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 |
|---|---|---|---|---|---|
| Capital CS Group, LLC | 18,600 | $147.3K | 0.15% | −8,515−31.4% | Reduced |
| Empower Advisory Group, LLC | 19,000 | $150.5K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 19,133 | $151.5K | 0.00% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 19,379 | $153.5K | 0.03% | +65+0.3% | Added |
| Copperwynd Financial, LLC | 19,541 | $154.8K | 0.07% | −5,075−20.6% | Reduced |
| Cetera Advisors LLC | 19,602 | $155.2K | 0.00% | −6,784−25.7% | Reduced |
| Retirement Group, LLC | 19,887 | $157.5K | 0.07% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 20,000 | $158.4K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 20,402 | $161.6K | 0.03% | 00.0% | Unchanged |
| Syverson Strege & Co | 21,007 | $166.4K | 0.07% | +17+0.1% | Added |
| Charter Trust Co | 21,520 | $170.4K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 21,743 | $171.9K | 0.00% | +40.0% | Added |
| Global Assets Advisory, LLC | 21,900 | $173.9K | 0.16% | −21,000−49.0% | Reduced |
| Stratos Wealth Advisors, LLC | 22,000 | $174.2K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 22,775 | $180.4K | 0.18% | −7,545−24.9% | Reduced |
| Focus Financial Network, Inc. | 23,401 | $185.3K | 0.01% | +149+0.6% | Added |
| Diligent Investors, LLC | 25,679 | $203.4K | 0.06% | +408+1.6% | Added |
| Harbour Investments, Inc. | 26,987 | $213.7K | 0.01% | −797−2.9% | Reduced |
| Mission Wealth Management, LP | 27,214 | $215.5K | 0.01% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 27,219 | $215.6K | 0.16% | +100+0.4% | Added |
| Stonebridge Financial Planning Group, LLC | 27,401 | $217.0K | 0.13% | +50+0.2% | Added |
| MML Investors Services, LLC | 27,685 | $219.0K | 0.00% | −3,896−12.3% | Reduced |
| Colony Group LLC | 27,740 | $220.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 27,947 | $221.3K | 0.00% | +13,027+87.3% | Added |
| Wedbush Securities Inc | 28,858 | $229.0K | 0.01% | +3,800+15.2% | Added |
| Western Wealth Management, LLC | 28,946 | $229.2K | 0.02% | −178−0.6% | Reduced |
| Claro Advisors LLC | 29,046 | $230.0K | 0.06% | −2,051−6.6% | Reduced |
| Thrivent Financial for Lutherans | 29,454 | $233.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 29,588 | $234.3K | 0.03% | +30+0.1% | Added |
| Stockman Wealth Management, Inc. | 30,000 | $237.6K | 0.05% | 00.0% | Unchanged |
| GWM Advisors LLC | 30,067 | $238.1K | 0.00% | +6,019+25.0% | Added |
| Moors & Cabot, Inc. | 30,649 | $242.7K | 0.02% | +2,850+10.3% | Added |
| Main Street Financial Solutions, LLC | 30,892 | $244.7K | 0.03% | +198+0.6% | Added |
| SeaCrest Wealth Management, LLC | 31,471 | $249.3K | 0.03% | +1,000+3.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 31,600 | $250.0K | 0.01% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 32,000 | $253.4K | 0.00% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 32,237 | $255.3K | 0.23% | +678+2.1% | Added |
| Cooper Financial Group | 32,326 | $256.0K | 0.06% | +6,451+24.9% | Added |
| J.W. Cole Advisors, Inc. | 33,181 | $262.8K | 0.02% | −3,593−9.8% | Reduced |
| Commerce Bank | 33,531 | $265.6K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 33,654 | $266.5K | 0.02% | −12,830−27.6% | Reduced |
| Garden State Investment Advisory Services LLC | 33,854 | $268.1K | 0.12% | +3,046+9.9% | Added |
| Walleye Capital LLC | 35,026 | $277.4K | 0.00% | −47,767−57.7% | Reduced |
| TD Private Client Wealth LLC | 35,134 | $278.3K | 0.01% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 36,129 | $286.1K | 0.16% | 00.0% | Unchanged |
| Gratus Capital LLC | 36,670 | $290.4K | 0.02% | +36,670 | New |
| Kovack Advisors, Inc. | 37,566 | $297.5K | 0.04% | +3,100+9.0% | Added |
| Atomi Financial Group, Inc. | 39,782 | $315.1K | 0.14% | −180−0.5% | Reduced |
| MKT Advisors LLC | 39,975 | $321.8K | 0.23% | −6,505−14.0% | Reduced |
| Investmark Advisory Group LLC | 42,341 | $335.3K | 0.22% | +318+0.8% | Added |
