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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.

Institutional holdersQ3 2024: 258 institutions
Q1 2021: 186 institutionsQ2 2021: 189 institutionsQ3 2021: 189 institutionsQ4 2021: 208 institutionsQ1 2022: 231 institutionsQ2 2022: 231 institutionsQ3 2022: 208 institutionsQ4 2022: 231 institutionsQ1 2023: 232 institutionsQ2 2023: 224 institutionsQ3 2023: 232 institutionsQ4 2023: 246 institutionsQ1 2024: 241 institutionsQ2 2024: 251 institutionsQ3 2024: 258 institutionsQ4 2024: 277 institutionsQ1 2025: 259 institutionsQ2 2025: 275 institutionsQ3 2025: 267 institutionsQ4 2025: 289 institutionsQ1 2026: 297 institutionsQ2 2026: 298 institutions
Value heldQ3 2024: $599.9M
Q1 2021: $531.8MQ2 2021: $558.5MQ3 2021: $529.9MQ4 2021: $558.5MQ1 2022: $523.5MQ2 2022: $409.3MQ3 2022: $372.7MQ4 2022: $399.9MQ1 2023: $430.6MQ2 2023: $448.8MQ3 2023: $435.8MQ4 2023: $494.4MQ1 2024: $557.9MQ2 2024: $586.3MQ3 2024: $599.9MQ4 2024: $552.8MQ1 2025: $551.5MQ2 2025: $593.0MQ3 2025: $613.5MQ4 2025: $644.0MQ1 2026: $578.5MQ2 2026: $662.9M
Institutions holding EXG and their total value by quarter
QuarterHoldersValue
Q2 2026298$662.9M
Q1 2026297$578.5M
Q4 2025289$644.0M
Q3 2025267$613.5M
Q2 2025275$593.0M
Q1 2025259$551.5M
Q4 2024277$552.8M
Q3 2024258$599.9M
Q2 2024251$586.3M
Q1 2024241$557.9M
Q4 2023246$494.4M
Q3 2023232$435.8M
Q2 2023224$448.8M
Q1 2023232$430.6M
Q4 2022231$399.9M
Q3 2022208$372.7M
Q2 2022231$409.3M
Q1 2022231$523.5M
Q4 2021208$558.5M
Q3 2021189$529.9M
Q2 2021189$558.5M
Q1 2021186$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.

Institutions holding EXG in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Pathstone Holdings, LLC35,708$311.4K0.00%−137,404−79.4%Reduced
Creative Planning35,377$308.5K0.00%−550−1.5%Reduced
Atria Wealth Solutions, Inc.35,116$306.2K0.00%+994+2.9%Added
Stockman Wealth Management, Inc.34,679$302.4K0.05%00.0%Unchanged
MML Investors Services, LLC34,197$298.0K0.00%+804+2.4%Added
Private Advisor Group, LLC33,710$293.9K0.00%+2,049+6.5%Added
Commerce Bank33,531$292.4K0.00%−2,350−6.5%Reduced
Mendel Capital Management LLC33,500$292.1K0.18%00.0%Unchanged
Mill Creek Capital Advisors, LLC33,159$289.1K0.01%00.0%Unchanged
Avantax Advisory Services, Inc.32,422$282.7K0.00%−462,434−93.4%Reduced
Semus Wealth Partners LLC32,285$281.5K0.20%+718+2.3%Added
MKT Advisors LLC31,995$273.6K0.13%−1,111−3.4%Reduced
Diligent Investors, LLC31,168$271.8K0.06%+583+1.9%Added
Benjamin Edwards Inc31,085$271.1K0.00%+31,085New
Farther Finance Advisors, LLC29,880$260.6K0.01%00.0%Unchanged
Silverlake Wealth Management LLC29,629$258.4K0.10%00.0%Unchanged
Western Wealth Management, LLC28,847$251.5K0.01%+28,847New
HBK Sorce Advisory LLC28,710$250.4K0.01%+5,243+22.3%Added
Stonebridge Financial Planning Group, LLC27,685$241.4K0.12%+61+0.2%Added
SeaCrest Wealth Management, LLC27,456$239.4K0.03%−1,108−3.9%Reduced
Mission Wealth Management, LP27,214$237.3K0.01%00.0%Unchanged
Natixis Advisors, L.P.25,849$225.0K0.00%−15,074−36.8%Reduced
Cerity Partners LLC25,572$223.0K0.00%−261−1.0%Reduced
Horan Securities, Inc.25,279$220.4K0.09%+304+1.2%Added
Successful Portfolios LLC24,794$216.2K0.15%00.0%Unchanged
Stratos Wealth Advisors, LLC24,024$209.5K0.01%+2,000+9.1%Added
Sax Wealth Advisors, LLC24,014$209.4K0.02%+12,872+115.5%Added
Heritage Wealth Management, Inc.23,885$208.3K0.07%00.0%Unchanged
Warther Private Wealth, LLC23,675$206.4K0.07%00.0%Unchanged
Focus Financial Network, Inc.23,632$206.1K0.01%+370+1.6%Added
Matrix Private Capital Group LLC23,369$203.8K0.12%00.0%Unchanged
Insigneo Advisory Services, LLC22,791$198.7K0.02%+8,576+60.3%Added
Stratos Wealth Partners, LTD.22,723$198.1K0.00%+2,000+9.7%Added
Moors & Cabot, Inc.22,412$195.4K0.01%−2,663−10.6%Reduced
RSM US Wealth Management LLC22,352$192.5K0.00%+45+0.2%Added
