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 |
|---|---|---|---|---|---|
| Meridian Wealth Advisors, LLC | 20,527 | $149.0K | 0.04% | +3,027+17.3% | Added |
| Syverson Strege & Co | 20,956 | $152.0K | 0.08% | +19+0.1% | Added |
| Charter Trust Co | 21,520 | $156.0K | 0.01% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 21,527 | $156.0K | 0.02% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 22,000 | $160.0K | 0.00% | +3,000+15.8% | Added |
| Focus Financial Network, Inc. | 22,524 | $163.3K | 0.01% | +120+0.5% | Added |
| Citadel Advisors LLC | 22,799 | $165.0K | 0.00% | +9,950+77.4% | Added |
| AlphaMark Advisors, LLC | 23,600 | $171.0K | 0.08% | +23,600 | New |
| Moloney Securities Asset Management, LLC | 24,164 | $175.0K | 0.04% | +147+0.6% | Added |
| Diligent Investors, LLC | 24,291 | $176.0K | 0.06% | +1,451+6.4% | Added |
| Stratos Wealth Partners, LTD. | 25,041 | $182.0K | 0.01% | −58,648−70.1% | Reduced |
| Kingsbury Capital Investment Advisors LLC | 26,238 | $190.0K | 0.29% | +366+1.4% | Added |
| Mission Wealth Management, LP | 27,214 | $197.0K | 0.01% | 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 |
| Colony Group LLC | 27,740 | $201.0K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 28,991 | $210.0K | 0.02% | −1,867−6.1% | Reduced |
| Kestra Private Wealth Services, LLC | 29,335 | $213.0K | 0.01% | +2,351+8.7% | Added |
| CIBC Private Wealth Group, LLC | 29,747 | $216.0K | 0.00% | +121+0.4% | 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 |
| Stonebridge Financial Planning Group, LLC | 30,748 | $223.0K | 0.16% | +57+0.2% | 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 |
| MML Investors Services, LLC | 31,784 | $230.0K | 0.00% | +374+1.2% | Added |
| Pathstone Family Office, LLC | 32,000 | $232.0K | 0.00% | +5,000+18.5% | Added |
| Wedbush Securities Inc | 32,293 | $234.0K | 0.01% | −257−0.8% | Reduced |
| Venture Visionary Partners LLC | 32,600 | $236.0K | 0.02% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 32,835 | $238.0K | 0.03% | +3,565+12.2% | Added |
| Commerce Bank | 33,531 | $243.0K | 0.00% | −2,056−5.8% | Reduced |
| Kovack Advisors, Inc. | 34,081 | $247.0K | 0.04% | +1,361+4.2% | Added |
| TD Private Client Wealth LLC | 35,134 | $254.7K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 35,436 | $257.0K | 0.00% | −122−0.3% | Reduced |
| Silverlake Wealth Management LLC | 36,129 | $261.9K | 0.18% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 36,628 | $266.0K | 0.04% | −1,786−4.6% | Reduced |
| OTA Financial Group L.P. | 37,400 | $271.0K | 0.23% | −9,262−19.8% | 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 |
| Capital CS Group, LLC | 40,518 | $294.0K | 0.33% | −951−2.3% | Reduced |
| Investmark Advisory Group LLC | 40,778 | $295.0K | 0.26% | +601+1.5% | Added |
| Cranbrook Wealth Management, LLC | 43,351 | $314.0K | 0.08% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 44,428 | $322.0K | 0.02% | +279+0.6% | Added |
| J.W. Cole Advisors, Inc. | 45,239 | $328.0K | 0.03% | +3,003+7.1% | Added |
| International Assets Investment Management, LLC | 46,341 | $336.0K | 0.07% | +7,080+18.0% | Added |
| MKT Advisors LLC | 46,480 | $337.0K | 0.29% | −38−0.1% | Reduced |
| Captrust Financial Advisors | 46,853 | $340.0K | 0.00% | +46,853 | New |
| Blair William & Co | 47,638 | $345.0K | 0.00% | −150−0.3% | Reduced |
| 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 |
| Avory & Company, LLC | 48,080 | $349.0K | 0.30% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 48,459 | $351.0K | 0.17% | −474,549−90.7% | Reduced |
| Thrivent Financial for Lutherans | 49,954 | $362.0K | 0.00% | −39,754−44.3% | Reduced |
