Eaton Vance Tax-Managed Global Diversified Equity Income Fund

EXG

Exchange: NYSE
SEC CIK: 0001379438

SEC filings (opens in a new tab)

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.

Q4 2023 vs. Q3 2023

How the institutions holding Eaton Vance Tax-Managed Global Diversified Equity Income Fund changed between Q3 2023 and Q4 2023.

All holders in Q4 2023 All holders in Q3 2023

13F holders of EXG: Q3 2023 compared with Q4 2023
Measure	Q3 2023	Of which not filed for Q4 2023	Q4 2023	Change
Holders	232	5	246	+19
Shares	59.1M	105.2K	64.0M	+5.00M (+8.5%)
Value	$435.8M	$774.8K	$494.4M	+$59.4M (+13.7%)

5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (43)

Institutions that held Eaton Vance Tax-Managed Global Diversified Equity Income Fund at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to EXG in Q4 2023
Institution	Shares	Value	% of portfolio
Logan Stone Capital, LLC	571,067	$4.41M	0.89%
Park Avenue Securities LLC	219,121	$1.69M	0.02%
Principal Securities, Inc.	115,472	$891.4K	0.03%
Advisor Resource Council	105,032	$810.9K	0.09%
Saxon Interests, Inc.	90,485	$698.5K	0.35%
Leo Wealth, LLC	88,886	$686.2K	0.07%
Weiss Asset Management LP	84,100	$649.3K	0.05%
MGB Wealth Management, LLC	58,423	$451.0K	0.23%
Sage Capital Management, LLC	46,431	$358.4K	0.21%
HRT Financial LP	45,690	$352.0K	0.00%
Pathstone Holdings, LLC	42,033	$324.5K	0.00%
Quantedge Capital Pte Ltd	37,600	$290.3K	0.14%
Gateway Wealth Partners, LLC	37,190	$287.1K	0.12%
Integrated Capital Management, Inc.	29,721	$229.4K	0.19%
Colony Group, LLC	27,740	$214.0K	0.00%
Prevail Innovative Wealth Advisors, LLC	26,393	$203.8K	0.10%
Citadel Advisors LLC	26,237	$202.6K	0.00%
Successful Portfolios LLC	24,794	$191.4K	0.14%
Scissortail Wealth Management, LLC	23,885	$186.8K	0.06%
Two Sigma Securities, LLC	22,191	$171.3K	0.01%
Focus Financial Network Inc	22,138	$170.9K	0.01%
XTX Topco Ltd	20,358	$157.2K	0.03%
CTC Alternative Strategies, Ltd.	18,600	$143.6K	0.30%
Catalina Capital Group, LLC	13,995	$108.0K	0.08%
Investment Partners Asset Management, Inc.	12,184	$94.1K	0.09%
Bank of New York Mellon Corp	11,660	$90.0K	0.00%
Relative Value Partners Group, LLC	11,593	$89.5K	0.01%
Badgley Phelps Wealth Managers, LLC	10,896	$84.1K	0.00%
Lincoln National Corp	10,780	$83.2K	0.00%
Cetera Investment Advisers	10,632	$82.1K	0.00%
Ronald Blue Trust, Inc.	10,000	$74.0K	0.00%
Sandy Spring Bank	8,443	$65.2K	0.00%
PFS Partners, LLC	7,500	$57.9K	0.04%
Advisory Services Network, LLC	6,240	$48.2K	0.00%
Truvestments Capital LLC	3,650	$28.2K	0.01%
Hobbs Group Advisors, LLC	2,916	$22.5K	0.01%
American Capital Advisory, LLC	2,650	$20.5K	0.01%
ICA Group Wealth Management, LLC	2,067	$16.0K	0.00%
BOK Financial Private Wealth, Inc.	1,886	$14.6K	0.00%
Sachetta, LLC	1,055	$8.14K	0.00%
Atlantic Edge Private Wealth Management, LLC	900	$6.95K	0.00%
NBT Bank N A	800	$6.18K	0.00%
FMR LLC	2	$15	0.00%

Sold out (24)

Institutions that held Eaton Vance Tax-Managed Global Diversified Equity Income Fund at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of EXG in Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
Cresset Asset Management, LLC	69,777	$514.3K
Ameritas Advisory Services, LLC	62,892	$461.0K
One Capital Management, LLC	35,000	$257.9K
Axxcess Wealth Management, LLC	33,670	$248.1K
Fisher Asset Management, LLC	19,685	$145.1K
KPP Advisory Services LLC	17,735	$130.7K
Modera Wealth Management, LLC	14,950	$110.2K
Encompass Wealth Advisors, LLC	13,026	$96.0K
Ieq Capital, LLC	11,191	$82.5K
Fiduciary Trust Co	11,000	$81.1K
9258 Wealth Management, LLC	10,571	$77.9K
Herold Advisors, Inc.	10,250	$75.5K
NewEdge Wealth, LLC	10,000	$73.7K
Stonebridge Capital Advisors LLC	6,697	$49.4K
LWM Advisory Services, LLC	6,103	$45.0K
Register Financial Advisors LLC	3,217	$23.7K
Versant Capital Management, Inc	2,630	$19.4K
WR Wealth Planners, LLC	2,600	$19.2K
Provenance Wealth Advisors, LLC	1,961	$14.5K
American National Bank	1,020	$7.52K
Koesten, Hirschmann & Crabtree, INC.	1,000	$7.37K
ORG Partners LLC	390	$2.87K
Global Retirement Partners, LLC	60	$433
Parallel Advisors, LLC	16	$118

Not filed for Q4 2023 yet (5)

Institutions that held Eaton Vance Tax-Managed Global Diversified Equity Income Fund at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EXG in Q3 2023 that haven't filed for Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
Pathstone Family Office, LLC	32,000	$235.8K
Colony Group LLC	27,740	$204.0K
Focus Financial Network, Inc.	23,551	$173.6K
Wealth Management Solutions, LLC	11,602	$85.5K
Advisor Partners II, LLC	10,302	$75.9K