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 |
|---|---|---|---|---|---|
| Alpha Cubed Investments, LLC | 17,205 | $129.9K | 0.01% | −300−1.7% | Reduced |
| Gladstone Institutional Advisory LLC | 17,781 | $134.2K | 0.01% | +5,771+48.1% | Added |
| Mariner, LLC | 17,906 | $135.0K | 0.00% | +17,906 | New |
| Meridian Wealth Advisors, LLC | 17,936 | $135.4K | 0.03% | −2,591−12.6% | Reduced |
| Copperwynd Financial, LLC | 18,288 | $138.1K | 0.08% | −705−3.7% | Reduced |
| Stratos Wealth Partners, LTD. | 18,629 | $140.7K | 0.00% | −6,412−25.6% | Reduced |
| Huntington National Bank | – | $143.1K | 0.00% | – | – |
| Personal Capital Advisors Corp | 19,000 | $143.4K | 0.00% | −3,000−13.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 19,100 | $144.0K | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 19,133 | $144.5K | 0.00% | +333+1.8% | Added |
| Waterfront Wealth Inc. | 18,648 | $147.5K | 0.05% | 00.0% | Unchanged |
| Cooper Financial Group | 19,594 | $147.9K | 0.05% | +6,830+53.5% | Added |
| Retirement Group, LLC | 19,887 | $150.0K | 0.07% | +19,887 | New |
| Amplius Wealth Advisors, LLC | 20,000 | $151.0K | 0.02% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 20,400 | $154.0K | 0.16% | +20,400 | New |
| Carolinas Wealth Consulting LLC | 20,402 | $154.0K | 0.03% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 20,890 | $158.0K | 0.00% | +10,490+100.9% | Added |
| Syverson Strege & Co | 20,974 | $158.4K | 0.07% | +18+0.1% | Added |
| Virtu Financial LLC | 21,066 | $159.0K | 0.02% | +21,066 | New |
| Charter Trust Co | 21,520 | $162.5K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 21,738 | $163.8K | 0.00% | −5,503−20.2% | Reduced |
| Stratos Wealth Advisors, LLC | 22,000 | $166.1K | 0.01% | +22,000 | New |
| Focus Financial Network, Inc. | 22,435 | $169.4K | 0.01% | −89−0.4% | Reduced |
| Bluefin Capital Management, LLC | 22,459 | $169.6K | 0.03% | −15,581−41.0% | Reduced |
| Harbour Investments, Inc. | 22,604 | $170.7K | 0.01% | +12,430+122.2% | Added |
| SeaCrest Wealth Management, LLC | 24,271 | $183.2K | 0.03% | −3,000−11.0% | Reduced |
| Moloney Securities Asset Management, LLC | 24,302 | $183.5K | 0.04% | +138+0.6% | Added |
| Strait & Sound Wealth Management LLC | 23,700 | $187.2K | 0.20% | +23,700 | New |
| Scissortail Wealth Management, LLC | 23,885 | $189.0K | 0.11% | +23,885 | New |
| Private Advisor Group, LLC | 62,186 | $196.6K | 0.01% | +26,750+75.5% | Added |
| Diligent Investors, LLC | 26,771 | $202.1K | 0.07% | +2,480+10.2% | Added |
| Stonebridge Financial Planning Group, LLC | 27,301 | $206.1K | 0.14% | −3,447−11.2% | Reduced |
| Colony Group LLC | 27,740 | $209.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 28,356 | $214.1K | 0.00% | +8,960+46.2% | Added |
| Wedbush Securities Inc | 28,800 | $217.0K | 0.01% | −3,493−10.8% | Reduced |
| Moors & Cabot, Inc. | 29,271 | $221.0K | 0.02% | +280+1.0% | Added |
| Arkadios Wealth Advisors | 29,528 | $222.9K | 0.03% | −7,100−19.4% | Reduced |
| Semus Wealth Partners LLC | 29,904 | $225.8K | 0.27% | +29,904 | New |
| Bokf, NA | 30,000 | $226.5K | 0.00% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 30,000 | $226.5K | 0.05% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 30,214 | $228.1K | 0.01% | +3,000+11.0% | Added |
| Western Wealth Management, LLC | 30,393 | $229.5K | 0.02% | −5,764−15.9% | Reduced |
| Kestra Private Wealth Services, LLC | 30,534 | $230.5K | 0.01% | +1,199+4.1% | Added |
| Garden State Investment Advisory Services LLC | 30,771 | $232.3K | 0.14% | +30,771 | New |
| Matrix Private Capital Group LLC | 31,019 | $234.2K | 0.15% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 31,237 | $236.0K | 0.04% | +240+0.8% | Added |
| Pathstone Family Office, LLC | 32,000 | $241.6K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 32,047 | $242.0K | 0.00% | +263+0.8% | Added |
| M Holdings Securities, Inc. | 32,940 | $249.0K | 0.03% | +105+0.3% | Added |
| Envestnet Asset Management Inc | 33,192 | $250.6K | 0.00% | +16,947+104.3% | Added |
