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, Q1 2025
Institutional positions in Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Mar 31, 2025. 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
- 259
- −13 vs. Q4 2024
- Shares held
- 67.8M
- +137.8K (+0.2%) vs. Q4 2024
- Total value
- $551.5M
- −$1.11M (−0.2%) vs. Q4 2024
- New holders
- 13
- 99 more added
- Sold out
- 26
- 56 more reduced
5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Global Diversified Equity Income Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 23,083,016 | $187.9M | 0.01% | −120,809−0.5% | Reduced |
| Invesco Ltd. | 4,344,707 | $35.4M | 0.01% | −55,463−1.3% | Reduced |
| Bank of America Corp | 2,656,673 | $21.6M | 0.00% | +30,975+1.2% | Added |
| LPL Financial LLC | 2,648,786 | $21.6M | 0.01% | +1,786,322+207.1% | Added |
| Karpus Management, Inc. | 2,485,763 | $20.2M | 0.66% | −225,964−8.3% | Reduced |
| Raymond James Financial Inc | 2,238,024 | $18.2M | 0.01% | +24,913+1.1% | Added |
| 1607 Capital Partners, LLC | 2,207,936 | $18.0M | 1.45% | −442,558−16.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,535,852 | $12.5M | 0.02% | −33,555−2.1% | Reduced |
| Advisors Asset Management, Inc. | 1,415,946 | $11.5M | 0.22% | −37,002−2.5% | Reduced |
| Royal Bank of Canada | 1,406,094 | $11.4M | 0.00% | +140,504+11.1% | Added |
| Stifel Financial Corp | 1,318,690 | $10.7M | 0.01% | +131,031+11.0% | Added |
| Wells Fargo & Company | 1,310,829 | $10.7M | 0.00% | +53,211+4.2% | Added |
| Commonwealth Equity Services, LLC | 1,182,566 | $9.63M | 0.01% | +50,531+4.5% | Added |
| Guggenheim Capital LLC | 1,124,524 | $9.15M | 0.09% | +3,665+0.3% | Added |
| Formidable Asset Management, LLC | 1,022,041 | $8.32M | 1.39% | −28,121−2.7% | Reduced |
| Cohen & Steers, Inc. | 1,009,690 | $8.22M | 0.02% | −90,000−8.2% | Reduced |
| Ameriprise Financial Inc | 872,476 | $7.10M | 0.00% | +68,656+8.5% | Added |
| HighTower Advisors, LLC | 750,441 | $6.11M | 0.01% | −8,974−1.2% | Reduced |
| UBS Group AG | 696,427 | $5.67M | 0.00% | +32,750+4.9% | Added |
| Snowden Capital Advisors LLC | 686,473 | $5.59M | 0.18% | +3,963+0.6% | Added |
| CNH Partners LLC | 662,027 | $5.31M | 0.13% | −557,203−45.7% | Reduced |
| Janney Montgomery Scott LLC | 624,054 | $5.08M | 0.01% | −32,693−5.0% | Reduced |
| Prosperity Consulting Group, LLC | 604,050 | $4.92M | 0.38% | +19,101+3.3% | Added |
| Penserra Capital Management LLC | 587,673 | $4.78M | 0.09% | +23,254+4.1% | Added |
| Focused Wealth Management, Inc | 550,333 | $4.48M | 0.61% | +20,155+3.8% | Added |
| Advisor Group Holdings, Inc. | 481,346 | $3.92M | 0.01% | +100,865+26.5% | Added |
| CoreCap Advisors, LLC | 419,464 | $3.41M | 0.15% | +8,290+2.0% | Added |
| Rockefeller Capital Management L.P. | 376,654 | $3.07M | 0.01% | −18,139−4.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 312,908 | $2.55M | 0.01% | +32,968+11.8% | Added |
| Polar Asset Management Partners Inc. | 296,350 | $2.41M | 0.08% | +60,230+25.5% | Added |
| Envestnet Asset Management Inc | 284,913 | $2.32M | 0.00% | +48,312+20.4% | Added |
| KMG Fiduciary Partners, LLC | 262,660 | $2.14M | 0.18% | +141,676+117.1% | Added |
| Park Avenue Securities LLC | 239,044 | $1.95M | 0.02% | +30,225+14.5% | Added |
| Marks Group Wealth Management, Inc | 230,456 | $1.88M | 0.18% | 00.0% | Unchanged |
| Truist Financial Corp | 198,254 | $1.61M | 0.00% | +5,161+2.7% | Added |
| Blair William & Co | 197,075 | $1.60M | 0.00% | −7,194−3.5% | Reduced |
| Cetera Investment Advisers | 194,976 | $1.59M | 0.00% | −16,245−7.7% | Reduced |
| Avestar Capital, LLC | 189,400 | $1.54M | 0.15% | +73,700+63.7% | Added |
| Northwestern Mutual Wealth Management Co | 174,865 | $1.42M | 0.00% | +760.0% | Added |
| Comerica Bank | 168,587 | $1.37M | 0.01% | −5,332−3.1% | Reduced |
| Kestra Advisory Services, LLC | 160,387 | $1.31M | 0.01% | −70,415−30.5% | Reduced |
| Pointe Capital Management LLC | 159,532 | $1.30M | 0.76% | −7,100−4.3% | Reduced |
| High Net Worth Advisory Group LLC | 149,839 | $1.22M | 0.34% | 00.0% | Unchanged |
| one8zero8, LLC | 135,550 | $1.10M | 0.26% | +2,300+1.7% | Added |
| Goldman Sachs Group Inc | 128,261 | $1.04M | 0.00% | −400−0.3% | Reduced |
| Advisor Resource Council | 127,752 | $1.04M | 0.08% | +127,752 | New |
