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, Q2 2023
Institutional positions in Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Jun 30, 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
- 224
- −7 vs. Q1 2023
- Shares held
- 56.6M
- +1.55M (+2.8%) vs. Q1 2023
- Total value
- $448.8M
- +$18.2M (+4.2%) vs. Q1 2023
- New holders
- 13
- 72 more added
- Sold out
- 20
- 61 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Global Diversified Equity Income Fund; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 23,572,047 | $186.7M | 0.02% | −247,205−1.0% | Reduced |
| Invesco Ltd. | 3,589,110 | $28.4M | 0.01% | −76,839−2.1% | Reduced |
| Bank of America Corp | 2,431,545 | $19.3M | 0.00% | +16,520+0.7% | Added |
| Karpus Management, Inc. | 2,280,160 | $18.1M | 0.57% | +360,053+18.8% | Added |
| Formidable Asset Management, LLC | 1,254,022 | $9.93M | 2.17% | −24,502−1.9% | Reduced |
| Raymond James & Associates | 1,249,965 | $9.90M | 0.01% | +64,685+5.5% | Added |
| Commonwealth Equity Services, LLC | 1,106,431 | $8.76M | 0.02% | −26,619−2.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,103,284 | $8.74M | 0.02% | −21,676−1.9% | Reduced |
| Wells Fargo & Company | 1,061,324 | $8.41M | 0.00% | −6,345−0.6% | Reduced |
| Advisors Asset Management, Inc. | 862,611 | $6.83M | 0.14% | +162,244+23.2% | Added |
| Guggenheim Capital LLC | 846,809 | $6.71M | 0.05% | +136,299+19.2% | Added |
| Cohen & Steers, Inc. | 815,366 | $6.46M | 0.01% | −12,086−1.5% | Reduced |
| Ameriprise Financial Inc | 807,398 | $6.39M | 0.00% | +3,997+0.5% | Added |
| UBS Group AG | 742,164 | $5.88M | 0.00% | +51,516+7.5% | Added |
| Stifel Financial Corp | 692,266 | $5.48M | 0.01% | +152,754+28.3% | Added |
| LPL Financial LLC | 687,358 | $5.44M | 0.00% | +26,250+4.0% | Added |
| Royal Bank of Canada | 664,706 | $5.26M | 0.00% | +38,733+6.2% | Added |
| Janney Montgomery Scott LLC | 636,551 | $5.04M | 0.02% | +6,790+1.1% | Added |
| Cornerstone Advisors, LLC | 614,786 | $4.87M | 0.23% | +614,786 | New |
| Advisor Group Holdings, Inc. | 604,521 | $4.78M | 0.01% | +1170.0% | Added |
| HighTower Advisors, LLC | 514,397 | $4.07M | 0.01% | +218,269+73.7% | Added |
| Wolverine Asset Management LLC | 450,769 | $3.57M | 0.07% | −72,795−13.9% | Reduced |
| Avantax Advisory Services, Inc. | 449,436 | $3.56M | 0.04% | +19,963+4.6% | Added |
| Focused Wealth Management, Inc | 438,283 | $3.47M | 0.63% | +18,617+4.4% | Added |
| Shaker Financial Services, LLC | 431,994 | $3.42M | 1.49% | −70,710−14.1% | Reduced |
| Rockefeller Capital Management L.P. | 419,676 | $3.32M | 0.01% | −37,626−8.2% | Reduced |
| KMG Fiduciary Partners, LLC | 398,417 | $3.16M | 0.41% | +2,495+0.6% | Added |
| Centaurus Financial, Inc. | 375,295 | $2.97M | 0.26% | −77,344−17.1% | Reduced |
| CoreCap Advisors, LLC | 367,323 | $2.91M | 0.21% | +367,323 | New |
| Cambridge Investment Research Advisors, Inc. | 321,664 | $2.55M | 0.01% | −31,743−9.0% | Reduced |
| National Asset Management, Inc. | 226,618 | $1.79M | 0.04% | −14,630−6.1% | Reduced |
| Marks Group Wealth Management, Inc | 223,406 | $1.77M | 0.21% | 00.0% | Unchanged |
| Truist Financial Corp | 205,278 | $1.63M | 0.00% | −1,561−0.8% | Reduced |
| Cresset Asset Management, LLC | 182,044 | $1.44M | 0.01% | +33,833+22.8% | Added |
| Landscape Capital Management, L.L.C. | 177,726 | $1.41M | 0.19% | −47,145−21.0% | Reduced |
| 1607 Capital Partners, LLC | 174,104 | $1.38M | 0.10% | +137,809+379.7% | Added |
| Pointe Capital Management LLC | 173,592 | $1.37M | 1.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 166,911 | $1.32M | 0.00% | +68,851+70.2% | Added |
| Sunbelt Securities, Inc. | 160,391 | $1.27M | 0.18% | −163−0.1% | Reduced |
| Brookstone Capital Management | 156,420 | $1.22M | 0.02% | +156,420 | New |
| Cetera Advisor Networks LLC | 151,353 | $1.20M | 0.01% | −5,401−3.4% | Reduced |
| Moloney Securities Asset Management, LLC | 145,682 | $1.15M | 0.20% | −35,912−19.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 145,630 | $1.15M | 0.02% | +12,427+9.3% | Added |
| High Net Worth Advisory Group LLC | 135,589 | $1.07M | 0.42% | +3,700+2.8% | Added |
| Kestra Advisory Services, LLC | 130,037 | $1.03M | 0.01% | +88,858+215.8% | Added |
