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 |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 14,089 | $136.0K | 0.00% | +14,089 | New |
| Lakeview Capital Partners, LLC | 14,149 | $137.0K | 0.07% | −2,274−13.8% | Reduced |
| WealthBridge Capital Management, LLC | 14,111 | $137.0K | 0.05% | +290+2.1% | Added |
| Van Hulzen Asset Management, LLC | 14,555 | $141.0K | 0.01% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 15,000 | $146.0K | 0.09% | +15,000 | New |
| Syverson Strege & Co | 15,193 | $148.0K | 0.16% | −2,273−13.0% | Reduced |
| Cetera Investment Advisers | 15,362 | $149.0K | 0.00% | +3,113+25.4% | Added |
| Csenge Advisory Group | 15,779 | $153.0K | 0.01% | +15,779 | New |
| Parisi Gray Wealth Management | 15,962 | $155.0K | 0.06% | 00.0% | Unchanged |
| Huntington National Bank | – | $163.0K | 0.00% | – | – |
| CWA Asset Management Group, LLC | 17,448 | $169.0K | 0.01% | +87+0.5% | Added |
| Meridian Wealth Advisors, LLC | 17,500 | $170.0K | 0.04% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 17,639 | $171.0K | 0.05% | 00.0% | Unchanged |
| Franklin Resources Inc | 17,668 | $172.0K | 0.00% | +236+1.4% | Added |
| Cetera Advisors LLC | 17,927 | $174.0K | 0.00% | +561+3.2% | Added |
| Waterfront Wealth Inc. | 18,648 | $176.0K | 0.06% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 18,515 | $180.0K | 0.01% | −285−1.5% | Reduced |
| Ford Financial Group, LLC | 18,678 | $181.0K | 0.07% | +204+1.1% | Added |
| Amplius Wealth Advisors, LLC | 20,000 | $194.0K | 0.03% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 20,575 | $200.0K | 0.01% | −500−2.4% | Reduced |
| Copperwynd Financial, LLC | 21,556 | $209.0K | 0.09% | +3,000+16.2% | Added |
| Bar Harbor Trust Services | 21,520 | $209.0K | 0.06% | +21,520 | New |
| Diligent Investors, LLC | 21,943 | $213.0K | 0.06% | +1,340+6.5% | Added |
| Focus Financial Network, Inc. | 22,098 | $214.6K | 0.01% | +22,098 | New |
| Main Street Financial Solutions, LLC | 22,509 | $219.0K | 0.03% | +22,509 | New |
| Axxcess Wealth Management, LLC | 22,838 | $222.0K | 0.02% | −385−1.7% | Reduced |
| Kestra Private Wealth Services, LLC | 22,841 | $222.0K | 0.01% | +8,156+55.5% | Added |
| Moloney Securities Asset Management, LLC | 23,879 | $232.0K | 0.05% | +118+0.5% | Added |
| Claraphi Advisory Network, LLC | 25,253 | $245.0K | 0.07% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 25,590 | $248.0K | 0.05% | 00.0% | Unchanged |
| Creative Planning | 26,906 | $261.0K | 0.00% | −98−0.4% | Reduced |
| Mission Wealth Management, LP | 27,214 | $264.0K | 0.01% | 00.0% | Unchanged |
| Kingsbury Capital Investment Advisors LLC | 27,330 | $265.0K | 0.29% | +27,330 | New |
| High Net Worth Advisory Group LLC | 27,600 | $268.0K | 0.10% | +1,000+3.8% | Added |
| Stephens Inc | 27,815 | $270.0K | 0.00% | +267+1.0% | Added |
| B. Riley Wealth Management, Inc. | 27,914 | $271.0K | 0.02% | +1,055+3.9% | Added |
| Capital CS Group, LLC | 29,053 | $282.0K | 0.25% | −22,568−43.7% | Reduced |
| CIBC Private Wealth Group, LLC | 29,524 | $287.0K | 0.00% | +98+0.3% | Added |
| Stockman Wealth Management, Inc. | 30,000 | $291.0K | 0.06% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 30,134 | $292.6K | 0.02% | −5,444−15.3% | Reduced |
| 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 |
| Stonebridge Financial Planning Group, LLC | 30,655 | $298.0K | 0.17% | +31+0.1% | Added |
| MML Investors Services, LLC | 31,269 | $304.0K | 0.00% | −263−0.8% | Reduced |
| SeaCrest Wealth Management, LLC | 31,369 | $305.0K | 0.04% | −6,000−16.1% | Reduced |
| Kovack Advisors, Inc. | 31,562 | $306.0K | 0.03% | +2,097+7.1% | Added |
| Venture Visionary Partners LLC | 32,600 | $316.0K | 0.02% | +900+2.8% | Added |
| Bridgeworth, LLC | 32,750 | $318.0K | 0.07% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 32,747 | $318.0K | 0.02% | +32,747 | New |
