Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2023: 224 institutions
Q1 2021: 186 institutionsQ2 2021: 189 institutionsQ3 2021: 189 institutionsQ4 2021: 208 institutionsQ1 2022: 231 institutionsQ2 2022: 231 institutionsQ3 2022: 208 institutionsQ4 2022: 231 institutionsQ1 2023: 232 institutionsQ2 2023: 224 institutionsQ3 2023: 232 institutionsQ4 2023: 246 institutionsQ1 2024: 241 institutionsQ2 2024: 251 institutionsQ3 2024: 258 institutionsQ4 2024: 277 institutionsQ1 2025: 259 institutionsQ2 2025: 275 institutionsQ3 2025: 267 institutionsQ4 2025: 289 institutionsQ1 2026: 297 institutionsQ2 2026: 298 institutions
Value heldQ2 2023: $448.8M
Q1 2021: $531.8MQ2 2021: $558.5MQ3 2021: $529.9MQ4 2021: $558.5MQ1 2022: $523.5MQ2 2022: $409.3MQ3 2022: $372.7MQ4 2022: $399.9MQ1 2023: $430.6MQ2 2023: $448.8MQ3 2023: $435.8MQ4 2023: $494.4MQ1 2024: $557.9MQ2 2024: $586.3MQ3 2024: $599.9MQ4 2024: $552.8MQ1 2025: $551.5MQ2 2025: $593.0MQ3 2025: $613.5MQ4 2025: $644.0MQ1 2026: $578.5MQ2 2026: $662.9M
Institutions holding EXG and their total value by quarter
QuarterHoldersValue
Q2 2026298$662.9M
Q1 2026297$578.5M
Q4 2025289$644.0M
Q3 2025267$613.5M
Q2 2025275$593.0M
Q1 2025259$551.5M
Q4 2024277$552.8M
Q3 2024258$599.9M
Q2 2024251$586.3M
Q1 2024241$557.9M
Q4 2023246$494.4M
Q3 2023232$435.8M
Q2 2023224$448.8M
Q1 2023232$430.6M
Q4 2022231$399.9M
Q3 2022208$372.7M
Q2 2022231$409.3M
Q1 2022231$523.5M
Q4 2021208$558.5M
Q3 2021189$529.9M
Q2 2021189$558.5M
Q1 2021186$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.

Institutions holding EXG in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Mariner, LLC27,947$221.3K0.00%+13,027+87.3%Added
Colony Group LLC27,740$220.0K0.00%00.0%Unchanged
MML Investors Services, LLC27,685$219.0K0.00%−3,896−12.3%Reduced
Stonebridge Financial Planning Group, LLC27,401$217.0K0.13%+50+0.2%Added
Matrix Private Capital Group LLC27,219$215.6K0.16%+100+0.4%Added
Mission Wealth Management, LP27,214$215.5K0.01%00.0%Unchanged
Harbour Investments, Inc.26,987$213.7K0.01%−797−2.9%Reduced
Diligent Investors, LLC25,679$203.4K0.06%+408+1.6%Added
Focus Financial Network, Inc.23,401$185.3K0.01%+149+0.6%Added
WFA of San Diego, LLC22,775$180.4K0.18%−7,545−24.9%Reduced
Stratos Wealth Advisors, LLC22,000$174.2K0.01%00.0%Unchanged
Global Assets Advisory, LLC21,900$173.9K0.16%−21,000−49.0%Reduced
Cerity Partners LLC21,743$171.9K0.00%+40.0%Added
Charter Trust Co21,520$170.4K0.01%00.0%Unchanged
Syverson Strege & Co21,007$166.4K0.07%+17+0.1%Added
Carolinas Wealth Consulting LLC20,402$161.6K0.03%00.0%Unchanged
Amplius Wealth Advisors, LLC20,000$158.4K0.02%00.0%Unchanged
Retirement Group, LLC19,887$157.5K0.07%00.0%Unchanged
Cetera Advisors LLC19,602$155.2K0.00%−6,784−25.7%Reduced
Copperwynd Financial, LLC19,541$154.8K0.07%−5,075−20.6%Reduced
Perennial Investment Advisors, LLC19,379$153.5K0.03%+65+0.3%Added
Franklin Resources Inc19,133$151.5K0.00%00.0%Unchanged
Empower Advisory Group, LLC19,000$150.5K0.00%00.0%Unchanged
Capital CS Group, LLC18,600$147.3K0.15%−8,515−31.4%Reduced
Stratos Wealth Partners, LTD.18,038$142.9K0.00%−2,494−12.1%Reduced
Meridian Wealth Advisors, LLC17,936$142.1K0.03%00.0%Unchanged
Strait & Sound Wealth Management LLC17,200$136.2K0.13%−6,500−27.4%Reduced
Creative Planning16,661$132.0K0.00%+1,878+12.7%Added
Venture Visionary Partners LLC16,300$129.1K0.01%+16,300New
Huntington National Bank–$127.9K0.00%––
Confluence Wealth Services, Inc.16,093$127.5K0.03%+3,379+26.6%Added
AlphaMark Advisors, LLC16,000$127.0K0.06%00.0%Unchanged
Gladstone Institutional Advisory LLC15,851$125.5K0.01%−1,930−10.9%Reduced
WealthBridge Capital Management, LLC15,691$124.3K0.05%+330+2.1%Added
Kestra Private Wealth Services, LLC14,949$118.4K0.00%−3,144−17.4%Reduced
Brown Advisory Inc14,818$117.4K0.00%+41+0.3%Added
