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 |
|---|---|---|---|---|---|
| Moors & Cabot, Inc. | 27,799 | $217.1K | 0.01% | −1,472−5.0% | Reduced |
| Colony Group LLC | 27,740 | $217.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 27,784 | $217.0K | 0.01% | +5,180+22.9% | Added |
| Stonebridge Financial Planning Group, LLC | 27,351 | $213.6K | 0.14% | +50+0.2% | Added |
| Mission Wealth Management, LP | 27,214 | $212.5K | 0.01% | −3,000−9.9% | Reduced |
| Matrix Private Capital Group LLC | 27,119 | $211.8K | 0.15% | −3,900−12.6% | Reduced |
| Capital CS Group, LLC | 27,115 | $211.8K | 0.20% | −12,055−30.8% | Reduced |
| TownSquare Capital, LLC | 27,048 | $211.2K | 0.00% | +27,048 | New |
| Cetera Advisors LLC | 26,386 | $206.1K | 0.00% | −1,970−6.9% | Reduced |
| Cooper Financial Group | 25,875 | $202.1K | 0.05% | +6,281+32.1% | Added |
| Diligent Investors, LLC | 25,271 | $197.4K | 0.06% | −1,500−5.6% | Reduced |
| Wedbush Securities Inc | 25,058 | $196.0K | 0.01% | −3,742−13.0% | Reduced |
| Copperwynd Financial, LLC | 24,616 | $192.3K | 0.10% | +6,328+34.6% | Added |
| GWM Advisors LLC | 24,048 | $186.2K | 0.00% | +10,382+76.0% | Added |
| Strait & Sound Wealth Management LLC | 23,700 | $185.1K | 0.18% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 23,252 | $181.6K | 0.01% | +817+3.6% | Added |
| Stratos Wealth Advisors, LLC | 22,000 | $171.8K | 0.01% | 00.0% | Unchanged |
| Charter Trust Co | 21,520 | $168.1K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 21,739 | $166.9K | 0.00% | +10.0% | Added |
| Syverson Strege & Co | 20,990 | $163.9K | 0.07% | +16+0.1% | Added |
| Stratos Wealth Partners, LTD. | 20,532 | $160.4K | 0.00% | +1,903+10.2% | Added |
| Carolinas Wealth Consulting LLC | 20,402 | $159.3K | 0.03% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 20,000 | $156.2K | 0.02% | 00.0% | Unchanged |
| Retirement Group, LLC | 19,887 | $155.0K | 0.07% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 19,314 | $150.8K | 0.03% | +19,314 | New |
| Franklin Resources Inc | 19,133 | $149.4K | 0.00% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 19,000 | $146.9K | 0.00% | +19,000 | New |
| Huntington National Bank | – | $145.7K | 0.00% | – | – |
| Kestra Private Wealth Services, LLC | 18,093 | $141.3K | 0.01% | −12,441−40.7% | Reduced |
| Meridian Wealth Advisors, LLC | 17,936 | $140.1K | 0.04% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 17,781 | $138.9K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 16,929 | $132.2K | 0.00% | −16,263−49.0% | Reduced |
| AlphaMark Advisors, LLC | 16,000 | $125.0K | 0.06% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 15,962 | $124.7K | 0.08% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 15,361 | $120.0K | 0.05% | +326+2.2% | Added |
| Mariner, LLC | 14,920 | $117.0K | 0.00% | −2,986−16.7% | Reduced |
| Creative Planning | 14,783 | $115.5K | 0.00% | +3,467+30.6% | Added |
| Brown Advisory Inc | 14,777 | $115.4K | 0.00% | +41+0.3% | Added |
| Van Hulzen Asset Management, LLC | 14,555 | $114.0K | 0.01% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 14,538 | $113.5K | 0.04% | −4,110−22.0% | Reduced |
| Spire Wealth Management | 14,272 | $111.5K | 0.00% | +13,869+3,441.4% | Added |
| LVZ Advisors, Inc. | 14,258 | $111.4K | 0.02% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 13,869 | $108.3K | 0.06% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 13,850 | $108.2K | 0.00% | +13,850 | New |
| Fiduciary Trust Co | 13,700 | $107.0K | 0.00% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 13,605 | $106.3K | 0.01% | −3,600−20.9% | Reduced |
