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 |
|---|---|---|---|---|---|
| ICA Group Wealth Management, LLC | 2,067 | $16.4K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,950 | $15.4K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,940 | $15.4K | 0.00% | +1,849+2,031.9% | Added |
| Cambridge Trust Co | 1,780 | $14.1K | 0.00% | −625−26.0% | Reduced |
| Venturi Wealth Management, LLC | 1,754 | $13.9K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,650 | $13.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,603 | $12.7K | 0.00% | +22+1.4% | Added |
| National Bank of Canada | 1,150 | $9.12K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,135 | $9.00K | 0.00% | +24+2.2% | Added |
| Baystate Wealth Management LLC | 1,041 | $8.25K | 0.00% | +22+2.2% | Added |
| American National Bank | 1,020 | $8.08K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,000 | $7.92K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 950 | $7.53K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 934 | $7.40K | 0.00% | +934 | New |
| BDO Wealth Advisors, LLC | 900 | $7.13K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 1,000 | $7.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 750 | $5.94K | 0.00% | −250−25.0% | Reduced |
| Key Financial Inc | 349 | $2.76K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 296 | $2.34K | 0.00% | +296 | New |
| Sandy Spring Bank | 250 | $1.98K | 0.00% | +250 | New |
| Live Oak Investment Partners | – | $507 | 0.00% | – | – |
| AdvisorNet Financial, Inc | 61 | $483 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 60 | $475 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 42 | $333 | 0.00% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 0 | $0 | 0.00% | −77,720−100.0% | Sold out |
| Community Capital Management, Inc. | 0 | $0 | 0.00% | −61,000−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −59,913−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −27,048−100.0% | Sold out |
| Parisi Gray Wealth Management | 0 | $0 | 0.00% | −15,962−100.0% | Sold out |
| Onyx Bridge Wealth Group LLC | 0 | $0 | 0.00% | −13,600−100.0% | Sold out |
| Commons Capital, LLC | 0 | $0 | 0.00% | −10,946−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| HBW Advisory Services LLC | 0 | $0 | 0.00% | −10,028−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −6,240−100.0% | Sold out |
| Cornerstone Management, Inc. | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Endurance Wealth Management, Inc. | 0 | $0 | 0.00% | −990−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| Anchor Investment Management, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Ahrens Investment Partners LLC | – | – | – | – | Not filed |