| Integrated Wealth Concepts LLC | 115,178 | $912.2K | 0.02% | +957+0.8% | Added |
| Atria Wealth Solutions, Inc. | 113,176 | $896.4K | 0.01% | −7,489−6.2% | Reduced |
| D.A. Davidson & Co. | 112,788 | $893.3K | 0.01% | −381−0.3% | Reduced |
| The PNC Financial Services Group, Inc. | 107,119 | $848.4K | 0.00% | −32,590−23.3% | Reduced |
| Conning Inc. | 106,723 | $845.2K | 0.03% | +2,233+2.1% | Added |
| Saxon Interests, Inc. | 99,746 | $790.0K | 0.42% | −7,604−7.1% | Reduced |
| Northstar Advisory Group, LLC | 98,563 | $780.6K | 0.51% | +4,583+4.9% | Added |
| BFT Financial Group, LLC | 88,886 | $704.0K | 0.08% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 85,453 | $676.8K | 0.00% | +85,453 | New |
| Raymond James Trust N.A. | 74,559 | $591.0K | 0.02% | −6,939−8.5% | Reduced |
| CI Private Wealth, LLC | 67,341 | $533.3K | 0.00% | +5,227+8.4% | Added |
| David J Yvars Group | 67,249 | $531.6K | 0.44% | +365+0.5% | Added |
| Northern Trust Corp | 66,534 | $526.9K | 0.00% | +2,900+4.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 66,127 | $523.7K | 0.05% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 65,334 | $517.4K | 0.07% | +4,900+8.1% | Added |
| Dakota Wealth Management | 64,215 | $508.6K | 0.02% | +7,555+13.3% | Added |
| Captrust Financial Advisors | 63,936 | $506.4K | 0.00% | −1,591−2.4% | Reduced |
| Elequin Capital LP | 63,618 | $503.9K | 0.26% | −68,361−51.8% | Reduced |
| Ameritas Advisory Services, LLC | 61,411 | $479.6K | 0.06% | +1,383+2.3% | Added |
| Merit Financial Group, LLC | 59,715 | $472.9K | 0.02% | +1,508+2.6% | Added |
| Wealth Effects LLC | 57,702 | $457.0K | 0.20% | −1,454−2.5% | Reduced |
| Independent Financial Group, LLC | 54,630 | $432.7K | 0.03% | −3,200−5.5% | Reduced |
| NWF Advisory Services Inc. | 54,600 | $432.4K | 0.10% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 52,161 | $413.0K | 0.00% | −543−1.0% | Reduced |
| Oppenheimer & Co Inc | 49,037 | $388.4K | 0.01% | −6,152−11.1% | Reduced |
| Avory & Company, LLC | 48,080 | $380.8K | 0.29% | 00.0% | Unchanged |
| Blair William & Co | 46,938 | $371.7K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 46,061 | $366.3K | 0.00% | −16,000−25.8% | Reduced |
| Cranbrook Wealth Management, LLC | 43,351 | $343.3K | 0.10% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 42,341 | $335.3K | 0.22% | +318+0.8% | Added |
| MKT Advisors LLC | 39,975 | $321.8K | 0.23% | −6,505−14.0% | Reduced |
| Atomi Financial Group, Inc. | 39,782 | $315.1K | 0.14% | −180−0.5% | Reduced |
| Kovack Advisors, Inc. | 37,566 | $297.5K | 0.04% | +3,100+9.0% | Added |
| Gratus Capital LLC | 36,670 | $290.4K | 0.02% | +36,670 | New |
| Silverlake Wealth Management LLC | 36,129 | $286.1K | 0.16% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 35,134 | $278.3K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 35,026 | $277.4K | 0.00% | −47,767−57.7% | Reduced |
| Garden State Investment Advisory Services LLC | 33,854 | $268.1K | 0.12% | +3,046+9.9% | Added |
| Flagship Harbor Advisors, LLC | 33,654 | $266.5K | 0.02% | −12,830−27.6% | Reduced |
| Commerce Bank | 33,531 | $265.6K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 33,181 | $262.8K | 0.02% | −3,593−9.8% | Reduced |
| Cooper Financial Group | 32,326 | $256.0K | 0.06% | +6,451+24.9% | Added |
| Semus Wealth Partners LLC | 32,237 | $255.3K | 0.23% | +678+2.1% | Added |
| Pathstone Family Office, LLC | 32,000 | $253.4K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 31,600 | $250.0K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 31,471 | $249.3K | 0.03% | +1,000+3.3% | Added |
| Main Street Financial Solutions, LLC | 30,892 | $244.7K | 0.03% | +198+0.6% | Added |
| Moors & Cabot, Inc. | 30,649 | $242.7K | 0.02% | +2,850+10.3% | Added |
| GWM Advisors LLC | 30,067 | $238.1K | 0.00% | +6,019+25.0% | Added |
| Stockman Wealth Management, Inc. | 30,000 | $237.6K | 0.05% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 29,588 | $234.3K | 0.03% | +30+0.1% | Added |
| Thrivent Financial for Lutherans | 29,454 | $233.0K | 0.00% | 00.0% | Unchanged |
| Claro Advisors LLC | 29,046 | $230.0K | 0.06% | −2,051−6.6% | Reduced |
| Western Wealth Management, LLC | 28,946 | $229.2K | 0.02% | −178−0.6% | Reduced |
| Wedbush Securities Inc | 28,858 | $229.0K | 0.01% | +3,800+15.2% | Added |