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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 16,929 | $132.2K | 0.00% | −16,263−49.0% | Reduced |
| Gladstone Institutional Advisory LLC | 17,781 | $138.9K | 0.01% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 17,936 | $140.1K | 0.04% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 18,093 | $141.3K | 0.01% | −12,441−40.7% | Reduced |
| Huntington National Bank | – | $145.7K | 0.00% | – | – |
| Empower Advisory Group, LLC | 19,000 | $146.9K | 0.00% | +19,000 | New |
| Franklin Resources Inc | 19,133 | $149.4K | 0.00% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 19,314 | $150.8K | 0.03% | +19,314 | New |
| Retirement Group, LLC | 19,887 | $155.0K | 0.07% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 20,000 | $156.2K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 20,402 | $159.3K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 20,532 | $160.4K | 0.00% | +1,903+10.2% | Added |
| Syverson Strege & Co | 20,990 | $163.9K | 0.07% | +16+0.1% | Added |
| Cerity Partners LLC | 21,739 | $166.9K | 0.00% | +10.0% | Added |
| Charter Trust Co | 21,520 | $168.1K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 22,000 | $171.8K | 0.01% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 23,252 | $181.6K | 0.01% | +817+3.6% | Added |
| Strait & Sound Wealth Management LLC | 23,700 | $185.1K | 0.18% | 00.0% | Unchanged |
| GWM Advisors LLC | 24,048 | $186.2K | 0.00% | +10,382+76.0% | Added |
| Copperwynd Financial, LLC | 24,616 | $192.3K | 0.10% | +6,328+34.6% | Added |
| Wedbush Securities Inc | 25,058 | $196.0K | 0.01% | −3,742−13.0% | Reduced |
| Diligent Investors, LLC | 25,271 | $197.4K | 0.06% | −1,500−5.6% | Reduced |
| Cooper Financial Group | 25,875 | $202.1K | 0.05% | +6,281+32.1% | Added |
| Cetera Advisors LLC | 26,386 | $206.1K | 0.00% | −1,970−6.9% | Reduced |
| TownSquare Capital, LLC | 27,048 | $211.2K | 0.00% | +27,048 | New |
| Capital CS Group, LLC | 27,115 | $211.8K | 0.20% | −12,055−30.8% | Reduced |
| Matrix Private Capital Group LLC | 27,119 | $211.8K | 0.15% | −3,900−12.6% | Reduced |
| Mission Wealth Management, LP | 27,214 | $212.5K | 0.01% | −3,000−9.9% | Reduced |
| Stonebridge Financial Planning Group, LLC | 27,351 | $213.6K | 0.14% | +50+0.2% | Added |
| Harbour Investments, Inc. | 27,784 | $217.0K | 0.01% | +5,180+22.9% | Added |
| Colony Group LLC | 27,740 | $217.0K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 27,799 | $217.1K | 0.01% | −1,472−5.0% | Reduced |
| Bluefin Capital Management, LLC | – | $219.7K | 0.03% | – | – |
| Western Wealth Management, LLC | 29,124 | $227.5K | 0.02% | −1,269−4.2% | Reduced |
| Thrivent Financial for Lutherans | 29,454 | $230.0K | 0.00% | −16,200−35.5% | Reduced |
| Arkadios Wealth Advisors | 29,558 | $230.8K | 0.03% | +30+0.1% | Added |
| Stockman Wealth Management, Inc. | 30,000 | $234.3K | 0.05% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 30,320 | $236.8K | 0.25% | −5,000−14.2% | Reduced |
| SeaCrest Wealth Management, LLC | 30,471 | $238.0K | 0.03% | +6,200+25.5% | Added |
| Main Street Financial Solutions, LLC | 30,694 | $239.7K | 0.04% | −543−1.7% | Reduced |
| Garden State Investment Advisory Services LLC | 30,808 | $240.6K | 0.12% | +37+0.1% | Added |
| Claro Advisors LLC | 31,097 | $242.9K | 0.07% | −20,281−39.5% | Reduced |
| Semus Wealth Partners LLC | 31,559 | $246.5K | 0.26% | +1,655+5.5% | Added |
| 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 |
| Pathstone Family Office, LLC | 32,000 | $249.9K | 0.00% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 33,062 | $258.0K | 0.03% | +122+0.4% | Added |
| Commerce Bank | 33,531 | $261.9K | 0.00% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 34,466 | $269.2K | 0.04% | +224+0.7% | Added |
| TD Private Client Wealth LLC | 35,134 | $274.4K | 0.01% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 36,129 | $282.2K | 0.17% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 36,295 | $283.5K | 0.02% | +36,295 | New |
