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 |
|---|---|---|---|---|---|
| Danske Bank A/S | 2 | $16 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 7 | $65 | 0.01% | −7,931−99.9% | Reduced |
| Tower Research Capital LLC (TRC) | 10 | $82 | 0.00% | 00.0% | Unchanged |
| Montag & Caldwell, LLC | 55 | $449 | 0.00% | +55 | New |
| Smartleaf Asset Management LLC | 100 | $818 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 159 | $1.30K | 0.00% | −741−82.3% | Reduced |
| Tidemark, LLC | 200 | $1.63K | 0.00% | +200 | New |
| Beacon Capital Management, LLC | 291 | $2.38K | 0.00% | +7+2.5% | Added |
| Caldwell Sutter Capital, Inc. | 296 | $2.42K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 300 | $2.45K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 300 | $2.45K | 0.00% | +300 | New |
| GAMMA Investing LLC | 337 | $2.75K | 0.00% | +337 | New |
| Key Financial Inc | 349 | $2.85K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 390 | $3.19K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 436 | $3.56K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 467 | $3.82K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 842 | $6.00K | 0.00% | +842 | New |
| Coppell Advisory Solutions LLC | 782 | $6.40K | 0.00% | +782 | New |
| NBT Bank N A | 800 | $6.54K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 900 | $7.35K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 1,000 | $8.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,000 | $8.17K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 1,011 | $8.26K | 0.01% | +1,011 | New |
| Synergy Financial Management, LLC | 950 | $8.28K | 0.00% | +950 | New |
| Sachetta, LLC | 1,055 | $8.62K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,081 | $8.83K | 0.00% | +1,081 | New |
| Parkside Financial Bank & Trust | 1,465 | $12.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,500 | $12.3K | 0.00% | +1,500 | New |
| ZRC Wealth Management, LLC | 1,500 | $12.3K | 0.01% | +1,500 | New |
| FMR LLC | 1,583 | $12.9K | 0.00% | −5−0.3% | Reduced |
| Wintrust Investments LLC | 1,703 | $13.0K | 0.01% | +1,703 | New |
| Salomon & Ludwin, LLC | 1,605 | $13.1K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,650 | $13.5K | 0.01% | +1,650 | New |
| IFP Advisors, Inc | 1,700 | $13.9K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,754 | $14.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,253 | $18.4K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,269 | $18.5K | 0.00% | +537+31.0% | Added |
| Allworth Financial LP | 2,206 | $18.9K | 0.00% | +23+1.1% | Added |
| HM Payson & Co | 2,436 | $19.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,500 | $20.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,530 | $20.7K | 0.00% | −1,000−28.3% | Reduced |
| WR Wealth Planners, LLC | 2,600 | $21.2K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2,527 | $21.4K | 0.01% | +58+2.3% | Added |
| American Capital Advisory, LLC | 2,650 | $21.7K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,734 | $22.3K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,828 | $23.1K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 3,000 | $24.5K | 0.01% | +2,000+200.0% | Added |
| Harbor Investment Advisory, LLC | 3,350 | $27.4K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 3,736 | $30.5K | 0.00% | +3,736 | New |
| SOA Wealth Advisors, LLC. | 3,807 | $31.1K | 0.01% | +89+2.4% | Added |
| Bogart Wealth, LLC | 3,953 | $32.3K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 4,000 | $32.7K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,524 | $37.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 4,617 | $37.7K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 4,730 | $38.6K | 0.01% | +99+2.1% | Added |
| Cypress Capital Management LLC (WY) | 5,000 | $40.9K | 0.05% | 00.0% | Unchanged |
| BankPlus Trust Department | 5,000 | $40.9K | 0.01% | +5,000 | New |
| Bokf, NA | 5,250 | $42.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,750 | $47.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,768 | $47.1K | 0.00% | +68+1.2% | Added |
| North Star Investment Management Corp. | 5,904 | $48.2K | 0.00% | +138+2.4% | Added |
| Millstone Evans Group, LLC | 6,390 | $52.2K | 0.04% | +6,390 | New |
| Optimum Investment Advisors | 6,552 | $53.5K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 6,749 | $55.1K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | – | $57.5K | 0.00% | – | – |
| Citigroup Inc | 7,238 | $59.1K | 0.00% | −1,599−18.1% | Reduced |
| Gen-Wealth Partners Inc | 7,800 | $63.7K | 0.03% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 8,067 | $65.9K | 0.05% | +8,067 | New |
| Activest Wealth Management | 8,158 | $66.7K | 0.02% | 00.0% | Unchanged |
| PFS Partners, LLC | 8,218 | $67.1K | 0.04% | +191+2.4% | Added |
| Spire Wealth Management | 8,458 | $69.1K | 0.00% | +147+1.8% | Added |
| Sandy Spring Bank | 8,500 | $69.4K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 8,503 | $70.4K | 0.00% | +103+1.2% | Added |
| Bryn Mawr Trust Co | 9,000 | $73.5K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 9,900 | $80.9K | 0.00% | +9,900 | New |
| Harbour Investments, Inc. | 9,950 | $81.3K | 0.00% | +699+7.6% | Added |
| Ronald Blue Trust, Inc. | 10,000 | $81.7K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 10,000 | $81.7K | 0.06% | +10,000 | New |
| Princeton Global Asset Management LLC | 10,526 | $86.0K | 0.02% | −1,076−9.3% | Reduced |
| Susquehanna International Group, LLP | 10,533 | $86.1K | 0.00% | +10,533 | New |
| Badgley Phelps Wealth Managers, LLC | 10,896 | $89.0K | 0.00% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 11,142 | $91.0K | 0.01% | −12,872−53.6% | Reduced |
| Wealth Alliance | 11,355 | $92.8K | 0.01% | +100+0.9% | Added |
| Perennial Investment Advisors, LLC | 11,384 | $93.0K | 0.01% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 11,486 | $93.8K | 0.01% | 00.0% | Unchanged |
| Welch & Forbes LLC | 11,500 | $94.0K | 0.00% | 00.0% | Unchanged |
| Insight Advisors, LLC | 11,500 | $94.1K | 0.02% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 11,710 | $95.7K | 0.01% | +11,710 | New |
| SK Wealth Management, LLC | 11,932 | $97.5K | 0.05% | +94+0.8% | Added |
| Gateway Wealth Partners, LLC | 11,955 | $97.7K | 0.03% | −1,369−10.3% | Reduced |
| Modern Wealth Management, LLC | 12,082 | $98.7K | 0.00% | +250+2.1% | Added |
| Investment Partners Asset Management, Inc. | 12,184 | $99.5K | 0.08% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 12,558 | $102.6K | 0.02% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 12,197 | $102.7K | 0.02% | +12,197 | New |
| First Heartland Consultants, Inc. | 12,826 | $104.8K | 0.01% | +12,826 | New |
| VSM Wealth Advisory, LLC | 13,197 | $107.8K | 0.04% | +13,197 | New |
| Clearstead Advisors, LLC | 13,581 | $111.0K | 0.00% | +13,581 | New |
| EP Wealth Advisors, LLC | 13,633 | $111.4K | 0.00% | +13,633 | New |
| Plante Moran Financial Advisors, LLC | 13,658 | $111.6K | 0.01% | +241+1.8% | Added |
| Warren Averett Asset Management, LLC | 13,986 | $114.3K | 0.00% | +13,986 | New |