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 |
|---|---|---|---|---|---|
| Marks Group Wealth Management, Inc | 232,262 | $2.25M | 0.28% | −279−0.1% | Reduced |
| Shaker Financial Services, LLC | 256,312 | $2.49M | 0.94% | +213,923+504.7% | Added |
| Cetera Advisor Networks LLC | 285,637 | $2.77M | 0.03% | +15,782+5.8% | Added |
| HighTower Advisors, LLC | 313,250 | $3.04M | 0.01% | −10,631−3.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 338,583 | $3.29M | 0.12% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 347,491 | $3.37M | 0.27% | +12,720+3.8% | Added |
| CoreCap Advisors, LLC | 380,612 | $3.70M | 0.26% | +10,473+2.8% | Added |
| Avantax Advisory Services, Inc. | 386,350 | $3.75M | 0.05% | +45,193+13.2% | Added |
| Focused Wealth Management, Inc | 393,790 | $3.82M | 0.61% | −9,416−2.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 399,415 | $3.88M | 0.02% | +14,102+3.7% | Added |
| Rockefeller Capital Management L.P. | 413,977 | $4.02M | 0.02% | +94,824+29.7% | Added |
| Stifel Financial Corp | 422,679 | $4.10M | 0.01% | +17,576+4.3% | Added |
| KMG Fiduciary Partners, LLC | 443,510 | $4.31M | 0.69% | +47,319+11.9% | Added |
| Janney Montgomery Scott LLC | 566,692 | $5.50M | 0.02% | +74,086+15.0% | Added |
| LPL Financial LLC | 571,362 | $5.55M | 0.00% | −177,818−23.7% | Reduced |
| Advisor Group Holdings, Inc. | 605,395 | $5.56M | 0.01% | −40.0% | Reduced |
| Royal Bank of Canada | 648,771 | $6.30M | 0.00% | +10,885+1.7% | Added |
| Brinker Capital Investments, LLC | 698,833 | $6.79M | 0.10% | −13,340−1.9% | Reduced |
| UBS Group AG | 801,343 | $7.78M | 0.00% | +34,754+4.5% | Added |
| Ameriprise Financial Inc | 821,364 | $7.98M | 0.00% | +81,181+11.0% | Added |
| Wells Fargo & Company | 871,538 | $8.46M | 0.00% | −13,921−1.6% | Reduced |
| Commonwealth Equity Services, LLC | 963,013 | $9.35M | 0.02% | +60,494+6.7% | Added |
| Raymond James & Associates | 1,092,750 | $10.6M | 0.01% | −46,997−4.1% | Reduced |
| Guggenheim Capital LLC | 1,175,255 | $11.4M | 0.07% | +100,322+9.3% | Added |
| Cohen & Steers, Inc. | 1,220,864 | $11.9M | 0.02% | −22,551−1.8% | Reduced |
| Formidable Asset Management, LLC | 1,223,843 | $11.9M | 2.28% | +1,125,515+1,144.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 1,286,412 | $12.5M | 0.02% | −25,399−1.9% | Reduced |
| RFG Advisory, LLC | 1,616,588 | $15.7M | 1.00% | +43,851+2.8% | Added |
| Invesco Ltd. | 3,191,037 | $31.0M | 0.01% | −194,476−5.7% | Reduced |
| Bank of America Corp | 3,707,342 | $36.0M | 0.00% | −292,520−7.3% | Reduced |
| Morgan Stanley | 22,806,370 | $221.4M | 0.03% | +902,912+4.1% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,236−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −823,483−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −98,874−100.0% | Sold out |
| Badgley Phelps Wealth Managers, LLC | 0 | $0 | 0.00% | −15,796−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −15,130−100.0% | Sold out |
| PFG Advisors | 0 | $0 | 0.00% | −10,460−100.0% | Sold out |
| Community Capital Management, Inc. | 0 | $0 | 0.00% | −57,000−100.0% | Sold out |
| Retirement Planning Co of New England, Inc. | 0 | $0 | 0.00% | −4,568−100.0% | Sold out |
| Masso Torrence Wealth Management Inc. | 0 | $0 | 0.00% | −2,091−100.0% | Sold out |
| Cornerstone Advisory, LLC | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Paragon Capital Management Ltd | 0 | $0 | 0.00% | −476−100.0% | Sold out |
| AllSquare Wealth Management LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Harbour Investments, Inc. | – | – | – | – | Not filed |
| Carroll Financial Associates, Inc. | – | – | – | – | Not filed |