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, Q3 2023
Institutional positions in Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Sep 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
- 232
- +12 vs. Q2 2023
- Shares held
- 59.1M
- +2.56M (+4.5%) vs. Q2 2023
- Total value
- $435.8M
- −$12.3M (−2.7%) vs. Q2 2023
- New holders
- 25
- 76 more added
- Sold out
- 13
- 59 more reduced
4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Global Diversified Equity Income Fund; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 16 | $118 | 0.00% | +16 | New |
| Global Retirement Partners, LLC | 60 | $433 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 61 | $450 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 296 | $2.18K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 349 | $2.57K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 390 | $2.87K | 0.00% | −5,456−93.3% | Reduced |
| Addison Advisors LLC | 467 | $3.44K | 0.00% | −467−50.0% | Reduced |
| Byrne Asset Management LLC | 500 | $4.00K | 0.00% | +500 | New |
| Avion Wealth | 1,000 | $7.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,000 | $7.37K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,000 | $7.37K | 0.00% | +1,000 | New |
| Koesten, Hirschmann & Crabtree, INC. | 1,000 | $7.37K | 0.01% | +1,000 | New |
| American National Bank | 1,020 | $7.52K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,064 | $7.84K | 0.00% | +23+2.2% | Added |
| Tradition Wealth Management, LLC | 1,159 | $9.00K | 0.00% | +24+2.1% | Added |
| Bank of Montreal | 1,180 | $10.1K | 0.00% | −10,307−89.7% | Reduced |
| Salomon & Ludwin, LLC | 1,605 | $11.8K | 0.00% | +1,605 | New |
| Geneos Wealth Management Inc. | 1,627 | $12.0K | 0.00% | +24+1.5% | Added |
| Harbor Investment Advisory, LLC | 1,650 | $12.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,700 | $12.5K | 0.00% | +1,700 | New |
| Venturi Wealth Management, LLC | 1,754 | $12.9K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,780 | $13.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,933 | $14.2K | 0.00% | −7−0.4% | Reduced |
| Barrett & Company, Inc. | 1,950 | $14.4K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 1,961 | $14.5K | 0.00% | +1,961 | New |
| Allworth Financial LP | 2,183 | $16.1K | 0.00% | −1,497−40.7% | Reduced |
| EverSource Wealth Advisors, LLC | 2,253 | $16.6K | 0.00% | −32−1.4% | Reduced |
| HM Payson & Co | 2,436 | $18.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,500 | $18.4K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 2,600 | $19.2K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,630 | $19.4K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,828 | $21.0K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 3,217 | $23.7K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3,374 | $24.9K | 0.01% | +70+2.1% | Added |
| Bogart Wealth, LLC | 3,953 | $29.1K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 4,000 | $29.5K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,347 | $32.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 4,609 | $34.0K | 0.01% | +3,659+385.2% | Added |
| JPMorgan Chase & Co | 4,892 | $36.1K | 0.00% | +4,850+11,547.6% | Added |
| Cypress Capital Management LLC (WY) | 5,000 | $36.9K | 0.04% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5,268 | $38.8K | 0.00% | +112+2.2% | Added |
| Bartlett & Co. LLC | 5,750 | $42.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,750 | $42.4K | 0.00% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 6,103 | $45.0K | 0.05% | +6,103 | New |
| Stonebridge Capital Advisors LLC | 6,697 | $49.4K | 0.01% | +6,697 | New |
| Citigroup Inc | 7,521 | $55.4K | 0.00% | −338−4.3% | Reduced |
| Optimum Investment Advisors | 7,752 | $57.1K | 0.03% | −200−2.5% | Reduced |
| NBC Securities, Inc. | 7,875 | $58.0K | 0.01% | +7,875 | New |
