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 |
|---|---|---|---|---|---|
| AlphaMark Advisors, LLC | 23,600 | $171.0K | 0.08% | +23,600 | New |
| Citadel Advisors LLC | 22,799 | $165.0K | 0.00% | +9,950+77.4% | Added |
| Focus Financial Network, Inc. | 22,524 | $163.3K | 0.01% | +120+0.5% | Added |
| Personal Capital Advisors Corp | 22,000 | $160.0K | 0.00% | +3,000+15.8% | 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 |
| Syverson Strege & Co | 20,956 | $152.0K | 0.08% | +19+0.1% | Added |
| Meridian Wealth Advisors, LLC | 20,527 | $149.0K | 0.04% | +3,027+17.3% | Added |
| Carolinas Wealth Consulting LLC | 20,402 | $148.0K | 0.04% | −5,188−20.3% | Reduced |
| Waterfront Wealth Inc. | 18,648 | $146.0K | 0.06% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 20,000 | $145.0K | 0.03% | 00.0% | Unchanged |
| Cetera Advisors LLC | 19,396 | $141.0K | 0.00% | −334−1.7% | Reduced |
| 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 |
| Huntington National Bank | – | $137.0K | 0.00% | – | – |
| Franklin Resources Inc | 18,800 | $136.0K | 0.00% | +610+3.4% | Added |
| Alpha Cubed Investments, LLC | 17,505 | $127.0K | 0.01% | −1,970−10.1% | Reduced |
| Envestnet Asset Management Inc | 16,245 | $118.0K | 0.00% | −3,355−17.1% | Reduced |
| Parisi Gray Wealth Management | 15,962 | $116.0K | 0.09% | 00.0% | Unchanged |
| Fiduciary Trust Co | 15,600 | $113.0K | 0.00% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 14,435 | $111.0K | 0.05% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 15,000 | $109.0K | 0.07% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 14,555 | $106.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 14,000 | $102.0K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 13,851 | $100.0K | 0.00% | −40.0% | Reduced |
| 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 |
| Plante Moran Financial Advisors, LLC | 13,417 | $97.0K | 0.02% | 00.0% | Unchanged |
| Newman & Schimel, LLC | 13,200 | $96.0K | 0.05% | 00.0% | Unchanged |
| US Bancorp | 13,035 | $95.0K | 0.00% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 12,932 | $94.0K | 0.02% | +198+1.6% | Added |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Herold Advisors, Inc. | 11,763 | $85.0K | 0.04% | +1,540+15.1% | Added |
| 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 |
| Insight Advisors, LLC | 11,500 | $83.0K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 10,887 | $79.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| American Portfolios Advisors | 10,694 | $77.5K | 0.00% | +33+0.3% | Added |
| 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 |
| 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 |
| Baldwin Brothers Inc | 10,000 | $73.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 8,408 | $60.0K | 0.00% | +7,070+528.4% | Added |
| Optimum Investment Advisors | 7,952 | $58.0K | 0.03% | 00.0% | Unchanged |
| Citigroup Inc | 7,692 | $56.0K | 0.00% | −1,393−15.3% | Reduced |
| Horan Securities, Inc. | 6,438 | $47.0K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 4,998 | $36.2K | 0.01% | 00.0% | Unchanged |
| 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 |
| North Star Investment Management Corp. | 4,827 | $35.0K | 0.00% | +121+2.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,347 | $31.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| CNB Bank | 3,500 | $25.0K | 0.02% | +3,500 | New |
| SOA Wealth Advisors, LLC. | 3,088 | $22.0K | 0.01% | +68+2.3% | Added |
| Financial Management Professionals, Inc. | 2,828 | $21.0K | 0.00% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 2,700 | $20.0K | 0.01% | 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 |
| Cambridge Trust Co | 2,405 | $17.0K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,950 | $14.7K | 0.01% | +1,950 | New |
| Harbor Investment Advisory, LLC | 1,650 | $12.0K | 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 |
| National Bank of Canada | 1,225 | $9.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| FourThought Financial, LLC | 847 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 802 | $6.00K | 0.00% | +302+60.4% | Added |
| Bartlett & Co. Wealth Management LLC | 750 | $5.44K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 750 | $5.00K | 0.00% | 00.0% | Unchanged |