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 |
|---|---|---|---|---|---|
| Oppenheimer & Co Inc | 54,847 | $448.1K | 0.01% | +16,117+41.6% | Added |
| MGB Wealth Management, LLC | 56,322 | $460.2K | 0.14% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 57,177 | $467.1K | 0.01% | +9,652+20.3% | Added |
| Independent Financial Group, LLC | 57,573 | $470.4K | 0.02% | −10,271−15.1% | Reduced |
| Calamos Advisors LLC | 63,421 | $518.1K | 0.00% | +12,195+23.8% | Added |
| International Assets Investment Management, LLC | 64,641 | $529.4K | 0.04% | −474,050−88.0% | Reduced |
| CI Private Wealth, LLC | 65,180 | $532.5K | 0.00% | −2,422−3.6% | Reduced |
| Independent Advisor Alliance | 65,212 | $532.8K | 0.01% | +65,212 | New |
| Colony Group, LLC | 71,354 | $583.0K | 0.00% | +6,735+10.4% | Added |
| Ameritas Advisory Services, LLC | 71,798 | $586.6K | 0.02% | −2,321−3.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 74,167 | $612.6K | 0.01% | −9,186−11.0% | Reduced |
| Dakota Wealth Management | 77,230 | $631.0K | 0.01% | +2,020+2.7% | Added |
| Winebrenner Capital Management LLC | 80,000 | $653.6K | 0.50% | +80,000 | New |
| Wolverine Asset Management LLC | 80,211 | $655.3K | 0.01% | +68,304+573.6% | Added |
| Bearing Point Capital, LLC | 86,000 | $702.6K | 0.15% | +86,000 | New |
| Morey & Quinn Wealth Partners, LLC | 88,372 | $722.0K | 0.61% | +88,372 | New |
| Leo Wealth, LLC | 88,886 | $726.2K | 0.07% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 89,940 | $734.8K | 0.01% | −407−0.5% | Reduced |
| Integrated Wealth Concepts LLC | 98,989 | $808.7K | 0.01% | −7,187−6.8% | Reduced |
| Northstar Advisory Group, LLC | 99,302 | $811.3K | 0.41% | −5,424−5.2% | Reduced |
| Thrivent Financial for Lutherans | 99,725 | $815.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 100,849 | $823.9K | 0.00% | −6,220−5.8% | Reduced |
| GWM Advisors LLC | 101,084 | $825.9K | 0.00% | +6,880+7.3% | Added |
| Centaurus Financial, Inc. | 103,087 | $842.0K | 0.05% | −1,588−1.5% | Reduced |
| Avestar Capital, LLC | 115,700 | $945.3K | 0.09% | +24,000+26.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 116,041 | $948.1K | 0.08% | +21,285+22.5% | Added |
| KMG Fiduciary Partners, LLC | 120,984 | $988.4K | 0.08% | −2,489−2.0% | Reduced |
| Principal Securities, Inc. | 124,970 | $1.02M | 0.02% | +4,155+3.4% | Added |
| Goldman Sachs Group Inc | 128,661 | $1.05M | 0.00% | +400+0.3% | Added |
| one8zero8, LLC | 133,250 | $1.09M | 0.23% | +133,250 | New |
| Sanctuary Advisors, LLC | 137,785 | $1.18M | 0.01% | −46,639−25.3% | Reduced |
| High Net Worth Advisory Group LLC | 149,839 | $1.22M | 0.34% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 166,632 | $1.36M | 0.78% | +4,740+2.9% | Added |
| Steel Peak Wealth Management LLC | 171,229 | $1.40M | 0.06% | +171,229 | New |
| Comerica Bank | 173,919 | $1.42M | 0.01% | −5,818−3.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 174,789 | $1.43M | 0.00% | −658−0.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 180,627 | $1.48M | 0.01% | −2,499−1.4% | Reduced |
| Truist Financial Corp | 193,093 | $1.58M | 0.00% | −2,577−1.3% | Reduced |
| Blair William & Co | 204,269 | $1.67M | 0.00% | −3,000−1.4% | Reduced |
| Park Avenue Securities LLC | 208,819 | $1.71M | 0.02% | +3,918+1.9% | Added |
| Cetera Investment Advisers | 211,221 | $1.73M | 0.00% | −15,365−6.8% | Reduced |
| Marks Group Wealth Management, Inc | 230,456 | $1.88M | 0.19% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 230,802 | $1.89M | 0.01% | +185,739+412.2% | Added |
| Polar Asset Management Partners Inc. | 236,120 | $1.93M | 0.03% | +236,120 | New |
| Envestnet Asset Management Inc | 236,601 | $1.93M | 0.00% | −4,024−1.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 279,940 | $2.29M | 0.01% | −30,088−9.7% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 326,929 | $2.67M | 0.86% | +19,239+6.3% | Added |