| Cranbrook Wealth Management, LLC | 43,351 | $343.3K | 0.10% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 46,061 | $366.3K | 0.00% | −16,000−25.8% | Reduced |
| Blair William & Co | 46,938 | $371.7K | 0.00% | 00.0% | Unchanged |
| Avory & Company, LLC | 48,080 | $380.8K | 0.29% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 49,037 | $388.4K | 0.01% | −6,152−11.1% | Reduced |
| Mercer Global Advisors Inc | 52,161 | $413.0K | 0.00% | −543−1.0% | Reduced |
| NWF Advisory Services Inc. | 54,600 | $432.4K | 0.10% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 54,630 | $432.7K | 0.03% | −3,200−5.5% | Reduced |
| Wealth Effects LLC | 57,702 | $457.0K | 0.20% | −1,454−2.5% | Reduced |
| Merit Financial Group, LLC | 59,715 | $472.9K | 0.02% | +1,508+2.6% | Added |
| Ameritas Advisory Services, LLC | 61,411 | $479.6K | 0.06% | +1,383+2.3% | Added |
| Elequin Capital LP | 63,618 | $503.9K | 0.26% | −68,361−51.8% | Reduced |
| Captrust Financial Advisors | 63,936 | $506.4K | 0.00% | −1,591−2.4% | Reduced |
| Dakota Wealth Management | 64,215 | $508.6K | 0.02% | +7,555+13.3% | Added |
| International Assets Investment Management, LLC | 65,334 | $517.4K | 0.07% | +4,900+8.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 66,127 | $523.7K | 0.05% | 00.0% | Unchanged |
| Northern Trust Corp | 66,534 | $526.9K | 0.00% | +2,900+4.6% | Added |
| David J Yvars Group | 67,249 | $531.6K | 0.44% | +365+0.5% | Added |
| CI Private Wealth, LLC | 67,341 | $533.3K | 0.00% | +5,227+8.4% | Added |
| Raymond James Trust N.A. | 74,559 | $591.0K | 0.02% | −6,939−8.5% | Reduced |
| Susquehanna International Group, LLP | 85,453 | $676.8K | 0.00% | +85,453 | New |
| BFT Financial Group, LLC | 88,886 | $704.0K | 0.08% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 98,563 | $780.6K | 0.51% | +4,583+4.9% | Added |
| Saxon Interests, Inc. | 99,746 | $790.0K | 0.42% | −7,604−7.1% | Reduced |
| Conning Inc. | 106,723 | $845.2K | 0.03% | +2,233+2.1% | Added |
| The PNC Financial Services Group, Inc. | 107,119 | $848.4K | 0.00% | −32,590−23.3% | Reduced |
| D.A. Davidson & Co. | 112,788 | $893.3K | 0.01% | −381−0.3% | Reduced |
| Atria Wealth Solutions, Inc. | 113,176 | $896.4K | 0.01% | −7,489−6.2% | Reduced |
| Integrated Wealth Concepts LLC | 115,178 | $912.2K | 0.02% | +957+0.8% | Added |
| Kestra Advisory Services, LLC | 130,037 | $1.03M | 0.01% | +88,858+215.8% | Added |
| High Net Worth Advisory Group LLC | 135,589 | $1.07M | 0.42% | +3,700+2.8% | Added |
| Steward Partners Investment Advisory, LLC | 145,630 | $1.15M | 0.02% | +12,427+9.3% | Added |
| Moloney Securities Asset Management, LLC | 145,682 | $1.15M | 0.20% | −35,912−19.8% | Reduced |
| Cetera Advisor Networks LLC | 151,353 | $1.20M | 0.01% | −5,401−3.4% | Reduced |
| Brookstone Capital Management | 156,420 | $1.22M | 0.02% | +156,420 | New |
| Sunbelt Securities, Inc. | 160,391 | $1.27M | 0.18% | −163−0.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 166,911 | $1.32M | 0.00% | +68,851+70.2% | Added |
| Pointe Capital Management LLC | 173,592 | $1.37M | 1.04% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 174,104 | $1.38M | 0.10% | +137,809+379.7% | Added |
| Landscape Capital Management, L.L.C. | 177,726 | $1.41M | 0.19% | −47,145−21.0% | Reduced |
| Cresset Asset Management, LLC | 182,044 | $1.44M | 0.01% | +33,833+22.8% | Added |
| Truist Financial Corp | 205,278 | $1.63M | 0.00% | −1,561−0.8% | Reduced |
| Marks Group Wealth Management, Inc | 223,406 | $1.77M | 0.21% | 00.0% | Unchanged |
| National Asset Management, Inc. | 226,618 | $1.79M | 0.04% | −14,630−6.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 321,664 | $2.55M | 0.01% | −31,743−9.0% | Reduced |
| CoreCap Advisors, LLC | 367,323 | $2.91M | 0.21% | +367,323 | New |
| Centaurus Financial, Inc. | 375,295 | $2.97M | 0.26% | −77,344−17.1% | Reduced |
| KMG Fiduciary Partners, LLC | 398,417 | $3.16M | 0.41% | +2,495+0.6% | Added |
| Rockefeller Capital Management L.P. | 419,676 | $3.32M | 0.01% | −37,626−8.2% | Reduced |
| Shaker Financial Services, LLC | 431,994 | $3.42M | 1.49% | −70,710−14.1% | Reduced |