| Commerce Bank | 33,531 | $326.0K | 0.00% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 33,530 | $326.0K | 0.02% | +33,530 | New |
| Moors & Cabot, Inc. | 33,778 | $328.0K | 0.02% | −599−1.7% | Reduced |
| Diversified Portfolios, Inc. | 34,275 | $333.0K | 0.08% | +34,275 | New |
| TD Private Client Wealth LLC | 35,134 | $341.2K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 35,284 | $343.0K | 0.00% | +4,013+12.8% | Added |
| Silverlake Wealth Management LLC | 36,129 | $350.8K | 0.20% | 00.0% | Unchanged |
| Wedbush Securities Inc | 37,441 | $364.0K | 0.02% | −514−1.4% | Reduced |
| Arkadios Wealth Advisors | 37,656 | $366.0K | 0.05% | −67,955−64.3% | Reduced |
| Investmark Advisory Group LLC | 39,593 | $384.0K | 0.40% | +553+1.4% | Added |
| MKT Advisors LLC | 46,518 | $387.0K | 0.29% | −269−0.6% | Reduced |
| J.W. Cole Advisors, Inc. | 41,783 | $406.0K | 0.03% | −288,281−87.3% | Reduced |
| Cranbrook Wealth Management, LLC | 43,351 | $421.0K | 0.09% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 43,811 | $425.0K | 0.08% | −7,280−14.2% | Reduced |
| Lifeworks Advisors, LLC | 46,048 | $447.0K | 0.30% | +46,048 | New |
| Avory & Company, LLC | 47,080 | $457.0K | 0.29% | +47,080 | New |
| Spire Wealth Management | 48,561 | $472.0K | 0.01% | +467+1.0% | Added |
| Kestra Advisory Services, LLC | 49,963 | $485.0K | 0.01% | −81,666−62.0% | Reduced |
| Ameritas Advisory Services, LLC | 50,370 | $489.0K | 0.02% | −1,616−3.1% | Reduced |
| Mercer Global Advisors Inc | 52,899 | $514.0K | 0.00% | −14,871−21.9% | 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 |
| Flagship Harbor Advisors, LLC | 55,566 | $540.0K | 0.05% | −1,459−2.6% | Reduced |
| Oppenheimer & Co Inc | 56,182 | $546.0K | 0.01% | −8,817−13.6% | Reduced |
| Atria Wealth Solutions, Inc. | 56,343 | $547.0K | 0.01% | +56,343 | New |
| WFA of San Diego, LLC | 58,748 | $570.0K | 0.43% | −16,338−21.8% | Reduced |
| D.A. Davidson & Co. | 59,834 | $581.0K | 0.01% | +338+0.6% | Added |
| Blair William & Co | 61,788 | $600.0K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 63,084 | $613.0K | 0.04% | +364+0.6% | Added |
| Northwestern Mutual Wealth Management Co | 63,349 | $615.0K | 0.00% | +958+1.5% | Added |
| Wealth Effects LLC | 67,058 | $651.0K | 0.30% | −989−1.5% | Reduced |
| The PNC Financial Services Group, Inc. | 73,762 | $715.0K | 0.00% | +230+0.3% | Added |
| Baird Financial Group, Inc. | 75,272 | $731.0K | 0.00% | +2,718+3.7% | Added |
| Sax Wealth Advisors, LLC | 77,100 | $749.0K | 0.18% | +4,000+5.5% | Added |
| Stratos Wealth Partners, LTD. | 77,274 | $750.0K | 0.02% | +39,659+105.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 79,687 | $774.0K | 0.07% | +60+0.1% | Added |
| Matrix Private Capital Group LLC | 81,619 | $793.0K | 0.39% | +4,800+6.2% | Added |
| Raymond James Trust N.A. | 83,731 | $813.0K | 0.03% | −11,180−11.8% | Reduced |
| BFT Financial Group, LLC | 88,886 | $863.0K | 0.14% | +88,886 | New |
| Thrivent Financial for Lutherans | 89,708 | $871.0K | 0.00% | +4,956+5.8% | Added |
| Northstar Advisory Group, LLC | 90,155 | $875.0K | 0.56% | +34,700+62.6% | Added |
| Eaton Vance Management | 94,193 | $914.0K | 0.00% | +262+0.3% | Added |
| Conning Inc. | 95,165 | $924.0K | 0.03% | +1,961+2.1% | Added |
| Clarius Group, LLC | 90,638 | $967.0K | 0.08% | 00.0% | Unchanged |
| Northern Trust Corp | 104,479 | $1.01M | 0.00% | −10,770−9.3% | Reduced |
| Saxon Interests, Inc. | 118,864 | $1.15M | 0.61% | +26,060+28.1% | Added |
| Orion Portfolio Solutions, LLC | 136,330 | $1.32M | 0.05% | −41,897−23.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 146,848 | $1.43M | 0.02% | −5,378−3.5% | Reduced |
| Pointe Capital Management LLC | 176,612 | $1.72M | 1.10% | −14,717−7.7% | Reduced |
| National Asset Management, Inc. | 210,410 | $2.04M | 0.07% | +14,700+7.5% | Added |
| Truist Financial Corp | 226,569 | $2.20M | 0.00% | +11,520+5.4% | Added |