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 |
|---|---|---|---|---|---|
| Wedbush Securities Inc | 29,128 | $215.0K | 0.01% | +270+0.9% | Added |
| Claro Advisors LLC | 28,866 | $212.7K | 0.05% | −180−0.6% | Reduced |
| Arkadios Wealth Advisors | 28,619 | $210.9K | 0.02% | −969−3.3% | Reduced |
| Moors & Cabot, Inc. | 28,418 | $209.4K | 0.01% | −2,231−7.3% | Reduced |
| Colony Group LLC | 27,740 | $204.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 27,453 | $202.3K | 0.13% | +52+0.2% | Added |
| Matrix Private Capital Group LLC | 27,219 | $200.6K | 0.15% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 27,214 | $200.6K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 27,110 | $199.8K | 0.01% | +123+0.5% | Added |
| Mariner, LLC | 26,800 | $197.5K | 0.00% | −1,147−4.1% | Reduced |
| Diligent Investors, LLC | 26,705 | $196.8K | 0.06% | +1,026+4.0% | Added |
| Lane & Associates LLC | 26,019 | $191.8K | 0.15% | +26,019 | New |
| Focus Financial Network, Inc. | 23,551 | $173.6K | 0.01% | +150+0.6% | Added |
| Moloney Securities Asset Management, LLC | 23,449 | $172.8K | 0.03% | −122,233−83.9% | Reduced |
| HBK Sorce Advisory LLC | 22,716 | $167.4K | 0.01% | +10,189+81.3% | Added |
| Stratos Wealth Advisors, LLC | 22,024 | $162.3K | 0.01% | +24+0.1% | Added |
| Cerity Partners LLC | 21,747 | $159.8K | 0.00% | +40.0% | Added |
| Atria Wealth Solutions, Inc. | 21,466 | $158.2K | 0.00% | −91,710−81.0% | Reduced |
| Syverson Strege & Co | 21,012 | $154.9K | 0.07% | +50.0% | Added |
| Amplius Wealth Advisors, LLC | 20,000 | $147.4K | 0.02% | 00.0% | Unchanged |
| Retirement Group, LLC | 19,887 | $146.6K | 0.06% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 19,685 | $145.1K | 0.00% | +19,685 | New |
| Bank of Stockton | 21,292 | $145.0K | 0.05% | +21,292 | New |
| Flow State Investments, L.P. | 19,533 | $144.0K | 0.05% | +19,533 | New |
| Carolinas Wealth Consulting LLC | 20,402 | $142.2K | 0.04% | 00.0% | Unchanged |
| Franklin Resources Inc | 19,133 | $141.0K | 0.00% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 19,000 | $140.0K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 18,097 | $133.4K | 0.00% | +3,148+21.1% | Added |
| Stratos Wealth Partners, LTD. | 18,038 | $132.9K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 17,936 | $132.2K | 0.03% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 17,735 | $130.7K | 0.04% | +17,735 | New |
| GWM Advisors LLC | 17,730 | $130.7K | 0.00% | −12,337−41.0% | Reduced |
| Global Assets Advisory, LLC | 17,500 | $129.0K | 0.11% | −4,400−20.1% | Reduced |
| Strait & Sound Wealth Management LLC | 17,200 | $126.8K | 0.11% | 00.0% | Unchanged |
| Huntington National Bank | – | $126.4K | 0.00% | – | – |
| Beacon Pointe Advisors, LLC | 16,897 | $124.5K | 0.00% | +5,842+52.8% | Added |
| Capital CS Group, LLC | 16,692 | $123.0K | 0.15% | −1,908−10.3% | Reduced |
| Creative Planning | 16,386 | $120.8K | 0.00% | −275−1.7% | Reduced |
| Venture Visionary Partners LLC | 16,300 | $120.1K | 0.01% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 16,093 | $118.6K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 16,039 | $118.2K | 0.00% | +1,767+12.4% | Added |
| WealthBridge Capital Management, LLC | 16,023 | $118.1K | 0.05% | +332+2.1% | Added |
| AlphaMark Advisors, LLC | 16,000 | $118.0K | 0.05% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 15,962 | $117.6K | 0.05% | +15,962 | New |
| Gladstone Institutional Advisory LLC | 15,851 | $116.8K | 0.01% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 14,950 | $110.2K | 0.00% | +1,250+9.1% | Added |
| Brown Advisory Inc | 14,846 | $109.4K | 0.00% | +28+0.2% | Added |
