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 |
|---|---|---|---|---|---|
| Gladstone Institutional Advisory LLC | 18,163 | $140.2K | 0.01% | +2,312+14.6% | Added |
| Kestra Private Wealth Services, LLC | 18,258 | $141.0K | 0.00% | +161+0.9% | Added |
| Stratos Wealth Partners, LTD. | 18,359 | $141.7K | 0.00% | +321+1.8% | Added |
| CTC Alternative Strategies, Ltd. | 18,600 | $143.6K | 0.30% | +18,600 | New |
| Empower Advisory Group, LLC | 19,000 | $146.7K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 19,133 | $147.7K | 0.00% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 19,795 | $152.8K | 0.01% | −2,921−12.9% | Reduced |
| Retirement Group, LLC | 19,887 | $153.5K | 0.06% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 20,000 | $154.4K | 0.02% | 00.0% | Unchanged |
| Claro Advisors LLC | 20,239 | $156.2K | 0.03% | −8,627−29.9% | Reduced |
| XTX Topco Ltd | 20,358 | $157.2K | 0.03% | +20,358 | New |
| Carolinas Wealth Consulting LLC | 20,402 | $157.5K | 0.03% | 00.0% | Unchanged |
| Syverson Strege & Co | 21,031 | $162.4K | 0.06% | +19+0.1% | Added |
| Bank of Stockton | 21,292 | $165.2K | 0.05% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 21,466 | $165.7K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 21,751 | $167.9K | 0.00% | +40.0% | Added |
| Stratos Wealth Advisors, LLC | 22,024 | $170.0K | 0.01% | 00.0% | Unchanged |
| Focus Financial Network Inc | 22,138 | $170.9K | 0.01% | +22,138 | New |
| Two Sigma Securities, LLC | 22,191 | $171.3K | 0.01% | +22,191 | New |
| Moloney Securities Asset Management, LLC | 23,593 | $182.1K | 0.03% | +144+0.6% | Added |
| Scissortail Wealth Management, LLC | 23,885 | $186.8K | 0.06% | +23,885 | New |
| Successful Portfolios LLC | 24,794 | $191.4K | 0.14% | +24,794 | New |
| Main Street Financial Solutions, LLC | 26,064 | $201.2K | 0.03% | −5,027−16.2% | Reduced |
| Citadel Advisors LLC | 26,237 | $202.6K | 0.00% | +26,237 | New |
| Prevail Innovative Wealth Advisors, LLC | 26,393 | $203.8K | 0.10% | +26,393 | New |
| Lane & Associates LLC | 26,407 | $203.9K | 0.15% | +388+1.5% | Added |
| Flagship Harbor Advisors, LLC | 26,583 | $205.2K | 0.01% | −7,188−21.3% | Reduced |
| Mission Wealth Management, LP | 27,214 | $210.1K | 0.01% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 27,219 | $210.1K | 0.16% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 27,509 | $212.4K | 0.12% | +56+0.2% | Added |
| Colony Group, LLC | 27,740 | $214.0K | 0.00% | +27,740 | New |
| GWM Advisors LLC | 28,097 | $216.5K | 0.00% | +10,367+58.5% | Added |
| Diligent Investors, LLC | 28,313 | $218.6K | 0.06% | +1,608+6.0% | Added |
| Western Wealth Management, LLC | 28,488 | $219.9K | 0.02% | −1,473−4.9% | Reduced |
| Arkadios Wealth Advisors | 28,653 | $221.2K | 0.02% | +34+0.1% | Added |
| Moors & Cabot, Inc. | 29,181 | $225.3K | 0.01% | +763+2.7% | Added |
| Thrivent Financial for Lutherans | 29,454 | $227.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 29,511 | $227.8K | 0.00% | +13,125+80.1% | Added |
| Integrated Capital Management, Inc. | 29,721 | $229.4K | 0.19% | +29,721 | New |
| Stockman Wealth Management, Inc. | 30,000 | $231.6K | 0.05% | 00.0% | Unchanged |
| Wedbush Securities Inc | 30,683 | $237.0K | 0.01% | +1,555+5.3% | Added |
| Susquehanna International Group, LLP | 30,758 | $237.5K | 0.00% | −39,850−56.4% | Reduced |
| MKT Advisors LLC | 31,122 | $238.7K | 0.16% | −7,568−19.6% | Reduced |
| Semus Wealth Partners LLC | 31,090 | $240.0K | 0.20% | −1,829−5.6% | Reduced |
| SeaCrest Wealth Management, LLC | 31,325 | $240.3K | 0.03% | −147−0.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 31,450 | $243.0K | 0.00% | −150−0.5% | Reduced |
| Northern Trust Corp | 33,385 | $257.7K | 0.00% | −7,763−18.9% | Reduced |
| Commerce Bank | 33,531 | $258.9K | 0.00% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 34,107 | $263.0K | 0.03% | +56+0.2% | Added |
