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 |
|---|---|---|---|---|---|
| Cetera Advisor Networks LLC | 158,691 | $1.23M | 0.01% | +2,622+1.7% | Added |
| Northwestern Mutual Wealth Management Co | 173,932 | $1.34M | 0.00% | +6,513+3.9% | Added |
| Brookstone Capital Management | 175,998 | $1.36M | 0.03% | +19,777+12.7% | Added |
| Pointe Capital Management LLC | 176,092 | $1.36M | 0.94% | +1,500+0.9% | Added |
| Steward Partners Investment Advisory, LLC | 179,364 | $1.38M | 0.02% | +3,113+1.8% | Added |
| Comerica Bank | 185,355 | $1.43M | 0.01% | −5,875−3.1% | Reduced |
| Truist Financial Corp | 191,307 | $1.48M | 0.00% | −17,087−8.2% | Reduced |
| National Asset Management, Inc. | 204,789 | $1.58M | 0.04% | −33,681−14.1% | Reduced |
| Flow State Investments, L.P. | 211,291 | $1.63M | 0.55% | +191,758+981.7% | Added |
| Park Avenue Securities LLC | 219,121 | $1.69M | 0.02% | +219,121 | New |
| Marks Group Wealth Management, Inc | 223,406 | $1.72M | 0.20% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 234,140 | $1.81M | 0.00% | +220,850+1,661.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 314,738 | $2.43M | 0.01% | −16,726−5.0% | Reduced |
| CoreCap Advisors, LLC | 361,368 | $2.79M | 0.18% | +5,785+1.6% | Added |
| Rockefeller Capital Management L.P. | 386,310 | $2.98M | 0.01% | +5,189+1.4% | Added |
| KMG Fiduciary Partners, LLC | 399,517 | $3.08M | 0.36% | −920−0.2% | Reduced |
| Shaker Financial Services, LLC | 444,056 | $3.43M | 1.41% | −13,798−3.0% | Reduced |
| Focused Wealth Management, Inc | 444,080 | $3.43M | 0.56% | −6,002−1.3% | Reduced |
| Avantax Advisory Services, Inc. | 475,695 | $3.67M | 0.04% | +5,691+1.2% | Added |
| HighTower Advisors, LLC | 485,646 | $3.75M | 0.01% | −18,013−3.6% | Reduced |
| Wolverine Asset Management LLC | 535,355 | $4.13M | 0.06% | −56,504−9.5% | Reduced |
| Logan Stone Capital, LLC | 571,067 | $4.41M | 0.89% | +571,067 | New |
| Advisor Group Holdings, Inc. | 592,476 | $4.57M | 0.01% | −94,025−13.7% | Reduced |
| Janney Montgomery Scott LLC | 593,976 | $4.58M | 0.01% | −51,229−7.9% | Reduced |
| Royal Bank of Canada | 610,103 | $4.71M | 0.00% | −47,104−7.2% | Reduced |
| Landscape Capital Management, L.L.C. | 630,289 | $4.87M | 0.43% | +479,710+318.6% | Added |
| UBS Group AG | 705,584 | $5.45M | 0.00% | −23,665−3.2% | Reduced |
| LPL Financial LLC | 760,989 | $5.87M | 0.00% | −38,824−4.9% | Reduced |
| Stifel Financial Corp | 802,102 | $6.19M | 0.01% | +138,962+21.0% | Added |
| Guggenheim Capital LLC | 819,451 | $6.33M | 0.05% | −91,772−10.1% | Reduced |
| Ameriprise Financial Inc | 824,214 | $6.45M | 0.00% | +14,987+1.9% | Added |
| Wells Fargo & Company | 1,018,196 | $7.86M | 0.00% | −170.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,035,145 | $7.99M | 0.01% | +13,115+1.3% | Added |
| 1607 Capital Partners, LLC | 1,076,042 | $8.31M | 0.58% | +784,331+268.9% | Added |
| Cohen & Steers, Inc. | 1,077,690 | $8.32M | 0.02% | +25,000+2.4% | Added |
| Commonwealth Equity Services, LLC | 1,087,885 | $8.40M | 0.02% | +17,513+1.6% | Added |
| Advisors Asset Management, Inc. | 1,183,729 | $9.14M | 0.19% | +205,861+21.1% | Added |
| CNH Partners LLC | 1,204,395 | $9.30M | 0.38% | +694,551+136.2% | Added |
| Formidable Asset Management, LLC | 1,240,252 | $9.57M | 2.09% | −15,452−1.2% | Reduced |
| Raymond James & Associates | 1,281,462 | $9.89M | 0.01% | +7,643+0.6% | Added |
| Cornerstone Advisors, LLC | 1,887,432 | $14.6M | 0.64% | +496,256+35.7% | Added |
| Allspring Global Investments Holdings, LLC | 2,140,892 | $16.5M | 0.03% | +1,836,156+602.5% | Added |
| Bank of America Corp | 2,483,063 | $19.2M | 0.00% | +66,621+2.8% | Added |
| Karpus Management, Inc. | 2,768,656 | $21.4M | 0.65% | +181,301+7.0% | Added |
| Invesco Ltd. | 3,847,003 | $29.7M | 0.01% | +189,208+5.2% | Added |
| Morgan Stanley | 22,172,476 | $171.2M | 0.02% | −1,540,914−6.5% | Reduced |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −69,777−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −62,892−100.0% | Sold out |
| One Capital Management, LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −33,670−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −19,685−100.0% | Sold out |
| KPP Advisory Services LLC | 0 | $0 | 0.00% | −17,735−100.0% | Sold out |
| Modera Wealth Management, LLC | 0 | $0 | 0.00% | −14,950−100.0% | Sold out |
| Encompass Wealth Advisors, LLC | 0 | $0 | 0.00% | −13,026−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −11,191−100.0% | Sold out |
| Fiduciary Trust Co | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| 9258 Wealth Management, LLC | 0 | $0 | 0.00% | −10,571−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −10,250−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −6,697−100.0% | Sold out |
| LWM Advisory Services, LLC | 0 | $0 | 0.00% | −6,103−100.0% | Sold out |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −3,217−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −2,630−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Provenance Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,961−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −1,020−100.0% | Sold out |
| Koesten, Hirschmann & Crabtree, INC. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −390−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Colony Group LLC | – | – | – | – | Not filed |
| Focus Financial Network, Inc. | – | – | – | – | Not filed |
| Wealth Management Solutions, LLC | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |