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 |
|---|---|---|---|---|---|
| Mission Wealth Management, LP | 27,214 | $210.0K | 0.01% | 00.0% | Unchanged |
| Claraphi Advisory Network, LLC | 27,157 | $209.0K | 0.07% | +1,904+7.5% | Added |
| Pathstone Family Office, LLC | 27,000 | $208.2K | 0.00% | +27,000 | New |
| Kestra Private Wealth Services, LLC | 26,984 | $208.0K | 0.01% | +4,143+18.1% | Added |
| 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 |
| Carolinas Wealth Consulting LLC | 25,590 | $197.0K | 0.05% | 00.0% | Unchanged |
| Huntington National Bank | – | $192.0K | 0.00% | – | – |
| Moloney Securities Asset Management, LLC | 24,017 | $185.0K | 0.04% | +138+0.6% | Added |
| Diligent Investors, LLC | 22,840 | $176.0K | 0.06% | +897+4.1% | Added |
| Focus Financial Network, Inc. | 22,404 | $172.7K | 0.01% | +306+1.4% | 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 |
| Syverson Strege & Co | 20,937 | $161.0K | 0.06% | +5,744+37.8% | Added |
| Amplius Wealth Advisors, LLC | 20,000 | $154.0K | 0.02% | 00.0% | Unchanged |
| Cetera Advisors LLC | 19,730 | $152.0K | 0.00% | +1,803+10.1% | Added |
| Envestnet Asset Management Inc | 19,600 | $151.0K | 0.00% | −35,856−64.7% | Reduced |
| Alpha Cubed Investments, LLC | 19,475 | $150.0K | 0.01% | −1,100−5.3% | Reduced |
| 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 |
| Ford Financial Group, LLC | 18,916 | $145.0K | 0.06% | +238+1.3% | Added |
| Waterfront Wealth Inc. | 18,648 | $144.0K | 0.06% | 00.0% | Unchanged |
| Franklin Resources Inc | 18,190 | $140.0K | 0.00% | +522+3.0% | Added |
| Horizon Wealth Management, LLC | 17,639 | $136.0K | 0.06% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 17,500 | $135.0K | 0.04% | 00.0% | Unchanged |
| Millennium Management LLC | 17,377 | $134.0K | 0.00% | +17,377 | New |
| Csenge Advisory Group | 17,113 | $132.0K | 0.01% | +1,334+8.5% | Added |
| 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 |
| Fiduciary Trust Co | 15,600 | $120.0K | 0.00% | +15,600 | New |
| CWA Asset Management Group, LLC | 15,401 | $119.0K | 0.01% | −2,047−11.7% | Reduced |
| StoneX Group Inc. | 15,200 | $117.2K | 0.01% | +15,200 | New |
| Running Point Capital Advisors, LLC | 15,000 | $116.0K | 0.07% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 14,555 | $112.0K | 0.01% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 14,473 | $112.0K | 0.06% | +324+2.3% | Added |
| Onyx Bridge Wealth Group LLC | 13,600 | $112.0K | 0.05% | −1,250−8.4% | Reduced |
| WealthBridge Capital Management, LLC | 14,435 | $111.0K | 0.05% | +324+2.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 14,100 | $109.0K | 0.01% | −4,415−23.8% | Reduced |
| B. Riley Wealth Management, Inc. | 13,998 | $108.0K | 0.01% | −13,916−49.9% | Reduced |
| Gradient Investments LLC | 14,000 | $108.0K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 13,855 | $107.0K | 0.00% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 13,857 | $107.0K | 0.00% | +13,857 | New |
| GWM Advisors LLC | 13,431 | $104.0K | 0.00% | +114+0.9% | Added |
| Plante Moran Financial Advisors, LLC | 13,417 | $103.0K | 0.02% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 13,421 | $103.0K | 0.03% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 13,214 | $102.0K | 0.01% | −300−2.2% | Reduced |
| Newman & Schimel, LLC | 13,200 | $102.0K | 0.05% | 00.0% | Unchanged |
| Insight Advisors, LLC | 11,500 | $102.0K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 13,035 | $101.0K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 13,135 | $101.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 12,800 | $99.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 12,849 | $99.0K | 0.00% | +12,849 | New |
