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, Q4 2022
Institutional positions in Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Dec 31, 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
- +27 vs. Q3 2022
- Shares held
- 53.0M
- +1.80M (+3.5%) vs. Q3 2022
- Total value
- $399.9M
- +$27.9M (+7.5%) vs. Q3 2022
- New holders
- 39
- 65 more added
- Sold out
- 12
- 62 more reduced
4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Global Diversified Equity Income Fund; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 23,869,301 | $180.2M | 0.02% | +84,857+0.4% | Added |
| Invesco Ltd. | 3,201,508 | $24.2M | 0.01% | +449,128+16.3% | Added |
| Bank of America Corp | 2,372,865 | $17.9M | 0.00% | −33,087−1.4% | Reduced |
| Formidable Asset Management, LLC | 1,274,421 | $9.62M | 2.17% | +63,554+5.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 1,240,326 | $9.36M | 0.02% | +17,854+1.5% | Added |
| Raymond James & Associates | 1,117,748 | $8.44M | 0.01% | +101,780+10.0% | Added |
| Commonwealth Equity Services, LLC | 1,046,002 | $7.90M | 0.02% | −6,741−0.6% | Reduced |
| Wells Fargo & Company | 1,033,894 | $7.81M | 0.00% | +122,533+13.4% | Added |
| Guggenheim Capital LLC | 933,766 | $7.05M | 0.06% | −207,746−18.2% | Reduced |
| Cohen & Steers, Inc. | 868,125 | $6.55M | 0.01% | −182,541−17.4% | Reduced |
| Ameriprise Financial Inc | 845,010 | $6.38M | 0.00% | −75,675−8.2% | Reduced |
| UBS Group AG | 816,837 | $6.17M | 0.00% | −61,622−7.0% | Reduced |
| LPL Financial LLC | 688,794 | $5.20M | 0.00% | −59,809−8.0% | Reduced |
| Janney Montgomery Scott LLC | 627,523 | $4.74M | 0.02% | +26,065+4.3% | Added |
| Advisor Group Holdings, Inc. | 616,558 | $4.65M | 0.01% | +11,661+1.9% | Added |
| Royal Bank of Canada | 606,673 | $4.58M | 0.00% | −22,780−3.6% | Reduced |
| Advisors Asset Management, Inc. | 594,115 | $4.49M | 0.09% | +16,206+2.8% | Added |
| Stifel Financial Corp | 545,421 | $4.12M | 0.01% | +31,986+6.2% | Added |
| Karpus Management, Inc. | 528,790 | $3.99M | 0.13% | +528,790 | New |
| Rockefeller Capital Management L.P. | 475,746 | $3.59M | 0.02% | −32,828−6.5% | Reduced |
| Centaurus Financial, Inc. | 449,913 | $3.40M | 0.32% | +18,108+4.2% | Added |
| Avantax Advisory Services, Inc. | 424,675 | $3.21M | 0.04% | +7,235+1.7% | Added |
| Focused Wealth Management, Inc | 417,661 | $3.15M | 0.64% | −4,603−1.1% | Reduced |
| CoreCap Advisors, LLC | 400,022 | $3.02M | 0.22% | −800−0.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 362,693 | $2.74M | 0.01% | −18,774−4.9% | Reduced |
| Shaker Financial Services, LLC | 331,911 | $2.51M | 1.17% | +283,452+584.9% | Added |
| KMG Fiduciary Partners, LLC | 312,603 | $2.36M | 0.39% | −26,702−7.9% | Reduced |
| HighTower Advisors, LLC | 304,110 | $2.30M | 0.01% | −2,012−0.7% | Reduced |
| Weiss Asset Management LP | 279,721 | $2.11M | 0.10% | +279,721 | New |
| National Asset Management, Inc. | 248,457 | $1.88M | 0.05% | +27,998+12.7% | Added |
| Marks Group Wealth Management, Inc | 228,818 | $1.73M | 0.24% | −4,124−1.8% | Reduced |
| Truist Financial Corp | 211,524 | $1.60M | 0.00% | −2,633−1.2% | Reduced |
| Wolverine Asset Management LLC | 202,090 | $1.53M | 0.02% | +202,090 | New |
| Pointe Capital Management LLC | 173,592 | $1.31M | 1.01% | −1,478−0.8% | Reduced |
| Sunbelt Securities, Inc. | 156,589 | $1.18M | 0.23% | +11,620+8.0% | Added |
| Cetera Advisor Networks LLC | 149,844 | $1.13M | 0.01% | −172,284−53.5% | Reduced |
| Saxon Interests, Inc. | 137,539 | $1.06M | 0.61% | −1,660−1.2% | Reduced |
| Elequin Capital LP | 135,387 | $1.02M | 0.29% | +135,387 | New |
| Steward Partners Investment Advisory, LLC | 132,234 | $998.4K | 0.02% | −21,071−13.7% | Reduced |
| High Net Worth Advisory Group LLC | 131,787 | $995.0K | 0.39% | +30,026+29.5% | Added |
| Landscape Capital Management, L.L.C. | 127,228 | $960.6K | 0.14% | +127,228 | New |
| D.A. Davidson & Co. | 114,285 | $862.9K | 0.01% | −753−0.7% | Reduced |
| Conning Inc. | 102,301 | $772.4K | 0.03% | +2,480+2.5% | Added |
| The PNC Financial Services Group, Inc. | 91,454 | $690.5K | 0.00% | +21,204+30.2% | Added |
| Northwestern Mutual Wealth Management Co | 90,772 | $685.3K | 0.00% | −3,464−3.7% | Reduced |
| Northstar Advisory Group, LLC | 90,725 | $685.0K | 0.54% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 87,019 | $657.0K | 0.07% | +40,678+87.8% | Added |
| Atria Wealth Solutions, Inc. | 85,527 | $645.9K | 0.01% | +25,966+43.6% | Added |
| Raymond James Trust N.A. | 84,337 | $637.0K | 0.02% | 00.0% | Unchanged |
| Walleye Capital LLC | 80,130 | $605.0K | 0.01% | +80,130 | New |
| Sax Wealth Advisors, LLC | 77,720 | $586.8K | 0.14% | +4,620+6.3% | Added |
| Ameritas Advisory Services, LLC | 71,655 | $541.0K | 0.03% | +27,227+61.3% | Added |
| Northern Trust Corp | 70,174 | $529.8K | 0.00% | −5,302−7.0% | Reduced |
| Mercer Global Advisors Inc | 66,315 | $501.0K | 0.00% | +9,642+17.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 66,117 | $499.2K | 0.06% | −235−0.4% | Reduced |
| David J Yvars Group | 62,829 | $471.4K | 0.59% | +301+0.5% | Added |
| Captrust Financial Advisors | 62,122 | $469.0K | 0.00% | +15,269+32.6% | Added |
| Merit Financial Group, LLC | 59,198 | $446.9K | 0.02% | +160.0% | Added |
| Wealth Effects LLC | 59,143 | $446.5K | 0.26% | −5,388−8.3% | Reduced |
| Flagship Harbor Advisors, LLC | 59,089 | $446.1K | 0.05% | +284+0.5% | Added |
| Oppenheimer & Co Inc | 57,033 | $430.6K | 0.01% | −2,229−3.8% | Reduced |
| Bank of Montreal | 49,782 | $401.7K | 0.00% | −11,142−18.3% | Reduced |
| Claro Advisors LLC | 51,378 | $387.9K | 0.13% | −4,999−8.9% | Reduced |
| MKT Advisors LLC | 46,480 | $367.2K | 0.28% | 00.0% | Unchanged |
| Avory & Company, LLC | 48,080 | $363.0K | 0.29% | 00.0% | Unchanged |
| Blair William & Co | 47,638 | $359.7K | 0.00% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 47,624 | $359.6K | 0.03% | −3,000−5.9% | Reduced |
| Kestra Advisory Services, LLC | 46,376 | $350.1K | 0.00% | −1,515−3.2% | Reduced |
| Axxcess Wealth Management, LLC | 45,844 | $346.1K | 0.03% | +24,317+113.0% | Added |
| Thrivent Financial for Lutherans | 45,654 | $345.0K | 0.00% | −4,300−8.6% | Reduced |
| Dakota Wealth Management | 45,535 | $343.8K | 0.02% | +45,535 | New |
| J.W. Cole Advisors, Inc. | 43,736 | $330.2K | 0.03% | −1,503−3.3% | Reduced |
| Cranbrook Wealth Management, LLC | 43,351 | $327.3K | 0.09% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 42,374 | $319.9K | 0.24% | +1,596+3.9% | Added |
| Community Capital Management, Inc. | 42,000 | $317.1K | 0.41% | +42,000 | New |
| Capital CS Group, LLC | 39,170 | $295.7K | 0.33% | −1,348−3.3% | Reduced |
| Silverlake Wealth Management LLC | 36,129 | $272.8K | 0.17% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 35,320 | $266.7K | 0.20% | −12,530−26.2% | Reduced |
| TD Private Client Wealth LLC | 35,134 | $265.3K | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 34,242 | $258.5K | 0.04% | +161+0.5% | Added |
| Commerce Bank | 33,531 | $253.2K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 33,192 | $250.6K | 0.00% | +16,947+104.3% | Added |
| M Holdings Securities, Inc. | 32,940 | $249.0K | 0.03% | +105+0.3% | Added |
| MML Investors Services, LLC | 32,047 | $242.0K | 0.00% | +263+0.8% | Added |
| Pathstone Family Office, LLC | 32,000 | $241.6K | 0.00% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 31,237 | $236.0K | 0.04% | +240+0.8% | Added |
| Matrix Private Capital Group LLC | 31,019 | $234.2K | 0.15% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 30,771 | $232.3K | 0.14% | +30,771 | New |
| Kestra Private Wealth Services, LLC | 30,534 | $230.5K | 0.01% | +1,199+4.1% | Added |
| Western Wealth Management, LLC | 30,393 | $229.5K | 0.02% | −5,764−15.9% | Reduced |
| Mission Wealth Management, LP | 30,214 | $228.1K | 0.01% | +3,000+11.0% | Added |
| Bokf, NA | 30,000 | $226.5K | 0.00% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 30,000 | $226.5K | 0.05% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 29,904 | $225.8K | 0.27% | +29,904 | New |
| Arkadios Wealth Advisors | 29,528 | $222.9K | 0.03% | −7,100−19.4% | Reduced |
| Moors & Cabot, Inc. | 29,271 | $221.0K | 0.02% | +280+1.0% | Added |
| Wedbush Securities Inc | 28,800 | $217.0K | 0.01% | −3,493−10.8% | Reduced |
| Cetera Advisors LLC | 28,356 | $214.1K | 0.00% | +8,960+46.2% | Added |
| Colony Group LLC | 27,740 | $209.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 27,301 | $206.1K | 0.14% | −3,447−11.2% | Reduced |