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 |
|---|---|---|---|---|---|
| US Bancorp | 6,019 | $50.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,750 | $48.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,636 | $47.6K | 0.00% | +65+1.2% | Added |
| North Star Investment Management Corp. | 5,634 | $47.6K | 0.00% | +133+2.4% | Added |
| Cypress Capital Management LLC (WY) | 5,000 | $42.3K | 0.05% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,701 | $39.7K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 4,609 | $38.9K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,953 | $33.4K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3,634 | $30.7K | 0.01% | +85+2.4% | Added |
| Harbor Investment Advisory, LLC | 3,350 | $28.3K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 2,916 | $24.6K | 0.01% | +2,916 | New |
| Financial Management Professionals, Inc. | 2,828 | $24.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,737 | $23.1K | 0.00% | +2,737 | New |
| LRI Investments, LLC | 2,734 | $23.1K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 2,600 | $22.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 2,500 | $21.1K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 2,436 | $20.6K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2,650 | $20.5K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2,450 | $19.3K | 0.01% | +2,450 | New |
| EverSource Wealth Advisors, LLC | 2,253 | $19.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,183 | $18.4K | 0.00% | −514−19.1% | Reduced |
| Spire Wealth Management | 2,171 | $18.3K | 0.00% | −13,868−86.5% | Reduced |
| ICA Group Wealth Management, LLC | 2,067 | $17.5K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,754 | $14.8K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,704 | $14.4K | 0.00% | +28+1.7% | Added |
| IFP Advisors, Inc | 1,700 | $14.4K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,605 | $13.6K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,584 | $13.4K | 0.00% | +1,583+158,300.0% | Added |
| Parkside Financial Bank & Trust | 1,465 | $12.4K | 0.00% | +1,465 | New |
| Sachetta, LLC | 1,055 | $8.90K | 0.00% | 00.0% | Unchanged |
| 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 |
| Fifth Third Bancorp | 960 | $8.11K | 0.00% | −9,040−90.4% | Reduced |
| Avion Wealth | 1,000 | $8.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 900 | $7.61K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 800 | $6.76K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 539 | $4.55K | 0.00% | +539 | New |
| HHM Wealth Advisors, LLC | 500 | $4.22K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 467 | $3.95K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 419 | $3.54K | 0.00% | +419 | New |
| Key Financial Inc | 349 | $2.95K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 338 | $2.86K | 0.00% | +338 | New |
| Byrne Asset Management LLC | 300 | $2.54K | 0.00% | −200−40.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 296 | $2.50K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 279 | $2.35K | 0.00% | +7+2.6% | Added |
| Mather Group, LLC. | 210 | $1.71K | 0.00% | +210 | New |
| Voisard Asset Management Group, Inc. | 185 | $1.56K | 0.00% | +185 | New |
| Smartleaf Asset Management LLC | 100 | $847 | 0.00% | +100 | New |
| JPMorgan Chase & Co | 41 | $346 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 37,665 | – | – | +37,665 | New |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −137,301−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −121,372−100.0% | Sold out |
| Cooper Financial Group | 0 | $0 | 0.00% | −58,533−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −35,134−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −30,112−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −28,684−100.0% | Sold out |
| Summit Investment Advisory Services, LLC | 0 | $0 | 0.00% | −13,293−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −12,868−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −11,467−100.0% | Sold out |
| Relative Value Partners Group, LLC | 0 | $0 | 0.00% | −11,668−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −10,792−100.0% | Sold out |
| Halbert Hargrove Global Advisors, LLC | 0 | $0 | 0.00% | −10,105−100.0% | Sold out |
| Claro Advisors LLC | 0 | $0 | 0.00% | −10,066−100.0% | Sold out |
| Alpha Cubed Investments, LLC | 0 | $0 | 0.00% | −10,005−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −10,352−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Barrett & Company, Inc. | 0 | $0 | 0.00% | −1,950−100.0% | Sold out |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −105,300−100.0% | Sold out |
| Godsey & Gibb Associates | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Retirement Group, LLC | – | – | – | – | Not filed |
| Centurion Wealth Management LLC | – | – | – | – | Not filed |
| CWA Asset Management Group, LLC | – | – | – | – | Not filed |
| Cambridge Trust Co | – | – | – | – | Not filed |