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 |
|---|---|---|---|---|---|
| Benjamin F. Edwards & Company, Inc. | 31,450 | $243.0K | 0.00% | −150−0.5% | Reduced |
| SeaCrest Wealth Management, LLC | 31,325 | $240.3K | 0.03% | −147−0.5% | Reduced |
| Semus Wealth Partners LLC | 31,090 | $240.0K | 0.20% | −1,829−5.6% | Reduced |
| MKT Advisors LLC | 31,122 | $238.7K | 0.16% | −7,568−19.6% | Reduced |
| Susquehanna International Group, LLP | 30,758 | $237.5K | 0.00% | −39,850−56.4% | Reduced |
| Wedbush Securities Inc | 30,683 | $237.0K | 0.01% | +1,555+5.3% | Added |
| Stockman Wealth Management, Inc. | 30,000 | $231.6K | 0.05% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 29,721 | $229.4K | 0.19% | +29,721 | New |
| Creative Planning | 29,511 | $227.8K | 0.00% | +13,125+80.1% | Added |
| Thrivent Financial for Lutherans | 29,454 | $227.0K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 29,181 | $225.3K | 0.01% | +763+2.7% | Added |
| Arkadios Wealth Advisors | 28,653 | $221.2K | 0.02% | +34+0.1% | Added |
| Western Wealth Management, LLC | 28,488 | $219.9K | 0.02% | −1,473−4.9% | Reduced |
| Diligent Investors, LLC | 28,313 | $218.6K | 0.06% | +1,608+6.0% | Added |
| GWM Advisors LLC | 28,097 | $216.5K | 0.00% | +10,367+58.5% | Added |
| Colony Group, LLC | 27,740 | $214.0K | 0.00% | +27,740 | New |
| Stonebridge Financial Planning Group, LLC | 27,509 | $212.4K | 0.12% | +56+0.2% | Added |
| Matrix Private Capital Group LLC | 27,219 | $210.1K | 0.16% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 27,214 | $210.1K | 0.01% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 26,583 | $205.2K | 0.01% | −7,188−21.3% | Reduced |
| Lane & Associates LLC | 26,407 | $203.9K | 0.15% | +388+1.5% | Added |
| Prevail Innovative Wealth Advisors, LLC | 26,393 | $203.8K | 0.10% | +26,393 | New |
| Citadel Advisors LLC | 26,237 | $202.6K | 0.00% | +26,237 | New |
| Main Street Financial Solutions, LLC | 26,064 | $201.2K | 0.03% | −5,027−16.2% | Reduced |
| Successful Portfolios LLC | 24,794 | $191.4K | 0.14% | +24,794 | New |
| Scissortail Wealth Management, LLC | 23,885 | $186.8K | 0.06% | +23,885 | New |
| Moloney Securities Asset Management, LLC | 23,593 | $182.1K | 0.03% | +144+0.6% | Added |
| Two Sigma Securities, LLC | 22,191 | $171.3K | 0.01% | +22,191 | New |
| Focus Financial Network Inc | 22,138 | $170.9K | 0.01% | +22,138 | New |
| Stratos Wealth Advisors, LLC | 22,024 | $170.0K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 21,751 | $167.9K | 0.00% | +40.0% | Added |
| Atria Wealth Solutions, Inc. | 21,466 | $165.7K | 0.00% | 00.0% | Unchanged |
| Bank of Stockton | 21,292 | $165.2K | 0.05% | 00.0% | Unchanged |
| Syverson Strege & Co | 21,031 | $162.4K | 0.06% | +19+0.1% | Added |
| Carolinas Wealth Consulting LLC | 20,402 | $157.5K | 0.03% | 00.0% | Unchanged |
| XTX Topco Ltd | 20,358 | $157.2K | 0.03% | +20,358 | New |
| Claro Advisors LLC | 20,239 | $156.2K | 0.03% | −8,627−29.9% | Reduced |
| Amplius Wealth Advisors, LLC | 20,000 | $154.4K | 0.02% | 00.0% | Unchanged |
| Retirement Group, LLC | 19,887 | $153.5K | 0.06% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 19,795 | $152.8K | 0.01% | −2,921−12.9% | Reduced |
| Franklin Resources Inc | 19,133 | $147.7K | 0.00% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 19,000 | $146.7K | 0.00% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 18,600 | $143.6K | 0.30% | +18,600 | New |
| Stratos Wealth Partners, LTD. | 18,359 | $141.7K | 0.00% | +321+1.8% | Added |
| Kestra Private Wealth Services, LLC | 18,258 | $141.0K | 0.00% | +161+0.9% | Added |
| Gladstone Institutional Advisory LLC | 18,163 | $140.2K | 0.01% | +2,312+14.6% | Added |
