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, Q3 2024
Institutional positions in Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Sep 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
- 258
- +10 vs. Q2 2024
- Shares held
- 69.4M
- +16.5K (0.0%) vs. Q2 2024
- Total value
- $599.9M
- +$14.3M (+2.4%) vs. Q2 2024
- New holders
- 27
- 91 more added
- Sold out
- 17
- 59 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Global Diversified Equity Income Fund; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Danske Bank A/S | 2 | $17 | 0.00% | +2 | New |
| Tower Research Capital LLC (TRC) | 10 | $87 | 0.00% | −409−97.6% | Reduced |
| Smartleaf Asset Management LLC | 100 | $864 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 102 | $890 | 0.00% | +102 | New |
| Beacon Capital Management, LLC | 284 | $2.48K | 0.00% | +5+1.8% | Added |
| Caldwell Sutter Capital, Inc. | 296 | $2.58K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 300 | $2.62K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 349 | $3.04K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 390 | $3.40K | 0.00% | −5,846−93.7% | Reduced |
| Russell Investments Group, Ltd. | 436 | $3.80K | 0.00% | −103−19.1% | Reduced |
| Addison Advisors LLC | 467 | $4.07K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 800 | $6.98K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 900 | $7.85K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 900 | $7.85K | 0.00% | +859+2,095.1% | Added |
| Avion Wealth | 1,000 | $8.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,000 | $8.72K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,000 | $8.72K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,031 | $8.99K | 0.00% | +1,031 | New |
| Sachetta, LLC | 1,055 | $9.20K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,465 | $12.8K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,588 | $13.8K | 0.00% | +4+0.3% | Added |
| Salomon & Ludwin, LLC | 1,605 | $14.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,700 | $14.8K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,732 | $15.1K | 0.00% | +28+1.6% | Added |
| Venturi Wealth Management, LLC | 1,754 | $15.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,183 | $19.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,253 | $19.6K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2,469 | $20.8K | 0.01% | +19+0.8% | Added |
| HM Payson & Co | 2,436 | $21.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,500 | $21.8K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 2,600 | $22.7K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,734 | $22.9K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2,650 | $23.1K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 2,822 | $24.6K | 0.01% | +2,822 | New |
| Financial Management Professionals, Inc. | 2,828 | $25.0K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 2,916 | $25.4K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3,350 | $29.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,530 | $30.8K | 0.00% | −2,489−41.4% | Reduced |
| SOA Wealth Advisors, LLC. | 3,718 | $32.4K | 0.01% | +84+2.3% | Added |
| Bogart Wealth, LLC | 3,953 | $34.5K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 4,000 | $34.9K | 0.02% | +4,000 | New |
| Barrett & Company, Inc. | 4,350 | $37.9K | 0.02% | +4,350 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,524 | $39.4K | 0.00% | −177−3.8% | Reduced |
| Raleigh Capital Management Inc. | 4,617 | $40.3K | 0.02% | −2,923−38.8% | Reduced |
| HHM Wealth Advisors, LLC | 4,631 | $40.4K | 0.01% | +4,131+826.2% | Added |
| Cypress Capital Management LLC (WY) | 5,000 | $43.6K | 0.05% | 00.0% | Unchanged |
| Bokf, NA | 5,250 | $44.8K | 0.00% | +5,250 | New |
| Parallel Advisors, LLC | 5,700 | $49.7K | 0.00% | +64+1.1% | Added |
