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, Q3 2022
Institutional positions in Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Sep 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
- 208
- −19 vs. Q2 2022
- Shares held
- 51.3M
- −1.64M (−3.1%) vs. Q2 2022
- Total value
- $372.7M
- −$35.7M (−8.8%) vs. Q2 2022
- New holders
- 15
- 74 more added
- Sold out
- 34
- 50 more reduced
4 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Global Diversified Equity Income Fund; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 23,784,444 | $172.4M | 0.02% | +373,133+1.6% | Added |
| Invesco Ltd. | 2,752,380 | $20.0M | 0.01% | −59,140−2.1% | Reduced |
| Bank of America Corp | 2,405,952 | $17.4M | 0.00% | −86,322−3.5% | Reduced |
| Formidable Asset Management, LLC | 1,210,867 | $9.39M | 2.18% | +14,281+1.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 1,222,472 | $8.86M | 0.02% | +1,020+0.1% | Added |
| Guggenheim Capital LLC | 1,141,512 | $8.28M | 0.08% | −60,362−5.0% | Reduced |
| Commonwealth Equity Services, LLC | 1,052,743 | $7.63M | 0.02% | +35,955+3.5% | Added |
| Cohen & Steers, Inc. | 1,050,666 | $7.62M | 0.02% | −106,228−9.2% | Reduced |
| Raymond James & Associates | 1,015,968 | $7.37M | 0.01% | −29,477−2.8% | Reduced |
| Ameriprise Financial Inc | 920,685 | $6.67M | 0.00% | +2,613+0.3% | Added |
| Wells Fargo & Company | 911,361 | $6.61M | 0.00% | +42,665+4.9% | Added |
| UBS Group AG | 878,459 | $6.37M | 0.00% | +4,096+0.5% | Added |
| LPL Financial LLC | 748,603 | $5.43M | 0.01% | +65,326+9.6% | Added |
| Royal Bank of Canada | 629,453 | $4.56M | 0.00% | −14,374−2.2% | Reduced |
| Advisor Group Holdings, Inc. | 604,897 | $4.38M | 0.01% | −66,057−9.8% | Reduced |
| Janney Montgomery Scott LLC | 601,458 | $4.36M | 0.02% | +28,500+5.0% | Added |
| Advisors Asset Management, Inc. | 577,909 | $4.19M | 0.09% | −111,508−16.2% | Reduced |
| Stifel Financial Corp | 513,435 | $3.72M | 0.01% | +69,835+15.7% | Added |
| Rockefeller Capital Management L.P. | 508,574 | $3.69M | 0.02% | +70,985+16.2% | Added |
| Centaurus Financial, Inc. | 431,805 | $3.13M | 0.31% | −41,779−8.8% | Reduced |
| Focused Wealth Management, Inc | 422,264 | $3.06M | 0.64% | +6,344+1.5% | Added |
| Avantax Advisory Services, Inc. | 417,440 | $3.03M | 0.05% | +21,001+5.3% | Added |
| CoreCap Advisors, LLC | 400,822 | $2.91M | 0.24% | +6,525+1.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 381,467 | $2.77M | 0.02% | −15,751−4.0% | Reduced |
| KMG Fiduciary Partners, LLC | 339,305 | $2.46M | 0.47% | −110,362−24.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 338,583 | $2.46M | 0.12% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 322,128 | $2.33M | 0.03% | +14,526+4.7% | Added |
| HighTower Advisors, LLC | 306,122 | $2.22M | 0.01% | +655+0.2% | Added |
| Marks Group Wealth Management, Inc | 232,942 | $1.69M | 0.26% | −856−0.4% | Reduced |
| National Asset Management, Inc. | 220,459 | $1.60M | 0.05% | +24,449+12.5% | Added |
| Truist Financial Corp | 214,157 | $1.55M | 0.00% | +8,006+3.9% | Added |
| Pointe Capital Management LLC | 175,070 | $1.27M | 1.01% | −1,542−0.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 153,305 | $1.11M | 0.02% | +162+0.1% | Added |
| Saxon Interests, Inc. | 139,199 | $1.09M | 0.66% | +23,375+20.2% | Added |
| Sunbelt Securities, Inc. | 144,969 | $1.05M | 0.22% | +15,981+12.4% | Added |
| D.A. Davidson & Co. | 115,038 | $834.0K | 0.01% | −149−0.1% | Reduced |
| High Net Worth Advisory Group LLC | 101,761 | $738.0K | 0.32% | +6,165+6.4% | Added |
| Conning Inc. | 99,821 | $724.0K | 0.03% | +2,462+2.5% | Added |
| Northwestern Mutual Wealth Management Co | 94,236 | $683.0K | 0.00% | +30,669+48.2% | Added |
| Northstar Advisory Group, LLC | 90,725 | $658.0K | 0.59% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 84,337 | $611.0K | 0.02% | 00.0% | Unchanged |
| Northern Trust Corp | 75,476 | $547.0K | 0.00% | −29,003−27.8% | Reduced |
| Sax Wealth Advisors, LLC | 73,100 | $530.0K | 0.14% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 70,250 | $510.0K | 0.00% | −170−0.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 66,352 | $481.0K | 0.06% | +300.0% | Added |
| Wealth Effects LLC | 64,531 | $468.0K | 0.29% | −2,283−3.4% | Reduced |
