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 |
|---|---|---|---|---|---|
| Meridian Wealth Advisors, LLC | 17,936 | $146.4K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 18,038 | $147.2K | 0.00% | −321−1.7% | Reduced |
| Kestra Private Wealth Services, LLC | 18,365 | $149.9K | 0.00% | +107+0.6% | Added |
| Empower Advisory Group, LLC | 19,000 | $155.0K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 19,133 | $156.1K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 19,617 | $160.1K | 0.00% | +4,628+30.9% | Added |
| Retirement Group, LLC | 19,887 | $162.3K | 0.06% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 20,402 | $166.5K | 0.03% | 00.0% | Unchanged |
| Syverson Strege & Co | 21,054 | $171.8K | 0.06% | +23+0.1% | Added |
| Bank of Stockton | 21,292 | $173.7K | 0.05% | 00.0% | Unchanged |
| Cerity Partners LLC | 21,757 | $177.1K | 0.00% | +60.0% | Added |
| Focus Financial Network, Inc. | 22,713 | $178.5K | 0.01% | +22,713 | New |
| Stratos Wealth Advisors, LLC | 22,024 | $179.7K | 0.01% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 22,412 | $182.9K | 0.03% | −1,181−5.0% | Reduced |
| Flagship Harbor Advisors, LLC | 22,943 | $187.2K | 0.01% | −3,640−13.7% | Reduced |
| HBK Sorce Advisory LLC | 23,220 | $189.5K | 0.01% | +3,425+17.3% | Added |
| Successful Portfolios LLC | 24,794 | $202.3K | 0.14% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 25,366 | $207.0K | 0.00% | +3,900+18.2% | Added |
| Matrix Private Capital Group LLC | 25,469 | $207.8K | 0.14% | −1,750−6.4% | Reduced |
| Wedbush Securities Inc | 26,083 | $213.0K | 0.01% | −4,600−15.0% | Reduced |
| Lane & Associates LLC | 26,929 | $219.7K | 0.14% | +522+2.0% | Added |
| Mission Wealth Management, LP | 27,214 | $222.1K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 27,245 | $222.3K | 0.01% | −1,936−6.6% | Reduced |
| Stonebridge Financial Planning Group, LLC | 27,562 | $224.9K | 0.12% | +53+0.2% | Added |
| Main Street Financial Solutions, LLC | 27,618 | $225.4K | 0.02% | +1,554+6.0% | Added |
| Colony Group, LLC | 27,740 | $226.0K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 28,552 | $233.0K | 0.00% | +28,552 | New |
| SeaCrest Wealth Management, LLC | 28,562 | $233.1K | 0.03% | −2,763−8.8% | Reduced |
| Arkadios Wealth Advisors | 28,684 | $234.1K | 0.02% | +31+0.1% | Added |
| Farther Finance Advisors, LLC | 29,375 | $237.9K | 0.01% | +29,375 | New |
| Creative Planning | 29,522 | $240.9K | 0.00% | +110.0% | Added |
| Diligent Investors, LLC | 29,990 | $244.7K | 0.06% | +1,677+5.9% | Added |
| Prudential Financial Inc | 30,112 | $245.7K | 0.00% | +30,112 | New |
| Gateway Wealth Partners, LLC | 30,764 | $251.0K | 0.09% | −6,426−17.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 31,185 | $254.0K | 0.00% | −265−0.8% | Reduced |
| Integrated Capital Management, Inc. | 31,727 | $258.9K | 0.21% | +2,006+6.7% | Added |
| Virtu Financial LLC | 31,737 | $259.0K | 0.02% | +31,737 | New |
| Semus Wealth Partners LLC | 31,969 | $260.9K | 0.22% | +879+2.8% | Added |
| MKT Advisors LLC | 33,108 | $268.8K | 0.15% | +1,986+6.4% | Added |
| Mill Creek Capital Advisors, LLC | 33,159 | $270.6K | 0.01% | +33,159 | New |
| Mendel Capital Management LLC | 33,500 | $273.4K | 0.18% | +33,500 | New |
| Commerce Bank | 33,531 | $273.6K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 33,612 | $274.0K | 0.00% | −4,597−12.0% | Reduced |
| Northern Trust Corp | 33,613 | $274.3K | 0.00% | +228+0.7% | Added |
| Stockman Wealth Management, Inc. | 34,679 | $283.0K | 0.05% | +4,679+15.6% | Added |
| GWM Advisors LLC | 35,098 | $286.4K | 0.00% | +7,001+24.9% | Added |
| TD Private Client Wealth LLC | 35,134 | $286.7K | 0.01% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 36,129 | $294.8K | 0.15% | 00.0% | Unchanged |
| Gratus Capital LLC | 36,793 | $300.2K | 0.01% | +49+0.1% | Added |
| Cranbrook Wealth Management, LLC | 36,924 | $301.3K | 0.08% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 38,026 | $308.0K | 0.11% | −1,391−3.5% | Reduced |
