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 |
|---|---|---|---|---|---|
| Global Assets Advisory, LLC | 13,957 | $114.3K | 0.06% | +20.0% | Added |
| Catalina Capital Group, LLC | 13,995 | $114.3K | 0.04% | 00.0% | Unchanged |
| Summit Investment Advisory Services, LLC | 14,260 | $116.5K | 0.06% | +331+2.4% | Added |
| Mariner, LLC | 14,274 | $116.6K | 0.00% | −3,226−18.4% | Reduced |
| Van Hulzen Asset Management, LLC | 14,350 | $117.2K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 15,038 | $122.9K | 0.03% | +306+2.1% | Added |
| Herold Advisors, Inc. | 15,149 | $123.8K | 0.03% | −250−1.6% | Reduced |
| Prospera Financial Services Inc | 15,179 | $124.0K | 0.00% | 00.0% | Unchanged |
| Capital CS Group, LLC | 15,290 | $124.9K | 0.17% | +667+4.6% | Added |
| Fiduciary Trust Co | 15,377 | $125.6K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 15,591 | $127.0K | 0.00% | +15,591 | New |
| Brown Advisory Inc | 15,779 | $128.9K | 0.00% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 15,962 | $130.4K | 0.04% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 16,000 | $131.0K | 0.06% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 16,395 | $133.9K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 16,653 | $136.1K | 0.02% | +16,653 | New |
| Gladstone Institutional Advisory LLC | 16,880 | $137.9K | 0.01% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 17,200 | $140.5K | 0.07% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 17,257 | $141.0K | 0.04% | 00.0% | Unchanged |
| Clarius Group, LLC | 17,268 | $141.1K | 0.01% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 17,735 | $144.9K | 0.03% | 00.0% | Unchanged |
| National Asset Management, Inc. | 17,808 | $145.5K | 0.00% | −70,769−79.9% | Reduced |
| Meridian Wealth Advisors, LLC | 17,936 | $146.5K | 0.02% | 00.0% | Unchanged |
| Bank of Stockton | 18,000 | $147.1K | 0.04% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 18,563 | $151.7K | 0.00% | +153+0.8% | Added |
| Empower Advisory Group, LLC | 19,000 | $155.2K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 19,123 | $156.2K | 0.00% | −3,600−15.8% | Reduced |
| Franklin Resources Inc | 19,133 | $156.3K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 19,300 | $157.7K | 0.01% | +3,000+18.4% | Added |
| Flagship Harbor Advisors, LLC | 19,811 | $161.9K | 0.01% | −350−1.7% | Reduced |
| Amplius Wealth Advisors, LLC | 20,000 | $163.4K | 0.02% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 20,002 | $163.4K | 0.00% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 20,250 | $165.4K | 0.02% | +167+0.8% | Added |
| Carolinas Wealth Consulting LLC | 20,402 | $166.7K | 0.03% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 20,800 | $169.9K | 0.06% | −50,300−70.7% | Reduced |
| Commons Capital, LLC | 21,008 | $171.6K | 0.16% | +2,865+15.8% | Added |
| Syverson Strege & Co | 21,116 | $172.5K | 0.06% | +21+0.1% | Added |
| Fortress Private Ledger, LLC | 22,597 | $184.6K | 0.11% | +22,597 | New |
| RSM US Wealth Management LLC | 22,690 | $185.4K | 0.00% | +338+1.5% | Added |
| Insigneo Advisory Services, LLC | 22,791 | $186.2K | 0.02% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 23,187 | $189.4K | 0.01% | +775+3.5% | Added |
| Matrix Private Capital Group LLC | 23,369 | $190.9K | 0.11% | 00.0% | Unchanged |
| Sunpointe, LLC | 23,430 | $191.4K | 0.10% | +23,430 | New |
| Warther Private Wealth, LLC | 23,675 | $193.4K | 0.07% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 24,024 | $196.3K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 24,059 | $196.6K | 0.00% | −8,363−25.8% | Reduced |
| Focus Financial Network, Inc. | 24,111 | $197.0K | 0.01% | +479+2.0% | Added |
| Apollon Wealth Management, LLC | 24,431 | $199.6K | 0.00% | +13,431+122.1% | Added |
| Successful Portfolios LLC | 24,794 | $202.6K | 0.14% | 00.0% | Unchanged |
| Horan Securities, Inc. | 25,446 | $207.9K | 0.08% | +167+0.7% | Added |
| Money Concepts Capital Corp | 25,571 | $208.9K | 0.02% | +25,571 | New |
| Cerity Partners LLC | 25,572 | $208.9K | 0.00% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 26,297 | $214.8K | 0.01% | −2,550−8.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 27,165 | $221.9K | 0.00% | +7,484+38.0% | Added |
| Mission Wealth Management, LP | 27,214 | $222.3K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 27,456 | $224.3K | 0.02% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 27,713 | $226.0K | 0.00% | +1,864+7.2% | Added |
| Stonebridge Financial Planning Group, LLC | 27,749 | $226.7K | 0.10% | +64+0.2% | Added |
| Diligent Investors, LLC | 27,774 | $226.9K | 0.05% | −3,394−10.9% | Reduced |
| HBK Sorce Advisory LLC | 28,847 | $235.7K | 0.01% | +137+0.5% | Added |
| Silverlake Wealth Management LLC | 29,629 | $242.1K | 0.09% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 29,665 | $242.4K | 0.00% | −4,045−12.0% | Reduced |
| Post Resch Tallon Group Inc. | 30,981 | $253.7K | 0.24% | +30,981 | New |
| Benjamin Edwards Inc | 31,965 | $261.2K | 0.00% | +880+2.8% | Added |
| Main Street Financial Solutions, LLC | 32,227 | $263.3K | 0.03% | −4,169−11.5% | Reduced |
| Semus Wealth Partners LLC | 33,055 | $270.1K | 0.18% | +770+2.4% | Added |
| Mill Creek Capital Advisors, LLC | 33,159 | $270.9K | 0.01% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 33,500 | $273.7K | 0.17% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 33,916 | $277.1K | 0.00% | −1,200−3.4% | Reduced |
| Northern Trust Corp | 34,138 | $278.9K | 0.00% | −28,653−45.6% | Reduced |
| Stockman Wealth Management, Inc. | 34,679 | $283.3K | 0.04% | 00.0% | Unchanged |
| Commerce Bank | 34,731 | $283.8K | 0.00% | +1,200+3.6% | Added |
| Garden State Investment Advisory Services LLC | 34,831 | $284.6K | 0.09% | −3,470−9.1% | Reduced |
| MML Investors Services, LLC | 35,426 | $289.0K | 0.00% | +1,229+3.6% | Added |
| MKT Advisors LLC | 34,911 | $294.3K | 0.13% | +2,916+9.1% | Added |
| Farther Finance Advisors, LLC | 36,165 | $295.5K | 0.01% | +6,285+21.0% | Added |
| Integrated Capital Management, Inc. | 36,308 | $296.6K | 0.23% | +470+1.3% | Added |
| Pathstone Holdings, LLC | 36,648 | $299.5K | 0.00% | +940+2.6% | Added |
| Cranbrook Wealth Management, LLC | 36,924 | $301.7K | 0.07% | 00.0% | Unchanged |
| Creative Planning | 37,845 | $309.2K | 0.00% | +2,468+7.0% | Added |
| Mercer Global Advisors Inc | 38,066 | $311.0K | 0.00% | −3,463−8.3% | Reduced |
| Readystate Asset Management LP | 39,523 | $322.9K | 0.01% | +39,523 | New |
| PFG Investments, LLC | 41,025 | $335.2K | 0.02% | +120.0% | Added |
| Sunbelt Securities, Inc. | 42,606 | $348.5K | 0.03% | −18,906−30.7% | Reduced |
| Saxon Interests, Inc. | 43,474 | $355.2K | 0.16% | +998+2.3% | Added |
| Baker Avenue Asset Management, LP | 44,500 | $363.6K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 44,914 | $366.9K | 0.00% | +1,294+3.0% | Added |
| Atomi Financial Group, Inc. | 45,629 | $372.8K | 0.02% | +2,158+5.0% | Added |
| Wedbush Securities Inc | 46,070 | $376.0K | 0.01% | −300−0.6% | Reduced |
| Sage Capital Management, LLC | 46,431 | $379.3K | 0.19% | 00.0% | Unchanged |
| Avory & Company, LLC | 47,060 | $384.5K | 0.22% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 47,060 | $384.5K | 0.02% | +47,060 | New |
| Investmark Advisory Group LLC | 47,844 | $390.9K | 0.19% | +676+1.4% | Added |
| Landscape Capital Management, L.L.C. | 47,914 | $391.5K | 0.04% | −39,510−45.2% | Reduced |
| Change Path, LLC | 48,750 | $398.3K | 0.01% | +48,750 | New |
| Kovack Advisors, Inc. | 50,207 | $410.2K | 0.04% | +210+0.4% | Added |
| David J Yvars Group | 50,177 | $410.3K | 0.25% | +195+0.4% | Added |
| IFC Advisors LLC | 51,233 | $418.6K | 0.09% | +51,233 | New |
| Wealth Effects LLC | 52,233 | $426.7K | 0.15% | +160.0% | Added |
| J.W. Cole Advisors, Inc. | 54,319 | $443.8K | 0.02% | −1,910−3.4% | Reduced |