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 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 99,046 | $806.2K | 0.01% | +57+0.1% | Added |
| Northstar Advisory Group, LLC | 99,270 | $808.1K | 0.53% | −320.0% | Reduced |
| Thrivent Financial for Lutherans | 99,725 | $812.0K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 101,064 | $823.0K | 0.05% | −2,023−2.0% | Reduced |
| The PNC Financial Services Group, Inc. | 101,544 | $826.6K | 0.00% | +695+0.7% | Added |
| Sanctuary Advisors, LLC | 106,097 | $863.6K | 0.01% | −31,688−23.0% | Reduced |
| Clarius Group, LLC | 107,906 | $878.4K | 0.06% | +90,638+524.9% | Added |
| MGB Wealth Management, LLC | 112,644 | $918.6K | 0.33% | +56,322+100.0% | Added |
| Steel Peak Wealth Management LLC | 112,946 | $919.4K | 0.04% | −58,283−34.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 116,058 | $944.7K | 0.09% | +170.0% | Added |
| GWM Advisors LLC | 116,761 | $950.4K | 0.01% | +15,677+15.5% | Added |
| Steward Partners Investment Advisory, LLC | 120,223 | $978.6K | 0.01% | −60,404−33.4% | Reduced |
| Principal Securities, Inc. | 124,970 | $1.02M | 0.02% | 00.0% | Unchanged |
| Advisor Resource Council | 127,752 | $1.04M | 0.08% | +127,752 | New |
| Goldman Sachs Group Inc | 128,261 | $1.04M | 0.00% | −400−0.3% | Reduced |
| one8zero8, LLC | 135,550 | $1.10M | 0.26% | +2,300+1.7% | Added |
| High Net Worth Advisory Group LLC | 149,839 | $1.22M | 0.34% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 159,532 | $1.30M | 0.76% | −7,100−4.3% | Reduced |
| Kestra Advisory Services, LLC | 160,387 | $1.31M | 0.01% | −70,415−30.5% | Reduced |
| Comerica Bank | 168,587 | $1.37M | 0.01% | −5,332−3.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 174,865 | $1.42M | 0.00% | +760.0% | Added |
| Avestar Capital, LLC | 189,400 | $1.54M | 0.15% | +73,700+63.7% | Added |
| Cetera Investment Advisers | 194,976 | $1.59M | 0.00% | −16,245−7.7% | Reduced |
| Blair William & Co | 197,075 | $1.60M | 0.00% | −7,194−3.5% | Reduced |
| Truist Financial Corp | 198,254 | $1.61M | 0.00% | +5,161+2.7% | Added |
| Marks Group Wealth Management, Inc | 230,456 | $1.88M | 0.18% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 239,044 | $1.95M | 0.02% | +30,225+14.5% | Added |
| KMG Fiduciary Partners, LLC | 262,660 | $2.14M | 0.18% | +141,676+117.1% | Added |
| Envestnet Asset Management Inc | 284,913 | $2.32M | 0.00% | +48,312+20.4% | Added |
| Polar Asset Management Partners Inc. | 296,350 | $2.41M | 0.08% | +60,230+25.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 312,908 | $2.55M | 0.01% | +32,968+11.8% | Added |
| Rockefeller Capital Management L.P. | 376,654 | $3.07M | 0.01% | −18,139−4.6% | Reduced |
| CoreCap Advisors, LLC | 419,464 | $3.41M | 0.15% | +8,290+2.0% | Added |
| Advisor Group Holdings, Inc. | 481,346 | $3.92M | 0.01% | +100,865+26.5% | Added |
| Focused Wealth Management, Inc | 550,333 | $4.48M | 0.61% | +20,155+3.8% | Added |
| Penserra Capital Management LLC | 587,673 | $4.78M | 0.09% | +23,254+4.1% | Added |
| Prosperity Consulting Group, LLC | 604,050 | $4.92M | 0.38% | +19,101+3.3% | Added |
| Janney Montgomery Scott LLC | 624,054 | $5.08M | 0.01% | −32,693−5.0% | Reduced |
| CNH Partners LLC | 662,027 | $5.31M | 0.13% | −557,203−45.7% | Reduced |
| Snowden Capital Advisors LLC | 686,473 | $5.59M | 0.18% | +3,963+0.6% | Added |
| UBS Group AG | 696,427 | $5.67M | 0.00% | +32,750+4.9% | Added |
| HighTower Advisors, LLC | 750,441 | $6.11M | 0.01% | −8,974−1.2% | Reduced |
| Ameriprise Financial Inc | 872,476 | $7.10M | 0.00% | +68,656+8.5% | Added |
| Cohen & Steers, Inc. | 1,009,690 | $8.22M | 0.02% | −90,000−8.2% | Reduced |
| Formidable Asset Management, LLC | 1,022,041 | $8.32M | 1.39% | −28,121−2.7% | Reduced |
| Guggenheim Capital LLC | 1,124,524 | $9.15M | 0.09% | +3,665+0.3% | Added |
| Commonwealth Equity Services, LLC | 1,182,566 | $9.63M | 0.01% | +50,531+4.5% | Added |
| Wells Fargo & Company | 1,310,829 | $10.7M | 0.00% | +53,211+4.2% | Added |
| Stifel Financial Corp | 1,318,690 | $10.7M | 0.01% | +131,031+11.0% | Added |
| Royal Bank of Canada | 1,406,094 | $11.4M | 0.00% | +140,504+11.1% | Added |
| Advisors Asset Management, Inc. | 1,415,946 | $11.5M | 0.22% | −37,002−2.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,535,852 | $12.5M | 0.02% | −33,555−2.1% | Reduced |
| 1607 Capital Partners, LLC | 2,207,936 | $18.0M | 1.45% | −442,558−16.7% | Reduced |
| Raymond James Financial Inc | 2,238,024 | $18.2M | 0.01% | +24,913+1.1% | Added |
| Karpus Management, Inc. | 2,485,763 | $20.2M | 0.66% | −225,964−8.3% | Reduced |
| LPL Financial LLC | 2,648,786 | $21.6M | 0.01% | +1,786,322+207.1% | Added |
| Bank of America Corp | 2,656,673 | $21.6M | 0.00% | +30,975+1.2% | Added |
| Invesco Ltd. | 4,344,707 | $35.4M | 0.01% | −55,463−1.3% | Reduced |
| Morgan Stanley | 23,083,016 | $187.9M | 0.01% | −120,809−0.5% | Reduced |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −357,913−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −326,929−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −80,211−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −65,212−100.0% | Sold out |
| IFC Advisors LLC | 0 | $0 | 0.00% | −51,233−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −47,914−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −39,523−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −34,138−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −26,297−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −20,800−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −16,653−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −15,591−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −13,633−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −13,581−100.0% | Sold out |
| South Plains Financial, Inc. | 0 | $0 | 0.00% | −8,067−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −4,617−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −4,524−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −1,754−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −782−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −467−100.0% | Sold out |
| Byrne Asset Management LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Putney Financial Group LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| AlphaMark Advisors, LLC | – | – | – | – | Not filed |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | Not filed |
| WR Wealth Planners, LLC | – | – | – | – | Not filed |
| Wintrust Investments LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |