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, Q4 2023
Institutional positions in Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Dec 31, 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
- 246
- +19 vs. Q3 2023
- Shares held
- 64.0M
- +5.00M (+8.5%) vs. Q3 2023
- Total value
- $494.4M
- +$59.4M (+13.7%) vs. Q3 2023
- New holders
- 43
- 73 more added
- Sold out
- 24
- 59 more reduced
5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Global Diversified Equity Income Fund; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 2 | $15 | 0.00% | +2 | New |
| JPMorgan Chase & Co | 42 | $324 | 0.00% | −4,850−99.1% | Reduced |
| AdvisorNet Financial, Inc | 61 | $471 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 296 | $2.29K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 349 | $2.69K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 467 | $3.61K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 500 | $3.89K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 800 | $6.18K | 0.00% | +800 | New |
| Atlantic Edge Private Wealth Management, LLC | 900 | $6.95K | 0.00% | +900 | New |
| Webster Bank, N. A. | 1,000 | $7.72K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,000 | $7.72K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 1,000 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 1,055 | $8.14K | 0.00% | +1,055 | New |
| Baystate Wealth Management LLC | 1,088 | $8.40K | 0.00% | +24+2.3% | Added |
| Tradition Wealth Management, LLC | 1,185 | $9.00K | 0.00% | +26+2.2% | Added |
| Bank of Montreal | 1,180 | $10.5K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,605 | $11.8K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,644 | $12.7K | 0.00% | +17+1.0% | Added |
| IFP Advisors, Inc | 1,700 | $13.1K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,754 | $13.5K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,780 | $13.7K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,886 | $14.6K | 0.00% | +1,886 | New |
| Barrett & Company, Inc. | 1,950 | $15.1K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 2,067 | $16.0K | 0.00% | +2,067 | New |
| EverSource Wealth Advisors, LLC | 2,253 | $17.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,383 | $18.4K | 0.00% | +200+9.2% | Added |
| HM Payson & Co | 2,436 | $18.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,500 | $19.3K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2,650 | $20.5K | 0.01% | +2,650 | New |
| Tower Research Capital LLC (TRC) | 2,801 | $21.6K | 0.00% | +868+44.9% | Added |
| Financial Management Professionals, Inc. | 2,828 | $22.0K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 2,916 | $22.5K | 0.01% | +2,916 | New |
| Harbor Investment Advisory, LLC | 3,350 | $25.9K | 0.00% | +1,700+103.0% | Added |
| SOA Wealth Advisors, LLC. | 3,451 | $26.6K | 0.01% | +77+2.3% | Added |
| Truvestments Capital LLC | 3,650 | $28.2K | 0.01% | +3,650 | New |
| Bogart Wealth, LLC | 3,953 | $30.5K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 4,000 | $30.9K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 4,609 | $35.6K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,701 | $36.3K | 0.00% | +354+8.1% | Added |
| Cypress Capital Management LLC (WY) | 5,000 | $38.6K | 0.04% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5,387 | $41.6K | 0.00% | +119+2.3% | Added |
| Bartlett & Co. Wealth Management LLC | 5,750 | $44.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 5,750 | $45.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 6,240 | $48.2K | 0.00% | +6,240 | New |
| US Bancorp | 6,251 | $48.3K | 0.00% | −3,268−34.3% | Reduced |
| PFS Partners, LLC | 7,500 | $57.9K | 0.04% | +7,500 | New |
| Citigroup Inc | 7,557 | $58.3K | 0.00% | +36+0.5% | Added |
| NBC Securities, Inc. | 7,885 | $60.0K | 0.01% | +10+0.1% | Added |
| Sandy Spring Bank | 8,443 | $65.2K | 0.00% | +8,443 | New |
| Caldwell Trust Co | 9,248 | $71.4K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 10,000 | $74.0K | 0.00% | +10,000 | New |
| Baldwin Brothers Inc | 10,000 | $77.2K | 0.01% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 10,005 | $77.2K | 0.00% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 10,134 | $78.2K | 0.01% | −267−2.6% | Reduced |
| Prospera Financial Services Inc | 10,319 | $79.7K | 0.00% | −528−4.9% | Reduced |
| Level Four Advisory Services, LLC | 10,352 | $79.9K | 0.00% | −1,498−12.6% | Reduced |
| Optimum Investment Advisors | 10,352 | $79.9K | 0.04% | +2,600+33.5% | Added |
| Plancorp, LLC | 10,398 | $80.3K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 10,632 | $82.1K | 0.00% | +10,632 | New |
| Lincoln National Corp | 10,780 | $83.2K | 0.00% | +10,780 | New |
| Badgley Phelps Wealth Managers, LLC | 10,896 | $84.1K | 0.00% | +10,896 | New |
| Wealth Alliance | 10,983 | $84.8K | 0.01% | +86+0.8% | Added |
| Mariner, LLC | 11,000 | $84.9K | 0.00% | −15,800−59.0% | Reduced |
| Apollon Wealth Management, LLC | 11,000 | $84.9K | 0.00% | −500−4.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 11,056 | $85.4K | 0.01% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 11,142 | $86.0K | 0.01% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 11,155 | $86.5K | 0.05% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 11,467 | $88.5K | 0.00% | −5,430−32.1% | Reduced |
| Welch & Forbes LLC | 11,500 | $88.8K | 0.00% | 00.0% | Unchanged |
| Insight Advisors, LLC | 11,500 | $88.8K | 0.02% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 11,593 | $89.5K | 0.01% | +11,593 | New |
| Bank of New York Mellon Corp | 11,660 | $90.0K | 0.00% | +11,660 | New |
| Investment Partners Asset Management, Inc. | 12,184 | $94.1K | 0.09% | +12,184 | New |
| Perennial Investment Advisors, LLC | 12,259 | $94.6K | 0.02% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 12,350 | $95.3K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 12,460 | $96.2K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 12,800 | $98.8K | 0.00% | 00.0% | Unchanged |
| Summit Investment Advisory Services, LLC | 13,020 | $100.5K | 0.06% | +286+2.2% | Added |
| Kovitz Investment Group Partners, LLC | 13,200 | $101.9K | 0.00% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 13,358 | $103.1K | 0.03% | 00.0% | Unchanged |
| CIC Wealth, LLC | 13,409 | $103.5K | 0.03% | +264+2.0% | Added |
| Plante Moran Financial Advisors, LLC | 13,417 | $103.6K | 0.01% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 13,869 | $107.1K | 0.05% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 13,995 | $108.0K | 0.08% | +13,995 | New |
| LVZ Advisors, Inc. | 14,258 | $110.1K | 0.02% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 14,500 | $111.8K | 0.15% | −3,000−17.1% | Reduced |
| Van Hulzen Asset Management, LLC | 14,555 | $112.0K | 0.01% | 00.0% | Unchanged |
| Brown Advisory Inc | 14,846 | $114.6K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 14,989 | $115.7K | 0.00% | −22,856−60.4% | Reduced |
| Harbour Investments, Inc. | 15,770 | $121.7K | 0.01% | −11,340−41.8% | Reduced |
| Parisi Gray Wealth Management | 15,962 | $123.2K | 0.05% | 00.0% | Unchanged |
| Capital CS Group, LLC | 15,978 | $123.3K | 0.14% | −714−4.3% | Reduced |
| AlphaMark Advisors, LLC | 16,000 | $124.0K | 0.05% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 16,093 | $124.2K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 16,039 | $124.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $124.7K | 0.00% | – | – |
| Venture Visionary Partners LLC | 16,300 | $125.8K | 0.01% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 16,386 | $126.5K | 0.05% | +363+2.3% | Added |
| Strait & Sound Wealth Management LLC | 17,200 | $132.6K | 0.08% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 17,936 | $138.5K | 0.03% | 00.0% | Unchanged |