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, Q1 2023
Institutional positions in Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Mar 31, 2023. 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
- 232
- +4 vs. Q4 2022
- Shares held
- 55.1M
- +2.55M (+4.9%) vs. Q4 2022
- Total value
- $430.6M
- +$33.9M (+8.6%) vs. Q4 2022
- New holders
- 27
- 75 more added
- Sold out
- 23
- 55 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Global Diversified Equity Income Fund; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 23,819,252 | $186.0M | 0.02% | −50,049−0.2% | Reduced |
| Invesco Ltd. | 3,665,949 | $28.6M | 0.01% | +464,441+14.5% | Added |
| Bank of America Corp | 2,415,025 | $18.9M | 0.00% | +42,160+1.8% | Added |
| Karpus Management, Inc. | 1,920,107 | $15.0M | 0.47% | +1,391,317+263.1% | Added |
| Formidable Asset Management, LLC | 1,278,524 | $9.89M | 2.09% | +4,103+0.3% | Added |
| Raymond James & Associates | 1,185,280 | $9.26M | 0.01% | +67,532+6.0% | Added |
| Commonwealth Equity Services, LLC | 1,133,050 | $8.85M | 0.02% | +87,048+8.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 1,124,960 | $8.79M | 0.02% | −115,366−9.3% | Reduced |
| Wells Fargo & Company | 1,067,669 | $8.34M | 0.00% | +33,775+3.3% | Added |
| Cohen & Steers, Inc. | 827,452 | $6.46M | 0.01% | −40,673−4.7% | Reduced |
| Ameriprise Financial Inc | 803,401 | $6.26M | 0.00% | −41,609−4.9% | Reduced |
| Guggenheim Capital LLC | 710,510 | $5.55M | 0.05% | −223,256−23.9% | Reduced |
| Advisors Asset Management, Inc. | 700,367 | $5.47M | 0.11% | +106,252+17.9% | Added |
| UBS Group AG | 690,648 | $5.39M | 0.00% | −126,189−15.4% | Reduced |
| LPL Financial LLC | 661,108 | $5.16M | 0.00% | −27,686−4.0% | Reduced |
| Janney Montgomery Scott LLC | 629,761 | $4.92M | 0.02% | +2,238+0.4% | Added |
| Royal Bank of Canada | 625,973 | $4.89M | 0.00% | +19,300+3.2% | Added |
| Advisor Group Holdings, Inc. | 604,404 | $4.72M | 0.01% | −12,154−2.0% | Reduced |
| Stifel Financial Corp | 539,512 | $4.21M | 0.01% | −5,909−1.1% | Reduced |
| Wolverine Asset Management LLC | 523,564 | $4.09M | 0.07% | +321,474+159.1% | Added |
| Shaker Financial Services, LLC | 502,704 | $3.93M | 1.72% | +170,793+51.5% | Added |
| Rockefeller Capital Management L.P. | 457,302 | $3.57M | 0.02% | −18,444−3.9% | Reduced |
| Centaurus Financial, Inc. | 452,639 | $3.54M | 0.28% | +2,726+0.6% | Added |
| Avantax Advisory Services, Inc. | 429,473 | $3.35M | 0.04% | +4,798+1.1% | Added |
| Focused Wealth Management, Inc | 419,666 | $3.28M | 0.66% | +2,005+0.5% | Added |
| KMG Fiduciary Partners, LLC | 395,922 | $3.09M | 0.44% | +83,319+26.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 353,407 | $2.76M | 0.01% | −9,286−2.6% | Reduced |
| HighTower Advisors, LLC | 296,128 | $2.31M | 0.01% | −7,982−2.6% | Reduced |
| National Asset Management, Inc. | 241,248 | $1.88M | 0.05% | −7,209−2.9% | Reduced |
| Landscape Capital Management, L.L.C. | 224,871 | $1.76M | 0.24% | +97,643+76.7% | Added |
| Marks Group Wealth Management, Inc | 223,406 | $1.74M | 0.22% | −5,412−2.4% | Reduced |
| Truist Financial Corp | 206,839 | $1.62M | 0.00% | −4,685−2.2% | Reduced |
| Moloney Securities Asset Management, LLC | 181,594 | $1.42M | 0.26% | +157,292+647.2% | Added |
| Pointe Capital Management LLC | 173,592 | $1.36M | 0.99% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 160,554 | $1.24M | 0.20% | +3,965+2.5% | Added |
| Cetera Advisor Networks LLC | 156,754 | $1.22M | 0.01% | +6,910+4.6% | Added |
| Cresset Asset Management, LLC | 148,211 | $1.16M | 0.02% | +148,211 | New |
| The PNC Financial Services Group, Inc. | 139,709 | $1.09M | 0.00% | +48,255+52.8% | Added |
| Steward Partners Investment Advisory, LLC | 133,203 | $1.04M | 0.02% | +969+0.7% | Added |
| Elequin Capital LP | 131,979 | $1.03M | 0.72% | −3,408−2.5% | Reduced |
| High Net Worth Advisory Group LLC | 131,889 | $1.03M | 0.42% | +102+0.1% | Added |
| Atria Wealth Solutions, Inc. | 120,665 | $942.4K | 0.01% | +35,138+41.1% | Added |
| Integrated Wealth Concepts LLC | 114,221 | $892.0K | 0.02% | +114,221 | New |
| D.A. Davidson & Co. | 113,169 | $883.9K | 0.01% | −1,116−1.0% | Reduced |
| Saxon Interests, Inc. | 107,350 | $838.4K | 0.47% | −30,189−21.9% | Reduced |
| Conning Inc. | 104,490 | $816.1K | 0.03% | +2,189+2.1% | Added |