| Bartlett & Co. Wealth Management LLC | 5,750 | $50.1K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5,766 | $50.3K | 0.00% | +132+2.3% | Added |
| Optimum Investment Advisors | 6,552 | $57.1K | 0.02% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 6,650 | $58.0K | 0.05% | −1,250−15.8% | Reduced |
| Caldwell Trust Co | 6,749 | $58.9K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 7,800 | $65.6K | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 7,938 | $69.0K | 0.01% | +18+0.2% | Added |
| Baldwin Brothers Inc | 8,000 | $69.8K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 8,027 | $70.0K | 0.04% | +184+2.3% | Added |
| Activest Wealth Management | 8,158 | $71.1K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 8,311 | $72.5K | 0.00% | +6,140+282.8% | Added |
| CIBC Private Wealth Group, LLC | 8,400 | $73.3K | 0.00% | −3,002−26.3% | Reduced |
| Sandy Spring Bank | 8,500 | $74.1K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 8,837 | $77.1K | 0.00% | +1,719+24.2% | Added |
| Larson Financial Group LLC | 9,000 | $78.5K | 0.00% | +6,263+228.8% | Added |
| Bryn Mawr Trust Co | 9,000 | $78.5K | 0.00% | +9,000 | New |
| Harbour Investments, Inc. | 9,251 | $80.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 10,000 | $84.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $89.4K | 0.00% | – | – |
| 9258 Wealth Management, LLC | 10,425 | $90.9K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 10,826 | $94.1K | 0.00% | +10,826 | New |
| Badgley Phelps Wealth Managers, LLC | 10,896 | $95.0K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 11,000 | $95.9K | 0.00% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 11,155 | $97.3K | 0.05% | 00.0% | Unchanged |
| SK Wealth Management, LLC | 11,838 | $97.5K | 0.05% | +11,838 | New |
| Wealth Alliance | 11,255 | $98.1K | 0.01% | +95+0.9% | Added |
| Perennial Investment Advisors, LLC | 11,384 | $99.3K | 0.01% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 11,486 | $100.2K | 0.01% | +11,486 | New |
| Welch & Forbes LLC | 11,500 | $100.3K | 0.00% | 00.0% | Unchanged |
| Insight Advisors, LLC | 11,500 | $100.3K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 11,602 | $101.2K | 0.02% | +6,993+151.7% | Added |
| Modern Wealth Management, LLC | 11,832 | $103.2K | 0.01% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 11,870 | $103.5K | 0.03% | +11,870 | New |
| Wolverine Asset Management LLC | 11,907 | $103.8K | 0.00% | −267,759−95.7% | Reduced |
| Waterfront Wealth Inc. | 12,558 | $105.8K | 0.03% | −200−1.6% | Reduced |
| Investment Partners Asset Management, Inc. | 12,184 | $106.2K | 0.09% | 00.0% | Unchanged |
| CIC Wealth, LLC | 13,235 | $115.4K | 0.03% | +693+5.5% | Added |
| Gateway Wealth Partners, LLC | 13,324 | $116.2K | 0.03% | −3,481−20.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 13,417 | $117.0K | 0.01% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 13,955 | $120.2K | 0.07% | +13,955 | New |
| Summit Investment Advisory Services, LLC | 13,929 | $121.5K | 0.06% | +13,929 | New |
| Catalina Capital Group, LLC | 13,995 | $122.0K | 0.04% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 14,258 | $124.3K | 0.02% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 14,350 | $125.0K | 0.01% | −2,055−12.5% | Reduced |
| Capital CS Group, LLC | 14,623 | $127.5K | 0.15% | +147+1.0% | Added |
| Ashton Thomas Securities, LLC | 14,732 | $128.5K | 0.02% | +292+2.0% | Added |
| Prospera Financial Services Inc | 15,179 | $132.4K | 0.00% | −2,282−13.1% | Reduced |
| Fiduciary Trust Co | 15,377 | $134.1K | 0.00% | +15,377 | New |
| Herold Advisors, Inc. | 15,399 | $134.3K | 0.03% | +15,399 | New |
| Brown Advisory Inc | 15,779 | $137.6K | 0.00% | +933+6.3% | Added |
| Parisi Gray Wealth Management | 15,962 | $139.2K | 0.05% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 16,000 | $140.0K | 0.05% | 00.0% | Unchanged |