| Meridian Wealth Advisors, LLC | 17,936 | $138.5K | 0.03% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 17,200 | $132.6K | 0.08% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 16,386 | $126.5K | 0.05% | +363+2.3% | Added |
| Venture Visionary Partners LLC | 16,300 | $125.8K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | – | $124.7K | 0.00% | – | – |
| Spire Wealth Management | 16,039 | $124.5K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 16,093 | $124.2K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 16,000 | $124.0K | 0.05% | 00.0% | Unchanged |
| Capital CS Group, LLC | 15,978 | $123.3K | 0.14% | −714−4.3% | Reduced |
| Parisi Gray Wealth Management | 15,962 | $123.2K | 0.05% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 15,770 | $121.7K | 0.01% | −11,340−41.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 14,989 | $115.7K | 0.00% | −22,856−60.4% | Reduced |
| Brown Advisory Inc | 14,846 | $114.6K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 14,555 | $112.0K | 0.01% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 14,500 | $111.8K | 0.15% | −3,000−17.1% | Reduced |
| LVZ Advisors, Inc. | 14,258 | $110.1K | 0.02% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 13,995 | $108.0K | 0.08% | +13,995 | New |
| Centurion Wealth Management LLC | 13,869 | $107.1K | 0.05% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 13,417 | $103.6K | 0.01% | 00.0% | Unchanged |
| CIC Wealth, LLC | 13,409 | $103.5K | 0.03% | +264+2.0% | Added |
| Waterfront Wealth Inc. | 13,358 | $103.1K | 0.03% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 13,200 | $101.9K | 0.00% | 00.0% | Unchanged |
| Summit Investment Advisory Services, LLC | 13,020 | $100.5K | 0.06% | +286+2.2% | Added |
| Fifth Third Bancorp | 12,800 | $98.8K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 12,460 | $96.2K | 0.01% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 12,350 | $95.3K | 0.00% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 12,259 | $94.6K | 0.02% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 12,184 | $94.1K | 0.09% | +12,184 | New |
| Bank of New York Mellon Corp | 11,660 | $90.0K | 0.00% | +11,660 | New |
| Relative Value Partners Group, LLC | 11,593 | $89.5K | 0.01% | +11,593 | New |
| Welch & Forbes LLC | 11,500 | $88.8K | 0.00% | 00.0% | Unchanged |
| Insight Advisors, LLC | 11,500 | $88.8K | 0.02% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 11,467 | $88.5K | 0.00% | −5,430−32.1% | Reduced |
| Quad-Cities Investment Group, LLC | 11,155 | $86.5K | 0.05% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 11,142 | $86.0K | 0.01% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 11,056 | $85.4K | 0.01% | 00.0% | Unchanged |
| 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 |
| Wealth Alliance | 10,983 | $84.8K | 0.01% | +86+0.8% | Added |
| Badgley Phelps Wealth Managers, LLC | 10,896 | $84.1K | 0.00% | +10,896 | New |
| Lincoln National Corp | 10,780 | $83.2K | 0.00% | +10,780 | New |
| Cetera Investment Advisers | 10,632 | $82.1K | 0.00% | +10,632 | New |
| Plancorp, LLC | 10,398 | $80.3K | 0.00% | 00.0% | Unchanged |
| 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 |
| Prospera Financial Services Inc | 10,319 | $79.7K | 0.00% | −528−4.9% | Reduced |
| CWA Asset Management Group, LLC | 10,134 | $78.2K | 0.01% | −267−2.6% | Reduced |
| Alpha Cubed Investments, LLC | 10,005 | $77.2K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 10,000 | $77.2K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 10,000 | $74.0K | 0.00% | +10,000 | New |
| Caldwell Trust Co | 9,248 | $71.4K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 8,443 | $65.2K | 0.00% | +8,443 | New |
| NBC Securities, Inc. | 7,885 | $60.0K | 0.01% | +10+0.1% | Added |
| Citigroup Inc | 7,557 | $58.3K | 0.00% | +36+0.5% | Added |