| Logan Stone Capital, LLC | 330,158 | $2.70M | 0.90% | −62,012−15.8% | Reduced |
| Shaker Financial Services, LLC | 357,913 | $2.92M | 1.12% | +1,324+0.4% | Added |
| Advisor Group Holdings, Inc. | 380,481 | $3.11M | 0.01% | +30,345+8.7% | Added |
| Rockefeller Capital Management L.P. | 394,793 | $3.23M | 0.01% | +21,779+5.8% | Added |
| CoreCap Advisors, LLC | 411,174 | $3.36M | 0.15% | +8,425+2.1% | Added |
| Focused Wealth Management, Inc | 530,178 | $4.33M | 0.58% | +62,658+13.4% | Added |
| Penserra Capital Management LLC | 564,419 | $4.61M | 0.08% | +38,016+7.2% | Added |
| Prosperity Consulting Group, LLC | 584,949 | $4.78M | 0.36% | +88,138+17.7% | Added |
| Janney Montgomery Scott LLC | 656,747 | $5.37M | 0.01% | +46,549+7.6% | Added |
| UBS Group AG | 663,677 | $5.42M | 0.00% | −32,301−4.6% | Reduced |
| Snowden Capital Advisors LLC | 682,510 | $5.58M | 0.17% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 759,415 | $6.20M | 0.01% | −19,891−2.6% | Reduced |
| Ameriprise Financial Inc | 803,820 | $6.57M | 0.00% | −12,639−1.5% | Reduced |
| LPL Financial LLC | 862,464 | $7.05M | 0.00% | +56,964+7.1% | Added |
| Formidable Asset Management, LLC | 1,050,162 | $8.58M | 1.41% | −15,419−1.4% | Reduced |
| Cohen & Steers, Inc. | 1,099,690 | $8.98M | 0.02% | −68,000−5.8% | Reduced |
| Guggenheim Capital LLC | 1,120,859 | $9.16M | 0.08% | +511,102+83.8% | Added |
| Commonwealth Equity Services, LLC | 1,132,035 | $9.25M | 0.01% | +19,323+1.7% | Added |
| Stifel Financial Corp | 1,187,659 | $9.70M | 0.01% | +65,726+5.9% | Added |
| CNH Partners LLC | 1,219,230 | $9.96M | 0.24% | −487,357−28.6% | Reduced |
| Wells Fargo & Company | 1,257,618 | $10.3M | 0.00% | −64,904−4.9% | Reduced |
| Royal Bank of Canada | 1,265,590 | $10.3M | 0.00% | +44,649+3.7% | Added |
| Advisors Asset Management, Inc. | 1,452,948 | $11.9M | 0.22% | +65,901+4.8% | Added |
| Allspring Global Investments Holdings, LLC | 1,569,407 | $12.8M | 0.02% | −730,500−31.8% | Reduced |
| Raymond James Financial Inc | 2,213,111 | $18.1M | 0.01% | +2,213,111 | New |
| Bank of America Corp | 2,625,698 | $21.5M | 0.00% | +39,700+1.5% | Added |
| 1607 Capital Partners, LLC | 2,650,494 | $21.7M | 1.74% | −149,078−5.3% | Reduced |
| Karpus Management, Inc. | 2,711,727 | $22.2M | 0.66% | +6180.0% | Added |
| Invesco Ltd. | 4,400,170 | $35.9M | 0.01% | +50,151+1.2% | Added |
| Morgan Stanley | 23,203,825 | $189.6M | 0.01% | −137,992−0.6% | Reduced |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −778,001−100.0% | Sold out |
| SAM Advisors, LLC | 0 | $0 | 0.00% | −464,433−100.0% | Sold out |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −121,918−100.0% | Sold out |
| Conning Inc. | 0 | $0 | 0.00% | −119,167−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −108,502−100.0% | Sold out |
| Cooper Financial Group | 0 | $0 | 0.00% | −57,381−100.0% | Sold out |
| NWF Advisory Services Inc. | 0 | $0 | 0.00% | −52,750−100.0% | Sold out |
| Heritage Wealth Management, Inc. | 0 | $0 | 0.00% | −23,885−100.0% | Sold out |
| Merriman Wealth Management, LLC | 0 | $0 | 0.00% | −20,267−100.0% | Sold out |
| LVZ Advisors, Inc. | 0 | $0 | 0.00% | −14,258−100.0% | Sold out |
| Centurion Wealth Management LLC | 0 | $0 | 0.00% | −11,870−100.0% | Sold out |
| Quad-Cities Investment Group, LLC | 0 | $0 | 0.00% | −11,155−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −10,826−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Barrett & Company, Inc. | 0 | $0 | 0.00% | −4,350−100.0% | Sold out |
| Hobbs Group Advisors, LLC | 0 | $0 | 0.00% | −2,916−100.0% | Sold out |
| Darwin Advisors, LLC | 0 | $0 | 0.00% | −2,822−100.0% | Sold out |
| DiNuzzo Private Wealth, Inc. | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |
| CIC Wealth, LLC | – | – | – | – | Not filed |