| Caldwell Trust Co | 9,248 | $68.2K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 9,519 | $70.2K | 0.00% | −16−0.2% | Reduced |
| NewEdge Wealth, LLC | 10,000 | $73.7K | 0.00% | −3,850−27.8% | Reduced |
| Baldwin Brothers Inc | 10,000 | $73.7K | 0.01% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 10,005 | $73.7K | 0.00% | −3,400−25.4% | Reduced |
| Herold Advisors, Inc. | 10,250 | $75.5K | 0.02% | −200−1.9% | Reduced |
| Advisor Partners II, LLC | 10,302 | $75.9K | 0.00% | 00.0% | Unchanged |
| Plancorp, LLC | 10,398 | $76.6K | 0.00% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 10,401 | $76.7K | 0.01% | +10.0% | Added |
| 9258 Wealth Management, LLC | 10,571 | $77.9K | 0.02% | 00.0% | Unchanged |
| Cetera Advisors LLC | 10,578 | $78.0K | 0.00% | −9,024−46.0% | Reduced |
| Prospera Financial Services Inc | 10,847 | $79.9K | 0.00% | +10,847 | New |
| Wealth Alliance | 10,897 | $80.3K | 0.01% | +81+0.7% | Added |
| Fiduciary Trust Co | 11,000 | $81.1K | 0.00% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 11,056 | $81.5K | 0.01% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 11,142 | $82.1K | 0.02% | +11,142 | New |
| Quad-Cities Investment Group, LLC | 11,155 | $82.2K | 0.06% | 00.0% | Unchanged |
| Ieq Capital, LLC | 11,191 | $82.5K | 0.00% | +238+2.2% | Added |
| Apollon Wealth Management, LLC | 11,500 | $84.8K | 0.00% | 00.0% | Unchanged |
| Insight Advisors, LLC | 11,500 | $84.8K | 0.02% | 00.0% | Unchanged |
| Welch & Forbes LLC | 11,500 | $84.8K | 0.00% | 00.0% | Unchanged |
| Wealth Management Solutions, LLC | 11,602 | $85.5K | 0.06% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 11,850 | $87.3K | 0.01% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 12,259 | $90.3K | 0.02% | −7,120−36.7% | Reduced |
| Stock Yards Bank & Trust Co | 12,350 | $91.0K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 12,460 | $91.8K | 0.01% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 13,358 | $93.8K | 0.03% | 00.0% | Unchanged |
| Summit Investment Advisory Services, LLC | 12,734 | $93.8K | 0.07% | +268+2.1% | Added |
| Fifth Third Bancorp | 12,800 | $94.3K | 0.00% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 13,026 | $96.0K | 0.03% | +115+0.9% | Added |
| CIC Wealth, LLC | 13,145 | $96.9K | 0.03% | +241+1.9% | Added |
| Kovitz Investment Group Partners, LLC | 13,200 | $97.3K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 13,290 | $97.9K | 0.00% | +254+1.9% | Added |
| Plante Moran Financial Advisors, LLC | 13,417 | $98.9K | 0.01% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 13,869 | $102.2K | 0.05% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 14,258 | $105.1K | 0.02% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 14,555 | $107.0K | 0.01% | 00.0% | Unchanged |
| Brown Advisory Inc | 14,846 | $109.4K | 0.00% | +28+0.2% | Added |
| Modera Wealth Management, LLC | 14,950 | $110.2K | 0.00% | +1,250+9.1% | Added |
| Gladstone Institutional Advisory LLC | 15,851 | $116.8K | 0.01% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 15,962 | $117.6K | 0.05% | +15,962 | New |
| AlphaMark Advisors, LLC | 16,000 | $118.0K | 0.05% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 16,023 | $118.1K | 0.05% | +332+2.1% | Added |
| Spire Wealth Management | 16,039 | $118.2K | 0.00% | +1,767+12.4% | Added |
| Confluence Wealth Services, Inc. | 16,093 | $118.6K | 0.02% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 16,300 | $120.1K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 16,386 | $120.8K | 0.00% | −275−1.7% | Reduced |
| Capital CS Group, LLC | 16,692 | $123.0K | 0.15% | −1,908−10.3% | Reduced |
| Beacon Pointe Advisors, LLC | 16,897 | $124.5K | 0.00% | +5,842+52.8% | Added |
| Huntington National Bank | – | $126.4K | 0.00% | – | – |
| Strait & Sound Wealth Management LLC | 17,200 | $126.8K | 0.11% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 17,500 | $129.0K | 0.11% | −4,400−20.1% | Reduced |