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, Q1 2024
Institutional positions in Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Mar 31, 2024. 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
- 241
- −1 vs. Q4 2023
- Shares held
- 68.5M
- +4.51M (+7.0%) vs. Q4 2023
- Total value
- $557.9M
- +$63.8M (+12.9%) vs. Q4 2023
- New holders
- 29
- 88 more added
- Sold out
- 30
- 46 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Global Diversified Equity Income Fund; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 1 | $8 | 0.00% | −1−50.0% | Reduced |
| Signaturefd, LLC | 1 | $8 | 0.00% | +1 | New |
| JPMorgan Chase & Co | 41 | $335 | 0.00% | −1−2.4% | Reduced |
| Beacon Capital Management, LLC | 272 | $2.22K | 0.00% | +272 | New |
| Caldwell Sutter Capital, Inc. | 296 | $2.42K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 349 | $2.85K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 467 | $3.81K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 500 | $4.08K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 500 | $4.08K | 0.00% | +500 | New |
| HHM Wealth Advisors, LLC | 500 | $4.08K | 0.00% | +500 | New |
| NBT Bank N A | 800 | $6.53K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 900 | $7.34K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 1,055 | $8.14K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,000 | $8.16K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,000 | $8.16K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 1,000 | $9.00K | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 105,300 | $13.0K | 0.59% | +90,800+626.2% | Added |
| Salomon & Ludwin, LLC | 1,605 | $13.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,676 | $13.7K | 0.00% | +32+1.9% | Added |
| IFP Advisors, Inc | 1,700 | $13.9K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,754 | $14.3K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,780 | $14.5K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,950 | $15.9K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 2,067 | $16.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,253 | $18.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 2,436 | $19.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,500 | $20.4K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2,650 | $20.7K | 0.02% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 2,600 | $21.2K | 0.01% | +2,600 | New |
| Allworth Financial LP | 2,697 | $22.0K | 0.00% | +314+13.2% | Added |
| LRI Investments, LLC | 2,734 | $22.3K | 0.01% | +2,734 | New |
| Financial Management Professionals, Inc. | 2,828 | $23.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3,350 | $27.3K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3,549 | $29.0K | 0.01% | +98+2.8% | Added |
| Bogart Wealth, LLC | 3,953 | $32.3K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 4,000 | $32.6K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 4,609 | $37.6K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,701 | $38.4K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 5,000 | $40.8K | 0.04% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5,501 | $44.9K | 0.00% | +114+2.1% | Added |
| Parallel Advisors, LLC | 5,571 | $45.5K | 0.00% | +5,571 | New |
| Bartlett & Co. Wealth Management LLC | 5,750 | $46.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 6,019 | $49.1K | 0.00% | −232−3.7% | Reduced |
| ORG Partners LLC | 6,236 | $50.5K | 0.10% | +6,236 | New |
| Caldwell Trust Co | 6,749 | $55.1K | 0.01% | −2,499−27.0% | Reduced |
| PFS Partners, LLC | 7,658 | $62.5K | 0.04% | +158+2.1% | Added |
| Gen-Wealth Partners Inc | 7,800 | $63.6K | 0.03% | +7,800 | New |
| NBC Securities, Inc. | 7,901 | $64.0K | 0.01% | +16+0.2% | Added |
| Baldwin Brothers Inc | 8,000 | $65.3K | 0.00% | −2,000−20.0% | Reduced |