| Atomi Financial Group, Inc. | 38,438 | $313.7K | 0.03% | +1,600+4.3% | Added |
| Private Advisor Group, LLC | 40,237 | $328.3K | 0.00% | +1,326+3.4% | Added |
| Oppenheimer & Co Inc | 40,276 | $328.7K | 0.01% | +555+1.4% | Added |
| Natixis Advisors, L.P. | 40,923 | $334.0K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 41,948 | $342.3K | 0.02% | +41,948 | New |
| Investmark Advisory Group LLC | 45,188 | $368.7K | 0.20% | +297+0.7% | Added |
| Sage Capital Management, LLC | 46,431 | $378.9K | 0.21% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 46,801 | $382.0K | 0.00% | +1,159+2.5% | Added |
| Avory & Company, LLC | 47,060 | $384.0K | 0.26% | 00.0% | Unchanged |
| Blair William & Co | 47,230 | $385.4K | 0.00% | −889−1.8% | Reduced |
| Merit Financial Group, LLC | 47,600 | $387.5K | 0.01% | −1,488−3.0% | Reduced |
| Independent Financial Group, LLC | 47,647 | $388.8K | 0.02% | −6,541−12.1% | Reduced |
| David J Yvars Group | 49,605 | $402.8K | 0.27% | +166+0.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 54,054 | $441.1K | 0.06% | +54,054 | New |
| Wealth Effects LLC | 54,170 | $442.0K | 0.16% | +313+0.6% | Added |
| J.W. Cole Advisors, Inc. | 54,384 | $443.8K | 0.02% | +17,844+48.8% | Added |
| NWF Advisory Services Inc. | 55,550 | $453.3K | 0.08% | +900+1.6% | Added |
| MGB Wealth Management, LLC | 58,423 | $476.7K | 0.19% | 00.0% | Unchanged |
| Cooper Financial Group | 58,533 | $477.6K | 0.08% | +6,335+12.1% | Added |
| International Assets Investment Management, LLC | 60,842 | $492.8K | 0.05% | +766+1.3% | Added |
| Ameritas Advisory Services, LLC | 63,133 | $507.0K | 0.02% | +63,133 | New |
| Thrivent Financial for Lutherans | 63,708 | $520.0K | 0.00% | +34,254+116.3% | Added |
| CI Private Wealth, LLC | 67,970 | $554.6K | 0.00% | −1,177−1.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 68,267 | $557.1K | 0.04% | +50.0% | Added |
| Dakota Wealth Management | 75,060 | $612.5K | 0.02% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 76,397 | $623.4K | 0.02% | +7,915+11.6% | Added |
| Sunbelt Securities, Inc. | 77,243 | $630.3K | 0.07% | −14,982−16.2% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 82,146 | $670.3K | 0.25% | +55,753+211.2% | Added |
| Leo Wealth, LLC | 88,886 | $725.3K | 0.07% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 89,056 | $726.7K | 0.35% | −1,429−1.6% | Reduced |
| D.A. Davidson & Co. | 90,193 | $736.0K | 0.01% | −14,690−14.0% | Reduced |
| Quantedge Capital Pte Ltd | 91,800 | $749.1K | 0.32% | +54,200+144.1% | Added |
| Northstar Advisory Group, LLC | 103,121 | $854.9K | 0.52% | +1,280+1.3% | Added |
| The PNC Financial Services Group, Inc. | 104,819 | $855.3K | 0.00% | −3,000−2.8% | Reduced |
| Integrated Wealth Concepts LLC | 110,552 | $902.1K | 0.01% | −5,263−4.5% | Reduced |
| Conning Inc. | 113,794 | $928.6K | 0.03% | +2,359+2.1% | Added |
| Centaurus Financial, Inc. | 115,706 | $944.0K | 0.07% | −36,752−24.1% | Reduced |
| Principal Securities, Inc. | 116,008 | $946.6K | 0.03% | +536+0.5% | Added |
| Walleye Capital LLC | 121,372 | $990.4K | 0.01% | +40,973+51.0% | Added |
| KMG Fiduciary Partners, LLC | 125,733 | $1.03M | 0.11% | −273,784−68.5% | Reduced |
| Kestra Advisory Services, LLC | 129,861 | $1.06M | 0.01% | +620+0.5% | Added |
| Susquehanna International Group, LLP | 137,301 | $1.12M | 0.00% | +106,543+346.4% | Added |
| High Net Worth Advisory Group LLC | 137,339 | $1.12M | 0.35% | +200+0.1% | Added |
| Pathstone Holdings, LLC | 155,825 | $1.27M | 0.01% | +113,792+270.7% | Added |
| Pointe Capital Management LLC | 176,092 | $1.44M | 0.89% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 176,487 | $1.44M | 0.00% | +2,555+1.5% | Added |
| Steward Partners Investment Advisory, LLC | 181,085 | $1.48M | 0.02% | +1,721+1.0% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 187,929 | $1.53M | 0.54% | +187,929 | New |
| Truist Financial Corp | 188,537 | $1.54M | 0.00% | −2,770−1.4% | Reduced |