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 |
|---|---|---|---|---|---|
| Comerica Bank | 189,321 | $1.54M | 0.01% | +3,966+2.1% | Added |
| National Asset Management, Inc. | 238,470 | $1.76M | 0.05% | +33,681+16.4% | Added |
| Park Avenue Securities LLC | 217,383 | $1.77M | 0.02% | −1,738−0.8% | Reduced |
| Marks Group Wealth Management, Inc | 223,406 | $1.82M | 0.19% | 00.0% | Unchanged |
| Cetera Investment Advisers | 226,445 | $1.85M | 0.00% | +215,813+2,029.8% | Added |
| Envestnet Asset Management Inc | 237,436 | $1.94M | 0.00% | +3,296+1.4% | Added |
| Flow State Investments, L.P. | 249,684 | $2.04M | 0.60% | +38,393+18.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 307,865 | $2.51M | 0.01% | −6,873−2.2% | Reduced |
| CoreCap Advisors, LLC | 364,443 | $2.97M | 0.16% | +3,075+0.9% | Added |
| Rockefeller Capital Management L.P. | 384,095 | $3.13M | 0.01% | −2,215−0.6% | Reduced |
| Shaker Financial Services, LLC | 391,833 | $3.20M | 1.24% | −52,223−11.8% | Reduced |
| Focused Wealth Management, Inc | 440,201 | $3.59M | 0.56% | −3,879−0.9% | Reduced |
| Avantax Advisory Services, Inc. | 481,428 | $3.93M | 0.03% | +5,733+1.2% | Added |
| HighTower Advisors, LLC | 494,189 | $4.03M | 0.01% | +8,543+1.8% | Added |
| Advisor Group Holdings, Inc. | 564,171 | $4.60M | 0.01% | −28,305−4.8% | Reduced |
| Janney Montgomery Scott LLC | 580,270 | $4.74M | 0.01% | −13,706−2.3% | Reduced |
| Guggenheim Capital LLC | 610,158 | $4.98M | 0.04% | −209,293−25.5% | Reduced |
| Wolverine Asset Management LLC | 618,014 | $5.04M | 0.10% | +82,659+15.4% | Added |
| Royal Bank of Canada | 624,193 | $5.09M | 0.00% | +14,090+2.3% | Added |
| Landscape Capital Management, L.L.C. | 661,378 | $5.40M | 0.47% | +31,089+4.9% | Added |
| Snowden Capital Advisors LLC | 682,510 | $5.57M | 0.17% | +682,510 | New |
| Logan Stone Capital, LLC | 702,828 | $5.74M | 1.23% | +131,761+23.1% | Added |
| Ameriprise Financial Inc | 739,594 | $6.03M | 0.00% | −84,620−10.3% | Reduced |
| UBS Group AG | 757,541 | $6.18M | 0.00% | +51,957+7.4% | Added |
| LPL Financial LLC | 764,206 | $6.24M | 0.00% | +3,217+0.4% | Added |
| Stifel Financial Corp | 913,978 | $7.46M | 0.01% | +111,876+13.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 1,083,297 | $8.84M | 0.01% | +48,152+4.7% | Added |
| Commonwealth Equity Services, LLC | 1,125,194 | $9.18M | 0.02% | +37,309+3.4% | Added |
| Cohen & Steers, Inc. | 1,137,690 | $9.28M | 0.02% | +60,000+5.6% | Added |
| Raymond James & Associates | 1,145,855 | $9.35M | 0.01% | −135,607−10.6% | Reduced |
| Formidable Asset Management, LLC | 1,189,584 | $9.71M | 1.58% | −50,668−4.1% | Reduced |
| Advisors Asset Management, Inc. | 1,261,100 | $10.3M | 0.20% | +77,371+6.5% | Added |
| Wells Fargo & Company | 1,341,845 | $10.9M | 0.00% | +323,649+31.8% | Added |
| CNH Partners LLC | 1,656,805 | $13.5M | 0.47% | +452,410+37.6% | Added |
| Allspring Global Investments Holdings, LLC | 2,159,924 | $17.6M | 0.03% | +19,032+0.9% | Added |
| 1607 Capital Partners, LLC | 2,454,136 | $20.0M | 1.63% | +1,378,094+128.1% | Added |
| Bank of America Corp | 2,507,745 | $20.5M | 0.00% | +24,682+1.0% | Added |
| Cornerstone Advisors, LLC | 2,714,928 | $22.2M | 0.92% | +827,496+43.8% | Added |
| Karpus Management, Inc. | 2,784,875 | $22.7M | 0.66% | +16,219+0.6% | Added |
| Invesco Ltd. | 4,137,055 | $33.8M | 0.01% | +290,052+7.5% | Added |
| Morgan Stanley | 22,553,860 | $184.0M | 0.01% | +381,384+1.7% | Added |
| Brookstone Capital Management | 0 | $0 | 0.00% | −175,998−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −158,691−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −105,032−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −84,100−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −79,200−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −66,109−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −60,556−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −47,649−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −45,690−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −34,107−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −28,488−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −26,237−100.0% | Sold out |
| Scissortail Wealth Management, LLC | 0 | $0 | 0.00% | −23,885−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −22,191−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −20,358−100.0% | Sold out |
| Amplius Wealth Advisors, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −18,600−100.0% | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −16,093−100.0% | Sold out |
| Stock Yards Bank & Trust Co | 0 | $0 | 0.00% | −12,350−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −11,660−100.0% | Sold out |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −11,056−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −10,319−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −6,240−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −3,650−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −2,801−100.0% | Sold out |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −1,886−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −1,180−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −1,185−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Focus Financial Network Inc | – | – | – | – | Not filed |
| Bartlett & Co. LLC | – | – | – | – | Not filed |
| Hobbs Group Advisors, LLC | – | – | – | – | Not filed |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |