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 |
|---|---|---|---|---|---|
| Creative Planning | 26,906 | $261.0K | 0.00% | −98−0.4% | Reduced |
| Carolinas Wealth Consulting LLC | 25,590 | $248.0K | 0.05% | 00.0% | Unchanged |
| Claraphi Advisory Network, LLC | 25,253 | $245.0K | 0.07% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 23,879 | $232.0K | 0.05% | +118+0.5% | Added |
| 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 |
| Main Street Financial Solutions, LLC | 22,509 | $219.0K | 0.03% | +22,509 | New |
| Focus Financial Network, Inc. | 22,098 | $214.6K | 0.01% | +22,098 | New |
| Diligent Investors, LLC | 21,943 | $213.0K | 0.06% | +1,340+6.5% | Added |
| 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 |
| Alpha Cubed Investments, LLC | 20,575 | $200.0K | 0.01% | −500−2.4% | Reduced |
| Amplius Wealth Advisors, LLC | 20,000 | $194.0K | 0.03% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 18,678 | $181.0K | 0.07% | +204+1.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 18,515 | $180.0K | 0.01% | −285−1.5% | Reduced |
| Waterfront Wealth Inc. | 18,648 | $176.0K | 0.06% | 00.0% | Unchanged |
| Cetera Advisors LLC | 17,927 | $174.0K | 0.00% | +561+3.2% | Added |
| Franklin Resources Inc | 17,668 | $172.0K | 0.00% | +236+1.4% | Added |
| Horizon Wealth Management, LLC | 17,639 | $171.0K | 0.05% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 17,500 | $170.0K | 0.04% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 17,448 | $169.0K | 0.01% | +87+0.5% | Added |
| Huntington National Bank | – | $163.0K | 0.00% | – | – |
| Parisi Gray Wealth Management | 15,962 | $155.0K | 0.06% | 00.0% | Unchanged |
| Csenge Advisory Group | 15,779 | $153.0K | 0.01% | +15,779 | New |
| Cetera Investment Advisers | 15,362 | $149.0K | 0.00% | +3,113+25.4% | Added |
| Syverson Strege & Co | 15,193 | $148.0K | 0.16% | −2,273−13.0% | Reduced |
| Running Point Capital Advisors, LLC | 15,000 | $146.0K | 0.09% | +15,000 | New |
| Van Hulzen Asset Management, LLC | 14,555 | $141.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Gradient Investments LLC | 14,000 | $136.0K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 14,089 | $136.0K | 0.00% | +14,089 | New |
| Boston Private Wealth LLC | 13,855 | $135.0K | 0.00% | −7,454−35.0% | Reduced |
| 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 |
| 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 |
| 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 |
| GWM Advisors LLC | 13,317 | $129.0K | 0.00% | +13,317 | New |
| Newman & Schimel, LLC | 13,200 | $128.0K | 0.08% | 00.0% | Unchanged |
| 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 |
| Beacon Pointe Advisors, LLC | 12,955 | $126.0K | 0.00% | +12,955 | New |
| Fifth Third Bancorp | 12,800 | $124.0K | 0.00% | −2,000−13.5% | Reduced |
| 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 |
| Integrated Wealth Concepts LLC | 12,587 | $122.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Quad-Cities Investment Group, LLC | 12,147 | $118.0K | 0.08% | −6,700−35.5% | Reduced |
| Gladstone Institutional Advisory LLC | 12,010 | $117.0K | 0.01% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 11,983 | $116.0K | 0.04% | 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 |
| 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 |
| Welch & Forbes LLC | 11,500 | $111.0K | 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 |
| 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 |
| American Portfolios Advisors | 10,641 | $103.3K | 0.00% | +1,268+13.5% | Added |
| Hollencrest Capital Management | 10,600 | $103.0K | 0.01% | 00.0% | Unchanged |
| Plancorp, LLC | 10,398 | $101.0K | 0.01% | 00.0% | Unchanged |
| Wealth Alliance | 10,409 | $101.0K | 0.02% | +71+0.7% | Added |
| Sigma Planning Corp | 10,307 | $100.0K | 0.00% | +10,307 | New |
| Herold Advisors, Inc. | 10,223 | $99.3K | 0.04% | +30+0.3% | Added |
| EP Wealth Advisors, LLC | 10,057 | $98.0K | 0.00% | +10,057 | 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 |
| Prospera Financial Services Inc | 8,189 | $80.0K | 0.00% | +8,189 | New |
| Retirement Group, LLC | 7,173 | $70.0K | 0.03% | +291+4.2% | Added |
| Ahrens Investment Partners LLC | 6,980 | $68.0K | 0.02% | −27,477−79.7% | Reduced |
| Alaethes Wealth LLC | 6,901 | $67.0K | 0.04% | 00.0% | Unchanged |
| Horan Securities, Inc. | 6,438 | $63.0K | 0.04% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 6,350 | $62.0K | 0.00% | +6,350 | New |
| 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 |
| Cypress Capital Management LLC (WY) | 5,000 | $49.0K | 0.06% | 00.0% | Unchanged |
| Caldwell Trust Co | 4,998 | $48.5K | 0.01% | 00.0% | Unchanged |
| 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 |
| North Star Investment Management Corp. | 4,592 | $45.0K | 0.00% | +99+2.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,347 | $42.0K | 0.00% | +4,347 | New |
| 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 |
| Cordasco Financial Network | 3,585 | $35.0K | 0.02% | +75+2.1% | Added |
| Cambridge Trust Co | 3,323 | $32.0K | 0.00% | +3,323 | New |
| Fortitude Advisory Group L.L.C. | 2,944 | $29.0K | 0.02% | +11+0.4% | Added |
| SOA Wealth Advisors, LLC. | 2,969 | $28.0K | 0.01% | +45+1.5% | Added |
| Cowen Prime Advisors LLC | 2,700 | $26.0K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 2,615 | $25.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 2,436 | $24.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 2,285 | $22.2K | 0.00% | −2,040−47.2% | Reduced |
| Meeder Asset Management Inc | 1,933 | $19.0K | 0.00% | +1,933 | New |
| Lenox Wealth Advisors, LLC | 1,930 | $18.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,650 | $16.0K | 0.00% | 00.0% | Unchanged |