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 |
|---|---|---|---|---|---|
| Integrated Capital Management, Inc. | 36,308 | $296.6K | 0.23% | +470+1.3% | Added |
| Farther Finance Advisors, LLC | 36,165 | $295.5K | 0.01% | +6,285+21.0% | Added |
| MKT Advisors LLC | 34,911 | $294.3K | 0.13% | +2,916+9.1% | Added |
| MML Investors Services, LLC | 35,426 | $289.0K | 0.00% | +1,229+3.6% | Added |
| Garden State Investment Advisory Services LLC | 34,831 | $284.6K | 0.09% | −3,470−9.1% | Reduced |
| Commerce Bank | 34,731 | $283.8K | 0.00% | +1,200+3.6% | Added |
| Stockman Wealth Management, Inc. | 34,679 | $283.3K | 0.04% | 00.0% | Unchanged |
| Northern Trust Corp | 34,138 | $278.9K | 0.00% | −28,653−45.6% | Reduced |
| Atria Wealth Solutions, Inc. | 33,916 | $277.1K | 0.00% | −1,200−3.4% | Reduced |
| Mendel Capital Management LLC | 33,500 | $273.7K | 0.17% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 33,159 | $270.9K | 0.01% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 33,055 | $270.1K | 0.18% | +770+2.4% | Added |
| Main Street Financial Solutions, LLC | 32,227 | $263.3K | 0.03% | −4,169−11.5% | Reduced |
| Benjamin Edwards Inc | 31,965 | $261.2K | 0.00% | +880+2.8% | Added |
| Post Resch Tallon Group Inc. | 30,981 | $253.7K | 0.24% | +30,981 | New |
| Private Advisor Group, LLC | 29,665 | $242.4K | 0.00% | −4,045−12.0% | Reduced |
| Silverlake Wealth Management LLC | 29,629 | $242.1K | 0.09% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 28,847 | $235.7K | 0.01% | +137+0.5% | Added |
| Diligent Investors, LLC | 27,774 | $226.9K | 0.05% | −3,394−10.9% | Reduced |
| Stonebridge Financial Planning Group, LLC | 27,749 | $226.7K | 0.10% | +64+0.2% | Added |
| Natixis Advisors, L.P. | 27,713 | $226.0K | 0.00% | +1,864+7.2% | Added |
| SeaCrest Wealth Management, LLC | 27,456 | $224.3K | 0.02% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 27,214 | $222.3K | 0.01% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 27,165 | $221.9K | 0.00% | +7,484+38.0% | Added |
| Western Wealth Management, LLC | 26,297 | $214.8K | 0.01% | −2,550−8.8% | Reduced |
| Cerity Partners LLC | 25,572 | $208.9K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 25,571 | $208.9K | 0.02% | +25,571 | New |
| Horan Securities, Inc. | 25,446 | $207.9K | 0.08% | +167+0.7% | Added |
| Successful Portfolios LLC | 24,794 | $202.6K | 0.14% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 24,431 | $199.6K | 0.00% | +13,431+122.1% | Added |
| Focus Financial Network, Inc. | 24,111 | $197.0K | 0.01% | +479+2.0% | Added |
| Avantax Advisory Services, Inc. | 24,059 | $196.6K | 0.00% | −8,363−25.8% | Reduced |
| Stratos Wealth Advisors, LLC | 24,024 | $196.3K | 0.01% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 23,675 | $193.4K | 0.07% | 00.0% | Unchanged |
| Sunpointe, LLC | 23,430 | $191.4K | 0.10% | +23,430 | New |
| Matrix Private Capital Group LLC | 23,369 | $190.9K | 0.11% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 23,187 | $189.4K | 0.01% | +775+3.5% | Added |
| Insigneo Advisory Services, LLC | 22,791 | $186.2K | 0.02% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 22,690 | $185.4K | 0.00% | +338+1.5% | Added |
| Fortress Private Ledger, LLC | 22,597 | $184.6K | 0.11% | +22,597 | New |
| Syverson Strege & Co | 21,116 | $172.5K | 0.06% | +21+0.1% | Added |
| Commons Capital, LLC | 21,008 | $171.6K | 0.16% | +2,865+15.8% | Added |
| Quantedge Capital Pte Ltd | 20,800 | $169.9K | 0.06% | −50,300−70.7% | Reduced |
| Carolinas Wealth Consulting LLC | 20,402 | $166.7K | 0.03% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 20,250 | $165.4K | 0.02% | +167+0.8% | Added |
| Bank of New York Mellon Corp | 20,002 | $163.4K | 0.00% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 20,000 | $163.4K | 0.02% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 19,811 | $161.9K | 0.01% | −350−1.7% | Reduced |
| Venture Visionary Partners LLC | 19,300 | $157.7K | 0.01% | +3,000+18.4% | Added |