| CIBC Private Wealth Group, LLC | 8,202 | $66.4K | 0.00% | +8,202 | New |
| Register Financial Advisors LLC | 8,211 | $67.0K | 0.03% | +8,211 | New |
| Sandy Spring Bank | 8,443 | $68.9K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 8,671 | $70.8K | 0.00% | +1,114+14.7% | Added |
| Level Four Advisory Services, LLC | 10,352 | $79.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 10,000 | $81.6K | 0.00% | −2,800−21.9% | Reduced |
| Ronald Blue Trust, Inc. | 10,000 | $81.6K | 0.00% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 10,005 | $81.6K | 0.00% | 00.0% | Unchanged |
| Claro Advisors LLC | 10,066 | $82.1K | 0.01% | −10,173−50.3% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 10,105 | $82.5K | 0.01% | −2,355−18.9% | Reduced |
| CWA Asset Management Group, LLC | 10,137 | $82.7K | 0.01% | +30.0% | Added |
| Optimum Investment Advisors | 10,352 | $84.5K | 0.04% | 00.0% | Unchanged |
| Plancorp, LLC | 10,398 | $84.8K | 0.00% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 10,425 | $85.1K | 0.01% | +10,425 | New |
| Lincoln National Corp | 10,792 | $88.1K | 0.00% | +12+0.1% | Added |
| Badgley Phelps Wealth Managers, LLC | 10,896 | $88.9K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 11,000 | $89.8K | 0.00% | 00.0% | Unchanged |
| Wealth Alliance | 11,065 | $90.3K | 0.01% | +82+0.7% | Added |
| Relative Value Partners Group, LLC | 11,668 | $90.3K | 0.01% | +75+0.6% | Added |
| Sax Wealth Advisors, LLC | 11,142 | $90.9K | 0.01% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 11,155 | $91.0K | 0.05% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 11,467 | $93.6K | 0.00% | 00.0% | Unchanged |
| Welch & Forbes LLC | 11,500 | $93.8K | 0.00% | 00.0% | Unchanged |
| Insight Advisors, LLC | 11,500 | $93.8K | 0.02% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 12,184 | $99.4K | 0.09% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 12,231 | $99.8K | 0.00% | −3,539−22.4% | Reduced |
| Perennial Investment Advisors, LLC | 12,259 | $100.0K | 0.02% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 12,329 | $100.6K | 0.00% | +12,329 | New |
| Waterfront Wealth Inc. | 12,758 | $101.8K | 0.03% | −600−4.5% | Reduced |
| Huntington National Bank | – | $103.2K | 0.00% | – | – |
| Jane Street Group, LLC | 12,868 | $105.0K | 0.00% | +12,868 | New |
| Kovitz Investment Group Partners, LLC | 13,200 | $107.7K | 0.00% | 00.0% | Unchanged |
| Summit Investment Advisory Services, LLC | 13,293 | $108.5K | 0.06% | +273+2.1% | Added |
| Plante Moran Financial Advisors, LLC | 13,417 | $109.5K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 13,500 | $110.2K | 0.00% | +13,500 | New |
| CIC Wealth, LLC | 13,746 | $112.2K | 0.03% | +337+2.5% | Added |
| Centurion Wealth Management LLC | 13,869 | $113.2K | 0.04% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 13,995 | $114.2K | 0.05% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 14,258 | $116.3K | 0.02% | 00.0% | Unchanged |
| Capital CS Group, LLC | 14,323 | $116.9K | 0.12% | −1,655−10.4% | Reduced |
| Van Hulzen Asset Management, LLC | 14,555 | $119.0K | 0.01% | 00.0% | Unchanged |
| Brown Advisory Inc | 14,846 | $121.1K | 0.00% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 15,962 | $130.3K | 0.05% | 00.0% | Unchanged |
| Spire Wealth Management | 16,039 | $130.9K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 16,000 | $131.0K | 0.05% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 16,300 | $133.0K | 0.01% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 16,850 | $137.5K | 0.05% | +464+2.8% | Added |
| Gladstone Institutional Advisory LLC | 16,880 | $137.7K | 0.01% | −1,283−7.1% | Reduced |
| Strait & Sound Wealth Management LLC | 17,200 | $140.4K | 0.08% | 00.0% | Unchanged |
| Clarius Group, LLC | 17,268 | $140.9K | 0.01% | +17,268 | New |
| KPP Advisory Services LLC | 17,735 | $144.7K | 0.04% | +17,735 | New |