| Cobblestone Capital Advisors LLC | 12,702 | $98.0K | 0.01% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 12,734 | $98.0K | 0.02% | +1,064+9.1% | Added |
| Sigma Planning Corp | 12,563 | $97.0K | 0.00% | +2,256+21.9% | Added |
| Encompass Wealth Advisors, LLC | 12,446 | $96.0K | 0.03% | +117+0.9% | Added |
| Stock Yards Bank & Trust Co | 12,350 | $95.0K | 0.00% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 12,354 | $95.0K | 0.07% | +207+1.7% | Added |
| Cetera Investment Advisers | 12,075 | $93.0K | 0.00% | −3,287−21.4% | Reduced |
| Gladstone Institutional Advisory LLC | 12,010 | $93.0K | 0.01% | 00.0% | Unchanged |
| Brown Advisory Securities, LLC | 11,605 | $90.0K | 0.09% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 11,536 | $89.0K | 0.00% | −63,736−84.7% | Reduced |
| Wealth Management Solutions, LLC | 11,602 | $89.0K | 0.05% | 00.0% | Unchanged |
| Welch & Forbes LLC | 11,500 | $88.0K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 11,038 | $85.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 10,887 | $84.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 10,661 | $82.2K | 0.00% | +20+0.2% | Added |
| Commons Capital, LLC | 10,648 | $82.0K | 0.12% | −402−3.6% | Reduced |
| Hollencrest Capital Management | 10,600 | $82.0K | 0.01% | 00.0% | Unchanged |
| Wealth Alliance | 10,491 | $81.0K | 0.02% | +82+0.8% | Added |
| Plancorp, LLC | 10,398 | $80.0K | 0.01% | 00.0% | Unchanged |
| Advisor Partners LLC | 10,302 | $79.0K | 0.01% | +10,302 | New |
| Herold Advisors, Inc. | 10,223 | $78.0K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 10,174 | $78.0K | 0.01% | +10,174 | New |
| Baldwin Brothers Inc | 10,000 | $77.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 9,085 | $70.0K | 0.00% | −1,789−16.5% | Reduced |
| Optimum Investment Advisors | 7,952 | $61.0K | 0.03% | −2,000−20.1% | Reduced |
| Retirement Group, LLC | 6,882 | $53.0K | 0.02% | −291−4.1% | Reduced |
| Horan Securities, Inc. | 6,438 | $52.0K | 0.03% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 6,000 | $47.0K | 0.00% | −350−5.5% | Reduced |
| Cypress Capital Management LLC (WY) | 5,000 | $39.0K | 0.05% | 00.0% | Unchanged |
| Caldwell Trust Co | 4,998 | $38.5K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 4,900 | $38.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4,706 | $36.0K | 0.00% | +114+2.5% | Added |
| Ahrens Investment Partners LLC | 4,506 | $35.0K | 0.02% | −2,474−35.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,347 | $33.0K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 4,129 | $32.0K | 0.00% | −2,000−32.6% | Reduced |
| First Command Financial Services, Inc. | 4,129 | $32.0K | 0.00% | −2,000−32.6% | Reduced |
| Atwood & Palmer Inc | 4,050 | $31.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,982 | $31.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 4,000 | $31.0K | 0.02% | 00.0% | Unchanged |
| Cordasco Financial Network | 3,642 | $28.0K | 0.02% | +57+1.6% | Added |
| SOA Wealth Advisors, LLC. | 3,020 | $23.0K | 0.01% | +51+1.7% | Added |
| Financial Management Professionals, Inc. | 2,828 | $22.0K | 0.01% | −2,069−42.3% | Reduced |
| Cowen Prime Advisors LLC | 2,700 | $21.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 2,405 | $19.0K | 0.00% | −918−27.6% | Reduced |
| HM Payson & Co | 2,436 | $19.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,933 | $15.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,650 | $13.0K | 0.00% | 00.0% | Unchanged |