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, Q4 2024
Institutional positions in Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Dec 31, 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
- 277
- +26 vs. Q3 2024
- Shares held
- 67.6M
- +639.0K (+1.0%) vs. Q3 2024
- Total value
- $552.8M
- −$26.6M (−4.6%) vs. Q3 2024
- New holders
- 45
- 84 more added
- Sold out
- 19
- 58 more reduced
7 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Global Diversified Equity Income Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 23,203,825 | $189.6M | 0.01% | −137,992−0.6% | Reduced |
| Invesco Ltd. | 4,400,170 | $35.9M | 0.01% | +50,151+1.2% | Added |
| Karpus Management, Inc. | 2,711,727 | $22.2M | 0.66% | +6180.0% | Added |
| 1607 Capital Partners, LLC | 2,650,494 | $21.7M | 1.74% | −149,078−5.3% | Reduced |
| Bank of America Corp | 2,625,698 | $21.5M | 0.00% | +39,700+1.5% | Added |
| Raymond James Financial Inc | 2,213,111 | $18.1M | 0.01% | +2,213,111 | New |
| Allspring Global Investments Holdings, LLC | 1,569,407 | $12.8M | 0.02% | −730,500−31.8% | Reduced |
| Advisors Asset Management, Inc. | 1,452,948 | $11.9M | 0.22% | +65,901+4.8% | Added |
| Royal Bank of Canada | 1,265,590 | $10.3M | 0.00% | +44,649+3.7% | Added |
| Wells Fargo & Company | 1,257,618 | $10.3M | 0.00% | −64,904−4.9% | Reduced |
| CNH Partners LLC | 1,219,230 | $9.96M | 0.24% | −487,357−28.6% | Reduced |
| Stifel Financial Corp | 1,187,659 | $9.70M | 0.01% | +65,726+5.9% | Added |
| Commonwealth Equity Services, LLC | 1,132,035 | $9.25M | 0.01% | +19,323+1.7% | Added |
| Guggenheim Capital LLC | 1,120,859 | $9.16M | 0.08% | +511,102+83.8% | Added |
| Cohen & Steers, Inc. | 1,099,690 | $8.98M | 0.02% | −68,000−5.8% | Reduced |
| Formidable Asset Management, LLC | 1,050,162 | $8.58M | 1.41% | −15,419−1.4% | Reduced |
| LPL Financial LLC | 862,464 | $7.05M | 0.00% | +56,964+7.1% | Added |
| Ameriprise Financial Inc | 803,820 | $6.57M | 0.00% | −12,639−1.5% | Reduced |
| HighTower Advisors, LLC | 759,415 | $6.20M | 0.01% | −19,891−2.6% | Reduced |
| Snowden Capital Advisors LLC | 682,510 | $5.58M | 0.17% | 00.0% | Unchanged |
| UBS Group AG | 663,677 | $5.42M | 0.00% | −32,301−4.6% | Reduced |
| Janney Montgomery Scott LLC | 656,747 | $5.37M | 0.01% | +46,549+7.6% | Added |
| Prosperity Consulting Group, LLC | 584,949 | $4.78M | 0.36% | +88,138+17.7% | Added |
| Penserra Capital Management LLC | 564,419 | $4.61M | 0.08% | +38,016+7.2% | Added |
| Focused Wealth Management, Inc | 530,178 | $4.33M | 0.58% | +62,658+13.4% | Added |
| CoreCap Advisors, LLC | 411,174 | $3.36M | 0.15% | +8,425+2.1% | Added |
| Rockefeller Capital Management L.P. | 394,793 | $3.23M | 0.01% | +21,779+5.8% | Added |
| Advisor Group Holdings, Inc. | 380,481 | $3.11M | 0.01% | +30,345+8.7% | Added |
| Shaker Financial Services, LLC | 357,913 | $2.92M | 1.12% | +1,324+0.4% | Added |
| Logan Stone Capital, LLC | 330,158 | $2.70M | 0.90% | −62,012−15.8% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 326,929 | $2.67M | 0.86% | +19,239+6.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 279,940 | $2.29M | 0.01% | −30,088−9.7% | Reduced |
| Envestnet Asset Management Inc | 236,601 | $1.93M | 0.00% | −4,024−1.7% | Reduced |
| Polar Asset Management Partners Inc. | 236,120 | $1.93M | 0.03% | +236,120 | New |
| Kestra Advisory Services, LLC | 230,802 | $1.89M | 0.01% | +185,739+412.2% | Added |
| Marks Group Wealth Management, Inc | 230,456 | $1.88M | 0.19% | 00.0% | Unchanged |
| Cetera Investment Advisers | 211,221 | $1.73M | 0.00% | −15,365−6.8% | Reduced |
| Park Avenue Securities LLC | 208,819 | $1.71M | 0.02% | +3,918+1.9% | Added |
| Blair William & Co | 204,269 | $1.67M | 0.00% | −3,000−1.4% | Reduced |
| Truist Financial Corp | 193,093 | $1.58M | 0.00% | −2,577−1.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 180,627 | $1.48M | 0.01% | −2,499−1.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 174,789 | $1.43M | 0.00% | −658−0.4% | Reduced |
| Comerica Bank | 173,919 | $1.42M | 0.01% | −5,818−3.2% | Reduced |
| Steel Peak Wealth Management LLC | 171,229 | $1.40M | 0.06% | +171,229 | New |
| Pointe Capital Management LLC | 166,632 | $1.36M | 0.78% | +4,740+2.9% | Added |
