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 |
|---|---|---|---|---|---|
| Venture Visionary Partners LLC | 16,300 | $142.1K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 16,395 | $143.0K | 0.01% | +1,500+10.1% | Added |
| Gladstone Institutional Advisory LLC | 16,880 | $147.2K | 0.01% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 17,200 | $150.0K | 0.07% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 17,257 | $150.5K | 0.04% | 00.0% | Unchanged |
| Clarius Group, LLC | 17,268 | $150.6K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 17,500 | $152.6K | 0.00% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 17,735 | $154.6K | 0.04% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 17,936 | $156.4K | 0.03% | 00.0% | Unchanged |
| Bank of Stockton | 18,000 | $157.0K | 0.05% | −2,000−10.0% | Reduced |
| Commons Capital, LLC | 18,143 | $158.2K | 0.17% | +18,143 | New |
| Kestra Private Wealth Services, LLC | 18,410 | $160.5K | 0.00% | −80−0.4% | Reduced |
| Franklin Resources Inc | 19,133 | $164.4K | 0.00% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 19,000 | $165.7K | 0.00% | −872−4.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 19,681 | $171.6K | 0.00% | +6,481+49.1% | Added |
| Amplius Wealth Advisors, LLC | 20,000 | $174.4K | 0.02% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 20,002 | $174.4K | 0.00% | +20,002 | New |
| Moloney Securities Asset Management, LLC | 20,083 | $175.1K | 0.02% | −1,240−5.8% | Reduced |
| Flagship Harbor Advisors, LLC | 20,161 | $175.8K | 0.01% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 20,267 | $176.7K | 0.01% | +20,267 | New |
| Carolinas Wealth Consulting LLC | 20,402 | $177.9K | 0.03% | 00.0% | Unchanged |
| Syverson Strege & Co | 21,095 | $183.9K | 0.06% | +20+0.1% | Added |
| RSM US Wealth Management LLC | 22,352 | $192.5K | 0.00% | +45+0.2% | Added |
| Moors & Cabot, Inc. | 22,412 | $195.4K | 0.01% | −2,663−10.6% | Reduced |
| Stratos Wealth Partners, LTD. | 22,723 | $198.1K | 0.00% | +2,000+9.7% | Added |
| Insigneo Advisory Services, LLC | 22,791 | $198.7K | 0.02% | +8,576+60.3% | Added |
| Matrix Private Capital Group LLC | 23,369 | $203.8K | 0.12% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 23,632 | $206.1K | 0.01% | +370+1.6% | Added |
| Warther Private Wealth, LLC | 23,675 | $206.4K | 0.07% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 23,885 | $208.3K | 0.07% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 24,014 | $209.4K | 0.02% | +12,872+115.5% | Added |
| Stratos Wealth Advisors, LLC | 24,024 | $209.5K | 0.01% | +2,000+9.1% | Added |
| Successful Portfolios LLC | 24,794 | $216.2K | 0.15% | 00.0% | Unchanged |
| Horan Securities, Inc. | 25,279 | $220.4K | 0.09% | +304+1.2% | Added |
| Cerity Partners LLC | 25,572 | $223.0K | 0.00% | −261−1.0% | Reduced |
| Natixis Advisors, L.P. | 25,849 | $225.0K | 0.00% | −15,074−36.8% | Reduced |
| Mission Wealth Management, LP | 27,214 | $237.3K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 27,456 | $239.4K | 0.03% | −1,108−3.9% | Reduced |
| Stonebridge Financial Planning Group, LLC | 27,685 | $241.4K | 0.12% | +61+0.2% | Added |
| HBK Sorce Advisory LLC | 28,710 | $250.4K | 0.01% | +5,243+22.3% | Added |
| Western Wealth Management, LLC | 28,847 | $251.5K | 0.01% | +28,847 | New |
| Silverlake Wealth Management LLC | 29,629 | $258.4K | 0.10% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 29,880 | $260.6K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 31,085 | $271.1K | 0.00% | +31,085 | New |
| Diligent Investors, LLC | 31,168 | $271.8K | 0.06% | +583+1.9% | Added |
| MKT Advisors LLC | 31,995 | $273.6K | 0.13% | −1,111−3.4% | Reduced |
| Semus Wealth Partners LLC | 32,285 | $281.5K | 0.20% | +718+2.3% | Added |
| Avantax Advisory Services, Inc. | 32,422 | $282.7K | 0.00% | −462,434−93.4% | Reduced |
| Mill Creek Capital Advisors, LLC | 33,159 | $289.1K | 0.01% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 33,500 | $292.1K | 0.18% | 00.0% | Unchanged |
