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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 61 | $0 | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 222 | $2.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 403 | $3.00K | 0.00% | −35,097−98.9% | Reduced |
| Mach-1 Financial Group, Inc. | 550 | $3.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 349 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 295 | $3.00K | 0.00% | +295 | New |
| Mascoma Wealth Management LLC | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 750 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 750 | $5.44K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 847 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 802 | $6.00K | 0.00% | +302+60.4% | Added |
| Money Concepts Capital Corp | 1,000 | $7.00K | 0.00% | −5,000−83.3% | Reduced |
| American National Bank | 1,020 | $7.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 975 | $7.00K | 0.00% | +25+2.6% | Added |
| BDO Wealth Advisors, LLC | 900 | $7.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 907 | $7.00K | 0.00% | +7+0.8% | Added |
| Avion Wealth | 1,000 | $7.00K | 0.00% | +1,000 | New |
| Meeder Asset Management Inc | 1,123 | $8.00K | 0.00% | −810−41.9% | Reduced |
| Raleigh Capital Management Inc. | 1,125 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,061 | $8.00K | 0.00% | +26+2.5% | Added |
| Zullo Investment Group, Inc. | 1,100 | $8.00K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 1,225 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,321 | $10.0K | 0.00% | +76+6.1% | Added |
| IFP Advisors, Inc | 1,091 | $10.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,650 | $12.0K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,950 | $14.7K | 0.01% | +1,950 | New |
| Cambridge Trust Co | 2,405 | $17.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 2,436 | $18.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,500 | $18.0K | 0.00% | +2,500 | New |
| Cowen Prime Advisors LLC | 2,700 | $20.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,828 | $21.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3,088 | $22.0K | 0.01% | +68+2.3% | Added |
| CNB Bank | 3,500 | $25.0K | 0.02% | +3,500 | New |
| Atwood & Palmer Inc | 4,050 | $29.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,982 | $29.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 4,000 | $29.0K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,347 | $31.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4,827 | $35.0K | 0.00% | +121+2.6% | Added |
| Cypress Capital Management LLC (WY) | 5,000 | $36.0K | 0.05% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 4,900 | $36.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 4,998 | $36.2K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 6,438 | $47.0K | 0.03% | 00.0% | Unchanged |
| Citigroup Inc | 7,692 | $56.0K | 0.00% | −1,393−15.3% | Reduced |
| Optimum Investment Advisors | 7,952 | $58.0K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 8,408 | $60.0K | 0.00% | +7,070+528.4% | Added |
| Baldwin Brothers Inc | 10,000 | $73.0K | 0.01% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 10,394 | $75.0K | 0.01% | −5,007−32.5% | Reduced |
| Sigma Planning Corp | 10,300 | $75.0K | 0.00% | −2,263−18.0% | Reduced |
| Plancorp, LLC | 10,398 | $75.0K | 0.01% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 10,400 | $75.0K | 0.01% | +10,400 | New |
| Advisor Partners II, LLC | 10,302 | $75.0K | 0.01% | +10,302 | New |
| 9258 Wealth Management, LLC | 10,571 | $77.0K | 0.02% | −2,850−21.2% | Reduced |
| Wealth Alliance | 10,579 | $77.0K | 0.02% | +88+0.8% | Added |
| American Portfolios Advisors | 10,694 | $77.5K | 0.00% | +33+0.3% | Added |
| Commons Capital, LLC | 10,754 | $78.0K | 0.12% | +106+1.0% | Added |
| Harbour Investments, Inc. | 10,174 | $78.0K | 0.01% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 10,800 | $78.0K | 0.00% | +10,800 | New |
| Umb Bank N A | 10,887 | $79.0K | 0.00% | 00.0% | Unchanged |
| Insight Advisors, LLC | 11,500 | $83.0K | 0.03% | 00.0% | Unchanged |
| Wealth Management Solutions, LLC | 11,602 | $84.0K | 0.05% | 00.0% | Unchanged |
| Welch & Forbes LLC | 11,500 | $84.0K | 0.00% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 11,763 | $85.0K | 0.04% | +1,540+15.1% | Added |
| Snowden Capital Advisors LLC | 12,135 | $87.0K | 0.00% | −1,000−7.6% | Reduced |
| Gladstone Institutional Advisory LLC | 12,010 | $87.0K | 0.01% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 12,350 | $89.0K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 12,344 | $89.0K | 0.01% | +1,306+11.8% | Added |
| Encompass Wealth Advisors, LLC | 12,571 | $91.0K | 0.03% | +125+1.0% | Added |
| Quad-Cities Investment Group, LLC | 12,587 | $91.0K | 0.07% | +233+1.9% | Added |
| Confluence Wealth Services, Inc. | 12,714 | $92.0K | 0.04% | −3,667−22.4% | Reduced |
| Cobblestone Capital Advisors LLC | 12,702 | $92.0K | 0.01% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 12,865 | $93.0K | 0.00% | −141,344−91.7% | Reduced |
| Fifth Third Bancorp | 12,800 | $93.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 12,798 | $93.0K | 0.00% | +723+6.0% | Added |
| Cooper Financial Group | 12,764 | $93.0K | 0.03% | +12,764 | New |
| V Wealth Advisors LLC | 12,932 | $94.0K | 0.02% | +198+1.6% | Added |
| US Bancorp | 13,035 | $95.0K | 0.00% | 00.0% | Unchanged |
| Newman & Schimel, LLC | 13,200 | $96.0K | 0.05% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 13,417 | $97.0K | 0.02% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 13,600 | $98.0K | 0.04% | 00.0% | Unchanged |
| GWM Advisors LLC | 13,552 | $98.0K | 0.00% | +121+0.9% | Added |
| Boston Private Wealth LLC | 13,851 | $100.0K | 0.00% | −40.0% | Reduced |
| Gradient Investments LLC | 14,000 | $102.0K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 14,555 | $106.0K | 0.01% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 15,000 | $109.0K | 0.07% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 14,435 | $111.0K | 0.05% | 00.0% | Unchanged |
| Fiduciary Trust Co | 15,600 | $113.0K | 0.00% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 15,962 | $116.0K | 0.09% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 16,245 | $118.0K | 0.00% | −3,355−17.1% | Reduced |
| Alpha Cubed Investments, LLC | 17,505 | $127.0K | 0.01% | −1,970−10.1% | Reduced |
| Franklin Resources Inc | 18,800 | $136.0K | 0.00% | +610+3.4% | Added |
| Huntington National Bank | – | $137.0K | 0.00% | – | – |
| Copperwynd Financial, LLC | 18,993 | $138.0K | 0.08% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 19,170 | $138.0K | 0.06% | +254+1.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 19,100 | $138.0K | 0.01% | +5,000+35.5% | Added |
| SOL Capital Management CO | 18,992 | $138.0K | 0.03% | +18,992 | New |
| Cetera Advisors LLC | 19,396 | $141.0K | 0.00% | −334−1.7% | Reduced |
| Amplius Wealth Advisors, LLC | 20,000 | $145.0K | 0.03% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 18,648 | $146.0K | 0.06% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 20,402 | $148.0K | 0.04% | −5,188−20.3% | Reduced |