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 |
|---|---|---|---|---|---|
| Mendel Capital Management LLC | 33,500 | $273.4K | 0.18% | +33,500 | New |
| Mill Creek Capital Advisors, LLC | 33,159 | $270.6K | 0.01% | +33,159 | New |
| MKT Advisors LLC | 33,108 | $268.8K | 0.15% | +1,986+6.4% | Added |
| Semus Wealth Partners LLC | 31,969 | $260.9K | 0.22% | +879+2.8% | Added |
| Virtu Financial LLC | 31,737 | $259.0K | 0.02% | +31,737 | New |
| Integrated Capital Management, Inc. | 31,727 | $258.9K | 0.21% | +2,006+6.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 31,185 | $254.0K | 0.00% | −265−0.8% | Reduced |
| Gateway Wealth Partners, LLC | 30,764 | $251.0K | 0.09% | −6,426−17.3% | Reduced |
| Prudential Financial Inc | 30,112 | $245.7K | 0.00% | +30,112 | New |
| Diligent Investors, LLC | 29,990 | $244.7K | 0.06% | +1,677+5.9% | Added |
| Creative Planning | 29,522 | $240.9K | 0.00% | +110.0% | Added |
| Farther Finance Advisors, LLC | 29,375 | $237.9K | 0.01% | +29,375 | New |
| Arkadios Wealth Advisors | 28,684 | $234.1K | 0.02% | +31+0.1% | Added |
| SeaCrest Wealth Management, LLC | 28,562 | $233.1K | 0.03% | −2,763−8.8% | Reduced |
| Fisher Asset Management, LLC | 28,552 | $233.0K | 0.00% | +28,552 | New |
| Colony Group, LLC | 27,740 | $226.0K | 0.00% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 27,618 | $225.4K | 0.02% | +1,554+6.0% | Added |
| Stonebridge Financial Planning Group, LLC | 27,562 | $224.9K | 0.12% | +53+0.2% | Added |
| Moors & Cabot, Inc. | 27,245 | $222.3K | 0.01% | −1,936−6.6% | Reduced |
| Mission Wealth Management, LP | 27,214 | $222.1K | 0.01% | 00.0% | Unchanged |
| Lane & Associates LLC | 26,929 | $219.7K | 0.14% | +522+2.0% | Added |
| Wedbush Securities Inc | 26,083 | $213.0K | 0.01% | −4,600−15.0% | Reduced |
| Matrix Private Capital Group LLC | 25,469 | $207.8K | 0.14% | −1,750−6.4% | Reduced |
| Atria Wealth Solutions, Inc. | 25,366 | $207.0K | 0.00% | +3,900+18.2% | Added |
| Successful Portfolios LLC | 24,794 | $202.3K | 0.14% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 23,220 | $189.5K | 0.01% | +3,425+17.3% | Added |
| Flagship Harbor Advisors, LLC | 22,943 | $187.2K | 0.01% | −3,640−13.7% | Reduced |
| Moloney Securities Asset Management, LLC | 22,412 | $182.9K | 0.03% | −1,181−5.0% | Reduced |
| Stratos Wealth Advisors, LLC | 22,024 | $179.7K | 0.01% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 22,713 | $178.5K | 0.01% | +22,713 | New |
| Cerity Partners LLC | 21,757 | $177.1K | 0.00% | +60.0% | Added |
| Bank of Stockton | 21,292 | $173.7K | 0.05% | 00.0% | Unchanged |
| Syverson Strege & Co | 21,054 | $171.8K | 0.06% | +23+0.1% | Added |
| Carolinas Wealth Consulting LLC | 20,402 | $166.5K | 0.03% | 00.0% | Unchanged |
| Retirement Group, LLC | 19,887 | $162.3K | 0.06% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 19,617 | $160.1K | 0.00% | +4,628+30.9% | Added |
| Franklin Resources Inc | 19,133 | $156.1K | 0.00% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 19,000 | $155.0K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 18,365 | $149.9K | 0.00% | +107+0.6% | Added |
| Stratos Wealth Partners, LTD. | 18,038 | $147.2K | 0.00% | −321−1.7% | Reduced |
| Meridian Wealth Advisors, LLC | 17,936 | $146.4K | 0.03% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 17,735 | $144.7K | 0.04% | +17,735 | New |
| Clarius Group, LLC | 17,268 | $140.9K | 0.01% | +17,268 | New |
| Strait & Sound Wealth Management LLC | 17,200 | $140.4K | 0.08% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 16,880 | $137.7K | 0.01% | −1,283−7.1% | Reduced |
| WealthBridge Capital Management, LLC | 16,850 | $137.5K | 0.05% | +464+2.8% | Added |
