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, Q2 2024
Institutional positions in Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Jun 30, 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
- 251
- +14 vs. Q1 2024
- Shares held
- 69.4M
- +969.8K (+1.4%) vs. Q1 2024
- Total value
- $586.3M
- +$28.7M (+5.2%) vs. Q1 2024
- New holders
- 33
- 84 more added
- Sold out
- 19
- 58 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Global Diversified Equity Income Fund; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Signaturefd, LLC | 1 | $8 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 41 | $346 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 100 | $847 | 0.00% | +100 | New |
| Voisard Asset Management Group, Inc. | 185 | $1.56K | 0.00% | +185 | New |
| Mather Group, LLC. | 210 | $1.71K | 0.00% | +210 | New |
| Beacon Capital Management, LLC | 279 | $2.35K | 0.00% | +7+2.6% | Added |
| Caldwell Sutter Capital, Inc. | 296 | $2.50K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 300 | $2.54K | 0.00% | −200−40.0% | Reduced |
| Maryland Capital Advisors Inc. | 338 | $2.86K | 0.00% | +338 | New |
| Key Financial Inc | 349 | $2.95K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 419 | $3.54K | 0.00% | +419 | New |
| Addison Advisors LLC | 467 | $3.95K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 500 | $4.22K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 539 | $4.55K | 0.00% | +539 | New |
| NBT Bank N A | 800 | $6.76K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 900 | $7.61K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 1,000 | $8.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 960 | $8.11K | 0.00% | −9,040−90.4% | Reduced |
| Webster Bank, N. A. | 1,000 | $8.45K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,000 | $8.45K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 1,055 | $8.90K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,465 | $12.4K | 0.00% | +1,465 | New |
| FMR LLC | 1,584 | $13.4K | 0.00% | +1,583+158,300.0% | Added |
| Salomon & Ludwin, LLC | 1,605 | $13.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,700 | $14.4K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,704 | $14.4K | 0.00% | +28+1.7% | Added |
| Venturi Wealth Management, LLC | 1,754 | $14.8K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 2,067 | $17.5K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 2,171 | $18.3K | 0.00% | −13,868−86.5% | Reduced |
| Allworth Financial LP | 2,183 | $18.4K | 0.00% | −514−19.1% | Reduced |
| EverSource Wealth Advisors, LLC | 2,253 | $19.1K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2,450 | $19.3K | 0.01% | +2,450 | New |
| American Capital Advisory, LLC | 2,650 | $20.5K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 2,436 | $20.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,500 | $21.1K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 2,600 | $22.0K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,734 | $23.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,737 | $23.1K | 0.00% | +2,737 | New |
| Financial Management Professionals, Inc. | 2,828 | $24.0K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 2,916 | $24.6K | 0.01% | +2,916 | New |
| Harbor Investment Advisory, LLC | 3,350 | $28.3K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3,634 | $30.7K | 0.01% | +85+2.4% | Added |
| Bogart Wealth, LLC | 3,953 | $33.4K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 4,609 | $38.9K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,701 | $39.7K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 5,000 | $42.3K | 0.05% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5,634 | $47.6K | 0.00% | +133+2.4% | Added |
| Parallel Advisors, LLC | 5,636 | $47.6K | 0.00% | +65+1.2% | Added |
| Bartlett & Co. Wealth Management LLC | 5,750 | $48.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 6,019 | $50.9K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 6,236 | $52.6K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 6,552 | $55.4K | 0.02% | −3,800−36.7% | Reduced |
| Caldwell Trust Co | 6,749 | $57.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 7,118 | $60.1K | 0.00% | −1,553−17.9% | Reduced |
| Raleigh Capital Management Inc. | 7,540 | $63.7K | 0.03% | +7,540 | New |
| Gen-Wealth Partners Inc | 7,800 | $65.9K | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 7,920 | $66.0K | 0.01% | +19+0.2% | Added |
| PFS Partners, LLC | 7,843 | $66.3K | 0.04% | +185+2.4% | Added |
| WFA of San Diego, LLC | 7,900 | $66.8K | 0.06% | +7,900 | New |
| Baldwin Brothers Inc | 8,000 | $67.6K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 8,158 | $68.9K | 0.02% | +8,158 | New |
| Register Financial Advisors LLC | 8,331 | $70.4K | 0.04% | +120+1.5% | Added |
| Sandy Spring Bank | 8,500 | $71.8K | 0.00% | +57+0.7% | Added |
| Harbour Investments, Inc. | 9,251 | $78.2K | 0.00% | −2,980−24.4% | Reduced |
| Ronald Blue Trust, Inc. | 10,000 | $81.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $86.6K | 0.00% | – | – |
| Plancorp, LLC | 10,398 | $87.9K | 0.00% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 10,425 | $88.1K | 0.01% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 10,896 | $92.1K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 11,000 | $93.0K | 0.00% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 11,142 | $94.2K | 0.01% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 11,155 | $94.3K | 0.05% | 00.0% | Unchanged |
| Wealth Alliance | 11,160 | $94.3K | 0.01% | +95+0.9% | Added |
| Perennial Investment Advisors, LLC | 11,384 | $96.2K | 0.01% | −875−7.1% | Reduced |
| CIBC Private Wealth Group, LLC | 11,402 | $97.1K | 0.00% | +3,200+39.0% | Added |
| Insight Advisors, LLC | 11,500 | $97.2K | 0.02% | 00.0% | Unchanged |
| Welch & Forbes LLC | 11,500 | $97.2K | 0.00% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 11,832 | $100.0K | 0.01% | +11,832 | New |
| Investment Partners Asset Management, Inc. | 12,184 | $103.0K | 0.09% | 00.0% | Unchanged |
| CIC Wealth, LLC | 12,542 | $106.0K | 0.03% | −1,204−8.8% | Reduced |
| Brinker Capital Investments, LLC | 12,604 | $106.5K | 0.00% | +12,604 | New |
| Orion Portfolio Solutions, LLC | 12,604 | $106.5K | 0.00% | +12,604 | New |
| Waterfront Wealth Inc. | 12,758 | $107.8K | 0.03% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 13,200 | $111.5K | 0.00% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 14,215 | $111.7K | 0.01% | +14,215 | New |
| Plante Moran Financial Advisors, LLC | 13,417 | $113.4K | 0.01% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 13,995 | $118.3K | 0.05% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 14,258 | $120.5K | 0.02% | 00.0% | Unchanged |
| Capital CS Group, LLC | 14,476 | $122.3K | 0.14% | +153+1.1% | Added |
| Ashton Thomas Securities, LLC | 14,440 | $123.5K | 0.03% | +14,440 | New |
| Brown Advisory Inc | 14,846 | $125.4K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 14,895 | $125.9K | 0.01% | +1,395+10.3% | Added |
| Parisi Gray Wealth Management | 15,962 | $134.9K | 0.05% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 16,000 | $135.0K | 0.05% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 16,300 | $137.7K | 0.01% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 16,405 | $139.0K | 0.01% | +1,850+12.7% | Added |
| Gateway Wealth Partners, LLC | 16,805 | $142.0K | 0.04% | −13,959−45.4% | Reduced |
| Gladstone Institutional Advisory LLC | 16,880 | $142.6K | 0.01% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 17,200 | $145.3K | 0.07% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 17,257 | $145.8K | 0.05% | +407+2.4% | Added |