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 |
|---|---|---|---|---|---|
| Blue Bell Private Wealth Management, LLC | 10 | $81 | 0.00% | −12,187−99.9% | Reduced |
| Montag & Caldwell, LLC | 55 | $448 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 100 | $816 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 159 | $1.29K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 200 | $1.63K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 214 | $1.74K | 0.00% | −867−80.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 296 | $2.41K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 298 | $2.42K | 0.00% | +7+2.4% | Added |
| Key Financial Inc | 349 | $2.84K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 390 | $3.17K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 436 | $3.55K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 800 | $6.51K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 842 | $6.85K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 850 | $6.92K | 0.00% | +850 | New |
| Atlantic Edge Private Wealth Management, LLC | 900 | $7.33K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 1,000 | $8.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,000 | $8.14K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 1,035 | $8.42K | 0.01% | +24+2.4% | Added |
| Sachetta, LLC | 1,055 | $8.59K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,360 | $11.1K | 0.00% | +1,023+303.6% | Added |
| Parkside Financial Bank & Trust | 1,465 | $11.9K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,500 | $12.2K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 1,583 | $12.9K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,605 | $13.1K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,650 | $13.4K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,700 | $13.8K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 1,799 | $14.6K | 0.00% | +1,799 | New |
| Allworth Financial LP | 2,207 | $17.3K | 0.00% | +10.0% | Added |
| EverSource Wealth Advisors, LLC | 2,253 | $18.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,310 | $18.8K | 0.00% | +41+1.8% | Added |
| HM Payson & Co | 2,436 | $19.8K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,461 | $20.0K | 0.00% | −69−2.7% | Reduced |
| Cornerstone Planning Group LLC | 2,588 | $20.2K | 0.00% | +61+2.4% | Added |
| Private Trust Co NA | 2,500 | $20.4K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2,650 | $21.6K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,734 | $22.3K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,828 | $23.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 3,146 | $25.6K | 0.00% | −590−15.8% | Reduced |
| Eastern Bank | 3,206 | $26.1K | 0.00% | +3,206 | New |
| Harbor Investment Advisory, LLC | 3,350 | $27.3K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3,630 | $29.5K | 0.01% | +3,630 | New |
| SOA Wealth Advisors, LLC. | 3,898 | $31.7K | 0.01% | +91+2.4% | Added |
| Bogart Wealth, LLC | 3,953 | $32.2K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 4,350 | $35.4K | 0.02% | +4,350 | New |
| HHM Wealth Advisors, LLC | 4,830 | $39.3K | 0.01% | +100+2.1% | Added |
| Bartlett & Co. Wealth Management LLC | 5,000 | $40.7K | 0.00% | −750−13.0% | Reduced |
| Cypress Capital Management LLC (WY) | 5,000 | $40.7K | 0.05% | 00.0% | Unchanged |
| BankPlus Trust Department | 5,000 | $40.7K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,837 | $47.5K | 0.00% | +69+1.2% | Added |
| North Star Investment Management Corp. | 6,044 | $49.2K | 0.00% | +140+2.4% | Added |
| Millstone Evans Group, LLC | 6,390 | $52.0K | 0.04% | 00.0% | Unchanged |
| Sandy Spring Bank | 6,500 | $52.9K | 0.00% | −2,000−23.5% | Reduced |
| Optimum Investment Advisors | 6,552 | $53.3K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 6,749 | $54.9K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 6,900 | $56.2K | 0.00% | +1,650+31.4% | Added |
| Huntington National Bank | – | $57.3K | 0.00% | – | – |
| CIBC Private Wealth Group, LLC | 8,608 | $61.9K | 0.00% | +105+1.2% | Added |
| Gen-Wealth Partners Inc | 7,800 | $63.5K | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 7,978 | $64.0K | 0.01% | +7,971+113,871.4% | Added |
| Activest Wealth Management | 8,158 | $66.4K | 0.02% | 00.0% | Unchanged |
| PFS Partners, LLC | 8,414 | $68.5K | 0.04% | +196+2.4% | Added |
| Spire Wealth Management | 8,608 | $70.1K | 0.00% | +150+1.8% | Added |
| Citigroup Inc | 8,791 | $71.6K | 0.00% | +1,553+21.5% | Added |
| Bryn Mawr Trust Co | 9,000 | $73.3K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 9,900 | $80.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 9,950 | $81.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 10,000 | $81.4K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 10,000 | $81.4K | 0.06% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 10,000 | $81.4K | 0.00% | +10,000 | New |
| Baird Financial Group, Inc. | 10,261 | $83.5K | 0.00% | +10,261 | New |
| Princeton Global Asset Management LLC | 10,526 | $85.7K | 0.02% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 10,714 | $87.2K | 0.01% | −21,513−66.8% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 10,896 | $88.7K | 0.00% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 11,142 | $90.7K | 0.01% | 00.0% | Unchanged |
| SK Wealth Management, LLC | 12,216 | $91.0K | 0.05% | +284+2.4% | Added |
| Perennial Investment Advisors, LLC | 11,384 | $92.7K | 0.01% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 11,486 | $93.5K | 0.01% | 00.0% | Unchanged |
| Insight Advisors, LLC | 11,500 | $93.6K | 0.02% | 00.0% | Unchanged |
| Welch & Forbes LLC | 11,500 | $93.6K | 0.00% | 00.0% | Unchanged |
| Wealth Alliance | 11,587 | $94.3K | 0.01% | +232+2.0% | Added |
| Sonora Investment Management Group, LLC | 11,710 | $95.3K | 0.01% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 11,935 | $97.2K | 0.02% | −20−0.2% | Reduced |
| Modern Wealth Management, LLC | 12,082 | $98.3K | 0.00% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 12,184 | $99.2K | 0.08% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 12,250 | $99.7K | 0.01% | +12,250 | New |
| Waterfront Wealth Inc. | 12,558 | $102.2K | 0.02% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 13,215 | $107.6K | 0.04% | +18+0.1% | Added |
| Sunbelt Securities, Inc. | 13,413 | $109.2K | 0.01% | −29,193−68.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 13,417 | $109.2K | 0.01% | −241−1.8% | Reduced |
| Catalina Capital Group, LLC | 13,995 | $113.9K | 0.08% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 14,350 | $116.8K | 0.01% | 00.0% | Unchanged |
| Summit Investment Advisory Services, LLC | 14,601 | $118.9K | 0.06% | +341+2.4% | Added |
| Herold Advisors, Inc. | 14,749 | $120.1K | 0.03% | −400−2.6% | Reduced |
| Beacon Investment Advisory Services, Inc. | 14,895 | $121.2K | 0.01% | −1,500−9.1% | Reduced |
| Capital CS Group, LLC | 15,231 | $124.0K | 0.21% | −59−0.4% | Reduced |
| Fiduciary Trust Co | 15,377 | $125.2K | 0.00% | 00.0% | Unchanged |
| Brown Advisory Inc | 15,779 | $128.4K | 0.00% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 15,962 | $129.9K | 0.04% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 16,317 | $132.8K | 0.00% | +2,331+16.7% | Added |
| Gladstone Institutional Advisory LLC | 16,880 | $137.4K | 0.01% | 00.0% | Unchanged |