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 |
|---|---|---|---|---|---|
| Marks Group Wealth Management, Inc | 233,798 | $1.80M | 0.26% | +1,536+0.7% | Added |
| HighTower Advisors, LLC | 305,467 | $2.35M | 0.01% | −7,783−2.5% | Reduced |
| Cetera Advisor Networks LLC | 307,602 | $2.37M | 0.03% | +21,965+7.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 338,583 | $2.61M | 0.11% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 394,297 | $3.04M | 0.24% | +13,685+3.6% | Added |
| Avantax Advisory Services, Inc. | 396,439 | $3.06M | 0.05% | +10,089+2.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 397,218 | $3.06M | 0.02% | −2,197−0.6% | Reduced |
| Focused Wealth Management, Inc | 415,920 | $3.21M | 0.58% | +22,130+5.6% | Added |
| Rockefeller Capital Management L.P. | 437,589 | $3.37M | 0.02% | +23,612+5.7% | Added |
| Stifel Financial Corp | 443,600 | $3.42M | 0.01% | +20,921+4.9% | Added |
| KMG Fiduciary Partners, LLC | 449,667 | $3.47M | 0.65% | +6,157+1.4% | Added |
| Centaurus Financial, Inc. | 473,584 | $3.65M | 0.36% | +126,093+36.3% | Added |
| Shaker Financial Services, LLC | 523,008 | $4.03M | 1.96% | +266,696+104.1% | Added |
| Janney Montgomery Scott LLC | 572,958 | $4.49M | 0.02% | +6,266+1.1% | Added |
| Royal Bank of Canada | 643,827 | $4.96M | 0.00% | −4,944−0.8% | Reduced |
| Advisor Group Holdings, Inc. | 670,954 | $5.18M | 0.01% | +65,559+10.8% | Added |
| LPL Financial LLC | 683,277 | $5.27M | 0.01% | +111,915+19.6% | Added |
| Brinker Capital Investments, LLC | 687,656 | $5.30M | 0.10% | −11,177−1.6% | Reduced |
| Advisors Asset Management, Inc. | 689,417 | $5.32M | 0.10% | +689,417 | New |
| Wells Fargo & Company | 868,696 | $6.70M | 0.00% | −2,842−0.3% | Reduced |
| UBS Group AG | 874,363 | $6.74M | 0.00% | +73,020+9.1% | Added |
| Ameriprise Financial Inc | 918,072 | $7.07M | 0.00% | +96,708+11.8% | Added |
| Commonwealth Equity Services, LLC | 1,016,788 | $7.84M | 0.02% | +53,775+5.6% | Added |
| Raymond James & Associates | 1,045,445 | $8.06M | 0.01% | −47,305−4.3% | Reduced |
| Cohen & Steers, Inc. | 1,156,894 | $8.92M | 0.02% | −63,970−5.2% | Reduced |
| Guggenheim Capital LLC | 1,201,874 | $9.27M | 0.07% | +26,619+2.3% | Added |
| Formidable Asset Management, LLC | 1,196,586 | $9.29M | 2.09% | −27,257−2.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,221,452 | $9.42M | 0.02% | −64,960−5.0% | Reduced |
| Bank of America Corp | 2,492,274 | $19.2M | 0.00% | −1,215,068−32.8% | Reduced |
| Invesco Ltd. | 2,811,520 | $21.7M | 0.01% | −379,517−11.9% | Reduced |
| Morgan Stanley | 23,411,311 | $180.5M | 0.02% | +604,941+2.7% | Added |
| Bar Harbor Trust Services | 0 | $0 | 0.00% | −21,520−100.0% | Sold out |
| Clarius Group, LLC | 0 | $0 | 0.00% | −90,638−100.0% | Sold out |
| Diversified Portfolios, Inc. | 0 | $0 | 0.00% | −34,275−100.0% | Sold out |
| Bridgeworth, LLC | 0 | $0 | 0.00% | −32,750−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −27,815−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −14,089−100.0% | Sold out |
| Brio Consultants, LLC | 0 | $0 | 0.00% | −13,662−100.0% | Sold out |
| Perennial Investment Advisors, LLC | 0 | $0 | 0.00% | −13,470−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −12,955−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −12,659−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −12,587−100.0% | Sold out |
| Blue Chip Partners, Inc. | 0 | $0 | 0.00% | −11,486−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,057−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −8,189−100.0% | Sold out |
| Alaethes Wealth LLC | 0 | $0 | 0.00% | −6,901−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −2,944−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −2,615−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −2,285−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −1,084−100.0% | Sold out |
| Spectrum Management Group, LLC | 0 | $0 | 0.00% | −990−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −774−100.0% | Sold out |
| Advocacy Wealth Management Services, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Lenox Wealth Advisors, LLC | – | – | – | – | Not filed |