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 |
|---|---|---|---|---|---|
| Clarius Group, LLC | 17,268 | $145.9K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 17,461 | $147.5K | 0.00% | +17,461 | New |
| Mariner, LLC | 17,500 | $147.9K | 0.00% | +17,500 | New |
| KPP Advisory Services LLC | 17,735 | $149.9K | 0.04% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 17,936 | $151.6K | 0.03% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 18,490 | $156.2K | 0.00% | +125+0.7% | Added |
| Franklin Resources Inc | 19,133 | $161.7K | 0.00% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 19,872 | $167.9K | 0.00% | +872+4.6% | Added |
| Bank of Stockton | 20,000 | $169.0K | 0.05% | −1,292−6.1% | Reduced |
| Amplius Wealth Advisors, LLC | 20,000 | $169.0K | 0.02% | +20,000 | New |
| Virtu Financial LLC | 20,079 | $170.0K | 0.01% | −11,658−36.7% | Reduced |
| Flagship Harbor Advisors, LLC | 20,161 | $170.4K | 0.01% | −2,782−12.1% | Reduced |
| Carolinas Wealth Consulting LLC | 20,402 | $172.4K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 20,723 | $175.1K | 0.00% | +2,685+14.9% | Added |
| Syverson Strege & Co | 21,075 | $178.1K | 0.06% | +21+0.1% | Added |
| Moloney Securities Asset Management, LLC | 21,323 | $180.2K | 0.03% | −1,089−4.9% | Reduced |
| Stratos Wealth Advisors, LLC | 22,024 | $186.1K | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 22,307 | $188.3K | 0.00% | +22,307 | New |
| Fisher Asset Management, LLC | 22,462 | $189.8K | 0.00% | −6,090−21.3% | Reduced |
| Monograph Wealth Advisors, LLC | 23,282 | $196.7K | 0.03% | +23,282 | New |
| Matrix Private Capital Group LLC | 23,369 | $197.5K | 0.12% | −2,100−8.2% | Reduced |
| HBK Sorce Advisory LLC | 23,467 | $198.3K | 0.01% | +247+1.1% | Added |
| Warther Private Wealth, LLC | 23,675 | $200.1K | 0.08% | +23,675 | New |
| Focus Financial Network, Inc. | 23,262 | $200.7K | 0.01% | +549+2.4% | Added |
| Heritage Wealth Management, Inc. | 23,885 | $204.2K | 0.07% | +23,885 | New |
| Successful Portfolios LLC | 24,794 | $209.5K | 0.15% | 00.0% | Unchanged |
| Horan Securities, Inc. | 24,975 | $211.0K | 0.09% | +24,975 | New |
| Moors & Cabot, Inc. | 25,075 | $211.9K | 0.01% | −2,170−8.0% | Reduced |
| Cerity Partners LLC | 25,833 | $218.3K | 0.00% | +4,076+18.7% | Added |
| Mission Wealth Management, LP | 27,214 | $230.0K | 0.01% | 00.0% | Unchanged |
| Lane & Associates LLC | 27,580 | $233.0K | 0.14% | +651+2.4% | Added |
| Stonebridge Financial Planning Group, LLC | 27,624 | $233.4K | 0.12% | +62+0.2% | Added |
| Colony Group, LLC | 27,740 | $234.0K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 28,564 | $241.4K | 0.03% | +20.0% | Added |
| M Holdings Securities, Inc. | 28,967 | $245.0K | 0.03% | +28,967 | New |
| Silverlake Wealth Management LLC | 29,629 | $250.4K | 0.10% | −6,500−18.0% | Reduced |
| Farther Finance Advisors, LLC | 29,880 | $252.2K | 0.01% | +505+1.7% | Added |
| Diligent Investors, LLC | 30,585 | $258.4K | 0.06% | +595+2.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 31,185 | $264.0K | 0.00% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 31,567 | $266.7K | 0.21% | −402−1.3% | Reduced |
| Private Advisor Group, LLC | 31,661 | $267.5K | 0.00% | −8,576−21.3% | Reduced |
| Mill Creek Capital Advisors, LLC | 33,159 | $280.2K | 0.01% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 33,340 | $281.7K | 0.22% | +1,613+5.1% | Added |
| MML Investors Services, LLC | 33,393 | $282.0K | 0.00% | −219−0.7% | Reduced |
| MKT Advisors LLC | 33,106 | $283.1K | 0.14% | −20.0% | Reduced |
| Mendel Capital Management LLC | 33,500 | $283.1K | 0.18% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 34,122 | $288.3K | 0.00% | +8,756+34.5% | Added |
| Main Street Financial Solutions, LLC | 34,277 | $289.6K | 0.03% | +6,659+24.1% | Added |
| Stockman Wealth Management, Inc. | 34,679 | $293.0K | 0.05% | 00.0% | Unchanged |
| Commerce Bank | 35,881 | $303.2K | 0.00% | +2,350+7.0% | Added |
