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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 5,571 | $45.5K | 0.00% | +5,571 | New |
| North Star Investment Management Corp. | 5,501 | $44.9K | 0.00% | +114+2.1% | Added |
| Cypress Capital Management LLC (WY) | 5,000 | $40.8K | 0.04% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,701 | $38.4K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 4,609 | $37.6K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 4,000 | $32.6K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,953 | $32.3K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3,549 | $29.0K | 0.01% | +98+2.8% | Added |
| Harbor Investment Advisory, LLC | 3,350 | $27.3K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,828 | $23.0K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,734 | $22.3K | 0.01% | +2,734 | New |
| Allworth Financial LP | 2,697 | $22.0K | 0.00% | +314+13.2% | Added |
| WR Wealth Planners, LLC | 2,600 | $21.2K | 0.01% | +2,600 | New |
| American Capital Advisory, LLC | 2,650 | $20.7K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 2,500 | $20.4K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 2,436 | $19.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,253 | $18.0K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 2,067 | $16.9K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,950 | $15.9K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,780 | $14.5K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,754 | $14.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,700 | $13.9K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,676 | $13.7K | 0.00% | +32+1.9% | Added |
| Salomon & Ludwin, LLC | 1,605 | $13.1K | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 105,300 | $13.0K | 0.59% | +90,800+626.2% | Added |
| Avion Wealth | 1,000 | $9.00K | 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 |
| Sachetta, LLC | 1,055 | $8.14K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 900 | $7.34K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 800 | $6.53K | 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 |
| Addison Advisors LLC | 467 | $3.81K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 349 | $2.85K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 296 | $2.42K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 272 | $2.22K | 0.00% | +272 | New |
| JPMorgan Chase & Co | 41 | $335 | 0.00% | −1−2.4% | Reduced |
| FMR LLC | 1 | $8 | 0.00% | −1−50.0% | Reduced |
| Signaturefd, LLC | 1 | $8 | 0.00% | +1 | New |
| 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 |