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 |
|---|---|---|---|---|---|
| Commerce Bank | 35,881 | $303.2K | 0.00% | +2,350+7.0% | Added |
| Stockman Wealth Management, Inc. | 34,679 | $293.0K | 0.05% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 34,277 | $289.6K | 0.03% | +6,659+24.1% | Added |
| Atria Wealth Solutions, Inc. | 34,122 | $288.3K | 0.00% | +8,756+34.5% | Added |
| Mendel Capital Management LLC | 33,500 | $283.1K | 0.18% | 00.0% | Unchanged |
| MKT Advisors LLC | 33,106 | $283.1K | 0.14% | −20.0% | Reduced |
| MML Investors Services, LLC | 33,393 | $282.0K | 0.00% | −219−0.7% | Reduced |
| Integrated Capital Management, Inc. | 33,340 | $281.7K | 0.22% | +1,613+5.1% | Added |
| Mill Creek Capital Advisors, LLC | 33,159 | $280.2K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 31,661 | $267.5K | 0.00% | −8,576−21.3% | Reduced |
| Semus Wealth Partners LLC | 31,567 | $266.7K | 0.21% | −402−1.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 31,185 | $264.0K | 0.00% | 00.0% | Unchanged |
| Diligent Investors, LLC | 30,585 | $258.4K | 0.06% | +595+2.0% | Added |
| Farther Finance Advisors, LLC | 29,880 | $252.2K | 0.01% | +505+1.7% | Added |
| Silverlake Wealth Management LLC | 29,629 | $250.4K | 0.10% | −6,500−18.0% | Reduced |
| M Holdings Securities, Inc. | 28,967 | $245.0K | 0.03% | +28,967 | New |
| SeaCrest Wealth Management, LLC | 28,564 | $241.4K | 0.03% | +20.0% | Added |
| Colony Group, LLC | 27,740 | $234.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 27,624 | $233.4K | 0.12% | +62+0.2% | Added |
| Lane & Associates LLC | 27,580 | $233.0K | 0.14% | +651+2.4% | Added |
| Mission Wealth Management, LP | 27,214 | $230.0K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 25,833 | $218.3K | 0.00% | +4,076+18.7% | Added |
| Moors & Cabot, Inc. | 25,075 | $211.9K | 0.01% | −2,170−8.0% | Reduced |
| Horan Securities, Inc. | 24,975 | $211.0K | 0.09% | +24,975 | New |
| Successful Portfolios LLC | 24,794 | $209.5K | 0.15% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 23,885 | $204.2K | 0.07% | +23,885 | New |
| Focus Financial Network, Inc. | 23,262 | $200.7K | 0.01% | +549+2.4% | Added |
| Warther Private Wealth, LLC | 23,675 | $200.1K | 0.08% | +23,675 | New |
| HBK Sorce Advisory LLC | 23,467 | $198.3K | 0.01% | +247+1.1% | Added |
| Matrix Private Capital Group LLC | 23,369 | $197.5K | 0.12% | −2,100−8.2% | Reduced |
| Monograph Wealth Advisors, LLC | 23,282 | $196.7K | 0.03% | +23,282 | New |
| Fisher Asset Management, LLC | 22,462 | $189.8K | 0.00% | −6,090−21.3% | Reduced |
| RSM US Wealth Management LLC | 22,307 | $188.3K | 0.00% | +22,307 | New |
| Stratos Wealth Advisors, LLC | 22,024 | $186.1K | 0.01% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 21,323 | $180.2K | 0.03% | −1,089−4.9% | Reduced |
| Syverson Strege & Co | 21,075 | $178.1K | 0.06% | +21+0.1% | Added |
| Stratos Wealth Partners, LTD. | 20,723 | $175.1K | 0.00% | +2,685+14.9% | Added |
| Carolinas Wealth Consulting LLC | 20,402 | $172.4K | 0.03% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 20,161 | $170.4K | 0.01% | −2,782−12.1% | Reduced |
| Virtu Financial LLC | 20,079 | $170.0K | 0.01% | −11,658−36.7% | Reduced |
| 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 |
| Empower Advisory Group, LLC | 19,872 | $167.9K | 0.00% | +872+4.6% | Added |
| Franklin Resources Inc | 19,133 | $161.7K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 18,490 | $156.2K | 0.00% | +125+0.7% | Added |
| Meridian Wealth Advisors, LLC | 17,936 | $151.6K | 0.03% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 17,735 | $149.9K | 0.04% | 00.0% | Unchanged |
| Mariner, LLC | 17,500 | $147.9K | 0.00% | +17,500 | New |