| David J Yvars Group | 62,528 | $455.0K | 0.51% | +5,453+9.6% | Added |
| Bank of Montreal | 60,924 | $453.0K | 0.00% | +60,924 | New |
| Claro Advisors LLC | 56,377 | $435.0K | 0.17% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 59,561 | $434.8K | 0.01% | +19,825+49.9% | Added |
| Oppenheimer & Co Inc | 59,262 | $430.0K | 0.01% | +1,716+3.0% | Added |
| Eaton Vance Management | 59,210 | $429.0K | 0.00% | −1,147−1.9% | Reduced |
| Merit Financial Group, LLC | 59,182 | $429.0K | 0.02% | +2,010+3.5% | Added |
| Flagship Harbor Advisors, LLC | 58,805 | $426.0K | 0.05% | +1,848+3.2% | Added |
| Mercer Global Advisors Inc | 56,673 | $411.0K | 0.00% | −2,596−4.4% | Reduced |
| Independent Financial Group, LLC | 50,624 | $367.0K | 0.03% | +21,000+70.9% | Added |
| Thrivent Financial for Lutherans | 49,954 | $362.0K | 0.00% | −39,754−44.3% | Reduced |
| Shaker Financial Services, LLC | 48,459 | $351.0K | 0.17% | −474,549−90.7% | Reduced |
| Avory & Company, LLC | 48,080 | $349.0K | 0.30% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 47,850 | $347.0K | 0.31% | −4,554−8.7% | Reduced |
| Kestra Advisory Services, LLC | 47,891 | $347.0K | 0.00% | +66+0.1% | Added |
| Blair William & Co | 47,638 | $345.0K | 0.00% | −150−0.3% | Reduced |
| Captrust Financial Advisors | 46,853 | $340.0K | 0.00% | +46,853 | New |
| MKT Advisors LLC | 46,480 | $337.0K | 0.29% | −38−0.1% | Reduced |
| International Assets Investment Management, LLC | 46,341 | $336.0K | 0.07% | +7,080+18.0% | Added |
| J.W. Cole Advisors, Inc. | 45,239 | $328.0K | 0.03% | +3,003+7.1% | Added |
| Ameritas Advisory Services, LLC | 44,428 | $322.0K | 0.02% | +279+0.6% | Added |
| Cranbrook Wealth Management, LLC | 43,351 | $314.0K | 0.08% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 40,778 | $295.0K | 0.26% | +601+1.5% | Added |
| Capital CS Group, LLC | 40,518 | $294.0K | 0.33% | −951−2.3% | Reduced |
| Bluefin Capital Management, LLC | 38,040 | $276.0K | 0.03% | −13,974−26.9% | Reduced |
| Western Wealth Management, LLC | 36,157 | $276.0K | 0.02% | +1,641+4.8% | Added |
| OTA Financial Group L.P. | 37,400 | $271.0K | 0.23% | −9,262−19.8% | Reduced |
| Arkadios Wealth Advisors | 36,628 | $266.0K | 0.04% | −1,786−4.6% | Reduced |
| Silverlake Wealth Management LLC | 36,129 | $261.9K | 0.18% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 35,436 | $257.0K | 0.00% | −122−0.3% | Reduced |
| TD Private Client Wealth LLC | 35,134 | $254.7K | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 34,081 | $247.0K | 0.04% | +1,361+4.2% | Added |
| Commerce Bank | 33,531 | $243.0K | 0.00% | −2,056−5.8% | Reduced |
| M Holdings Securities, Inc. | 32,835 | $238.0K | 0.03% | +3,565+12.2% | Added |
| Venture Visionary Partners LLC | 32,600 | $236.0K | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 32,293 | $234.0K | 0.01% | −257−0.8% | Reduced |
| Pathstone Family Office, LLC | 32,000 | $232.0K | 0.00% | +5,000+18.5% | Added |
| MML Investors Services, LLC | 31,784 | $230.0K | 0.00% | +374+1.2% | Added |
| Matrix Private Capital Group LLC | 31,019 | $225.0K | 0.15% | −11,300−26.7% | Reduced |
| Main Street Financial Solutions, LLC | 30,997 | $225.0K | 0.04% | +2,719+9.6% | Added |
| Stonebridge Financial Planning Group, LLC | 30,748 | $223.0K | 0.16% | +57+0.2% | Added |
| Stockman Wealth Management, Inc. | 30,000 | $218.0K | 0.06% | 00.0% | Unchanged |
| Bokf, NA | 30,000 | $218.0K | 0.00% | +30,000 | New |
| CIBC Private Wealth Group, LLC | 29,747 | $216.0K | 0.00% | +121+0.4% | Added |
| Kestra Private Wealth Services, LLC | 29,335 | $213.0K | 0.01% | +2,351+8.7% | Added |
| Moors & Cabot, Inc. | 28,991 | $210.0K | 0.02% | −1,867−6.1% | Reduced |
| Colony Group LLC | 27,740 | $201.0K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 27,271 | $198.0K | 0.03% | −4,098−13.1% | Reduced |
| Cerity Partners LLC | 27,241 | $198.0K | 0.00% | +27,241 | New |
| Mission Wealth Management, LP | 27,214 | $197.0K | 0.01% | 00.0% | Unchanged |
| Kingsbury Capital Investment Advisors LLC | 26,238 | $190.0K | 0.29% | +366+1.4% | Added |
| Stratos Wealth Partners, LTD. | 25,041 | $182.0K | 0.01% | −58,648−70.1% | Reduced |
| Diligent Investors, LLC | 24,291 | $176.0K | 0.06% | +1,451+6.4% | Added |
| Moloney Securities Asset Management, LLC | 24,164 | $175.0K | 0.04% | +147+0.6% | Added |