| Venture Visionary Partners LLC | 16,300 | $133.0K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 16,000 | $131.0K | 0.05% | 00.0% | Unchanged |
| Spire Wealth Management | 16,039 | $130.9K | 0.00% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 15,962 | $130.3K | 0.05% | 00.0% | Unchanged |
| Brown Advisory Inc | 14,846 | $121.1K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 14,555 | $119.0K | 0.01% | 00.0% | Unchanged |
| Capital CS Group, LLC | 14,323 | $116.9K | 0.12% | −1,655−10.4% | Reduced |
| LVZ Advisors, Inc. | 14,258 | $116.3K | 0.02% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 13,995 | $114.2K | 0.05% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 13,869 | $113.2K | 0.04% | 00.0% | Unchanged |
| CIC Wealth, LLC | 13,746 | $112.2K | 0.03% | +337+2.5% | Added |
| Beacon Investment Advisory Services, Inc. | 13,500 | $110.2K | 0.00% | +13,500 | New |
| Plante Moran Financial Advisors, LLC | 13,417 | $109.5K | 0.01% | 00.0% | Unchanged |
| Summit Investment Advisory Services, LLC | 13,293 | $108.5K | 0.06% | +273+2.1% | Added |
| Kovitz Investment Group Partners, LLC | 13,200 | $107.7K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 12,868 | $105.0K | 0.00% | +12,868 | New |
| Huntington National Bank | – | $103.2K | 0.00% | – | – |
| Waterfront Wealth Inc. | 12,758 | $101.8K | 0.03% | −600−4.5% | Reduced |
| Two Sigma Investments, LP | 12,329 | $100.6K | 0.00% | +12,329 | New |
| Perennial Investment Advisors, LLC | 12,259 | $100.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 12,231 | $99.8K | 0.00% | −3,539−22.4% | Reduced |
| Investment Partners Asset Management, Inc. | 12,184 | $99.4K | 0.09% | 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 |
| Beacon Pointe Advisors, LLC | 11,467 | $93.6K | 0.00% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 11,155 | $91.0K | 0.05% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 11,142 | $90.9K | 0.01% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 11,668 | $90.3K | 0.01% | +75+0.6% | Added |
| Wealth Alliance | 11,065 | $90.3K | 0.01% | +82+0.7% | Added |
| Apollon Wealth Management, LLC | 11,000 | $89.8K | 0.00% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 10,896 | $88.9K | 0.00% | 00.0% | Unchanged |
| Lincoln National Corp | 10,792 | $88.1K | 0.00% | +12+0.1% | Added |
| 9258 Wealth Management, LLC | 10,425 | $85.1K | 0.01% | +10,425 | New |
| Plancorp, LLC | 10,398 | $84.8K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 10,352 | $84.5K | 0.04% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 10,137 | $82.7K | 0.01% | +30.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 10,105 | $82.5K | 0.01% | −2,355−18.9% | Reduced |
| Claro Advisors LLC | 10,066 | $82.1K | 0.01% | −10,173−50.3% | Reduced |
| Alpha Cubed Investments, LLC | 10,005 | $81.6K | 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 |
| Level Four Advisory Services, LLC | 10,352 | $79.9K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 8,671 | $70.8K | 0.00% | +1,114+14.7% | Added |
| Sandy Spring Bank | 8,443 | $68.9K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 8,211 | $67.0K | 0.03% | +8,211 | New |
| CIBC Private Wealth Group, LLC | 8,202 | $66.4K | 0.00% | +8,202 | New |
| Baldwin Brothers Inc | 8,000 | $65.3K | 0.00% | −2,000−20.0% | Reduced |
| NBC Securities, Inc. | 7,901 | $64.0K | 0.01% | +16+0.2% | Added |
| Gen-Wealth Partners Inc | 7,800 | $63.6K | 0.03% | +7,800 | New |
| PFS Partners, LLC | 7,658 | $62.5K | 0.04% | +158+2.1% | Added |
| Caldwell Trust Co | 6,749 | $55.1K | 0.01% | −2,499−27.0% | Reduced |
| ORG Partners LLC | 6,236 | $50.5K | 0.10% | +6,236 | New |
| US Bancorp | 6,019 | $49.1K | 0.00% | −232−3.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 5,750 | $46.9K | 0.00% | 00.0% | Unchanged |