| Northwestern Mutual Wealth Management Co | 98,060 | $765.8K | 0.00% | +7,288+8.0% | Added |
| Northstar Advisory Group, LLC | 93,980 | $734.0K | 0.55% | +3,255+3.6% | Added |
| BFT Financial Group, LLC | 88,886 | $694.2K | 0.10% | +88,886 | New |
| Walleye Capital LLC | 82,793 | $646.6K | 0.01% | +2,663+3.3% | Added |
| Raymond James Trust N.A. | 81,498 | $637.0K | 0.02% | −2,839−3.4% | Reduced |
| Sax Wealth Advisors, LLC | 77,720 | $607.0K | 0.13% | 00.0% | Unchanged |
| David J Yvars Group | 66,884 | $519.1K | 0.47% | +4,055+6.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 66,127 | $516.5K | 0.05% | +100.0% | Added |
| Captrust Financial Advisors | 65,527 | $511.8K | 0.00% | +3,405+5.5% | Added |
| Northern Trust Corp | 63,634 | $497.0K | 0.00% | −6,540−9.3% | Reduced |
| CI Private Wealth, LLC | 62,114 | $485.1K | 0.00% | +62,114 | New |
| Private Advisor Group, LLC | 62,061 | $484.7K | 0.00% | −125−0.2% | Reduced |
| Community Capital Management, Inc. | 61,000 | $476.4K | 0.63% | +19,000+45.2% | Added |
| International Assets Investment Management, LLC | 60,434 | $472.0K | 0.07% | −26,585−30.6% | Reduced |
| Ameritas Advisory Services, LLC | 60,028 | $468.8K | 0.02% | −11,627−16.2% | Reduced |
| Axxcess Wealth Management, LLC | 59,913 | $467.9K | 0.04% | +14,069+30.7% | Added |
| Wealth Effects LLC | 59,156 | $462.0K | 0.24% | +130.0% | Added |
| Merit Financial Group, LLC | 58,207 | $454.6K | 0.02% | −991−1.7% | Reduced |
| Independent Financial Group, LLC | 57,830 | $451.7K | 0.04% | +10,206+21.4% | Added |
| Dakota Wealth Management | 56,660 | $442.5K | 0.03% | +11,125+24.4% | Added |
| NWF Advisory Services Inc. | 54,600 | $432.4K | 0.10% | +54,600 | New |
| Oppenheimer & Co Inc | 55,189 | $431.0K | 0.01% | −1,844−3.2% | Reduced |
| Mercer Global Advisors Inc | 52,704 | $412.0K | 0.00% | −13,611−20.5% | Reduced |
| Bank of Montreal | 45,154 | $376.1K | 0.00% | −4,628−9.3% | Reduced |
| Avory & Company, LLC | 48,080 | $375.5K | 0.26% | 00.0% | Unchanged |
| Blair William & Co | 46,938 | $366.6K | 0.00% | −700−1.5% | Reduced |
| Flagship Harbor Advisors, LLC | 46,484 | $363.0K | 0.03% | −12,605−21.3% | Reduced |
| MKT Advisors LLC | 46,480 | $356.5K | 0.27% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 43,351 | $338.6K | 0.10% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 42,900 | $334.6K | 0.34% | +22,500+110.3% | Added |
| Investmark Advisory Group LLC | 42,023 | $328.2K | 0.24% | −351−0.8% | Reduced |
| Kestra Advisory Services, LLC | 41,179 | $321.6K | 0.00% | −5,197−11.2% | Reduced |
| Atomi Financial Group, Inc. | 39,962 | $312.1K | 0.17% | +39,962 | New |
| J.W. Cole Advisors, Inc. | 36,774 | $287.2K | 0.02% | −6,962−15.9% | Reduced |
| 1607 Capital Partners, LLC | 36,295 | $283.5K | 0.02% | +36,295 | New |
| Silverlake Wealth Management LLC | 36,129 | $282.2K | 0.17% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 35,134 | $274.4K | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 34,466 | $269.2K | 0.04% | +224+0.7% | Added |
| Commerce Bank | 33,531 | $261.9K | 0.00% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 33,062 | $258.0K | 0.03% | +122+0.4% | Added |
| Pathstone Family Office, LLC | 32,000 | $249.9K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 31,581 | $247.0K | 0.00% | −466−1.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 31,600 | $247.0K | 0.01% | +12,500+65.4% | Added |
| Semus Wealth Partners LLC | 31,559 | $246.5K | 0.26% | +1,655+5.5% | Added |
| Claro Advisors LLC | 31,097 | $242.9K | 0.07% | −20,281−39.5% | Reduced |
| Garden State Investment Advisory Services LLC | 30,808 | $240.6K | 0.12% | +37+0.1% | Added |
| Main Street Financial Solutions, LLC | 30,694 | $239.7K | 0.04% | −543−1.7% | Reduced |
| SeaCrest Wealth Management, LLC | 30,471 | $238.0K | 0.03% | +6,200+25.5% | Added |
| WFA of San Diego, LLC | 30,320 | $236.8K | 0.25% | −5,000−14.2% | Reduced |
| Stockman Wealth Management, Inc. | 30,000 | $234.3K | 0.05% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 29,558 | $230.8K | 0.03% | +30+0.1% | Added |
| Thrivent Financial for Lutherans | 29,454 | $230.0K | 0.00% | −16,200−35.5% | Reduced |
| Western Wealth Management, LLC | 29,124 | $227.5K | 0.02% | −1,269−4.2% | Reduced |
| Bluefin Capital Management, LLC | – | $219.7K | 0.03% | – | – |