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 |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 17,002 | $138.4K | 0.00% | −3,000−15.0% | Reduced |
| Prospera Financial Services Inc | 17,173 | $139.8K | 0.00% | +1,994+13.1% | Added |
| Strait & Sound Wealth Management LLC | 17,200 | $140.0K | 0.07% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 17,257 | $140.5K | 0.04% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 17,710 | $144.2K | 0.03% | −25−0.1% | Reduced |
| Ashton Thomas Securities, LLC | 17,764 | $144.6K | 0.04% | +2,726+18.1% | Added |
| Meridian Wealth Advisors, LLC | 17,936 | $146.0K | 0.02% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 17,951 | $146.1K | 0.00% | −4,739−20.9% | Reduced |
| Bank of Stockton | 18,000 | $146.5K | 0.05% | 00.0% | Unchanged |
| Captrust Financial Advisors | 18,001 | $146.5K | 0.00% | +18,001 | New |
| National Asset Management, Inc. | 18,161 | $147.8K | 0.00% | +353+2.0% | Added |
| First Heartland Consultants, Inc. | 18,251 | $148.6K | 0.02% | +5,425+42.3% | Added |
| Mariner, LLC | 18,830 | $153.3K | 0.00% | +4,556+31.9% | Added |
| Empower Advisory Group, LLC | 19,000 | $154.7K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 19,133 | $155.7K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 19,300 | $157.1K | 0.01% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 20,000 | $162.8K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 20,402 | $166.1K | 0.04% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 20,422 | $166.2K | 0.02% | +172+0.8% | Added |
| Insigneo Advisory Services, LLC | 20,591 | $167.6K | 0.02% | −2,200−9.7% | Reduced |
| Stratos Wealth Partners, LTD. | 20,623 | $167.9K | 0.00% | +1,500+7.8% | Added |
| Syverson Strege & Co | 21,138 | $172.1K | 0.06% | +22+0.1% | Added |
| Cerity Partners LLC | 21,500 | $175.0K | 0.00% | −4,072−15.9% | Reduced |
| Flagship Harbor Advisors, LLC | 21,717 | $176.8K | 0.01% | +1,906+9.6% | Added |
| Kestra Private Wealth Services, LLC | 21,721 | $176.8K | 0.00% | +3,158+17.0% | Added |
| Commons Capital, LLC | 22,539 | $183.5K | 0.17% | +1,531+7.3% | Added |
| Fortress Private Ledger, LLC | 22,597 | $183.9K | 0.10% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 23,345 | $190.0K | 0.01% | −5,502−19.1% | Reduced |
| Matrix Private Capital Group LLC | 23,369 | $190.2K | 0.11% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 23,675 | $192.7K | 0.06% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 23,885 | $194.4K | 0.07% | +23,885 | New |
| Stratos Wealth Advisors, LLC | 24,024 | $195.6K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 24,332 | $198.1K | 0.00% | −13,734−36.1% | Reduced |
| Focus Financial Network, Inc. | 24,470 | $199.2K | 0.01% | +359+1.5% | Added |
| Apollon Wealth Management, LLC | 24,644 | $200.6K | 0.00% | +213+0.9% | Added |
| Successful Portfolios LLC | 24,794 | $201.8K | 0.14% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 25,571 | $208.1K | 0.02% | 00.0% | Unchanged |
| Horan Securities, Inc. | 25,617 | $208.5K | 0.08% | +171+0.7% | Added |
| Global Assets Advisory, LLC | 27,950 | $216.8K | 0.04% | +13,993+100.3% | Added |
| Mission Wealth Management, LP | 27,214 | $221.5K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 27,317 | $222.4K | 0.01% | +4,130+17.8% | Added |
| SeaCrest Wealth Management, LLC | 27,456 | $223.5K | 0.03% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 27,815 | $226.4K | 0.10% | +66+0.2% | Added |
| Avantax Advisory Services, Inc. | 27,844 | $226.6K | 0.00% | +3,785+15.7% | Added |
| Natixis Advisors, L.P. | 29,307 | $239.0K | 0.00% | +1,594+5.8% | Added |
| Silverlake Wealth Management LLC | 29,629 | $241.2K | 0.09% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 29,667 | $241.5K | 0.00% | +20.0% | Added |
| Benjamin Edwards Inc | 30,630 | $249.3K | 0.00% | −1,335−4.2% | Reduced |
| MKT Advisors LLC | 34,911 | $251.7K | 0.12% | 00.0% | Unchanged |