| J.W. Cole Advisors, Inc. | 36,774 | $287.2K | 0.02% | −6,962−15.9% | Reduced |
| Atomi Financial Group, Inc. | 39,962 | $312.1K | 0.17% | +39,962 | New |
| Kestra Advisory Services, LLC | 41,179 | $321.6K | 0.00% | −5,197−11.2% | Reduced |
| Investmark Advisory Group LLC | 42,023 | $328.2K | 0.24% | −351−0.8% | Reduced |
| Global Assets Advisory, LLC | 42,900 | $334.6K | 0.34% | +22,500+110.3% | Added |
| Cranbrook Wealth Management, LLC | 43,351 | $338.6K | 0.10% | 00.0% | Unchanged |
| MKT Advisors LLC | 46,480 | $356.5K | 0.27% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 46,484 | $363.0K | 0.03% | −12,605−21.3% | Reduced |
| Blair William & Co | 46,938 | $366.6K | 0.00% | −700−1.5% | Reduced |
| Avory & Company, LLC | 48,080 | $375.5K | 0.26% | 00.0% | Unchanged |
| Bank of Montreal | 45,154 | $376.1K | 0.00% | −4,628−9.3% | Reduced |
| Mercer Global Advisors Inc | 52,704 | $412.0K | 0.00% | −13,611−20.5% | Reduced |
| Oppenheimer & Co Inc | 55,189 | $431.0K | 0.01% | −1,844−3.2% | Reduced |
| NWF Advisory Services Inc. | 54,600 | $432.4K | 0.10% | +54,600 | New |
| Dakota Wealth Management | 56,660 | $442.5K | 0.03% | +11,125+24.4% | Added |
| Independent Financial Group, LLC | 57,830 | $451.7K | 0.04% | +10,206+21.4% | Added |
| Merit Financial Group, LLC | 58,207 | $454.6K | 0.02% | −991−1.7% | Reduced |
| Wealth Effects LLC | 59,156 | $462.0K | 0.24% | +130.0% | Added |
| Axxcess Wealth Management, LLC | 59,913 | $467.9K | 0.04% | +14,069+30.7% | Added |
| Ameritas Advisory Services, LLC | 60,028 | $468.8K | 0.02% | −11,627−16.2% | Reduced |
| International Assets Investment Management, LLC | 60,434 | $472.0K | 0.07% | −26,585−30.6% | Reduced |
| Community Capital Management, Inc. | 61,000 | $476.4K | 0.63% | +19,000+45.2% | Added |
| Private Advisor Group, LLC | 62,061 | $484.7K | 0.00% | −125−0.2% | Reduced |
| CI Private Wealth, LLC | 62,114 | $485.1K | 0.00% | +62,114 | New |
| Northern Trust Corp | 63,634 | $497.0K | 0.00% | −6,540−9.3% | Reduced |
| Captrust Financial Advisors | 65,527 | $511.8K | 0.00% | +3,405+5.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 66,127 | $516.5K | 0.05% | +100.0% | Added |
| David J Yvars Group | 66,884 | $519.1K | 0.47% | +4,055+6.5% | Added |
| Sax Wealth Advisors, LLC | 77,720 | $607.0K | 0.13% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 81,498 | $637.0K | 0.02% | −2,839−3.4% | Reduced |
| Walleye Capital LLC | 82,793 | $646.6K | 0.01% | +2,663+3.3% | Added |
| BFT Financial Group, LLC | 88,886 | $694.2K | 0.10% | +88,886 | New |
| Northstar Advisory Group, LLC | 93,980 | $734.0K | 0.55% | +3,255+3.6% | Added |
| Northwestern Mutual Wealth Management Co | 98,060 | $765.8K | 0.00% | +7,288+8.0% | Added |
| Conning Inc. | 104,490 | $816.1K | 0.03% | +2,189+2.1% | Added |
| Saxon Interests, Inc. | 107,350 | $838.4K | 0.47% | −30,189−21.9% | Reduced |
| D.A. Davidson & Co. | 113,169 | $883.9K | 0.01% | −1,116−1.0% | Reduced |
| Integrated Wealth Concepts LLC | 114,221 | $892.0K | 0.02% | +114,221 | New |
| Atria Wealth Solutions, Inc. | 120,665 | $942.4K | 0.01% | +35,138+41.1% | Added |
| High Net Worth Advisory Group LLC | 131,889 | $1.03M | 0.42% | +102+0.1% | Added |
| Elequin Capital LP | 131,979 | $1.03M | 0.72% | −3,408−2.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 133,203 | $1.04M | 0.02% | +969+0.7% | Added |
| The PNC Financial Services Group, Inc. | 139,709 | $1.09M | 0.00% | +48,255+52.8% | Added |
| Cresset Asset Management, LLC | 148,211 | $1.16M | 0.02% | +148,211 | New |
| Cetera Advisor Networks LLC | 156,754 | $1.22M | 0.01% | +6,910+4.6% | Added |
| Sunbelt Securities, Inc. | 160,554 | $1.24M | 0.20% | +3,965+2.5% | Added |
| Pointe Capital Management LLC | 173,592 | $1.36M | 0.99% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 181,594 | $1.42M | 0.26% | +157,292+647.2% | Added |