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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 26 | $0 | 0.00% | −1,295−98.0% | Reduced |
| JPMorgan Chase & Co | 5 | $0 | 0.00% | +5 | New |
| Piscataqua Savings Bank | 17 | $128 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 60 | $453 | 0.00% | +60 | New |
| AdvisorNet Financial, Inc | 61 | $461 | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $474 | 0.00% | – | New |
| Beacon Capital Management, LLC | 100 | $755 | 0.00% | −122−55.0% | Reduced |
| Concord Wealth Partners | 260 | $1.96K | 0.00% | +260 | New |
| Key Financial Inc | 349 | $2.53K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 403 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 500 | $3.77K | 0.00% | −302−37.7% | Reduced |
| Register Financial Advisors LLC | 640 | $4.83K | 0.00% | +640 | New |
| U.S. Capital Wealth Advisors, LLC | 750 | $5.66K | 0.00% | −337,833−99.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 750 | $5.66K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 750 | $6.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 900 | $6.79K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 930 | $7.00K | 0.00% | +23+2.5% | Added |
| Avion Wealth | 1,000 | $7.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 990 | $7.00K | 0.00% | +990 | New |
| Raleigh Capital Management Inc. | 1,000 | $7.55K | 0.00% | −125−11.1% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 1,000 | $7.55K | 0.00% | +1,000 | New |
| Geneos Wealth Management Inc. | 1,050 | $7.93K | 0.00% | −7,358−87.5% | Reduced |
| Tradition Wealth Management, LLC | 1,088 | $8.00K | 0.00% | +27+2.5% | Added |
| American National Bank | 1,020 | $8.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 998 | $8.00K | 0.00% | +23+2.4% | Added |
| Zullo Investment Group, Inc. | 1,100 | $8.30K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,100 | $8.30K | 0.00% | +1,100 | New |
| National Bank of Canada | 1,150 | $8.66K | 0.00% | −75−6.1% | Reduced |
| PrairieView Partners, LLC | 1,432 | $10.0K | 0.00% | +1,432 | New |
| Harbor Investment Advisory, LLC | 1,650 | $12.5K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,950 | $14.7K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 2,067 | $15.6K | 0.00% | +2,067 | New |
| Cambridge Trust Co | 2,405 | $18.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 2,436 | $18.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,500 | $19.0K | 0.00% | 00.0% | Unchanged |
| 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. | 3,166 | $23.9K | 0.01% | +78+2.5% | Added |
| Accurate Wealth Management, LLC | 3,728 | $29.0K | 0.01% | +3,728 | New |
| Bogart Wealth, LLC | 3,982 | $30.1K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 4,000 | $30.2K | 0.02% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 4,050 | $30.6K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 4,302 | $32.5K | 0.00% | +3,302+330.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,347 | $32.8K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4,941 | $37.3K | 0.00% | +114+2.4% | Added |
| Caldwell Trust Co | 4,998 | $37.7K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 5,000 | $37.8K | 0.05% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 6,240 | $47.1K | 0.00% | +6,240 | New |
| Horan Securities, Inc. | 6,438 | $48.6K | 0.03% | 00.0% | Unchanged |
| Citigroup Inc | 7,746 | $58.5K | 0.00% | +54+0.7% | Added |
| Optimum Investment Advisors | 7,952 | $60.0K | 0.03% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 10,000 | $75.5K | 0.01% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 10,302 | $77.8K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 10,373 | $78.3K | 0.00% | +73+0.7% | Added |