| Creative Planning | 35,927 | $303.6K | 0.00% | +6,405+21.7% | Added |
| Northern Trust Corp | 36,652 | $309.7K | 0.00% | +3,039+9.0% | Added |
| Gratus Capital LLC | 36,836 | $311.3K | 0.01% | +43+0.1% | Added |
| Cranbrook Wealth Management, LLC | 36,924 | $312.0K | 0.08% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 38,114 | $322.1K | 0.11% | +88+0.2% | Added |
| Wedbush Securities Inc | 40,133 | $339.0K | 0.01% | +14,050+53.9% | Added |
| PFG Investments, LLC | 40,211 | $339.8K | 0.02% | −1,737−4.1% | Reduced |
| Oppenheimer & Co Inc | 40,714 | $344.0K | 0.01% | +438+1.1% | Added |
| Natixis Advisors, L.P. | 40,923 | $346.0K | 0.00% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 43,582 | $368.3K | 0.03% | +5,144+13.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 43,650 | $368.8K | 0.00% | +24,033+122.5% | Added |
| Baker Avenue Asset Management, LP | 44,500 | $376.0K | 0.01% | +44,500 | New |
| Sage Capital Management, LLC | 46,431 | $392.3K | 0.21% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 46,650 | $394.2K | 0.21% | +1,462+3.2% | Added |
| Mercer Global Advisors Inc | 46,903 | $396.3K | 0.00% | +102+0.2% | Added |
| Avory & Company, LLC | 47,060 | $397.7K | 0.28% | 00.0% | Unchanged |
| GWM Advisors LLC | 47,261 | $399.4K | 0.00% | +12,163+34.7% | Added |
| Two Sigma Investments, LP | 47,393 | $400.5K | 0.00% | +35,064+284.4% | Added |
| Merit Financial Group, LLC | 47,604 | $402.3K | 0.01% | +40.0% | Added |
| David J Yvars Group | 49,788 | $421.4K | 0.26% | +183+0.4% | Added |
| Calamos Advisors LLC | 50,472 | $426.5K | 0.00% | +50,472 | New |
| Kovack Advisors, Inc. | 50,973 | $430.7K | 0.05% | +50,973 | New |
| J.W. Cole Advisors, Inc. | 51,904 | $438.6K | 0.02% | −2,480−4.6% | Reduced |
| Wealth Effects LLC | 52,852 | $446.6K | 0.16% | −1,318−2.4% | Reduced |
| NWF Advisory Services Inc. | 53,050 | $448.3K | 0.07% | −2,500−4.5% | Reduced |
| MGB Wealth Management, LLC | 56,322 | $488.9K | 0.18% | −2,101−3.6% | Reduced |
| International Assets Investment Management, LLC | 59,952 | $506.6K | 0.05% | −890−1.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 65,059 | $549.8K | 0.02% | +11,005+20.4% | Added |
| CI Private Wealth, LLC | 68,175 | $576.1K | 0.00% | +205+0.3% | Added |
| Quantedge Capital Pte Ltd | 68,400 | $578.0K | 0.21% | −23,400−25.5% | Reduced |
| Ameritas Advisory Services, LLC | 73,071 | $617.4K | 0.02% | +9,938+15.7% | Added |
| Saxon Interests, Inc. | 73,413 | $620.3K | 0.30% | −15,643−17.6% | Reduced |
| Dakota Wealth Management | 74,960 | $633.4K | 0.01% | −100−0.1% | Reduced |
| Raymond James Trust N.A. | 77,146 | $651.9K | 0.02% | +749+1.0% | Added |
| Independent Financial Group, LLC | 78,062 | $659.6K | 0.03% | +30,415+63.8% | Added |
| Sunbelt Securities, Inc. | 78,303 | $661.7K | 0.07% | +1,060+1.4% | Added |
| Thrivent Financial for Lutherans | 79,708 | $673.0K | 0.00% | +16,000+25.1% | Added |
| Leo Wealth, LLC | 88,886 | $751.1K | 0.08% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 89,716 | $758.1K | 0.07% | +21,449+31.4% | Added |
| D.A. Davidson & Co. | 90,129 | $761.6K | 0.01% | −64−0.1% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 93,595 | $790.9K | 0.28% | +11,449+13.9% | Added |
| Centaurus Financial, Inc. | 100,553 | $850.0K | 0.06% | −15,153−13.1% | Reduced |
| Integrated Wealth Concepts LLC | 102,811 | $868.8K | 0.01% | −7,741−7.0% | Reduced |
| Northstar Advisory Group, LLC | 103,121 | $871.4K | 0.50% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 114,079 | $964.0K | 0.00% | +9,260+8.8% | Added |
| Conning Inc. | 116,395 | $983.5K | 0.04% | +2,601+2.3% | Added |
| Principal Securities, Inc. | 116,873 | $987.6K | 0.03% | +865+0.7% | Added |
| KMG Fiduciary Partners, LLC | 125,300 | $1.06M | 0.10% | −433−0.3% | Reduced |
| Flow State Investments, L.P. | 128,601 | $1.09M | 0.34% | −121,083−48.5% | Reduced |
| Kestra Advisory Services, LLC | 130,995 | $1.11M | 0.01% | +1,134+0.9% | Added |