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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 17,730 | $130.7K | 0.00% | −12,337−41.0% | Reduced |
| KPP Advisory Services LLC | 17,735 | $130.7K | 0.04% | +17,735 | New |
| Meridian Wealth Advisors, LLC | 17,936 | $132.2K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 18,038 | $132.9K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 18,097 | $133.4K | 0.00% | +3,148+21.1% | Added |
| Empower Advisory Group, LLC | 19,000 | $140.0K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 19,133 | $141.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 20,402 | $142.2K | 0.04% | 00.0% | Unchanged |
| Flow State Investments, L.P. | 19,533 | $144.0K | 0.05% | +19,533 | New |
| Bank of Stockton | 21,292 | $145.0K | 0.05% | +21,292 | New |
| Fisher Asset Management, LLC | 19,685 | $145.1K | 0.00% | +19,685 | New |
| Retirement Group, LLC | 19,887 | $146.6K | 0.06% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 20,000 | $147.4K | 0.02% | 00.0% | Unchanged |
| Syverson Strege & Co | 21,012 | $154.9K | 0.07% | +50.0% | Added |
| Atria Wealth Solutions, Inc. | 21,466 | $158.2K | 0.00% | −91,710−81.0% | Reduced |
| Cerity Partners LLC | 21,747 | $159.8K | 0.00% | +40.0% | Added |
| Stratos Wealth Advisors, LLC | 22,024 | $162.3K | 0.01% | +24+0.1% | Added |
| HBK Sorce Advisory LLC | 22,716 | $167.4K | 0.01% | +10,189+81.3% | Added |
| Moloney Securities Asset Management, LLC | 23,449 | $172.8K | 0.03% | −122,233−83.9% | Reduced |
| Focus Financial Network, Inc. | 23,551 | $173.6K | 0.01% | +150+0.6% | Added |
| Lane & Associates LLC | 26,019 | $191.8K | 0.15% | +26,019 | New |
| Diligent Investors, LLC | 26,705 | $196.8K | 0.06% | +1,026+4.0% | Added |
| Mariner, LLC | 26,800 | $197.5K | 0.00% | −1,147−4.1% | Reduced |
| Harbour Investments, Inc. | 27,110 | $199.8K | 0.01% | +123+0.5% | Added |
| Mission Wealth Management, LP | 27,214 | $200.6K | 0.01% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 27,219 | $200.6K | 0.15% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 27,453 | $202.3K | 0.13% | +52+0.2% | Added |
| Colony Group LLC | 27,740 | $204.0K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 28,418 | $209.4K | 0.01% | −2,231−7.3% | Reduced |
| Arkadios Wealth Advisors | 28,619 | $210.9K | 0.02% | −969−3.3% | Reduced |
| Claro Advisors LLC | 28,866 | $212.7K | 0.05% | −180−0.6% | Reduced |
| Wedbush Securities Inc | 29,128 | $215.0K | 0.01% | +270+0.9% | Added |
| Thrivent Financial for Lutherans | 29,454 | $217.0K | 0.00% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 29,961 | $220.8K | 0.02% | +1,015+3.5% | Added |
| Stockman Wealth Management, Inc. | 30,000 | $221.1K | 0.05% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 31,091 | $229.1K | 0.03% | +199+0.6% | Added |
| MML Investors Services, LLC | 31,344 | $231.0K | 0.00% | +3,659+13.2% | Added |
| SeaCrest Wealth Management, LLC | 31,472 | $231.9K | 0.03% | +10.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 31,600 | $233.0K | 0.01% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 32,000 | $235.8K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 32,456 | $239.2K | 0.02% | −725−2.2% | Reduced |
| Semus Wealth Partners LLC | 32,919 | $242.6K | 0.23% | +682+2.1% | Added |
| Commerce Bank | 33,531 | $247.1K | 0.00% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 33,670 | $248.1K | 0.01% | +33,670 | New |
| Flagship Harbor Advisors, LLC | 33,771 | $248.9K | 0.02% | +117+0.3% | Added |
| M Holdings Securities, Inc. | 34,051 | $251.0K | 0.03% | +20,551+152.2% | Added |
| One Capital Management, LLC | 35,000 | $257.9K | 0.01% | +35,000 | New |
| TD Private Client Wealth LLC | 35,134 | $258.9K | 0.01% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 36,129 | $266.3K | 0.15% | 00.0% | Unchanged |
| Gratus Capital LLC | 36,705 | $270.5K | 0.02% | +35+0.1% | Added |
| Garden State Investment Advisory Services LLC | 36,899 | $272.0K | 0.13% | +3,045+9.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 37,845 | $278.9K | 0.00% | +37,845 | New |