| Onyx Bridge Wealth Group LLC | 13,600 | $106.2K | 0.04% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 13,417 | $104.8K | 0.01% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 13,200 | $103.0K | 0.00% | +13,200 | New |
| US Bancorp | 13,035 | $101.8K | 0.00% | 00.0% | Unchanged |
| 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 |
| Encompass Wealth Advisors, LLC | 12,799 | $100.0K | 0.03% | +111+0.9% | Added |
| Confluence Wealth Services, Inc. | 12,714 | $99.3K | 0.02% | 00.0% | Unchanged |
| CIC Wealth, LLC | 12,664 | $98.9K | 0.04% | +237+1.9% | Added |
| Halbert Hargrove Global Advisors, LLC | 12,460 | $97.3K | 0.01% | +12,460 | New |
| Stock Yards Bank & Trust Co | 12,350 | $97.0K | 0.00% | 00.0% | Unchanged |
| Summit Investment Advisory Services, LLC | 12,292 | $96.0K | 0.07% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 12,136 | $94.8K | 0.00% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 11,850 | $92.5K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 11,755 | $91.8K | 0.00% | 00.0% | Unchanged |
| Wealth Management Solutions, LLC | 11,602 | $90.6K | 0.05% | 00.0% | Unchanged |
| Welch & Forbes LLC | 11,500 | $89.8K | 0.00% | 00.0% | Unchanged |
| 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 |
| Robertson Stephens Wealth Management, LLC | 11,056 | $86.3K | 0.01% | +11,056 | New |
| Quad-Cities Investment Group, LLC | 11,014 | $86.0K | 0.06% | +208+1.9% | Added |
| Wealth Alliance | 10,961 | $85.6K | 0.01% | +300+2.8% | Added |
| Commons Capital, LLC | 10,946 | $85.5K | 0.14% | +93+0.9% | Added |
| Herold Advisors, Inc. | 10,650 | $83.2K | 0.03% | −1,363−11.3% | Reduced |
| 9258 Wealth Management, LLC | 10,571 | $82.6K | 0.02% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 10,446 | $81.6K | 0.00% | −10,444−50.0% | Reduced |
| 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 |
| CWA Asset Management Group, LLC | 10,398 | $81.2K | 0.01% | +30.0% | Added |
| Plancorp, LLC | 10,398 | $81.2K | 0.00% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 10,302 | $80.5K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 10,000 | $78.1K | 0.01% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 10,028 | $78.0K | 0.02% | +10,028 | New |
| Optimum Investment Advisors | 7,952 | $62.1K | 0.03% | 00.0% | Unchanged |
| Citigroup Inc | 7,810 | $61.0K | 0.00% | +64+0.8% | Added |
| Horan Securities, Inc. | 6,438 | $50.3K | 0.03% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 6,240 | $48.7K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5,048 | $39.4K | 0.00% | +107+2.2% | Added |
| Cypress Capital Management LLC (WY) | 5,000 | $39.0K | 0.05% | 00.0% | Unchanged |
| Caldwell Trust Co | 4,998 | $39.0K | 0.01% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 4,779 | $37.3K | 0.00% | +4,779 | New |
| Ahrens Investment Partners LLC | 4,585 | $35.8K | 0.02% | +4,585 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,347 | $34.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 4,000 | $31.2K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,982 | $31.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,680 | $28.7K | 0.00% | +3,680 | New |
| SOA Wealth Advisors, LLC. | 3,235 | $25.3K | 0.01% | +69+2.2% | Added |
| Register Financial Advisors LLC | 3,217 | $25.1K | 0.02% | +2,577+402.7% | Added |
| Financial Management Professionals, Inc. | 2,828 | $22.0K | 0.00% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 2,700 | $21.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,630 | $20.5K | 0.01% | +2,630 | New |
| WR Wealth Planners, LLC | 2,600 | $20.3K | 0.01% | +2,600 | New |
| Private Trust Co NA | 2,500 | $19.5K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 2,436 | $19.0K | 0.00% | 00.0% | Unchanged |