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 |
|---|---|---|---|---|---|
| MPWM Advisory Solutions, LLC | 10,000 | $81.7K | 0.06% | +10,000 | New |
| Harbour Investments, Inc. | 9,950 | $81.3K | 0.00% | +699+7.6% | Added |
| Halbert Hargrove Global Advisors, LLC | 9,900 | $80.9K | 0.00% | +9,900 | New |
| Bryn Mawr Trust Co | 9,000 | $73.5K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 8,503 | $70.4K | 0.00% | +103+1.2% | Added |
| Sandy Spring Bank | 8,500 | $69.4K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 8,458 | $69.1K | 0.00% | +147+1.8% | Added |
| PFS Partners, LLC | 8,218 | $67.1K | 0.04% | +191+2.4% | Added |
| Activest Wealth Management | 8,158 | $66.7K | 0.02% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 8,067 | $65.9K | 0.05% | +8,067 | New |
| Gen-Wealth Partners Inc | 7,800 | $63.7K | 0.03% | 00.0% | Unchanged |
| Citigroup Inc | 7,238 | $59.1K | 0.00% | −1,599−18.1% | Reduced |
| Huntington National Bank | – | $57.5K | 0.00% | – | – |
| Caldwell Trust Co | 6,749 | $55.1K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 6,552 | $53.5K | 0.02% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 6,390 | $52.2K | 0.04% | +6,390 | New |
| North Star Investment Management Corp. | 5,904 | $48.2K | 0.00% | +138+2.4% | Added |
| Parallel Advisors, LLC | 5,768 | $47.1K | 0.00% | +68+1.2% | Added |
| Bartlett & Co. Wealth Management LLC | 5,750 | $47.0K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 5,250 | $42.9K | 0.00% | 00.0% | Unchanged |
| 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 |
| HHM Wealth Advisors, LLC | 4,730 | $38.6K | 0.01% | +99+2.1% | Added |
| Raleigh Capital Management Inc. | 4,617 | $37.7K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,524 | $37.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 4,000 | $32.7K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,953 | $32.3K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3,807 | $31.1K | 0.01% | +89+2.4% | Added |
| MAI Capital Management | 3,736 | $30.5K | 0.00% | +3,736 | New |
| Harbor Investment Advisory, LLC | 3,350 | $27.4K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 3,000 | $24.5K | 0.01% | +2,000+200.0% | Added |
| Financial Management Professionals, Inc. | 2,828 | $23.1K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,734 | $22.3K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2,650 | $21.7K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2,527 | $21.4K | 0.01% | +58+2.3% | Added |
| WR Wealth Planners, LLC | 2,600 | $21.2K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 2,530 | $20.7K | 0.00% | −1,000−28.3% | Reduced |
| Private Trust Co NA | 2,500 | $20.4K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 2,436 | $19.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,206 | $18.9K | 0.00% | +23+1.1% | Added |
| Geneos Wealth Management Inc. | 2,269 | $18.5K | 0.00% | +537+31.0% | Added |
| EverSource Wealth Advisors, LLC | 2,253 | $18.4K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,754 | $14.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,700 | $13.9K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,650 | $13.5K | 0.01% | +1,650 | New |
| Salomon & Ludwin, LLC | 1,605 | $13.1K | 0.00% | 00.0% | Unchanged |
| Wintrust Investments LLC | 1,703 | $13.0K | 0.01% | +1,703 | New |
| FMR LLC | 1,583 | $12.9K | 0.00% | −5−0.3% | Reduced |
| 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 |
| Parkside Financial Bank & Trust | 1,465 | $12.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,081 | $8.83K | 0.00% | +1,081 | New |
| Sachetta, LLC | 1,055 | $8.62K | 0.00% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 950 | $8.28K | 0.00% | +950 | New |
| Vision Financial Markets LLC | 1,011 | $8.26K | 0.01% | +1,011 | New |
| Webster Bank, N. A. | 1,000 | $8.17K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 1,000 | $8.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 900 | $7.35K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 800 | $6.54K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 782 | $6.40K | 0.00% | +782 | New |
| Wood Tarver Financial Group, LLC | 842 | $6.00K | 0.00% | +842 | New |
| Addison Advisors LLC | 467 | $3.82K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 436 | $3.56K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 390 | $3.19K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 349 | $2.85K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 337 | $2.75K | 0.00% | +337 | New |
| Byrne Asset Management LLC | 300 | $2.45K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 300 | $2.45K | 0.00% | +300 | New |
| Caldwell Sutter Capital, Inc. | 296 | $2.42K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 291 | $2.38K | 0.00% | +7+2.5% | Added |
| Tidemark, LLC | 200 | $1.63K | 0.00% | +200 | New |
| JPMorgan Chase & Co | 159 | $1.30K | 0.00% | −741−82.3% | Reduced |
| Smartleaf Asset Management LLC | 100 | $818 | 0.00% | 00.0% | Unchanged |
| Montag & Caldwell, LLC | 55 | $449 | 0.00% | +55 | New |
| Tower Research Capital LLC (TRC) | 10 | $82 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 7 | $65 | 0.01% | −7,931−99.9% | Reduced |
| Danske Bank A/S | 2 | $16 | 0.00% | 00.0% | Unchanged |
| 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 |