| MKT Advisors LLC | 38,690 | $282.1K | 0.21% | −1,285−3.2% | Reduced |
| Cooper Financial Group | 38,703 | $285.2K | 0.07% | +6,377+19.7% | Added |
| Atomi Financial Group, Inc. | 39,782 | $293.2K | 0.10% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 39,959 | $294.5K | 0.04% | +2,393+6.4% | Added |
| Natixis Advisors, L.P. | 40,923 | $302.0K | 0.00% | +40,923 | New |
| Northern Trust Corp | 41,148 | $303.3K | 0.00% | −25,386−38.2% | Reduced |
| Investmark Advisory Group LLC | 43,034 | $317.2K | 0.21% | +693+1.6% | Added |
| Cranbrook Wealth Management, LLC | 43,351 | $319.5K | 0.09% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 44,538 | $328.2K | 0.01% | −4,499−9.2% | Reduced |
| Mercer Global Advisors Inc | 45,694 | $337.0K | 0.00% | −6,467−12.4% | Reduced |
| Private Advisor Group, LLC | 45,946 | $338.6K | 0.00% | −115−0.2% | Reduced |
| Avory & Company, LLC | 48,080 | $354.4K | 0.30% | 00.0% | Unchanged |
| Blair William & Co | 48,119 | $354.6K | 0.00% | +1,181+2.5% | Added |
| Kestra Advisory Services, LLC | 48,189 | $355.2K | 0.00% | −81,848−62.9% | Reduced |
| Independent Financial Group, LLC | 54,188 | $399.4K | 0.03% | −442−0.8% | Reduced |
| NWF Advisory Services Inc. | 54,750 | $403.5K | 0.10% | +150+0.3% | Added |
| Merit Financial Group, LLC | 54,924 | $404.8K | 0.01% | −4,791−8.0% | Reduced |
| Wealth Effects LLC | 57,514 | $423.9K | 0.21% | −188−0.3% | Reduced |
| David J Yvars Group | 59,403 | $435.9K | 0.36% | −7,846−11.7% | Reduced |
| Captrust Financial Advisors | 60,938 | $449.1K | 0.00% | −2,998−4.7% | Reduced |
| International Assets Investment Management, LLC | 62,276 | $453.4K | 0.06% | −3,058−4.7% | Reduced |
| Ameritas Advisory Services, LLC | 62,892 | $461.0K | 0.02% | +1,481+2.4% | Added |
| CI Private Wealth, LLC | 67,541 | $497.8K | 0.00% | +200+0.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 67,909 | $500.5K | 0.05% | +1,782+2.7% | Added |
| Cresset Asset Management, LLC | 69,777 | $514.3K | 0.00% | −112,267−61.7% | Reduced |
| Susquehanna International Group, LLP | 70,608 | $520.4K | 0.00% | −14,845−17.4% | Reduced |
| Dakota Wealth Management | 71,260 | $525.2K | 0.02% | +7,045+11.0% | Added |
| Raymond James Trust N.A. | 74,498 | $549.1K | 0.02% | −61−0.1% | Reduced |
| Northstar Advisory Group, LLC | 78,927 | $581.7K | 0.42% | −19,636−19.9% | Reduced |
| Walleye Capital LLC | 85,632 | $631.1K | 0.01% | +50,606+144.5% | Added |
| Elequin Capital LP | 100,840 | $743.2K | 0.14% | +37,222+58.5% | Added |
| D.A. Davidson & Co. | 105,660 | $778.7K | 0.01% | −7,128−6.3% | Reduced |
| The PNC Financial Services Group, Inc. | 106,619 | $785.8K | 0.00% | −500−0.5% | Reduced |
| Conning Inc. | 108,981 | $803.2K | 0.03% | +2,258+2.1% | Added |
| Sunbelt Securities, Inc. | 112,575 | $829.7K | 0.11% | −47,816−29.8% | Reduced |
| Integrated Wealth Concepts LLC | 114,903 | $846.8K | 0.01% | −275−0.2% | Reduced |
| High Net Worth Advisory Group LLC | 135,289 | $997.1K | 0.40% | −300−0.2% | Reduced |
| Landscape Capital Management, L.L.C. | 150,579 | $1.11M | 0.15% | −27,147−15.3% | Reduced |
| Brookstone Capital Management | 156,221 | $1.14M | 0.02% | −199−0.1% | Reduced |
| Cetera Advisor Networks LLC | 156,069 | $1.15M | 0.01% | +4,716+3.1% | Added |
| Northwestern Mutual Wealth Management Co | 167,419 | $1.23M | 0.00% | +508+0.3% | Added |
| Pointe Capital Management LLC | 174,592 | $1.29M | 1.01% | +1,000+0.6% | Added |
| Steward Partners Investment Advisory, LLC | 176,251 | $1.30M | 0.02% | +30,621+21.0% | Added |
| Comerica Bank | 191,230 | $1.41M | 0.01% | +191,230 | New |
| Truist Financial Corp | 208,394 | $1.54M | 0.00% | +3,116+1.5% | Added |
| Marks Group Wealth Management, Inc | 223,406 | $1.65M | 0.20% | 00.0% | Unchanged |
| National Asset Management, Inc. | 238,470 | $1.76M | 0.05% | +11,852+5.2% | Added |
| Centaurus Financial, Inc. | 255,294 | $1.88M | 0.16% | −120,001−32.0% | Reduced |