Van Hulzen Asset Management, LLC14,555$115.0K0.01%00.0%Unchanged
Spire Wealth Management14,272$113.0K0.00%00.0%Unchanged
LVZ Advisors, Inc.14,258$112.9K0.02%00.0%Unchanged
Centurion Wealth Management LLC13,869$109.8K0.05%00.0%Unchanged
NewEdge Wealth, LLC13,850$109.7K0.00%00.0%Unchanged
Modera Wealth Management, LLC13,700$108.5K0.00%+900+7.0%Added
Waterfront Wealth Inc.13,358$107.1K0.03%−1,180−8.1%Reduced
M Holdings Securities, Inc.13,500$107.0K0.02%−19,562−59.2%Reduced
Plante Moran Financial Advisors, LLC13,417$106.3K0.01%00.0%Unchanged
Alpha Cubed Investments, LLC13,405$106.2K0.01%−200−1.5%Reduced
Kovitz Investment Group Partners, LLC13,200$104.5K0.00%00.0%Unchanged
Envestnet Asset Management Inc13,036$103.2K0.00%−3,893−23.0%Reduced
Encompass Wealth Advisors, LLC12,911$102.3K0.03%+112+0.9%Added
CIC Wealth, LLC12,904$102.2K0.04%+240+1.9%Added
Fifth Third Bancorp12,800$101.4K0.00%00.0%Unchanged
HBK Sorce Advisory LLC12,527$99.2K0.00%+2,081+19.9%Added
Bank of Montreal11,487$99.1K0.00%−33,667−74.6%Reduced
Summit Investment Advisory Services, LLC12,466$98.7K0.07%+174+1.4%Added
Halbert Hargrove Global Advisors, LLC12,460$98.7K0.01%00.0%Unchanged
Stock Yards Bank & Trust Co12,350$97.8K0.00%00.0%Unchanged
Snowden Capital Advisors LLC12,136$96.1K0.00%00.0%Unchanged
Level Four Advisory Services, LLC11,850$93.9K0.01%00.0%Unchanged
Wealth Management Solutions, LLC11,602$91.9K0.06%00.0%Unchanged
Welch & Forbes LLC11,500$91.1K0.00%00.0%Unchanged
Apollon Wealth Management, LLC11,500$91.1K0.00%00.0%Unchanged
Insight Advisors, LLC11,500$91.1K0.02%00.0%Unchanged
Quad-Cities Investment Group, LLC11,155$88.3K0.06%+141+1.3%Added
Robertson Stephens Wealth Management, LLC11,056$87.6K0.01%00.0%Unchanged
Beacon Pointe Advisors, LLC11,055$87.6K0.00%+11,055New
Fiduciary Trust Co11,000$87.1K0.00%−2,700−19.7%Reduced
Ieq Capital, LLC10,953$86.7K0.00%+10,953New
Wealth Alliance10,816$85.7K0.01%−145−1.3%Reduced
9258 Wealth Management, LLC10,571$83.7K0.02%00.0%Unchanged
Herold Advisors, Inc.10,450$82.8K0.03%−200−1.9%Reduced
CWA Asset Management Group, LLC10,400$82.4K0.01%+20.0%Added
Plancorp, LLC10,398$82.4K0.00%00.0%Unchanged
Cetera Investment Advisers10,346$81.9K0.00%−1,409−12.0%Reduced
Advisor Partners II, LLC10,302$81.6K0.00%00.0%Unchanged
Baldwin Brothers Inc10,000$79.2K0.01%00.0%Unchanged
US Bancorp9,535$75.5K0.00%−3,500−26.9%Reduced
Caldwell Trust Co9,248$73.2K0.01%+4,250+85.0%Added
Optimum Investment Advisors7,952$63.0K0.03%00.0%Unchanged
Citigroup Inc7,859$62.2K0.00%+49+0.6%Added
Horan Securities, Inc.6,438$51.0K0.02%00.0%Unchanged
Bartlett & Co. LLC5,750$46.0K0.00%+5,000+666.7%Added
ORG Partners LLC5,846$46.0K0.01%+5,846New
Bartlett & Co. Wealth Management LLC5,750$45.5K0.00%+5,000+666.7%Added
North Star Investment Management Corp.5,156$40.8K0.00%+108+2.1%Added
Cypress Capital Management LLC (WY)5,000$39.6K0.04%00.0%Unchanged
WealthPLAN Partners, LLC4,779$37.9K0.01%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC4,347$34.4K0.00%00.0%Unchanged
CoreFirst Bank & Trust4,000$31.7K0.02%00.0%Unchanged
Bogart Wealth, LLC3,953$31.3K0.00%−29−0.7%Reduced
Allworth Financial LP3,680$29.1K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.3,304$26.2K0.01%+69+2.1%Added
Register Financial Advisors LLC3,217$25.5K0.02%00.0%Unchanged
First Capital Advisors Group, LLC.2,791$22.1K0.01%+2,791New
Financial Management Professionals, Inc.2,828$22.0K0.00%00.0%Unchanged
Cowen Prime Advisors LLC2,700$21.4K0.01%00.0%Unchanged
Versant Capital Management, Inc2,630$20.8K0.01%00.0%Unchanged
WR Wealth Planners, LLC2,600$20.6K0.01%00.0%Unchanged
Private Trust Co NA2,500$19.8K0.00%00.0%Unchanged
HM Payson & Co2,436$19.3K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC2,285$18.1K0.00%00.0%Unchanged