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 |
|---|---|---|---|---|---|
| Marks Group Wealth Management, Inc | 228,818 | $1.73M | 0.24% | −4,124−1.8% | Reduced |
| National Asset Management, Inc. | 248,457 | $1.88M | 0.05% | +27,998+12.7% | Added |
| Weiss Asset Management LP | 279,721 | $2.11M | 0.10% | +279,721 | New |
| HighTower Advisors, LLC | 304,110 | $2.30M | 0.01% | −2,012−0.7% | Reduced |
| KMG Fiduciary Partners, LLC | 312,603 | $2.36M | 0.39% | −26,702−7.9% | Reduced |
| Shaker Financial Services, LLC | 331,911 | $2.51M | 1.17% | +283,452+584.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 362,693 | $2.74M | 0.01% | −18,774−4.9% | Reduced |
| CoreCap Advisors, LLC | 400,022 | $3.02M | 0.22% | −800−0.2% | Reduced |
| Focused Wealth Management, Inc | 417,661 | $3.15M | 0.64% | −4,603−1.1% | Reduced |
| Avantax Advisory Services, Inc. | 424,675 | $3.21M | 0.04% | +7,235+1.7% | Added |
| Centaurus Financial, Inc. | 449,913 | $3.40M | 0.32% | +18,108+4.2% | Added |
| Rockefeller Capital Management L.P. | 475,746 | $3.59M | 0.02% | −32,828−6.5% | Reduced |
| Karpus Management, Inc. | 528,790 | $3.99M | 0.13% | +528,790 | New |
| Stifel Financial Corp | 545,421 | $4.12M | 0.01% | +31,986+6.2% | Added |
| Advisors Asset Management, Inc. | 594,115 | $4.49M | 0.09% | +16,206+2.8% | Added |
| Royal Bank of Canada | 606,673 | $4.58M | 0.00% | −22,780−3.6% | Reduced |
| Advisor Group Holdings, Inc. | 616,558 | $4.65M | 0.01% | +11,661+1.9% | Added |
| Janney Montgomery Scott LLC | 627,523 | $4.74M | 0.02% | +26,065+4.3% | Added |
| LPL Financial LLC | 688,794 | $5.20M | 0.00% | −59,809−8.0% | Reduced |
| UBS Group AG | 816,837 | $6.17M | 0.00% | −61,622−7.0% | Reduced |
| Ameriprise Financial Inc | 845,010 | $6.38M | 0.00% | −75,675−8.2% | Reduced |
| Cohen & Steers, Inc. | 868,125 | $6.55M | 0.01% | −182,541−17.4% | Reduced |
| Guggenheim Capital LLC | 933,766 | $7.05M | 0.06% | −207,746−18.2% | Reduced |
| Wells Fargo & Company | 1,033,894 | $7.81M | 0.00% | +122,533+13.4% | Added |
| Commonwealth Equity Services, LLC | 1,046,002 | $7.90M | 0.02% | −6,741−0.6% | Reduced |
| Raymond James & Associates | 1,117,748 | $8.44M | 0.01% | +101,780+10.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 1,240,326 | $9.36M | 0.02% | +17,854+1.5% | Added |
| Formidable Asset Management, LLC | 1,274,421 | $9.62M | 2.17% | +63,554+5.2% | Added |
| Bank of America Corp | 2,372,865 | $17.9M | 0.00% | −33,087−1.4% | Reduced |
| Invesco Ltd. | 3,201,508 | $24.2M | 0.01% | +449,128+16.3% | Added |
| Morgan Stanley | 23,869,301 | $180.2M | 0.02% | +84,857+0.4% | Added |
| OTA Financial Group L.P. | 0 | $0 | 0.00% | −37,400−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −32,600−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −29,747−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −22,799−100.0% | Sold out |
| SOL Capital Management CO | 0 | $0 | 0.00% | −18,992−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| CNB Bank | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −1,091−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −1,123−100.0% | Sold out |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Sugarloaf Wealth Management, LLC | 0 | $0 | 0.00% | −295−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| Eaton Vance Management | – | – | – | – | Not filed |
| Kingsbury Capital Investment Advisors LLC | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |