47.2% | Reduced |
| HM Payson & Co | 2,436 | $24.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 2,615 | $25.0K | 0.00% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 2,700 | $26.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,969 | $28.0K | 0.01% | +45+1.5% | Added |
| Fortitude Advisory Group L.L.C. | 2,944 | $29.0K | 0.02% | +11+0.4% | Added |
| Cambridge Trust Co | 3,323 | $32.0K | 0.00% | +3,323 | New |
| Cordasco Financial Network | 3,585 | $35.0K | 0.02% | +75+2.1% | Added |
| Atwood & Palmer Inc | 4,050 | $39.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 4,000 | $39.0K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,982 | $39.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,347 | $42.0K | 0.00% | +4,347 | New |
| North Star Investment Management Corp. | 4,592 | $45.0K | 0.00% | +99+2.2% | Added |
| Financial Management Professionals, Inc. | 4,897 | $48.0K | 0.01% | +42+0.9% | Added |
| Stonebridge Capital Advisors LLC | 4,900 | $48.0K | 0.01% | +4,900 | New |
| Caldwell Trust Co | 4,998 | $48.5K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 5,000 | $49.0K | 0.06% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 6,129 | $60.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 6,129 | $60.0K | 0.01% | +6,129 | New |
| Money Concepts Capital Corp | 6,350 | $62.0K | 0.00% | +6,350 | New |
| Horan Securities, Inc. | 6,438 | $63.0K | 0.04% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 6,901 | $67.0K | 0.04% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 6,980 | $68.0K | 0.02% | −27,477−79.7% | Reduced |
| Retirement Group, LLC | 7,173 | $70.0K | 0.03% | +291+4.2% | Added |
| Prospera Financial Services Inc | 8,189 | $80.0K | 0.00% | +8,189 | New |
| Baldwin Brothers Inc | 10,000 | $97.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 9,952 | $97.0K | 0.04% | +26+0.3% | Added |
| EP Wealth Advisors, LLC | 10,057 | $98.0K | 0.00% | +10,057 | New |
| Herold Advisors, Inc. | 10,223 | $99.3K | 0.04% | +30+0.3% | Added |
| Sigma Planning Corp | 10,307 | $100.0K | 0.00% | +10,307 | New |
| Plancorp, LLC | 10,398 | $101.0K | 0.01% | 00.0% | Unchanged |
| Wealth Alliance | 10,409 | $101.0K | 0.02% | +71+0.7% | Added |
| Hollencrest Capital Management | 10,600 | $103.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 10,641 | $103.3K | 0.00% | +1,268+13.5% | Added |
| Citigroup Inc | 10,874 | $106.0K | 0.00% | −10,188−48.4% | Reduced |
| Umb Bank N A | 10,887 | $106.0K | 0.00% | 00.0% | Unchanged |
| Commons Capital, LLC | 11,050 | $107.0K | 0.12% | +87+0.8% | Added |
| Capital Investment Advisory Services, LLC | 11,038 | $107.0K | 0.01% | +11,038 | New |
| Welch & Forbes LLC | 11,500 | $111.0K | 0.00% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 11,486 | $112.0K | 0.01% | 00.0% | Unchanged |
| Insight Advisors, LLC | 11,500 | $112.0K | 0.03% | 00.0% | Unchanged |
| Brown Advisory Securities, LLC | 11,605 | $113.0K | 0.07% | −1,000−7.9% | Reduced |
| Wealth Management Solutions, LLC | 11,602 | $113.0K | 0.06% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 11,670 | $113.0K | 0.02% | +11,670 | New |
| Confluence Wealth Services, Inc. | 11,983 | $116.0K | 0.04% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 12,010 | $117.0K | 0.01% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 12,147 | $118.0K | 0.08% | −6,700−35.5% | Reduced |
| Stock Yards Bank & Trust Co | 12,350 | $120.0K | 0.01% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 12,329 | $120.0K | 0.03% | +102+0.8% | Added |
| Integrated Wealth Concepts LLC | 12,587 | $122.0K | 0.00% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 12,702 | $123.0K | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 12,659 | $123.0K | 0.00% | +12,659 | New |
| Fifth Third Bancorp | 12,800 | $124.0K | 0.00% | −2,000−13.5% | Reduced |
| Beacon Pointe Advisors, LLC | 12,955 | $126.0K | 0.00% | +12,955 | New |
| US Bancorp | 13,035 | $127.0K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 13,135 | $127.0K | 0.01% | +7,137+119.0% | Added |
| Newman & Schimel, LLC | 13,200 | $128.0K | 0.08% | 00.0% | Unchanged |
| GWM Advisors LLC | 13,317 | $129.0K | 0.00% | +13,317 | New |
| 9258 Wealth Management, LLC | 13,421 | $130.0K | 0.03% | −935−6.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 13,417 | $130.0K | 0.02% | +13,417 | New |
| Belpointe Asset Management LLC | 13,514 | $131.0K | 0.01% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 13,470 | $131.0K | 0.04% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 14,850 | $133.0K | 0.05% | 00.0% | Unchanged |
| Brio Consultants, LLC | 13,662 | $133.0K | 0.03% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 13,855 | $135.0K | 0.00% | −7,454−35.0% | Reduced |
| Gradient Investments LLC | 14,000 | $136.0K | 0.00% | 00.0% | Unchanged |