| High Net Worth Advisory Group LLC | 149,839 | $1.22M | 0.34% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 137,785 | $1.18M | 0.01% | −46,639−25.3% | Reduced |
| one8zero8, LLC | 133,250 | $1.09M | 0.23% | +133,250 | New |
| Goldman Sachs Group Inc | 128,661 | $1.05M | 0.00% | +400+0.3% | Added |
| Principal Securities, Inc. | 124,970 | $1.02M | 0.02% | +4,155+3.4% | Added |
| KMG Fiduciary Partners, LLC | 120,984 | $988.4K | 0.08% | −2,489−2.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 116,041 | $948.1K | 0.08% | +21,285+22.5% | Added |
| Avestar Capital, LLC | 115,700 | $945.3K | 0.09% | +24,000+26.2% | Added |
| Centaurus Financial, Inc. | 103,087 | $842.0K | 0.05% | −1,588−1.5% | Reduced |
| GWM Advisors LLC | 101,084 | $825.9K | 0.00% | +6,880+7.3% | Added |
| The PNC Financial Services Group, Inc. | 100,849 | $823.9K | 0.00% | −6,220−5.8% | Reduced |
| Thrivent Financial for Lutherans | 99,725 | $815.0K | 0.00% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 99,302 | $811.3K | 0.41% | −5,424−5.2% | Reduced |
| Integrated Wealth Concepts LLC | 98,989 | $808.7K | 0.01% | −7,187−6.8% | Reduced |
| D.A. Davidson & Co. | 89,940 | $734.8K | 0.01% | −407−0.5% | Reduced |
| Leo Wealth, LLC | 88,886 | $726.2K | 0.07% | 00.0% | Unchanged |
| Morey & Quinn Wealth Partners, LLC | 88,372 | $722.0K | 0.61% | +88,372 | New |
| Bearing Point Capital, LLC | 86,000 | $702.6K | 0.15% | +86,000 | New |
| Wolverine Asset Management LLC | 80,211 | $655.3K | 0.01% | +68,304+573.6% | Added |
| Winebrenner Capital Management LLC | 80,000 | $653.6K | 0.50% | +80,000 | New |
| Dakota Wealth Management | 77,230 | $631.0K | 0.01% | +2,020+2.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 74,167 | $612.6K | 0.01% | −9,186−11.0% | Reduced |
| Ameritas Advisory Services, LLC | 71,798 | $586.6K | 0.02% | −2,321−3.1% | Reduced |
| Colony Group, LLC | 71,354 | $583.0K | 0.00% | +6,735+10.4% | Added |
| Independent Advisor Alliance | 65,212 | $532.8K | 0.01% | +65,212 | New |
| CI Private Wealth, LLC | 65,180 | $532.5K | 0.00% | −2,422−3.6% | Reduced |
| International Assets Investment Management, LLC | 64,641 | $529.4K | 0.04% | −474,050−88.0% | Reduced |
| Calamos Advisors LLC | 63,421 | $518.1K | 0.00% | +12,195+23.8% | Added |
| Independent Financial Group, LLC | 57,573 | $470.4K | 0.02% | −10,271−15.1% | Reduced |
| Merit Financial Group, LLC | 57,177 | $467.1K | 0.01% | +9,652+20.3% | Added |
| MGB Wealth Management, LLC | 56,322 | $460.2K | 0.14% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 54,847 | $448.1K | 0.01% | +16,117+41.6% | Added |
| J.W. Cole Advisors, Inc. | 54,319 | $443.8K | 0.02% | −1,910−3.4% | Reduced |
| Wealth Effects LLC | 52,233 | $426.7K | 0.15% | +160.0% | Added |
| IFC Advisors LLC | 51,233 | $418.6K | 0.09% | +51,233 | New |
| David J Yvars Group | 50,177 | $410.3K | 0.25% | +195+0.4% | Added |
| Kovack Advisors, Inc. | 50,207 | $410.2K | 0.04% | +210+0.4% | Added |
| Change Path, LLC | 48,750 | $398.3K | 0.01% | +48,750 | New |
| Landscape Capital Management, L.L.C. | 47,914 | $391.5K | 0.04% | −39,510−45.2% | Reduced |
| Investmark Advisory Group LLC | 47,844 | $390.9K | 0.19% | +676+1.4% | Added |
| Avory & Company, LLC | 47,060 | $384.5K | 0.22% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 47,060 | $384.5K | 0.02% | +47,060 | New |
| Sage Capital Management, LLC | 46,431 | $379.3K | 0.19% | 00.0% | Unchanged |
| Wedbush Securities Inc | 46,070 | $376.0K | 0.01% | −300−0.6% | Reduced |
| Atomi Financial Group, Inc. | 45,629 | $372.8K | 0.02% | +2,158+5.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 44,914 | $366.9K | 0.00% | +1,294+3.0% | Added |
| Baker Avenue Asset Management, LP | 44,500 | $363.6K | 0.01% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 43,474 | $355.2K | 0.16% | +998+2.3% | Added |
| Sunbelt Securities, Inc. | 42,606 | $348.5K | 0.03% | −18,906−30.7% | Reduced |
| PFG Investments, LLC | 41,025 | $335.2K | 0.02% | +120.0% | Added |
| Readystate Asset Management LP | 39,523 | $322.9K | 0.01% | +39,523 | New |
| Mercer Global Advisors Inc | 38,066 | $311.0K | 0.00% | −3,463−8.3% | Reduced |
| Creative Planning | 37,845 | $309.2K | 0.00% | +2,468+7.0% | Added |
| Cranbrook Wealth Management, LLC | 36,924 | $301.7K | 0.07% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 36,648 | $299.5K | 0.00% | +940+2.6% | Added |