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 |
|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | 291,711 | $2.15M | 0.16% | +117,607+67.5% | Added |
| Allspring Global Investments Holdings, LLC | 304,736 | $2.25M | 0.00% | +304,736 | New |
| Cambridge Investment Research Advisors, Inc. | 331,464 | $2.44M | 0.01% | +9,800+3.0% | Added |
| CoreCap Advisors, LLC | 355,583 | $2.62M | 0.19% | −11,740−3.2% | Reduced |
| Rockefeller Capital Management L.P. | 381,121 | $2.81M | 0.01% | −38,555−9.2% | Reduced |
| KMG Fiduciary Partners, LLC | 400,437 | $2.95M | 0.39% | +2,020+0.5% | Added |
| Focused Wealth Management, Inc | 450,082 | $3.32M | 0.59% | +11,799+2.7% | Added |
| Shaker Financial Services, LLC | 457,854 | $3.37M | 1.57% | +25,860+6.0% | Added |
| Avantax Advisory Services, Inc. | 470,004 | $3.46M | 0.04% | +20,568+4.6% | Added |
| HighTower Advisors, LLC | 503,659 | $3.71M | 0.01% | −10,738−2.1% | Reduced |
| CNH Partners LLC | 509,844 | $3.76M | 0.17% | +509,844 | New |
| Wolverine Asset Management LLC | 591,859 | $4.36M | 0.08% | +141,090+31.3% | Added |
| Janney Montgomery Scott LLC | 645,205 | $4.75M | 0.02% | +8,654+1.4% | Added |
| Royal Bank of Canada | 657,207 | $4.84M | 0.00% | −7,499−1.1% | Reduced |
| Stifel Financial Corp | 663,140 | $4.89M | 0.01% | −29,126−4.2% | Reduced |
| Advisor Group Holdings, Inc. | 686,501 | $5.06M | 0.01% | +81,980+13.6% | Added |
| UBS Group AG | 729,249 | $5.37M | 0.00% | −12,915−1.7% | Reduced |
| LPL Financial LLC | 799,813 | $5.89M | 0.00% | +112,455+16.4% | Added |
| Ameriprise Financial Inc | 809,227 | $5.96M | 0.00% | +1,829+0.2% | Added |
| Guggenheim Capital LLC | 911,223 | $6.72M | 0.06% | +64,414+7.6% | Added |
| Advisors Asset Management, Inc. | 977,868 | $7.21M | 0.16% | +115,257+13.4% | Added |
| Wells Fargo & Company | 1,018,213 | $7.50M | 0.00% | −43,111−4.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,022,030 | $7.53M | 0.01% | −81,254−7.4% | Reduced |
| Cohen & Steers, Inc. | 1,052,690 | $7.76M | 0.02% | +237,324+29.1% | Added |
| Commonwealth Equity Services, LLC | 1,070,372 | $7.89M | 0.02% | −36,059−3.3% | Reduced |
| Formidable Asset Management, LLC | 1,255,704 | $9.25M | 2.05% | +1,682+0.1% | Added |
| Raymond James & Associates | 1,273,819 | $9.39M | 0.01% | +23,854+1.9% | Added |
| Cornerstone Advisors, LLC | 1,391,176 | $10.3M | 0.48% | +776,390+126.3% | Added |
| Bank of America Corp | 2,416,442 | $17.8M | 0.00% | −15,103−0.6% | Reduced |
| Karpus Management, Inc. | 2,587,355 | $19.1M | 0.64% | +307,195+13.5% | Added |
| Invesco Ltd. | 3,657,795 | $27.0M | 0.01% | +68,685+1.9% | Added |
| Morgan Stanley | 23,713,390 | $174.8M | 0.02% | +141,343+0.6% | Added |
| Saxon Interests, Inc. | 0 | $0 | 0.00% | −99,746−100.0% | Sold out |
| WFA of San Diego, LLC | 0 | $0 | 0.00% | −22,775−100.0% | Sold out |
| Charter Trust Co | 0 | $0 | 0.00% | −21,520−100.0% | Sold out |
| Copperwynd Financial, LLC | 0 | $0 | 0.00% | −19,541−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −12,136−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −10,346−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −6,438−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −4,779−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −2,067−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −1,150−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Live Oak Investment Partners | 0 | $0 | 0.00% | – | Sold out |
| BFT Financial Group, LLC | – | – | – | – | Not filed |
| First Capital Advisors Group, LLC. | – | – | – | – | Not filed |
| Cowen Prime Advisors LLC | – | – | – | – | Not filed |
| BDO Wealth Advisors, LLC | – | – | – | – | Not filed |