| Post Resch Tallon Group Inc. | 31,212 | $253.6K | 0.26% | +231+0.7% | Added |
| Diligent Investors, LLC | 31,274 | $254.6K | 0.06% | +3,500+12.6% | Added |
| Garden State Investment Advisory Services LLC | 31,585 | $257.1K | 0.08% | −3,246−9.3% | Reduced |
| Sage Capital Management, LLC | 32,431 | $264.0K | 0.14% | −14,000−30.2% | Reduced |
| Atria Wealth Solutions, Inc. | 33,429 | $272.1K | 0.00% | −487−1.4% | Reduced |
| Mendel Capital Management LLC | 33,500 | $272.7K | 0.17% | 00.0% | Unchanged |
| Commerce Bank | 33,531 | $272.9K | 0.00% | −1,200−3.5% | Reduced |
| Semus Wealth Partners LLC | 33,842 | $275.5K | 0.19% | +787+2.4% | Added |
| Stockman Wealth Management, Inc. | 34,679 | $282.3K | 0.04% | 00.0% | Unchanged |
| Jane Street Group, LLC | 35,469 | $288.7K | 0.00% | +35,469 | New |
| Mill Creek Capital Advisors, LLC | 35,659 | $290.3K | 0.01% | +2,500+7.5% | Added |
| Cranbrook Wealth Management, LLC | 36,924 | $300.6K | 0.07% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 37,132 | $302.3K | 0.01% | +967+2.7% | Added |
| Pathstone Holdings, LLC | 37,500 | $305.3K | 0.00% | +852+2.3% | Added |
| Change Path, LLC | 38,300 | $311.8K | 0.01% | −10,450−21.4% | Reduced |
| Sunpointe, LLC | 38,765 | $315.5K | 0.17% | +15,335+65.5% | Added |
| Creative Planning | 39,035 | $317.7K | 0.00% | +1,190+3.1% | Added |
| Susquehanna International Group, LLP | 39,121 | $318.4K | 0.00% | +28,588+271.4% | Added |
| Colony Group, LLC | 40,543 | $330.0K | 0.00% | −30,811−43.2% | Reduced |
| PFG Investments, LLC | 41,667 | $339.2K | 0.02% | +642+1.6% | Added |
| Integrated Capital Management, Inc. | 43,551 | $354.5K | 0.28% | +7,243+19.9% | Added |
| Saxon Interests, Inc. | 43,895 | $357.3K | 0.17% | +421+1.0% | Added |
| Baker Avenue Asset Management, LP | 44,500 | $362.2K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 46,070 | $375.0K | 0.01% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 46,361 | $377.4K | 0.02% | +732+1.6% | Added |
| Kovack Advisors, Inc. | 46,990 | $382.5K | 0.04% | −3,217−6.4% | 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 |
| Investmark Advisory Group LLC | 47,697 | $388.3K | 0.19% | −147−0.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 49,392 | $402.1K | 0.00% | +22,227+81.8% | Added |
| David J Yvars Group | 51,684 | $421.4K | 0.33% | +1,507+3.0% | Added |
| Wealth Effects LLC | 52,249 | $425.3K | 0.18% | +160.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 56,789 | $462.3K | 0.00% | +11,875+26.4% | Added |
| Independent Financial Group, LLC | 58,807 | $478.7K | 0.02% | +1,234+2.1% | Added |
| Merit Financial Group, LLC | 59,464 | $484.0K | 0.01% | +2,287+4.0% | Added |
| Calamos Advisors LLC | 60,982 | $496.4K | 0.00% | −2,439−3.8% | Reduced |
| MML Investors Services, LLC | 61,634 | $502.0K | 0.00% | +26,208+74.0% | Added |
| International Assets Investment Management, LLC | 63,754 | $519.0K | 0.05% | −887−1.4% | Reduced |
| CI Private Wealth, LLC | 64,146 | $522.1K | 0.00% | −1,034−1.6% | Reduced |
| J.W. Cole Advisors, Inc. | 66,653 | $542.6K | 0.02% | +12,334+22.7% | Added |
| Logan Stone Capital, LLC | 67,108 | $546.3K | 0.25% | −263,050−79.7% | Reduced |
| Ameritas Advisory Services, LLC | 71,819 | $586.7K | 0.02% | +210.0% | Added |
| Oppenheimer & Co Inc | 72,839 | $592.9K | 0.01% | +17,992+32.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 74,797 | $610.3K | 0.01% | +630+0.8% | Added |
| Dakota Wealth Management | 77,260 | $628.9K | 0.01% | +300.0% | Added |
| Winebrenner Capital Management LLC | 80,000 | $651.2K | 0.59% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 80,925 | $658.7K | 0.09% | +80,925 | New |
| Bearing Point Capital, LLC | 86,000 | $700.0K | 0.15% | 00.0% | Unchanged |
| Leo Wealth, LLC | 88,886 | $723.5K | 0.10% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 90,284 | $734.9K | 0.01% | +344+0.4% | Added |
| Morey & Quinn Wealth Partners, LLC | 93,772 | $763.3K | 0.63% | +5,400+6.1% | Added |