| Commerce Bank | 33,531 | $253.2K | 0.00% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 34,242 | $258.5K | 0.04% | +161+0.5% | Added |
| TD Private Client Wealth LLC | 35,134 | $265.3K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 35,320 | $266.7K | 0.20% | −12,530−26.2% | Reduced |
| Silverlake Wealth Management LLC | 36,129 | $272.8K | 0.17% | 00.0% | Unchanged |
| Capital CS Group, LLC | 39,170 | $295.7K | 0.33% | −1,348−3.3% | Reduced |
| Community Capital Management, Inc. | 42,000 | $317.1K | 0.41% | +42,000 | New |
| Investmark Advisory Group LLC | 42,374 | $319.9K | 0.24% | +1,596+3.9% | Added |
| Cranbrook Wealth Management, LLC | 43,351 | $327.3K | 0.09% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 43,736 | $330.2K | 0.03% | −1,503−3.3% | Reduced |
| Dakota Wealth Management | 45,535 | $343.8K | 0.02% | +45,535 | New |
| Thrivent Financial for Lutherans | 45,654 | $345.0K | 0.00% | −4,300−8.6% | Reduced |
| Axxcess Wealth Management, LLC | 45,844 | $346.1K | 0.03% | +24,317+113.0% | Added |
| Kestra Advisory Services, LLC | 46,376 | $350.1K | 0.00% | −1,515−3.2% | Reduced |
| Independent Financial Group, LLC | 47,624 | $359.6K | 0.03% | −3,000−5.9% | Reduced |
| Blair William & Co | 47,638 | $359.7K | 0.00% | 00.0% | Unchanged |
| Avory & Company, LLC | 48,080 | $363.0K | 0.29% | 00.0% | Unchanged |
| MKT Advisors LLC | 46,480 | $367.2K | 0.28% | 00.0% | Unchanged |
| Claro Advisors LLC | 51,378 | $387.9K | 0.13% | −4,999−8.9% | Reduced |
| Bank of Montreal | 49,782 | $401.7K | 0.00% | −11,142−18.3% | Reduced |
| Oppenheimer & Co Inc | 57,033 | $430.6K | 0.01% | −2,229−3.8% | Reduced |
| Flagship Harbor Advisors, LLC | 59,089 | $446.1K | 0.05% | +284+0.5% | Added |
| Wealth Effects LLC | 59,143 | $446.5K | 0.26% | −5,388−8.3% | Reduced |
| Merit Financial Group, LLC | 59,198 | $446.9K | 0.02% | +160.0% | Added |
| Captrust Financial Advisors | 62,122 | $469.0K | 0.00% | +15,269+32.6% | Added |
| David J Yvars Group | 62,829 | $471.4K | 0.59% | +301+0.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 66,117 | $499.2K | 0.06% | −235−0.4% | Reduced |
| Mercer Global Advisors Inc | 66,315 | $501.0K | 0.00% | +9,642+17.0% | Added |
| Northern Trust Corp | 70,174 | $529.8K | 0.00% | −5,302−7.0% | Reduced |
| Ameritas Advisory Services, LLC | 71,655 | $541.0K | 0.03% | +27,227+61.3% | Added |
| Sax Wealth Advisors, LLC | 77,720 | $586.8K | 0.14% | +4,620+6.3% | Added |
| Walleye Capital LLC | 80,130 | $605.0K | 0.01% | +80,130 | New |
| Raymond James Trust N.A. | 84,337 | $637.0K | 0.02% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 85,527 | $645.9K | 0.01% | +25,966+43.6% | Added |
| International Assets Investment Management, LLC | 87,019 | $657.0K | 0.07% | +40,678+87.8% | Added |
| Northstar Advisory Group, LLC | 90,725 | $685.0K | 0.54% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 90,772 | $685.3K | 0.00% | −3,464−3.7% | Reduced |
| The PNC Financial Services Group, Inc. | 91,454 | $690.5K | 0.00% | +21,204+30.2% | Added |
| Conning Inc. | 102,301 | $772.4K | 0.03% | +2,480+2.5% | Added |
| D.A. Davidson & Co. | 114,285 | $862.9K | 0.01% | −753−0.7% | Reduced |
| Landscape Capital Management, L.L.C. | 127,228 | $960.6K | 0.14% | +127,228 | New |
| High Net Worth Advisory Group LLC | 131,787 | $995.0K | 0.39% | +30,026+29.5% | Added |
| Steward Partners Investment Advisory, LLC | 132,234 | $998.4K | 0.02% | −21,071−13.7% | Reduced |
| Elequin Capital LP | 135,387 | $1.02M | 0.29% | +135,387 | New |
| Saxon Interests, Inc. | 137,539 | $1.06M | 0.61% | −1,660−1.2% | Reduced |
| Cetera Advisor Networks LLC | 149,844 | $1.13M | 0.01% | −172,284−53.5% | Reduced |
| Sunbelt Securities, Inc. | 156,589 | $1.18M | 0.23% | +11,620+8.0% | Added |
| Pointe Capital Management LLC | 173,592 | $1.31M | 1.01% | −1,478−0.8% | Reduced |
| Wolverine Asset Management LLC | 202,090 | $1.53M | 0.02% | +202,090 | New |
| Truist Financial Corp | 211,524 | $1.60M | 0.00% | −2,633−1.2% | Reduced |