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 |
|---|---|---|---|---|---|
| PFS Partners, LLC | 7,500 | $57.9K | 0.04% | +7,500 | New |
| US Bancorp | 6,251 | $48.3K | 0.00% | −3,268−34.3% | Reduced |
| Advisory Services Network, LLC | 6,240 | $48.2K | 0.00% | +6,240 | New |
| Bartlett & Co. LLC | 5,750 | $45.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,750 | $44.9K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5,387 | $41.6K | 0.00% | +119+2.3% | Added |
| Cypress Capital Management LLC (WY) | 5,000 | $38.6K | 0.04% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,701 | $36.3K | 0.00% | +354+8.1% | Added |
| Princeton Global Asset Management LLC | 4,609 | $35.6K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 4,000 | $30.9K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,953 | $30.5K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,650 | $28.2K | 0.01% | +3,650 | New |
| SOA Wealth Advisors, LLC. | 3,451 | $26.6K | 0.01% | +77+2.3% | Added |
| Harbor Investment Advisory, LLC | 3,350 | $25.9K | 0.00% | +1,700+103.0% | Added |
| Hobbs Group Advisors, LLC | 2,916 | $22.5K | 0.01% | +2,916 | New |
| Financial Management Professionals, Inc. | 2,828 | $22.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,801 | $21.6K | 0.00% | +868+44.9% | Added |
| American Capital Advisory, LLC | 2,650 | $20.5K | 0.01% | +2,650 | New |
| Private Trust Co NA | 2,500 | $19.3K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 2,436 | $18.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,383 | $18.4K | 0.00% | +200+9.2% | Added |
| EverSource Wealth Advisors, LLC | 2,253 | $17.4K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 2,067 | $16.0K | 0.00% | +2,067 | New |
| Barrett & Company, Inc. | 1,950 | $15.1K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,886 | $14.6K | 0.00% | +1,886 | New |
| Cambridge Trust Co | 1,780 | $13.7K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,754 | $13.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,700 | $13.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,644 | $12.7K | 0.00% | +17+1.0% | Added |
| Salomon & Ludwin, LLC | 1,605 | $11.8K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 1,180 | $10.5K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,185 | $9.00K | 0.00% | +26+2.2% | Added |
| Baystate Wealth Management LLC | 1,088 | $8.40K | 0.00% | +24+2.3% | Added |
| Sachetta, LLC | 1,055 | $8.14K | 0.00% | +1,055 | New |
| Avion Wealth | 1,000 | $8.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Atlantic Edge Private Wealth Management, LLC | 900 | $6.95K | 0.00% | +900 | New |
| NBT Bank N A | 800 | $6.18K | 0.00% | +800 | New |
| Byrne Asset Management LLC | 500 | $3.89K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 467 | $3.61K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 349 | $2.69K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 296 | $2.29K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 61 | $471 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 42 | $324 | 0.00% | −4,850−99.1% | Reduced |
| FMR LLC | 2 | $15 | 0.00% | +2 | New |
| 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 |