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 |
|---|---|---|---|---|---|
| Fiduciary Trust Co | 15,600 | $120.0K | 0.00% | +15,600 | New |
| RFG Advisory, LLC | 14,247 | $123.0K | 0.01% | −1,602,341−99.1% | Reduced |
| Parisi Gray Wealth Management | 15,962 | $123.0K | 0.06% | 00.0% | Unchanged |
| Csenge Advisory Group | 17,113 | $132.0K | 0.01% | +1,334+8.5% | Added |
| Millennium Management LLC | 17,377 | $134.0K | 0.00% | +17,377 | New |
| Meridian Wealth Advisors, LLC | 17,500 | $135.0K | 0.04% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 17,639 | $136.0K | 0.06% | 00.0% | Unchanged |
| Franklin Resources Inc | 18,190 | $140.0K | 0.00% | +522+3.0% | Added |
| Waterfront Wealth Inc. | 18,648 | $144.0K | 0.06% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 18,916 | $145.0K | 0.06% | +238+1.3% | Added |
| Copperwynd Financial, LLC | 18,993 | $146.0K | 0.09% | −2,563−11.9% | Reduced |
| Confluence Wealth Services, Inc. | 16,381 | $146.0K | 0.06% | +4,398+36.7% | Added |
| Personal Capital Advisors Corp | 19,000 | $146.0K | 0.00% | +19,000 | New |
| Alpha Cubed Investments, LLC | 19,475 | $150.0K | 0.01% | −1,100−5.3% | Reduced |
| Envestnet Asset Management Inc | 19,600 | $151.0K | 0.00% | −35,856−64.7% | Reduced |
| Cetera Advisors LLC | 19,730 | $152.0K | 0.00% | +1,803+10.1% | Added |
| Amplius Wealth Advisors, LLC | 20,000 | $154.0K | 0.02% | 00.0% | Unchanged |
| Syverson Strege & Co | 20,937 | $161.0K | 0.06% | +5,744+37.8% | Added |
| Axxcess Wealth Management, LLC | 21,527 | $166.0K | 0.02% | −1,311−5.7% | Reduced |
| Charter Trust Co | 21,520 | $166.0K | 0.01% | +21,520 | New |
| Focus Financial Network, Inc. | 22,404 | $172.7K | 0.01% | +306+1.4% | Added |
| Diligent Investors, LLC | 22,840 | $176.0K | 0.06% | +897+4.1% | Added |
| Moloney Securities Asset Management, LLC | 24,017 | $185.0K | 0.04% | +138+0.6% | Added |
| Huntington National Bank | – | $192.0K | 0.00% | – | – |
| Carolinas Wealth Consulting LLC | 25,590 | $197.0K | 0.05% | 00.0% | Unchanged |
| Kingsbury Capital Investment Advisors LLC | 25,872 | $199.0K | 0.27% | −1,458−5.3% | Reduced |
| HRT Financial LP | 25,897 | $199.0K | 0.00% | +25,897 | New |
| Kestra Private Wealth Services, LLC | 26,984 | $208.0K | 0.01% | +4,143+18.1% | Added |
| Pathstone Family Office, LLC | 27,000 | $208.2K | 0.00% | +27,000 | New |
| Claraphi Advisory Network, LLC | 27,157 | $209.0K | 0.07% | +1,904+7.5% | Added |
| Mission Wealth Management, LP | 27,214 | $210.0K | 0.01% | 00.0% | Unchanged |
| Colony Group LLC | 27,740 | $214.0K | 0.00% | −2,674−8.8% | Reduced |
| Jane Street Group, LLC | 28,109 | $217.0K | 0.00% | +28,109 | New |
| Main Street Financial Solutions, LLC | 28,278 | $218.0K | 0.03% | +5,769+25.6% | Added |
| M Holdings Securities, Inc. | 29,270 | $226.0K | 0.02% | −3,477−10.6% | Reduced |
| CIBC Private Wealth Group, LLC | 29,626 | $228.0K | 0.00% | +102+0.3% | Added |
| Independent Financial Group, LLC | 29,624 | $228.4K | 0.02% | −510−1.7% | Reduced |
| Stockman Wealth Management, Inc. | 30,000 | $231.0K | 0.06% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 30,691 | $237.0K | 0.16% | +36+0.1% | Added |
| Moors & Cabot, Inc. | 30,858 | $238.0K | 0.02% | −2,920−8.6% | Reduced |
| 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 |
| Creative Planning | 31,702 | $244.0K | 0.00% | +4,796+17.8% | Added |
| Wedbush Securities Inc | 32,550 | $251.0K | 0.01% | −4,891−13.1% | Reduced |
| Venture Visionary Partners LLC | 32,600 | $251.3K | 0.02% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 32,720 | $252.0K | 0.03% | +1,158+3.7% | Added |
| TD Private Client Wealth LLC | 35,134 | $270.9K | 0.01% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 34,516 | $272.0K | 0.02% | +986+2.9% | Added |
| 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 |
| Silverlake Wealth Management LLC | 36,129 | $278.6K | 0.18% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 38,414 | $296.0K | 0.04% | +758+2.0% | Added |
| International Assets Investment Management, LLC | 39,261 | $303.0K | 0.06% | −4,550−10.4% | Reduced |
| Atria Wealth Solutions, Inc. | 39,736 | $306.0K | 0.01% | −16,607−29.5% | Reduced |
| Investmark Advisory Group LLC | 40,177 | $309.0K | 0.31% | +584+1.5% | Added |
| Capital CS Group, LLC | 41,469 | $320.0K | 0.34% | +12,416+42.7% | Added |
| 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 |
| Cranbrook Wealth Management, LLC | 43,351 | $334.0K | 0.08% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 44,149 | $340.0K | 0.02% | −6,221−12.4% | Reduced |
| Lifeworks Advisors, LLC | 46,048 | $355.0K | 0.23% | 00.0% | Unchanged |
| OTA Financial Group L.P. | 46,662 | $359.0K | 0.17% | +46,662 | New |
| Blair William & Co | 47,788 | $368.0K | 0.00% | −14,000−22.7% | Reduced |
| Kestra Advisory Services, LLC | 47,825 | $369.0K | 0.00% | −2,138−4.3% | Reduced |
| Avory & Company, LLC | 48,080 | $371.0K | 0.31% | +1,000+2.1% | Added |
| MKT Advisors LLC | 46,518 | $372.0K | 0.29% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 49,410 | $381.0K | 0.05% | +49,410 | New |
| WFA of San Diego, LLC | 52,404 | $404.0K | 0.35% | −6,344−10.8% | Reduced |
| Bluefin Capital Management, LLC | 52,014 | $408.0K | 0.06% | +52,014 | New |
| Claro Advisors LLC | 56,377 | $435.0K | 0.17% | +56,377 | New |
| Flagship Harbor Advisors, LLC | 56,957 | $439.0K | 0.05% | +1,391+2.5% | Added |
| Merit Financial Group, LLC | 57,172 | $441.0K | 0.01% | −5,912−9.4% | Reduced |
| 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 |
| Mercer Global Advisors Inc | 59,269 | $457.0K | 0.00% | +6,370+12.0% | Added |
| Eaton Vance Management | 60,357 | $465.0K | 0.00% | −33,836−35.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 63,567 | $490.0K | 0.00% | +218+0.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 66,322 | $511.0K | 0.06% | −13,365−16.8% | Reduced |
| Wealth Effects LLC | 66,814 | $515.0K | 0.31% | −244−0.4% | Reduced |
| The PNC Financial Services Group, Inc. | 70,420 | $543.0K | 0.00% | −3,342−4.5% | Reduced |
| Sax Wealth Advisors, LLC | 73,100 | $564.0K | 0.14% | −4,000−5.2% | Reduced |
| Stratos Wealth Partners, LTD. | 83,689 | $645.0K | 0.02% | +6,415+8.3% | Added |
| Raymond James Trust N.A. | 84,337 | $650.0K | 0.02% | +606+0.7% | Added |
| BFT Financial Group, LLC | 88,886 | $685.0K | 0.18% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 89,708 | $691.0K | 0.00% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 90,725 | $699.0K | 0.52% | +570+0.6% | Added |
| High Net Worth Advisory Group LLC | 95,596 | $737.0K | 0.31% | +67,996+246.4% | Added |
| Conning Inc. | 97,359 | $751.0K | 0.02% | +2,194+2.3% | Added |
| Advisor Resource Council | 98,874 | $762.0K | 0.07% | +98,874 | New |
| Northern Trust Corp | 104,479 | $806.0K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 115,187 | $888.0K | 0.01% | +55,353+92.5% | Added |
| Saxon Interests, Inc. | 115,824 | $893.0K | 0.54% | −3,040−2.6% | Reduced |
| Sunbelt Securities, Inc. | 128,988 | $995.0K | 0.21% | +98,852+328.0% | Added |
| Wolverine Asset Management LLC | 142,054 | $1.09M | 0.01% | +142,054 | New |
| Steward Partners Investment Advisory, LLC | 153,143 | $1.18M | 0.02% | +6,295+4.3% | Added |
| Orion Portfolio Solutions, LLC | 154,209 | $1.19M | 0.05% | +17,879+13.1% | Added |
| Pointe Capital Management LLC | 176,612 | $1.36M | 1.02% | 00.0% | Unchanged |
| National Asset Management, Inc. | 196,010 | $1.51M | 0.06% | −14,400−6.8% | Reduced |
| Truist Financial Corp | 206,151 | $1.59M | 0.00% | −20,418−9.0% | Reduced |