| Van Hulzen Asset Management, LLC | 14,555 | $107.0K | 0.01% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 14,258 | $105.1K | 0.02% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 13,869 | $102.2K | 0.05% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 13,417 | $98.9K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 13,290 | $97.9K | 0.00% | +254+1.9% | Added |
| Kovitz Investment Group Partners, LLC | 13,200 | $97.3K | 0.00% | 00.0% | Unchanged |
| CIC Wealth, LLC | 13,145 | $96.9K | 0.03% | +241+1.9% | Added |
| Encompass Wealth Advisors, LLC | 13,026 | $96.0K | 0.03% | +115+0.9% | Added |
| Fifth Third Bancorp | 12,800 | $94.3K | 0.00% | 00.0% | Unchanged |
| Summit Investment Advisory Services, LLC | 12,734 | $93.8K | 0.07% | +268+2.1% | Added |
| Waterfront Wealth Inc. | 13,358 | $93.8K | 0.03% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 12,460 | $91.8K | 0.01% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 12,350 | $91.0K | 0.00% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 12,259 | $90.3K | 0.02% | −7,120−36.7% | Reduced |
| Level Four Advisory Services, LLC | 11,850 | $87.3K | 0.01% | 00.0% | Unchanged |
| Wealth Management Solutions, LLC | 11,602 | $85.5K | 0.06% | 00.0% | Unchanged |
| Welch & Forbes LLC | 11,500 | $84.8K | 0.00% | 00.0% | Unchanged |
| 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 |
| Ieq Capital, LLC | 11,191 | $82.5K | 0.00% | +238+2.2% | Added |
| Quad-Cities Investment Group, LLC | 11,155 | $82.2K | 0.06% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 11,142 | $82.1K | 0.02% | +11,142 | New |
| Robertson Stephens Wealth Management, LLC | 11,056 | $81.5K | 0.01% | 00.0% | Unchanged |
| Fiduciary Trust Co | 11,000 | $81.1K | 0.00% | 00.0% | Unchanged |
| Wealth Alliance | 10,897 | $80.3K | 0.01% | +81+0.7% | Added |
| Prospera Financial Services Inc | 10,847 | $79.9K | 0.00% | +10,847 | New |
| Cetera Advisors LLC | 10,578 | $78.0K | 0.00% | −9,024−46.0% | Reduced |
| 9258 Wealth Management, LLC | 10,571 | $77.9K | 0.02% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 10,401 | $76.7K | 0.01% | +10.0% | Added |
| Plancorp, LLC | 10,398 | $76.6K | 0.00% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 10,302 | $75.9K | 0.00% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 10,250 | $75.5K | 0.02% | −200−1.9% | Reduced |
| Alpha Cubed Investments, LLC | 10,005 | $73.7K | 0.00% | −3,400−25.4% | 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 |
| US Bancorp | 9,519 | $70.2K | 0.00% | −16−0.2% | Reduced |
| Caldwell Trust Co | 9,248 | $68.2K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 7,875 | $58.0K | 0.01% | +7,875 | New |
| Optimum Investment Advisors | 7,752 | $57.1K | 0.03% | −200−2.5% | Reduced |
| Citigroup Inc | 7,521 | $55.4K | 0.00% | −338−4.3% | Reduced |
| Stonebridge Capital Advisors LLC | 6,697 | $49.4K | 0.01% | +6,697 | New |
| LWM Advisory Services, LLC | 6,103 | $45.0K | 0.05% | +6,103 | New |
| Bartlett & Co. Wealth Management LLC | 5,750 | $42.4K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 5,750 | $42.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5,268 | $38.8K | 0.00% | +112+2.2% | Added |
| Cypress Capital Management LLC (WY) | 5,000 | $36.9K | 0.04% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4,892 | $36.1K | 0.00% | +4,850+11,547.6% | Added |
| Princeton Global Asset Management LLC | 4,609 | $34.0K | 0.01% | +3,659+385.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,347 | $32.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 4,000 | $29.5K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,953 | $29.1K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3,374 | $24.9K | 0.01% | +70+2.1% | Added |
| Register Financial Advisors LLC | 3,217 | $23.7K | 0.02% | 00.0% | Unchanged |