Syverson Strege & Co21,095$183.9K0.06%+20+0.1%Added
Carolinas Wealth Consulting LLC20,402$177.9K0.03%00.0%Unchanged
Merriman Wealth Management, LLC20,267$176.7K0.01%+20,267New
Flagship Harbor Advisors, LLC20,161$175.8K0.01%00.0%Unchanged
Moloney Securities Asset Management, LLC20,083$175.1K0.02%−1,240−5.8%Reduced
Bank of New York Mellon Corp20,002$174.4K0.00%+20,002New
Amplius Wealth Advisors, LLC20,000$174.4K0.02%00.0%Unchanged
Kovitz Investment Group Partners, LLC19,681$171.6K0.00%+6,481+49.1%Added
Empower Advisory Group, LLC19,000$165.7K0.00%−872−4.4%Reduced
Franklin Resources Inc19,133$164.4K0.00%00.0%Unchanged
Kestra Private Wealth Services, LLC18,410$160.5K0.00%−80−0.4%Reduced
Commons Capital, LLC18,143$158.2K0.17%+18,143New
Bank of Stockton18,000$157.0K0.05%−2,000−10.0%Reduced
Meridian Wealth Advisors, LLC17,936$156.4K0.03%00.0%Unchanged
KPP Advisory Services LLC17,735$154.6K0.04%00.0%Unchanged
Mariner, LLC17,500$152.6K0.00%00.0%Unchanged
Clarius Group, LLC17,268$150.6K0.01%00.0%Unchanged
WealthBridge Capital Management, LLC17,257$150.5K0.04%00.0%Unchanged
Strait & Sound Wealth Management LLC17,200$150.0K0.07%00.0%Unchanged
Gladstone Institutional Advisory LLC16,880$147.2K0.01%00.0%Unchanged
Beacon Investment Advisory Services, Inc.16,395$143.0K0.01%+1,500+10.1%Added
Venture Visionary Partners LLC16,300$142.1K0.01%00.0%Unchanged
AlphaMark Advisors, LLC16,000$140.0K0.05%00.0%Unchanged
Parisi Gray Wealth Management15,962$139.2K0.05%00.0%Unchanged
Brown Advisory Inc15,779$137.6K0.00%+933+6.3%Added
Herold Advisors, Inc.15,399$134.3K0.03%+15,399New
Fiduciary Trust Co15,377$134.1K0.00%+15,377New
Prospera Financial Services Inc15,179$132.4K0.00%−2,282−13.1%Reduced
Ashton Thomas Securities, LLC14,732$128.5K0.02%+292+2.0%Added
Capital CS Group, LLC14,623$127.5K0.15%+147+1.0%Added
Van Hulzen Asset Management, LLC14,350$125.0K0.01%−2,055−12.5%Reduced
LVZ Advisors, Inc.14,258$124.3K0.02%00.0%Unchanged
Catalina Capital Group, LLC13,995$122.0K0.04%00.0%Unchanged
Summit Investment Advisory Services, LLC13,929$121.5K0.06%+13,929New
Global Assets Advisory, LLC13,955$120.2K0.07%+13,955New
Plante Moran Financial Advisors, LLC13,417$117.0K0.01%00.0%Unchanged
Gateway Wealth Partners, LLC13,324$116.2K0.03%−3,481−20.7%Reduced
CIC Wealth, LLC13,235$115.4K0.03%+693+5.5%Added
Investment Partners Asset Management, Inc.12,184$106.2K0.09%00.0%Unchanged
Waterfront Wealth Inc.12,558$105.8K0.03%−200−1.6%Reduced
Wolverine Asset Management LLC11,907$103.8K0.00%−267,759−95.7%Reduced
Centurion Wealth Management LLC11,870$103.5K0.03%+11,870New
Modern Wealth Management, LLC11,832$103.2K0.01%00.0%Unchanged
Princeton Global Asset Management LLC11,602$101.2K0.02%+6,993+151.7%Added
Welch & Forbes LLC11,500$100.3K0.00%00.0%Unchanged
Insight Advisors, LLC11,500$100.3K0.02%00.0%Unchanged
Blue Chip Partners, Inc.11,486$100.2K0.01%+11,486New
Perennial Investment Advisors, LLC11,384$99.3K0.01%00.0%Unchanged
Wealth Alliance11,255$98.1K0.01%+95+0.9%Added
SK Wealth Management, LLC11,838$97.5K0.05%+11,838New
Quad-Cities Investment Group, LLC11,155$97.3K0.05%00.0%Unchanged
Apollon Wealth Management, LLC11,000$95.9K0.00%00.0%Unchanged
Badgley Phelps Wealth Managers, LLC10,896$95.0K0.00%00.0%Unchanged
IHT Wealth Management, LLC10,826$94.1K0.00%+10,826New
9258 Wealth Management, LLC10,425$90.9K0.01%00.0%Unchanged
Huntington National Bank–$89.4K0.00%––
Ronald Blue Trust, Inc.10,000$84.5K0.00%00.0%Unchanged
Harbour Investments, Inc.9,251$80.7K0.00%00.0%Unchanged
Larson Financial Group LLC9,000$78.5K0.00%+6,263+228.8%Added
Bryn Mawr Trust Co9,000$78.5K0.00%+9,000New
Citigroup Inc8,837$77.1K0.00%+1,719+24.2%Added
Sandy Spring Bank8,500$74.1K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC8,400$73.3K0.00%−3,002−26.3%Reduced
Spire Wealth Management8,311$72.5K0.00%+6,140+282.8%Added
Activest Wealth Management8,158$71.1K0.02%00.0%Unchanged