| Independent Financial Group, LLC | 50,624 | $367.0K | 0.03% | +21,000+70.9% | Added |
| Mercer Global Advisors Inc | 56,673 | $411.0K | 0.00% | −2,596−4.4% | Reduced |
| Flagship Harbor Advisors, LLC | 58,805 | $426.0K | 0.05% | +1,848+3.2% | 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 |
| Oppenheimer & Co Inc | 59,262 | $430.0K | 0.01% | +1,716+3.0% | Added |
| Atria Wealth Solutions, Inc. | 59,561 | $434.8K | 0.01% | +19,825+49.9% | Added |
| Claro Advisors LLC | 56,377 | $435.0K | 0.17% | 00.0% | Unchanged |
| Bank of Montreal | 60,924 | $453.0K | 0.00% | +60,924 | New |
| David J Yvars Group | 62,528 | $455.0K | 0.51% | +5,453+9.6% | Added |
| Wealth Effects LLC | 64,531 | $468.0K | 0.29% | −2,283−3.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 66,352 | $481.0K | 0.06% | +300.0% | Added |
| The PNC Financial Services Group, Inc. | 70,250 | $510.0K | 0.00% | −170−0.2% | Reduced |
| Sax Wealth Advisors, LLC | 73,100 | $530.0K | 0.14% | 00.0% | Unchanged |
| Northern Trust Corp | 75,476 | $547.0K | 0.00% | −29,003−27.8% | Reduced |
| Raymond James Trust N.A. | 84,337 | $611.0K | 0.02% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 90,725 | $658.0K | 0.59% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 94,236 | $683.0K | 0.00% | +30,669+48.2% | Added |
| Conning Inc. | 99,821 | $724.0K | 0.03% | +2,462+2.5% | Added |
| High Net Worth Advisory Group LLC | 101,761 | $738.0K | 0.32% | +6,165+6.4% | Added |
| D.A. Davidson & Co. | 115,038 | $834.0K | 0.01% | −149−0.1% | Reduced |
| Sunbelt Securities, Inc. | 144,969 | $1.05M | 0.22% | +15,981+12.4% | Added |
| Saxon Interests, Inc. | 139,199 | $1.09M | 0.66% | +23,375+20.2% | Added |
| Steward Partners Investment Advisory, LLC | 153,305 | $1.11M | 0.02% | +162+0.1% | Added |
| Pointe Capital Management LLC | 175,070 | $1.27M | 1.01% | −1,542−0.9% | Reduced |
| Truist Financial Corp | 214,157 | $1.55M | 0.00% | +8,006+3.9% | Added |
| National Asset Management, Inc. | 220,459 | $1.60M | 0.05% | +24,449+12.5% | Added |
| Marks Group Wealth Management, Inc | 232,942 | $1.69M | 0.26% | −856−0.4% | Reduced |
| HighTower Advisors, LLC | 306,122 | $2.22M | 0.01% | +655+0.2% | Added |
| Cetera Advisor Networks LLC | 322,128 | $2.33M | 0.03% | +14,526+4.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 338,583 | $2.46M | 0.12% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 339,305 | $2.46M | 0.47% | −110,362−24.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 381,467 | $2.77M | 0.02% | −15,751−4.0% | Reduced |
| CoreCap Advisors, LLC | 400,822 | $2.91M | 0.24% | +6,525+1.7% | Added |
| Avantax Advisory Services, Inc. | 417,440 | $3.03M | 0.05% | +21,001+5.3% | Added |
| Focused Wealth Management, Inc | 422,264 | $3.06M | 0.64% | +6,344+1.5% | Added |
| Centaurus Financial, Inc. | 431,805 | $3.13M | 0.31% | −41,779−8.8% | Reduced |
| Rockefeller Capital Management L.P. | 508,574 | $3.69M | 0.02% | +70,985+16.2% | Added |
| Stifel Financial Corp | 513,435 | $3.72M | 0.01% | +69,835+15.7% | Added |
| Advisors Asset Management, Inc. | 577,909 | $4.19M | 0.09% | −111,508−16.2% | Reduced |
| Janney Montgomery Scott LLC | 601,458 | $4.36M | 0.02% | +28,500+5.0% | Added |
| Advisor Group Holdings, Inc. | 604,897 | $4.38M | 0.01% | −66,057−9.8% | Reduced |
| Royal Bank of Canada | 629,453 | $4.56M | 0.00% | −14,374−2.2% | Reduced |
| LPL Financial LLC | 748,603 | $5.43M | 0.01% | +65,326+9.6% | Added |
| UBS Group AG | 878,459 | $6.37M | 0.00% | +4,096+0.5% | Added |
| Wells Fargo & Company | 911,361 | $6.61M | 0.00% | +42,665+4.9% | Added |
| Ameriprise Financial Inc | 920,685 | $6.67M | 0.00% | +2,613+0.3% | Added |
| Raymond James & Associates | 1,015,968 | $7.37M | 0.01% | −29,477−2.8% | Reduced |