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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $8 | 0.00% | +1 | New |
| Concord Wealth Partners | 38 | $297 | 0.00% | −222−85.4% | Reduced |
| JPMorgan Chase & Co | 42 | $328 | 0.00% | +37+740.0% | Added |
| Global Retirement Partners, LLC | 60 | $461 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 61 | $476 | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $495 | 0.00% | – | – |
| Beacon Capital Management, LLC | 100 | $781 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 91 | $1.00K | 0.00% | +65+250.0% | Added |
| Anchor Investment Management, LLC | 150 | $1.17K | 0.00% | +150 | New |
| Key Financial Inc | 349 | $2.73K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 550 | $4.30K | 0.03% | +550 | New |
| Bartlett & Co. Wealth Management LLC | 750 | $5.86K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 750 | $6.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 1,000 | $7.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 900 | $7.03K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 950 | $7.42K | 0.00% | +20+2.2% | Added |
| Belpointe Asset Management LLC | 1,000 | $7.81K | 0.00% | −12,214−92.4% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 1,000 | $7.81K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,000 | $7.81K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,019 | $7.96K | 0.00% | +21+2.1% | Added |
| American National Bank | 1,020 | $7.97K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 990 | $8.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,150 | $8.96K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,111 | $9.00K | 0.00% | +23+2.1% | Added |
| Cornerstone Management, Inc. | 1,500 | $11.7K | 0.00% | +1,500 | New |
| Geneos Wealth Management Inc. | 1,581 | $12.3K | 0.00% | +531+50.6% | Added |
| Harbor Investment Advisory, LLC | 1,650 | $12.9K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,754 | $13.7K | 0.00% | +1,754 | New |
| Barrett & Company, Inc. | 1,950 | $15.2K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 2,067 | $16.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,285 | $17.8K | 0.00% | +1,185+107.7% | Added |
| Cambridge Trust Co | 2,405 | $18.8K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 2,436 | $19.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,500 | $19.5K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 2,600 | $20.3K | 0.01% | +2,600 | New |
| Versant Capital Management, Inc | 2,630 | $20.5K | 0.01% | +2,630 | New |
| Cowen Prime Advisors LLC | 2,700 | $21.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,828 | $22.0K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 3,217 | $25.1K | 0.02% | +2,577+402.7% | Added |
| SOA Wealth Advisors, LLC. | 3,235 | $25.3K | 0.01% | +69+2.2% | Added |
| Allworth Financial LP | 3,680 | $28.7K | 0.00% | +3,680 | New |
| Bogart Wealth, LLC | 3,982 | $31.1K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 4,000 | $31.2K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,347 | $34.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 4,585 | $35.8K | 0.02% | +4,585 | New |
| WealthPLAN Partners, LLC | 4,779 | $37.3K | 0.00% | +4,779 | New |
| Caldwell Trust Co | 4,998 | $39.0K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 5,000 | $39.0K | 0.05% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5,048 | $39.4K | 0.00% | +107+2.2% | Added |
| Advisory Services Network, LLC | 6,240 | $48.7K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 6,438 | $50.3K | 0.03% | 00.0% | Unchanged |
| Citigroup Inc | 7,810 | $61.0K | 0.00% | +64+0.8% | Added |
| Optimum Investment Advisors | 7,952 | $62.1K | 0.03% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 10,028 | $78.0K | 0.02% | +10,028 | New |
| Baldwin Brothers Inc | 10,000 | $78.1K | 0.01% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 10,302 | $80.5K | 0.00% | 00.0% | Unchanged |
| Plancorp, LLC | 10,398 | $81.2K | 0.00% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 10,398 | $81.2K | 0.01% | +30.0% | Added |
| Orion Portfolio Solutions, LLC | 10,400 | $81.2K | 0.00% | −120−1.1% | Reduced |
| Brinker Capital Investments, LLC | 10,400 | $81.2K | 0.00% | +10,400 | New |
| HBK Sorce Advisory LLC | 10,446 | $81.6K | 0.00% | −10,444−50.0% | Reduced |
| 9258 Wealth Management, LLC | 10,571 | $82.6K | 0.02% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 10,650 | $83.2K | 0.03% | −1,363−11.3% | Reduced |
| Commons Capital, LLC | 10,946 | $85.5K | 0.14% | +93+0.9% | Added |
| Wealth Alliance | 10,961 | $85.6K | 0.01% | +300+2.8% | Added |
| Quad-Cities Investment Group, LLC | 11,014 | $86.0K | 0.06% | +208+1.9% | Added |
| Robertson Stephens Wealth Management, LLC | 11,056 | $86.3K | 0.01% | +11,056 | New |
| Insight Advisors, LLC | 11,500 | $89.8K | 0.02% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 11,500 | $89.8K | 0.01% | +11,500 | New |
| Welch & Forbes LLC | 11,500 | $89.8K | 0.00% | 00.0% | Unchanged |
| Wealth Management Solutions, LLC | 11,602 | $90.6K | 0.05% | 00.0% | Unchanged |
| Cetera Investment Advisers | 11,755 | $91.8K | 0.00% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 11,850 | $92.5K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 12,136 | $94.8K | 0.00% | 00.0% | Unchanged |
| Summit Investment Advisory Services, LLC | 12,292 | $96.0K | 0.07% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 12,350 | $97.0K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 12,460 | $97.3K | 0.01% | +12,460 | New |
| CIC Wealth, LLC | 12,664 | $98.9K | 0.04% | +237+1.9% | Added |
| Confluence Wealth Services, Inc. | 12,714 | $99.3K | 0.02% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 12,799 | $100.0K | 0.03% | +111+0.9% | Added |
| Fifth Third Bancorp | 12,800 | $100.0K | 0.00% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 12,800 | $100.0K | 0.00% | +700+5.8% | Added |
| US Bancorp | 13,035 | $101.8K | 0.00% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 13,200 | $103.0K | 0.00% | +13,200 | New |
| Plante Moran Financial Advisors, LLC | 13,417 | $104.8K | 0.01% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 13,600 | $106.2K | 0.04% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 13,605 | $106.3K | 0.01% | −3,600−20.9% | Reduced |
| Fiduciary Trust Co | 13,700 | $107.0K | 0.00% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 13,850 | $108.2K | 0.00% | +13,850 | New |
| Centurion Wealth Management LLC | 13,869 | $108.3K | 0.06% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 14,258 | $111.4K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 14,272 | $111.5K | 0.00% | +13,869+3,441.4% | Added |
| Waterfront Wealth Inc. | 14,538 | $113.5K | 0.04% | −4,110−22.0% | Reduced |
| Van Hulzen Asset Management, LLC | 14,555 | $114.0K | 0.01% | 00.0% | Unchanged |
| Brown Advisory Inc | 14,777 | $115.4K | 0.00% | +41+0.3% | Added |
| Creative Planning | 14,783 | $115.5K | 0.00% | +3,467+30.6% | Added |
| Mariner, LLC | 14,920 | $117.0K | 0.00% | −2,986−16.7% | Reduced |
| WealthBridge Capital Management, LLC | 15,361 | $120.0K | 0.05% | +326+2.2% | Added |
| Parisi Gray Wealth Management | 15,962 | $124.7K | 0.08% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 16,000 | $125.0K | 0.06% | 00.0% | Unchanged |