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, Q2 2022
Institutional positions in Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Jun 30, 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
- +1 vs. Q1 2022
- Shares held
- 53.0M
- −893.1K (−1.7%) vs. Q1 2022
- Total value
- $409.3M
- −$114.2M (−21.8%) vs. Q1 2022
- New holders
- 26
- 74 more added
- Sold out
- 25
- 57 more reduced
1 institution that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Global Diversified Equity Income Fund; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 23,411,311 | $180.5M | 0.02% | +604,941+2.7% | Added |
| Invesco Ltd. | 2,811,520 | $21.7M | 0.01% | −379,517−11.9% | Reduced |
| Bank of America Corp | 2,492,274 | $19.2M | 0.00% | −1,215,068−32.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,221,452 | $9.42M | 0.02% | −64,960−5.0% | Reduced |
| Formidable Asset Management, LLC | 1,196,586 | $9.29M | 2.09% | −27,257−2.2% | Reduced |
| Guggenheim Capital LLC | 1,201,874 | $9.27M | 0.07% | +26,619+2.3% | Added |
| Cohen & Steers, Inc. | 1,156,894 | $8.92M | 0.02% | −63,970−5.2% | Reduced |
| Raymond James & Associates | 1,045,445 | $8.06M | 0.01% | −47,305−4.3% | Reduced |
| Commonwealth Equity Services, LLC | 1,016,788 | $7.84M | 0.02% | +53,775+5.6% | Added |
| Ameriprise Financial Inc | 918,072 | $7.07M | 0.00% | +96,708+11.8% | Added |
| UBS Group AG | 874,363 | $6.74M | 0.00% | +73,020+9.1% | Added |
| Wells Fargo & Company | 868,696 | $6.70M | 0.00% | −2,842−0.3% | Reduced |
| Advisors Asset Management, Inc. | 689,417 | $5.32M | 0.10% | +689,417 | New |
| Brinker Capital Investments, LLC | 687,656 | $5.30M | 0.10% | −11,177−1.6% | Reduced |
| LPL Financial LLC | 683,277 | $5.27M | 0.01% | +111,915+19.6% | Added |
| Advisor Group Holdings, Inc. | 670,954 | $5.18M | 0.01% | +65,559+10.8% | Added |
| Royal Bank of Canada | 643,827 | $4.96M | 0.00% | −4,944−0.8% | Reduced |
| Janney Montgomery Scott LLC | 572,958 | $4.49M | 0.02% | +6,266+1.1% | Added |
| Shaker Financial Services, LLC | 523,008 | $4.03M | 1.96% | +266,696+104.1% | Added |
| Centaurus Financial, Inc. | 473,584 | $3.65M | 0.36% | +126,093+36.3% | Added |
| KMG Fiduciary Partners, LLC | 449,667 | $3.47M | 0.65% | +6,157+1.4% | Added |
| Stifel Financial Corp | 443,600 | $3.42M | 0.01% | +20,921+4.9% | Added |
| Rockefeller Capital Management L.P. | 437,589 | $3.37M | 0.02% | +23,612+5.7% | Added |
| Focused Wealth Management, Inc | 415,920 | $3.21M | 0.58% | +22,130+5.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 397,218 | $3.06M | 0.02% | −2,197−0.6% | Reduced |
| Avantax Advisory Services, Inc. | 396,439 | $3.06M | 0.05% | +10,089+2.6% | Added |
| CoreCap Advisors, LLC | 394,297 | $3.04M | 0.24% | +13,685+3.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 338,583 | $2.61M | 0.11% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 307,602 | $2.37M | 0.03% | +21,965+7.7% | Added |
| HighTower Advisors, LLC | 305,467 | $2.35M | 0.01% | −7,783−2.5% | Reduced |
| Marks Group Wealth Management, Inc | 233,798 | $1.80M | 0.26% | +1,536+0.7% | Added |
| Truist Financial Corp | 206,151 | $1.59M | 0.00% | −20,418−9.0% | Reduced |
| National Asset Management, Inc. | 196,010 | $1.51M | 0.06% | −14,400−6.8% | Reduced |
| Pointe Capital Management LLC | 176,612 | $1.36M | 1.02% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 154,209 | $1.19M | 0.05% | +17,879+13.1% | Added |
| Steward Partners Investment Advisory, LLC | 153,143 | $1.18M | 0.02% | +6,295+4.3% | Added |
| Wolverine Asset Management LLC | 142,054 | $1.09M | 0.01% | +142,054 | New |
| Sunbelt Securities, Inc. | 128,988 | $995.0K | 0.21% | +98,852+328.0% | Added |
| Saxon Interests, Inc. | 115,824 | $893.0K | 0.54% | −3,040−2.6% | Reduced |
| D.A. Davidson & Co. | 115,187 | $888.0K | 0.01% | +55,353+92.5% | Added |
| Northern Trust Corp | 104,479 | $806.0K | 0.00% | 00.0% | Unchanged |
| Advisor Resource Council | 98,874 | $762.0K | 0.07% | +98,874 | New |
| Conning Inc. | 97,359 | $751.0K | 0.02% | +2,194+2.3% | Added |
| High Net Worth Advisory Group LLC | 95,596 | $737.0K | 0.31% | +67,996+246.4% | Added |
| Northstar Advisory Group, LLC | 90,725 | $699.0K | 0.52% | +570+0.6% | Added |
| Thrivent Financial for Lutherans | 89,708 | $691.0K | 0.00% | 00.0% | Unchanged |
