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 |
|---|---|---|---|---|---|
| Diligent Investors, LLC | 26,771 | $202.1K | 0.07% | +2,480+10.2% | Added |
| Private Advisor Group, LLC | 62,186 | $196.6K | 0.01% | +26,750+75.5% | Added |
| Scissortail Wealth Management, LLC | 23,885 | $189.0K | 0.11% | +23,885 | New |
| Strait & Sound Wealth Management LLC | 23,700 | $187.2K | 0.20% | +23,700 | New |
| Moloney Securities Asset Management, LLC | 24,302 | $183.5K | 0.04% | +138+0.6% | Added |
| SeaCrest Wealth Management, LLC | 24,271 | $183.2K | 0.03% | −3,000−11.0% | Reduced |
| Harbour Investments, Inc. | 22,604 | $170.7K | 0.01% | +12,430+122.2% | Added |
| Bluefin Capital Management, LLC | 22,459 | $169.6K | 0.03% | −15,581−41.0% | Reduced |
| Focus Financial Network, Inc. | 22,435 | $169.4K | 0.01% | −89−0.4% | Reduced |
| Stratos Wealth Advisors, LLC | 22,000 | $166.1K | 0.01% | +22,000 | New |
| Cerity Partners LLC | 21,738 | $163.8K | 0.00% | −5,503−20.2% | Reduced |
| Charter Trust Co | 21,520 | $162.5K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 21,066 | $159.0K | 0.02% | +21,066 | New |
| Syverson Strege & Co | 20,974 | $158.4K | 0.07% | +18+0.1% | Added |
| HBK Sorce Advisory LLC | 20,890 | $158.0K | 0.00% | +10,490+100.9% | Added |
| Carolinas Wealth Consulting LLC | 20,402 | $154.0K | 0.03% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 20,400 | $154.0K | 0.16% | +20,400 | New |
| Amplius Wealth Advisors, LLC | 20,000 | $151.0K | 0.02% | 00.0% | Unchanged |
| Retirement Group, LLC | 19,887 | $150.0K | 0.07% | +19,887 | New |
| Cooper Financial Group | 19,594 | $147.9K | 0.05% | +6,830+53.5% | Added |
| Waterfront Wealth Inc. | 18,648 | $147.5K | 0.05% | 00.0% | Unchanged |
| Franklin Resources Inc | 19,133 | $144.5K | 0.00% | +333+1.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 19,100 | $144.0K | 0.01% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 19,000 | $143.4K | 0.00% | −3,000−13.6% | Reduced |
| Huntington National Bank | – | $143.1K | 0.00% | – | – |
| Stratos Wealth Partners, LTD. | 18,629 | $140.7K | 0.00% | −6,412−25.6% | Reduced |
| Copperwynd Financial, LLC | 18,288 | $138.1K | 0.08% | −705−3.7% | Reduced |
| Meridian Wealth Advisors, LLC | 17,936 | $135.4K | 0.03% | −2,591−12.6% | Reduced |
| Mariner, LLC | 17,906 | $135.0K | 0.00% | +17,906 | New |
| Gladstone Institutional Advisory LLC | 17,781 | $134.2K | 0.01% | +5,771+48.1% | Added |
| Alpha Cubed Investments, LLC | 17,205 | $129.9K | 0.01% | −300−1.7% | Reduced |
| AlphaMark Advisors, LLC | 16,000 | $121.0K | 0.06% | −7,600−32.2% | Reduced |
| Parisi Gray Wealth Management | 15,962 | $120.5K | 0.06% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 15,035 | $113.5K | 0.05% | +600+4.2% | Added |
| Running Point Capital Advisors, LLC | 15,000 | $113.3K | 0.07% | 00.0% | Unchanged |
| Brown Advisory Inc | 14,736 | $111.3K | 0.00% | +14,736 | New |
| Van Hulzen Asset Management, LLC | 14,555 | $110.0K | 0.01% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 14,258 | $107.6K | 0.02% | +14,258 | New |
| Gradient Investments LLC | 14,000 | $105.7K | 0.00% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 13,869 | $104.7K | 0.06% | +13,869 | New |
| Onyx Bridge Wealth Group LLC | 13,600 | $104.6K | 0.04% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 13,850 | $104.6K | 0.00% | −10.0% | Reduced |
| Fiduciary Trust Co | 13,700 | $103.4K | 0.00% | −1,900−12.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 13,417 | $101.3K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 13,214 | $99.8K | 0.01% | +13,214 | New |
| Newman & Schimel, LLC | 13,200 | $99.7K | 0.05% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 13,117 | $99.0K | 0.02% | +185+1.4% | Added |