| Capital Investment Advisory Services, LLC | 10,379 | $78.4K | 0.01% | −1,965−15.9% | Reduced |
| CWA Asset Management Group, LLC | 10,395 | $78.5K | 0.01% | +10.0% | Added |
| Plancorp, LLC | 10,398 | $78.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 13,666 | $79.0K | 0.00% | +114+0.8% | Added |
| Orion Portfolio Solutions, LLC | 10,520 | $79.4K | 0.00% | −2,345−18.2% | Reduced |
| 9258 Wealth Management, LLC | 10,571 | $79.8K | 0.02% | 00.0% | Unchanged |
| Wealth Alliance | 10,661 | $80.5K | 0.01% | +82+0.8% | Added |
| Quad-Cities Investment Group, LLC | 10,806 | $81.6K | 0.06% | −1,781−14.1% | Reduced |
| Beacon Pointe Advisors, LLC | 10,825 | $81.7K | 0.00% | +10,825 | New |
| Commons Capital, LLC | 10,853 | $81.9K | 0.13% | +99+0.9% | Added |
| Umb Bank N A | 10,887 | $82.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 11,316 | $85.4K | 0.00% | +11,316 | New |
| Insight Advisors, LLC | 11,500 | $86.6K | 0.03% | 00.0% | Unchanged |
| Welch & Forbes LLC | 11,500 | $86.8K | 0.00% | 00.0% | Unchanged |
| Wealth Management Solutions, LLC | 11,602 | $88.0K | 0.05% | 00.0% | Unchanged |
| Cetera Investment Advisers | 11,755 | $88.8K | 0.00% | −1,043−8.1% | Reduced |
| Level Four Advisory Services, LLC | 11,850 | $89.5K | 0.01% | +11,850 | New |
| Ford Financial Group, LLC | 11,991 | $90.5K | 0.04% | −7,179−37.4% | Reduced |
| Herold Advisors, Inc. | 12,013 | $90.7K | 0.04% | +250+2.1% | Added |
| Modera Wealth Management, LLC | 12,100 | $91.4K | 0.00% | +1,300+12.0% | Added |
| Snowden Capital Advisors LLC | 12,136 | $91.6K | 0.00% | +10.0% | Added |
| Summit Investment Advisory Services, LLC | 12,292 | $92.8K | 0.11% | +12,292 | New |
| Stock Yards Bank & Trust Co | 12,350 | $93.0K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 12,399 | $93.6K | 0.00% | +12,399 | New |
| CIC Wealth, LLC | 12,427 | $93.8K | 0.04% | +12,427 | New |
| Encompass Wealth Advisors, LLC | 12,688 | $95.8K | 0.03% | +117+0.9% | Added |
| Cobblestone Capital Advisors LLC | 12,702 | $95.9K | 0.01% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 12,714 | $96.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 12,800 | $96.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 13,035 | $98.4K | 0.00% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 13,117 | $99.0K | 0.02% | +185+1.4% | Added |
| Newman & Schimel, LLC | 13,200 | $99.7K | 0.05% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 13,214 | $99.8K | 0.01% | +13,214 | New |
| Plante Moran Financial Advisors, LLC | 13,417 | $101.3K | 0.01% | 00.0% | Unchanged |
| Fiduciary Trust Co | 13,700 | $103.4K | 0.00% | −1,900−12.2% | Reduced |
| Boston Private Wealth LLC | 13,850 | $104.6K | 0.00% | −10.0% | Reduced |
| Onyx Bridge Wealth Group LLC | 13,600 | $104.6K | 0.04% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 13,869 | $104.7K | 0.06% | +13,869 | New |
| Gradient Investments LLC | 14,000 | $105.7K | 0.00% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 14,258 | $107.6K | 0.02% | +14,258 | New |
| Van Hulzen Asset Management, LLC | 14,555 | $110.0K | 0.01% | 00.0% | Unchanged |
| Brown Advisory Inc | 14,736 | $111.3K | 0.00% | +14,736 | New |
| Running Point Capital Advisors, LLC | 15,000 | $113.3K | 0.07% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 15,035 | $113.5K | 0.05% | +600+4.2% | Added |
| Parisi Gray Wealth Management | 15,962 | $120.5K | 0.06% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 16,000 | $121.0K | 0.06% | −7,600−32.2% | Reduced |