| TD Private Client Wealth LLC | 35,134 | $271.2K | 0.01% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 36,129 | $278.9K | 0.15% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 36,540 | $282.1K | 0.02% | +4,084+12.6% | Added |
| Gratus Capital LLC | 36,744 | $283.7K | 0.02% | +39+0.1% | Added |
| Atomi Financial Group, Inc. | 36,838 | $284.4K | 0.04% | −2,944−7.4% | Reduced |
| Cranbrook Wealth Management, LLC | 36,924 | $285.1K | 0.08% | −6,427−14.8% | Reduced |
| Gateway Wealth Partners, LLC | 37,190 | $287.1K | 0.12% | +37,190 | New |
| Quantedge Capital Pte Ltd | 37,600 | $290.3K | 0.14% | +37,600 | New |
| MML Investors Services, LLC | 38,209 | $295.0K | 0.00% | +6,865+21.9% | Added |
| Private Advisor Group, LLC | 38,911 | $300.4K | 0.00% | −7,035−15.3% | Reduced |
| Garden State Investment Advisory Services LLC | 39,417 | $304.3K | 0.12% | +2,518+6.8% | Added |
| Oppenheimer & Co Inc | 39,721 | $306.6K | 0.01% | −4,817−10.8% | Reduced |
| Natixis Advisors, L.P. | 40,923 | $315.0K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 42,033 | $324.5K | 0.00% | +42,033 | New |
| Investmark Advisory Group LLC | 44,891 | $346.6K | 0.20% | +1,857+4.3% | Added |
| Mercer Global Advisors Inc | 45,642 | $352.0K | 0.00% | −52−0.1% | Reduced |
| HRT Financial LP | 45,690 | $352.0K | 0.00% | +45,690 | New |
| Sage Capital Management, LLC | 46,431 | $358.4K | 0.21% | +46,431 | New |
| Avory & Company, LLC | 47,060 | $363.3K | 0.25% | −1,020−2.1% | Reduced |
| Kovack Advisors, Inc. | 47,649 | $367.8K | 0.04% | +7,690+19.2% | Added |
| Blair William & Co | 48,119 | $371.5K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 49,088 | $379.0K | 0.01% | −5,836−10.6% | Reduced |
| David J Yvars Group | 49,439 | $383.0K | 0.31% | −9,964−16.8% | Reduced |
| Cooper Financial Group | 52,198 | $403.0K | 0.07% | +13,495+34.9% | Added |
| Wealth Effects LLC | 53,857 | $415.8K | 0.16% | −3,657−6.4% | Reduced |
| Independent Financial Group, LLC | 54,188 | $418.3K | 0.02% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 54,650 | $421.9K | 0.08% | −100−0.2% | Reduced |
| MGB Wealth Management, LLC | 58,423 | $451.0K | 0.23% | +58,423 | New |
| International Assets Investment Management, LLC | 60,076 | $463.8K | 0.06% | −2,200−3.5% | Reduced |
| Captrust Financial Advisors | 60,556 | $467.5K | 0.00% | −382−0.6% | Reduced |
| Elequin Capital LP | 66,109 | $510.4K | 0.15% | −34,731−34.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 68,262 | $527.0K | 0.05% | +353+0.5% | Added |
| Raymond James Trust N.A. | 68,482 | $528.7K | 0.01% | −6,016−8.1% | Reduced |
| CI Private Wealth, LLC | 69,147 | $533.8K | 0.00% | +1,606+2.4% | Added |
| Dakota Wealth Management | 75,060 | $579.5K | 0.02% | +3,800+5.3% | Added |
| Cetera Advisors LLC | 79,200 | $611.4K | 0.01% | +68,622+648.7% | Added |
| Walleye Capital LLC | 80,399 | $620.7K | 0.01% | −5,233−6.1% | Reduced |
| Weiss Asset Management LP | 84,100 | $649.3K | 0.05% | +84,100 | New |
| Leo Wealth, LLC | 88,886 | $686.2K | 0.07% | +88,886 | New |
| Saxon Interests, Inc. | 90,485 | $698.5K | 0.35% | +90,485 | New |
| Sunbelt Securities, Inc. | 92,225 | $712.0K | 0.09% | −20,350−18.1% | Reduced |
| Northstar Advisory Group, LLC | 101,841 | $786.2K | 0.47% | +22,914+29.0% | Added |
| D.A. Davidson & Co. | 104,883 | $809.7K | 0.01% | −777−0.7% | Reduced |
| Advisor Resource Council | 105,032 | $810.9K | 0.09% | +105,032 | New |
| The PNC Financial Services Group, Inc. | 107,819 | $832.4K | 0.00% | +1,200+1.1% | Added |
| Conning Inc. | 111,435 | $860.3K | 0.03% | +2,454+2.3% | Added |
| Principal Securities, Inc. | 115,472 | $891.4K | 0.03% | +115,472 | New |
| Integrated Wealth Concepts LLC | 115,815 | $894.1K | 0.01% | +912+0.8% | Added |
| Kestra Advisory Services, LLC | 129,241 | $997.7K | 0.01% | +81,052+168.2% | Added |
| High Net Worth Advisory Group LLC | 137,139 | $1.06M | 0.39% | +1,850+1.4% | Added |
| Centaurus Financial, Inc. | 152,458 | $1.18M | 0.09% | −102,836−40.3% | Reduced |