| US Bancorp | 13,035 | $98.4K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 12,800 | $96.6K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 12,714 | $96.0K | 0.02% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 12,702 | $95.9K | 0.01% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 12,688 | $95.8K | 0.03% | +117+0.9% | Added |
| CIC Wealth, LLC | 12,427 | $93.8K | 0.04% | +12,427 | New |
| Bank of New York Mellon Corp | 12,399 | $93.6K | 0.00% | +12,399 | New |
| Stock Yards Bank & Trust Co | 12,350 | $93.0K | 0.00% | 00.0% | Unchanged |
| Summit Investment Advisory Services, LLC | 12,292 | $92.8K | 0.11% | +12,292 | New |
| Snowden Capital Advisors LLC | 12,136 | $91.6K | 0.00% | +10.0% | Added |
| Modera Wealth Management, LLC | 12,100 | $91.4K | 0.00% | +1,300+12.0% | Added |
| Herold Advisors, Inc. | 12,013 | $90.7K | 0.04% | +250+2.1% | Added |
| Ford Financial Group, LLC | 11,991 | $90.5K | 0.04% | −7,179−37.4% | Reduced |
| Level Four Advisory Services, LLC | 11,850 | $89.5K | 0.01% | +11,850 | New |
| Cetera Investment Advisers | 11,755 | $88.8K | 0.00% | −1,043−8.1% | Reduced |
| Wealth Management Solutions, LLC | 11,602 | $88.0K | 0.05% | 00.0% | Unchanged |
| Welch & Forbes LLC | 11,500 | $86.8K | 0.00% | 00.0% | Unchanged |
| Insight Advisors, LLC | 11,500 | $86.6K | 0.03% | 00.0% | Unchanged |
| Creative Planning | 11,316 | $85.4K | 0.00% | +11,316 | New |
| Umb Bank N A | 10,887 | $82.0K | 0.00% | 00.0% | Unchanged |
| Commons Capital, LLC | 10,853 | $81.9K | 0.13% | +99+0.9% | Added |
| Beacon Pointe Advisors, LLC | 10,825 | $81.7K | 0.00% | +10,825 | New |
| Quad-Cities Investment Group, LLC | 10,806 | $81.6K | 0.06% | −1,781−14.1% | Reduced |
| Wealth Alliance | 10,661 | $80.5K | 0.01% | +82+0.8% | Added |
| 9258 Wealth Management, LLC | 10,571 | $79.8K | 0.02% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 10,520 | $79.4K | 0.00% | −2,345−18.2% | Reduced |
| GWM Advisors LLC | 13,666 | $79.0K | 0.00% | +114+0.8% | Added |
| Plancorp, LLC | 10,398 | $78.5K | 0.00% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 10,395 | $78.5K | 0.01% | +10.0% | Added |
| Capital Investment Advisory Services, LLC | 10,379 | $78.4K | 0.01% | −1,965−15.9% | Reduced |
| Sigma Planning Corp | 10,373 | $78.3K | 0.00% | +73+0.7% | Added |
| Advisor Partners II, LLC | 10,302 | $77.8K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 10,000 | $75.5K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 7,952 | $60.0K | 0.03% | 00.0% | Unchanged |
| Citigroup Inc | 7,746 | $58.5K | 0.00% | +54+0.7% | Added |
| Horan Securities, Inc. | 6,438 | $48.6K | 0.03% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 6,240 | $47.1K | 0.00% | +6,240 | New |
| Cypress Capital Management LLC (WY) | 5,000 | $37.8K | 0.05% | 00.0% | Unchanged |
| Caldwell Trust Co | 4,998 | $37.7K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4,941 | $37.3K | 0.00% | +114+2.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,347 | $32.8K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 4,302 | $32.5K | 0.00% | +3,302+330.2% | Added |
| Atwood & Palmer Inc | 4,050 | $30.6K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 4,000 | $30.2K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,982 | $30.1K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 3,728 | $29.0K | 0.01% | +3,728 | New |
| SOA Wealth Advisors, LLC. | 3,166 | $23.9K | 0.01% | +78+2.5% | 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 |
| Private Trust Co NA | 2,500 | $19.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 2,436 | $18.4K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 2,405 | $18.0K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 2,067 | $15.6K | 0.00% | +2,067 | New |