| Franklin Resources Inc | 19,133 | $156.3K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 19,123 | $156.2K | 0.00% | −3,600−15.8% | Reduced |
| Empower Advisory Group, LLC | 19,000 | $155.2K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 18,563 | $151.7K | 0.00% | +153+0.8% | Added |
| Bank of Stockton | 18,000 | $147.1K | 0.04% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 17,936 | $146.5K | 0.02% | 00.0% | Unchanged |
| National Asset Management, Inc. | 17,808 | $145.5K | 0.00% | −70,769−79.9% | Reduced |
| KPP Advisory Services LLC | 17,735 | $144.9K | 0.03% | 00.0% | Unchanged |
| Clarius Group, LLC | 17,268 | $141.1K | 0.01% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 17,257 | $141.0K | 0.04% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 17,200 | $140.5K | 0.07% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 16,880 | $137.9K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 16,653 | $136.1K | 0.02% | +16,653 | New |
| Beacon Investment Advisory Services, Inc. | 16,395 | $133.9K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 16,000 | $131.0K | 0.06% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 15,962 | $130.4K | 0.04% | 00.0% | Unchanged |
| Brown Advisory Inc | 15,779 | $128.9K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 15,591 | $127.0K | 0.00% | +15,591 | New |
| Fiduciary Trust Co | 15,377 | $125.6K | 0.00% | 00.0% | Unchanged |
| Capital CS Group, LLC | 15,290 | $124.9K | 0.17% | +667+4.6% | Added |
| Prospera Financial Services Inc | 15,179 | $124.0K | 0.00% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 15,149 | $123.8K | 0.03% | −250−1.6% | Reduced |
| Ashton Thomas Securities, LLC | 15,038 | $122.9K | 0.03% | +306+2.1% | Added |
| Van Hulzen Asset Management, LLC | 14,350 | $117.2K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 14,274 | $116.6K | 0.00% | −3,226−18.4% | Reduced |
| Summit Investment Advisory Services, LLC | 14,260 | $116.5K | 0.06% | +331+2.4% | Added |
| Catalina Capital Group, LLC | 13,995 | $114.3K | 0.04% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 13,957 | $114.3K | 0.06% | +20.0% | Added |
| Warren Averett Asset Management, LLC | 13,986 | $114.3K | 0.00% | +13,986 | New |
| Plante Moran Financial Advisors, LLC | 13,658 | $111.6K | 0.01% | +241+1.8% | Added |
| EP Wealth Advisors, LLC | 13,633 | $111.4K | 0.00% | +13,633 | New |
| Clearstead Advisors, LLC | 13,581 | $111.0K | 0.00% | +13,581 | New |
| VSM Wealth Advisory, LLC | 13,197 | $107.8K | 0.04% | +13,197 | New |
| First Heartland Consultants, Inc. | 12,826 | $104.8K | 0.01% | +12,826 | New |
| Blue Bell Private Wealth Management, LLC | 12,197 | $102.7K | 0.02% | +12,197 | New |
| Waterfront Wealth Inc. | 12,558 | $102.6K | 0.02% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 12,184 | $99.5K | 0.08% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 12,082 | $98.7K | 0.00% | +250+2.1% | Added |
| Gateway Wealth Partners, LLC | 11,955 | $97.7K | 0.03% | −1,369−10.3% | Reduced |
| SK Wealth Management, LLC | 11,932 | $97.5K | 0.05% | +94+0.8% | Added |
| Sonora Investment Management Group, LLC | 11,710 | $95.7K | 0.01% | +11,710 | New |
| Insight Advisors, LLC | 11,500 | $94.1K | 0.02% | 00.0% | Unchanged |
| Welch & Forbes LLC | 11,500 | $94.0K | 0.00% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 11,486 | $93.8K | 0.01% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 11,384 | $93.0K | 0.01% | 00.0% | Unchanged |
| Wealth Alliance | 11,355 | $92.8K | 0.01% | +100+0.9% | Added |
| Sax Wealth Advisors, LLC | 11,142 | $91.0K | 0.01% | −12,872−53.6% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 10,896 | $89.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 10,533 | $86.1K | 0.00% | +10,533 | New |
| Princeton Global Asset Management LLC | 10,526 | $86.0K | 0.02% | −1,076−9.3% | Reduced |
| Ronald Blue Trust, Inc. | 10,000 | $81.7K | 0.00% | 00.0% | Unchanged |