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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 42 | $333 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 60 | $475 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 61 | $483 | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $507 | 0.00% | – | – |
| Sandy Spring Bank | 250 | $1.98K | 0.00% | +250 | New |
| Caldwell Sutter Capital, Inc. | 296 | $2.34K | 0.00% | +296 | New |
| Key Financial Inc | 349 | $2.76K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 750 | $5.94K | 0.00% | −250−25.0% | Reduced |
| Avion Wealth | 1,000 | $7.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 900 | $7.13K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 934 | $7.40K | 0.00% | +934 | New |
| Princeton Global Asset Management LLC | 950 | $7.53K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,000 | $7.92K | 0.00% | 00.0% | Unchanged |
| American National Bank | 1,020 | $8.08K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,041 | $8.25K | 0.00% | +22+2.2% | Added |
| Tradition Wealth Management, LLC | 1,135 | $9.00K | 0.00% | +24+2.2% | Added |
| National Bank of Canada | 1,150 | $9.12K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,603 | $12.7K | 0.00% | +22+1.4% | Added |
| Harbor Investment Advisory, LLC | 1,650 | $13.1K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,754 | $13.9K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,780 | $14.1K | 0.00% | −625−26.0% | Reduced |
| Tower Research Capital LLC (TRC) | 1,940 | $15.4K | 0.00% | +1,849+2,031.9% | Added |
| Barrett & Company, Inc. | 1,950 | $15.4K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 2,067 | $16.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,285 | $18.1K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 2,436 | $19.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,500 | $19.8K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 2,600 | $20.6K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,630 | $20.8K | 0.01% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 2,700 | $21.4K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,828 | $22.0K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 2,791 | $22.1K | 0.01% | +2,791 | New |
| Register Financial Advisors LLC | 3,217 | $25.5K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3,304 | $26.2K | 0.01% | +69+2.1% | Added |
| Allworth Financial LP | 3,680 | $29.1K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,953 | $31.3K | 0.00% | −29−0.7% | Reduced |
| CoreFirst Bank & Trust | 4,000 | $31.7K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,347 | $34.4K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 4,779 | $37.9K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 5,000 | $39.6K | 0.04% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5,156 | $40.8K | 0.00% | +108+2.1% | Added |
| Bartlett & Co. Wealth Management LLC | 5,750 | $45.5K | 0.00% | +5,000+666.7% | Added |
| Bartlett & Co. LLC | 5,750 | $46.0K | 0.00% | +5,000+666.7% | Added |
| ORG Partners LLC | 5,846 | $46.0K | 0.01% | +5,846 | New |
| Horan Securities, Inc. | 6,438 | $51.0K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 7,859 | $62.2K | 0.00% | +49+0.6% | Added |
| Optimum Investment Advisors | 7,952 | $63.0K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 9,248 | $73.2K | 0.01% | +4,250+85.0% | Added |
| US Bancorp | 9,535 | $75.5K | 0.00% | −3,500−26.9% | Reduced |
| Baldwin Brothers Inc | 10,000 | $79.2K | 0.01% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 10,302 | $81.6K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 10,346 | $81.9K | 0.00% | −1,409−12.0% | Reduced |
| Plancorp, LLC | 10,398 | $82.4K | 0.00% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 10,400 | $82.4K | 0.01% | +20.0% | Added |
| Herold Advisors, Inc. | 10,450 | $82.8K | 0.03% | −200−1.9% | Reduced |
| 9258 Wealth Management, LLC | 10,571 | $83.7K | 0.02% | 00.0% | Unchanged |
| Wealth Alliance | 10,816 | $85.7K | 0.01% | −145−1.3% | Reduced |
| Ieq Capital, LLC | 10,953 | $86.7K | 0.00% | +10,953 | New |
| Fiduciary Trust Co | 11,000 | $87.1K | 0.00% | −2,700−19.7% | Reduced |
| Beacon Pointe Advisors, LLC | 11,055 | $87.6K | 0.00% | +11,055 | New |
| Robertson Stephens Wealth Management, LLC | 11,056 | $87.6K | 0.01% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 11,155 | $88.3K | 0.06% | +141+1.3% | Added |
| Welch & Forbes LLC | 11,500 | $91.1K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 11,500 | $91.1K | 0.00% | 00.0% | Unchanged |
| Insight Advisors, LLC | 11,500 | $91.1K | 0.02% | 00.0% | Unchanged |
| Wealth Management Solutions, LLC | 11,602 | $91.9K | 0.06% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 11,850 | $93.9K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 12,136 | $96.1K | 0.00% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 12,350 | $97.8K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 12,460 | $98.7K | 0.01% | 00.0% | Unchanged |
| Summit Investment Advisory Services, LLC | 12,466 | $98.7K | 0.07% | +174+1.4% | Added |
| Bank of Montreal | 11,487 | $99.1K | 0.00% | −33,667−74.6% | Reduced |
| HBK Sorce Advisory LLC | 12,527 | $99.2K | 0.00% | +2,081+19.9% | Added |
| Fifth Third Bancorp | 12,800 | $101.4K | 0.00% | 00.0% | Unchanged |
| CIC Wealth, LLC | 12,904 | $102.2K | 0.04% | +240+1.9% | Added |
| Encompass Wealth Advisors, LLC | 12,911 | $102.3K | 0.03% | +112+0.9% | Added |
| Envestnet Asset Management Inc | 13,036 | $103.2K | 0.00% | −3,893−23.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 13,200 | $104.5K | 0.00% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 13,405 | $106.2K | 0.01% | −200−1.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 13,417 | $106.3K | 0.01% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 13,500 | $107.0K | 0.02% | −19,562−59.2% | Reduced |
| Waterfront Wealth Inc. | 13,358 | $107.1K | 0.03% | −1,180−8.1% | Reduced |
| Modera Wealth Management, LLC | 13,700 | $108.5K | 0.00% | +900+7.0% | Added |
| NewEdge Wealth, LLC | 13,850 | $109.7K | 0.00% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 13,869 | $109.8K | 0.05% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 14,258 | $112.9K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 14,272 | $113.0K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 14,555 | $115.0K | 0.01% | 00.0% | Unchanged |
| Brown Advisory Inc | 14,818 | $117.4K | 0.00% | +41+0.3% | Added |
| Kestra Private Wealth Services, LLC | 14,949 | $118.4K | 0.00% | −3,144−17.4% | Reduced |
| WealthBridge Capital Management, LLC | 15,691 | $124.3K | 0.05% | +330+2.1% | Added |
| Gladstone Institutional Advisory LLC | 15,851 | $125.5K | 0.01% | −1,930−10.9% | Reduced |
| AlphaMark Advisors, LLC | 16,000 | $127.0K | 0.06% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 16,093 | $127.5K | 0.03% | +3,379+26.6% | Added |
| Huntington National Bank | – | $127.9K | 0.00% | – | – |
| Venture Visionary Partners LLC | 16,300 | $129.1K | 0.01% | +16,300 | New |
| Creative Planning | 16,661 | $132.0K | 0.00% | +1,878+12.7% | Added |
| Strait & Sound Wealth Management LLC | 17,200 | $136.2K | 0.13% | −6,500−27.4% | Reduced |
| Meridian Wealth Advisors, LLC | 17,936 | $142.1K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 18,038 | $142.9K | 0.00% | −2,494−12.1% | Reduced |