| Commerce Bank | 33,531 | $292.4K | 0.00% | −2,350−6.5% | Reduced |
| Private Advisor Group, LLC | 33,710 | $293.9K | 0.00% | +2,049+6.5% | Added |
| MML Investors Services, LLC | 34,197 | $298.0K | 0.00% | +804+2.4% | Added |
| Stockman Wealth Management, Inc. | 34,679 | $302.4K | 0.05% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 35,116 | $306.2K | 0.00% | +994+2.9% | Added |
| Creative Planning | 35,377 | $308.5K | 0.00% | −550−1.5% | Reduced |
| Pathstone Holdings, LLC | 35,708 | $311.4K | 0.00% | −137,404−79.4% | Reduced |
| Integrated Capital Management, Inc. | 35,838 | $312.5K | 0.24% | +2,498+7.5% | Added |
| Main Street Financial Solutions, LLC | 36,396 | $317.4K | 0.03% | +2,119+6.2% | Added |
| Cranbrook Wealth Management, LLC | 36,924 | $322.0K | 0.07% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 38,301 | $334.0K | 0.11% | +187+0.5% | Added |
| Oppenheimer & Co Inc | 38,730 | $337.7K | 0.01% | −1,984−4.9% | Reduced |
| Mercer Global Advisors Inc | 41,529 | $357.6K | 0.00% | −5,374−11.5% | Reduced |
| PFG Investments, LLC | 41,013 | $357.6K | 0.02% | +802+2.0% | Added |
| Saxon Interests, Inc. | 42,476 | $370.4K | 0.17% | −30,937−42.1% | Reduced |
| Atomi Financial Group, Inc. | 43,471 | $379.1K | 0.02% | −111−0.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 43,620 | $380.4K | 0.00% | −30−0.1% | Reduced |
| Baker Avenue Asset Management, LP | 44,500 | $388.0K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 45,063 | $392.9K | 0.00% | −85,932−65.6% | Reduced |
| Wedbush Securities Inc | 46,370 | $404.0K | 0.01% | +6,237+15.5% | Added |
| Sage Capital Management, LLC | 46,431 | $404.9K | 0.19% | 00.0% | Unchanged |
| Avory & Company, LLC | 47,060 | $410.4K | 0.25% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 47,168 | $411.3K | 0.20% | +518+1.1% | Added |
| Merit Financial Group, LLC | 47,525 | $414.4K | 0.01% | −79−0.2% | Reduced |
| David J Yvars Group | 49,982 | $433.3K | 0.27% | +194+0.4% | Added |
| Kovack Advisors, Inc. | 49,997 | $436.0K | 0.05% | −976−1.9% | Reduced |
| Calamos Advisors LLC | 51,226 | $446.7K | 0.00% | +754+1.5% | Added |
| Wealth Effects LLC | 52,217 | $455.3K | 0.16% | −635−1.2% | Reduced |
| NWF Advisory Services Inc. | 52,750 | $460.0K | 0.07% | −300−0.6% | Reduced |
| J.W. Cole Advisors, Inc. | 56,229 | $490.3K | 0.02% | +4,325+8.3% | Added |
| MGB Wealth Management, LLC | 56,322 | $491.1K | 0.18% | 00.0% | Unchanged |
| Cooper Financial Group | 57,381 | $500.4K | 0.06% | +57,381 | New |
| Sunbelt Securities, Inc. | 61,512 | $536.4K | 0.05% | −16,791−21.4% | Reduced |
| Northern Trust Corp | 62,791 | $547.5K | 0.00% | +26,139+71.3% | Added |
| Colony Group, LLC | 64,619 | $563.5K | 0.00% | +36,879+132.9% | Added |
| CI Private Wealth, LLC | 67,602 | $589.5K | 0.00% | −573−0.8% | Reduced |
| Independent Financial Group, LLC | 67,844 | $591.6K | 0.02% | −10,218−13.1% | Reduced |
| Quantedge Capital Pte Ltd | 71,100 | $620.0K | 0.19% | +2,700+3.9% | Added |
| Ameritas Advisory Services, LLC | 74,119 | $646.3K | 0.03% | +1,048+1.4% | Added |
| Dakota Wealth Management | 75,210 | $655.8K | 0.01% | +250+0.3% | Added |
| Raymond James Trust N.A. | 76,397 | $666.2K | 0.01% | −749−1.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 83,353 | $726.8K | 0.01% | +18,294+28.1% | Added |
| Landscape Capital Management, L.L.C. | 87,424 | $762.3K | 0.08% | −347,588−79.9% | Reduced |
| National Asset Management, Inc. | 88,577 | $769.4K | 0.02% | −118,089−57.1% | Reduced |
| Leo Wealth, LLC | 88,886 | $775.1K | 0.07% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 90,347 | $787.8K | 0.01% | +218+0.2% | Added |
| Avestar Capital, LLC | 91,700 | $799.6K | 0.09% | +91,700 | New |
| GWM Advisors LLC | 94,204 | $821.5K | 0.01% | +46,943+99.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 94,756 | $826.3K | 0.07% | +5,040+5.6% | Added |
| Thrivent Financial for Lutherans | 99,725 | $870.0K | 0.00% | +20,017+25.1% | Added |