| BFT Financial Group, LLC | 88,886 | $685.0K | 0.18% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 84,337 | $650.0K | 0.02% | +606+0.7% | Added |
| Stratos Wealth Partners, LTD. | 83,689 | $645.0K | 0.02% | +6,415+8.3% | Added |
| Sax Wealth Advisors, LLC | 73,100 | $564.0K | 0.14% | −4,000−5.2% | Reduced |
| The PNC Financial Services Group, Inc. | 70,420 | $543.0K | 0.00% | −3,342−4.5% | Reduced |
| Wealth Effects LLC | 66,814 | $515.0K | 0.31% | −244−0.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 66,322 | $511.0K | 0.06% | −13,365−16.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 63,567 | $490.0K | 0.00% | +218+0.3% | Added |
| Eaton Vance Management | 60,357 | $465.0K | 0.00% | −33,836−35.9% | Reduced |
| Mercer Global Advisors Inc | 59,269 | $457.0K | 0.00% | +6,370+12.0% | Added |
| Oppenheimer & Co Inc | 57,546 | $444.0K | 0.01% | +1,364+2.4% | Added |
| David J Yvars Group | 57,075 | $444.0K | 0.60% | +1,909+3.5% | Added |
| Merit Financial Group, LLC | 57,172 | $441.0K | 0.01% | −5,912−9.4% | Reduced |
| Flagship Harbor Advisors, LLC | 56,957 | $439.0K | 0.05% | +1,391+2.5% | Added |
| Claro Advisors LLC | 56,377 | $435.0K | 0.17% | +56,377 | New |
| Bluefin Capital Management, LLC | 52,014 | $408.0K | 0.06% | +52,014 | New |
| WFA of San Diego, LLC | 52,404 | $404.0K | 0.35% | −6,344−10.8% | Reduced |
| Landscape Capital Management, L.L.C. | 49,410 | $381.0K | 0.05% | +49,410 | New |
| MKT Advisors LLC | 46,518 | $372.0K | 0.29% | 00.0% | Unchanged |
| Avory & Company, LLC | 48,080 | $371.0K | 0.31% | +1,000+2.1% | Added |
| Kestra Advisory Services, LLC | 47,825 | $369.0K | 0.00% | −2,138−4.3% | Reduced |
| Blair William & Co | 47,788 | $368.0K | 0.00% | −14,000−22.7% | Reduced |
| OTA Financial Group L.P. | 46,662 | $359.0K | 0.17% | +46,662 | New |
| Lifeworks Advisors, LLC | 46,048 | $355.0K | 0.23% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 44,149 | $340.0K | 0.02% | −6,221−12.4% | Reduced |
| Cranbrook Wealth Management, LLC | 43,351 | $334.0K | 0.08% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 42,319 | $326.0K | 0.19% | −39,300−48.2% | Reduced |
| J.W. Cole Advisors, Inc. | 42,236 | $326.0K | 0.03% | +453+1.1% | Added |
| Capital CS Group, LLC | 41,469 | $320.0K | 0.34% | +12,416+42.7% | Added |
| Investmark Advisory Group LLC | 40,177 | $309.0K | 0.31% | +584+1.5% | Added |
| Atria Wealth Solutions, Inc. | 39,736 | $306.0K | 0.01% | −16,607−29.5% | Reduced |
| International Assets Investment Management, LLC | 39,261 | $303.0K | 0.06% | −4,550−10.4% | Reduced |
| Arkadios Wealth Advisors | 38,414 | $296.0K | 0.04% | +758+2.0% | Added |
| Silverlake Wealth Management LLC | 36,129 | $278.6K | 0.18% | 00.0% | Unchanged |
| Spire Wealth Management | 35,500 | $274.0K | 0.01% | −13,061−26.9% | Reduced |
| Private Advisor Group, LLC | 35,558 | $274.0K | 0.00% | +274+0.8% | Added |
| Commerce Bank | 35,587 | $274.0K | 0.00% | +2,056+6.1% | Added |
| Western Wealth Management, LLC | 34,516 | $272.0K | 0.02% | +986+2.9% | Added |
| TD Private Client Wealth LLC | 35,134 | $270.9K | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 32,720 | $252.0K | 0.03% | +1,158+3.7% | Added |
| Venture Visionary Partners LLC | 32,600 | $251.3K | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 32,550 | $251.0K | 0.01% | −4,891−13.1% | Reduced |
| Creative Planning | 31,702 | $244.0K | 0.00% | +4,796+17.8% | Added |
| SeaCrest Wealth Management, LLC | 31,369 | $242.0K | 0.03% | 00.0% | Unchanged |
| MML Investors Services, LLC | 31,410 | $242.0K | 0.00% | +141+0.5% | Added |
| Moors & Cabot, Inc. | 30,858 | $238.0K | 0.02% | −2,920−8.6% | Reduced |
| Stonebridge Financial Planning Group, LLC | 30,691 | $237.0K | 0.16% | +36+0.1% | Added |
| Stockman Wealth Management, Inc. | 30,000 | $231.0K | 0.06% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 29,624 | $228.4K | 0.02% | −510−1.7% | Reduced |
| CIBC Private Wealth Group, LLC | 29,626 | $228.0K | 0.00% | +102+0.3% | Added |
| M Holdings Securities, Inc. | 29,270 | $226.0K | 0.02% | −3,477−10.6% | Reduced |
| Main Street Financial Solutions, LLC | 28,278 | $218.0K | 0.03% | +5,769+25.6% | Added |
| Jane Street Group, LLC | 28,109 | $217.0K | 0.00% | +28,109 | New |
| Colony Group LLC | 27,740 | $214.0K | 0.00% | −2,674−8.8% | Reduced |