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 |
|---|---|---|---|---|---|
| Truist Financial Corp | 206,839 | $1.62M | 0.00% | −4,685−2.2% | Reduced |
| Marks Group Wealth Management, Inc | 223,406 | $1.74M | 0.22% | −5,412−2.4% | Reduced |
| Landscape Capital Management, L.L.C. | 224,871 | $1.76M | 0.24% | +97,643+76.7% | Added |
| National Asset Management, Inc. | 241,248 | $1.88M | 0.05% | −7,209−2.9% | Reduced |
| HighTower Advisors, LLC | 296,128 | $2.31M | 0.01% | −7,982−2.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 353,407 | $2.76M | 0.01% | −9,286−2.6% | Reduced |
| KMG Fiduciary Partners, LLC | 395,922 | $3.09M | 0.44% | +83,319+26.7% | Added |
| Focused Wealth Management, Inc | 419,666 | $3.28M | 0.66% | +2,005+0.5% | Added |
| Avantax Advisory Services, Inc. | 429,473 | $3.35M | 0.04% | +4,798+1.1% | Added |
| Centaurus Financial, Inc. | 452,639 | $3.54M | 0.28% | +2,726+0.6% | Added |
| Rockefeller Capital Management L.P. | 457,302 | $3.57M | 0.02% | −18,444−3.9% | Reduced |
| Shaker Financial Services, LLC | 502,704 | $3.93M | 1.72% | +170,793+51.5% | Added |
| Wolverine Asset Management LLC | 523,564 | $4.09M | 0.07% | +321,474+159.1% | Added |
| Stifel Financial Corp | 539,512 | $4.21M | 0.01% | −5,909−1.1% | Reduced |
| Advisor Group Holdings, Inc. | 604,404 | $4.72M | 0.01% | −12,154−2.0% | Reduced |
| Royal Bank of Canada | 625,973 | $4.89M | 0.00% | +19,300+3.2% | Added |
| Janney Montgomery Scott LLC | 629,761 | $4.92M | 0.02% | +2,238+0.4% | Added |
| LPL Financial LLC | 661,108 | $5.16M | 0.00% | −27,686−4.0% | Reduced |
| UBS Group AG | 690,648 | $5.39M | 0.00% | −126,189−15.4% | Reduced |
| Advisors Asset Management, Inc. | 700,367 | $5.47M | 0.11% | +106,252+17.9% | Added |
| Guggenheim Capital LLC | 710,510 | $5.55M | 0.05% | −223,256−23.9% | Reduced |
| Ameriprise Financial Inc | 803,401 | $6.26M | 0.00% | −41,609−4.9% | Reduced |
| Cohen & Steers, Inc. | 827,452 | $6.46M | 0.01% | −40,673−4.7% | Reduced |
| Wells Fargo & Company | 1,067,669 | $8.34M | 0.00% | +33,775+3.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 1,124,960 | $8.79M | 0.02% | −115,366−9.3% | Reduced |
| Commonwealth Equity Services, LLC | 1,133,050 | $8.85M | 0.02% | +87,048+8.3% | Added |
| Raymond James & Associates | 1,185,280 | $9.26M | 0.01% | +67,532+6.0% | Added |
| Formidable Asset Management, LLC | 1,278,524 | $9.89M | 2.09% | +4,103+0.3% | Added |
| Karpus Management, Inc. | 1,920,107 | $15.0M | 0.47% | +1,391,317+263.1% | Added |
| Bank of America Corp | 2,415,025 | $18.9M | 0.00% | +42,160+1.8% | Added |
| Invesco Ltd. | 3,665,949 | $28.6M | 0.01% | +464,441+14.5% | Added |
| Morgan Stanley | 23,819,252 | $186.0M | 0.02% | −50,049−0.2% | Reduced |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −279,721−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Scissortail Wealth Management, LLC | 0 | $0 | 0.00% | −23,885−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −21,066−100.0% | Sold out |
| Running Point Capital Advisors, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −13,850−100.0% | Sold out |
| V Wealth Advisors LLC | 0 | $0 | 0.00% | −13,117−100.0% | Sold out |
| Cobblestone Capital Advisors LLC | 0 | $0 | 0.00% | −12,702−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −12,399−100.0% | Sold out |
| Ford Financial Group, LLC | 0 | $0 | 0.00% | −11,991−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −10,887−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −10,825−100.0% | Sold out |
| Capital Investment Advisory Services, LLC | 0 | $0 | 0.00% | −10,379−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −10,373−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −4,302−100.0% | Sold out |
| Atwood & Palmer Inc | 0 | $0 | 0.00% | −4,050−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −3,728−100.0% | Sold out |
| PrairieView Partners, LLC | 0 | $0 | 0.00% | −1,432−100.0% | Sold out |
| Zullo Investment Group, Inc. | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Piscataqua Savings Bank | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |
| Personal Capital Advisors Corp | – | – | – | – | Not filed |
| Newman & Schimel, LLC | – | – | – | – | Not filed |