| Prospera Financial Services Inc | 17,461 | $147.5K | 0.00% | +17,461 | New |
| Clarius Group, LLC | 17,268 | $145.9K | 0.01% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 17,257 | $145.8K | 0.05% | +407+2.4% | Added |
| Strait & Sound Wealth Management LLC | 17,200 | $145.3K | 0.07% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 16,880 | $142.6K | 0.01% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 16,805 | $142.0K | 0.04% | −13,959−45.4% | Reduced |
| Van Hulzen Asset Management, LLC | 16,405 | $139.0K | 0.01% | +1,850+12.7% | Added |
| Venture Visionary Partners LLC | 16,300 | $137.7K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 16,000 | $135.0K | 0.05% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 15,962 | $134.9K | 0.05% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 14,895 | $125.9K | 0.01% | +1,395+10.3% | Added |
| Brown Advisory Inc | 14,846 | $125.4K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 14,440 | $123.5K | 0.03% | +14,440 | New |
| Capital CS Group, LLC | 14,476 | $122.3K | 0.14% | +153+1.1% | Added |
| LVZ Advisors, Inc. | 14,258 | $120.5K | 0.02% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 13,995 | $118.3K | 0.05% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 13,417 | $113.4K | 0.01% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 14,215 | $111.7K | 0.01% | +14,215 | New |
| Kovitz Investment Group Partners, LLC | 13,200 | $111.5K | 0.00% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 12,758 | $107.8K | 0.03% | 00.0% | Unchanged |
| 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 |
| CIC Wealth, LLC | 12,542 | $106.0K | 0.03% | −1,204−8.8% | Reduced |
| Investment Partners Asset Management, Inc. | 12,184 | $103.0K | 0.09% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 11,832 | $100.0K | 0.01% | +11,832 | New |
| Welch & Forbes LLC | 11,500 | $97.2K | 0.00% | 00.0% | Unchanged |
| Insight Advisors, LLC | 11,500 | $97.2K | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 11,402 | $97.1K | 0.00% | +3,200+39.0% | Added |
| Perennial Investment Advisors, LLC | 11,384 | $96.2K | 0.01% | −875−7.1% | Reduced |
| Wealth Alliance | 11,160 | $94.3K | 0.01% | +95+0.9% | Added |
| Quad-Cities Investment Group, LLC | 11,155 | $94.3K | 0.05% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 11,142 | $94.2K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 11,000 | $93.0K | 0.00% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 10,896 | $92.1K | 0.00% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 10,425 | $88.1K | 0.01% | 00.0% | Unchanged |
| Plancorp, LLC | 10,398 | $87.9K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $86.6K | 0.00% | – | – |
| Ronald Blue Trust, Inc. | 10,000 | $81.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 9,251 | $78.2K | 0.00% | −2,980−24.4% | Reduced |
| Sandy Spring Bank | 8,500 | $71.8K | 0.00% | +57+0.7% | Added |
| Register Financial Advisors LLC | 8,331 | $70.4K | 0.04% | +120+1.5% | Added |
| Activest Wealth Management | 8,158 | $68.9K | 0.02% | +8,158 | New |
| Baldwin Brothers Inc | 8,000 | $67.6K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 7,900 | $66.8K | 0.06% | +7,900 | New |
| PFS Partners, LLC | 7,843 | $66.3K | 0.04% | +185+2.4% | Added |
| NBC Securities, Inc. | 7,920 | $66.0K | 0.01% | +19+0.2% | Added |
| Gen-Wealth Partners Inc | 7,800 | $65.9K | 0.03% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 7,540 | $63.7K | 0.03% | +7,540 | New |
| Citigroup Inc | 7,118 | $60.1K | 0.00% | −1,553−17.9% | Reduced |
| Caldwell Trust Co | 6,749 | $57.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 6,552 | $55.4K | 0.02% | −3,800−36.7% | Reduced |
| ORG Partners LLC | 6,236 | $52.6K | 0.01% | 00.0% | Unchanged |