| Principal Securities, Inc. | 124,970 | $1.02M | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 120,223 | $978.6K | 0.01% | −60,404−33.4% | Reduced |
| GWM Advisors LLC | 116,761 | $950.4K | 0.01% | +15,677+15.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 116,058 | $944.7K | 0.09% | +170.0% | Added |
| Steel Peak Wealth Management LLC | 112,946 | $919.4K | 0.04% | −58,283−34.0% | Reduced |
| MGB Wealth Management, LLC | 112,644 | $918.6K | 0.33% | +56,322+100.0% | Added |
| Clarius Group, LLC | 107,906 | $878.4K | 0.06% | +90,638+524.9% | Added |
| Sanctuary Advisors, LLC | 106,097 | $863.6K | 0.01% | −31,688−23.0% | Reduced |
| The PNC Financial Services Group, Inc. | 101,544 | $826.6K | 0.00% | +695+0.7% | Added |
| Centaurus Financial, Inc. | 101,064 | $823.0K | 0.05% | −2,023−2.0% | Reduced |
| Thrivent Financial for Lutherans | 99,725 | $812.0K | 0.00% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 99,270 | $808.1K | 0.53% | −320.0% | Reduced |
| Integrated Wealth Concepts LLC | 99,046 | $806.2K | 0.01% | +57+0.1% | Added |
| Morey & Quinn Wealth Partners, LLC | 93,772 | $763.3K | 0.63% | +5,400+6.1% | Added |
| D.A. Davidson & Co. | 90,284 | $734.9K | 0.01% | +344+0.4% | Added |
| Leo Wealth, LLC | 88,886 | $723.5K | 0.10% | 00.0% | Unchanged |
| Bearing Point Capital, LLC | 86,000 | $700.0K | 0.15% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 80,925 | $658.7K | 0.09% | +80,925 | New |
| Winebrenner Capital Management LLC | 80,000 | $651.2K | 0.59% | 00.0% | Unchanged |
| Dakota Wealth Management | 77,260 | $628.9K | 0.01% | +300.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 74,797 | $610.3K | 0.01% | +630+0.8% | Added |
| Oppenheimer & Co Inc | 72,839 | $592.9K | 0.01% | +17,992+32.8% | Added |
| Ameritas Advisory Services, LLC | 71,819 | $586.7K | 0.02% | +210.0% | Added |
| Logan Stone Capital, LLC | 67,108 | $546.3K | 0.25% | −263,050−79.7% | Reduced |
| J.W. Cole Advisors, Inc. | 66,653 | $542.6K | 0.02% | +12,334+22.7% | Added |
| CI Private Wealth, LLC | 64,146 | $522.1K | 0.00% | −1,034−1.6% | Reduced |
| International Assets Investment Management, LLC | 63,754 | $519.0K | 0.05% | −887−1.4% | Reduced |
| MML Investors Services, LLC | 61,634 | $502.0K | 0.00% | +26,208+74.0% | Added |
| Calamos Advisors LLC | 60,982 | $496.4K | 0.00% | −2,439−3.8% | Reduced |
| Merit Financial Group, LLC | 59,464 | $484.0K | 0.01% | +2,287+4.0% | Added |
| Independent Financial Group, LLC | 58,807 | $478.7K | 0.02% | +1,234+2.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 56,789 | $462.3K | 0.00% | +11,875+26.4% | Added |
| Wealth Effects LLC | 52,249 | $425.3K | 0.18% | +160.0% | Added |
| David J Yvars Group | 51,684 | $421.4K | 0.33% | +1,507+3.0% | Added |
| Kovitz Investment Group Partners, LLC | 49,392 | $402.1K | 0.00% | +22,227+81.8% | Added |
| Investmark Advisory Group LLC | 47,697 | $388.3K | 0.19% | −147−0.3% | Reduced |
| Arkadios Wealth Advisors | 47,060 | $383.1K | 0.01% | 00.0% | Unchanged |
| Avory & Company, LLC | 47,060 | $383.1K | 0.25% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 46,990 | $382.5K | 0.04% | −3,217−6.4% | Reduced |
| Atomi Financial Group, Inc. | 46,361 | $377.4K | 0.02% | +732+1.6% | Added |
| Wedbush Securities Inc | 46,070 | $375.0K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 44,500 | $362.2K | 0.01% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 43,895 | $357.3K | 0.17% | +421+1.0% | Added |
| Integrated Capital Management, Inc. | 43,551 | $354.5K | 0.28% | +7,243+19.9% | Added |
| PFG Investments, LLC | 41,667 | $339.2K | 0.02% | +642+1.6% | Added |
| Colony Group, LLC | 40,543 | $330.0K | 0.00% | −30,811−43.2% | Reduced |
| Susquehanna International Group, LLP | 39,121 | $318.4K | 0.00% | +28,588+271.4% | Added |
| Creative Planning | 39,035 | $317.7K | 0.00% | +1,190+3.1% | Added |
| Sunpointe, LLC | 38,765 | $315.5K | 0.17% | +15,335+65.5% | Added |
| Change Path, LLC | 38,300 | $311.8K | 0.01% | −10,450−21.4% | Reduced |
| Pathstone Holdings, LLC | 37,500 | $305.3K | 0.00% | +852+2.3% | Added |
| Farther Finance Advisors, LLC | 37,132 | $302.3K | 0.01% | +967+2.7% | Added |
| Cranbrook Wealth Management, LLC | 36,924 | $300.6K | 0.07% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 35,659 | $290.3K | 0.01% | +2,500+7.5% | Added |