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 |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 35,469 | $288.7K | 0.00% | +35,469 | New |
| Stockman Wealth Management, Inc. | 34,679 | $282.3K | 0.04% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 33,842 | $275.5K | 0.19% | +787+2.4% | Added |
| Commerce Bank | 33,531 | $272.9K | 0.00% | −1,200−3.5% | Reduced |
| Mendel Capital Management LLC | 33,500 | $272.7K | 0.17% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 33,429 | $272.1K | 0.00% | −487−1.4% | Reduced |
| Sage Capital Management, LLC | 32,431 | $264.0K | 0.14% | −14,000−30.2% | Reduced |
| Garden State Investment Advisory Services LLC | 31,585 | $257.1K | 0.08% | −3,246−9.3% | Reduced |
| Diligent Investors, LLC | 31,274 | $254.6K | 0.06% | +3,500+12.6% | Added |
| Post Resch Tallon Group Inc. | 31,212 | $253.6K | 0.26% | +231+0.7% | Added |
| MKT Advisors LLC | 34,911 | $251.7K | 0.12% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 30,630 | $249.3K | 0.00% | −1,335−4.2% | Reduced |
| Private Advisor Group, LLC | 29,667 | $241.5K | 0.00% | +20.0% | Added |
| Silverlake Wealth Management LLC | 29,629 | $241.2K | 0.09% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 29,307 | $239.0K | 0.00% | +1,594+5.8% | Added |
| Avantax Advisory Services, Inc. | 27,844 | $226.6K | 0.00% | +3,785+15.7% | Added |
| Stonebridge Financial Planning Group, LLC | 27,815 | $226.4K | 0.10% | +66+0.2% | Added |
| SeaCrest Wealth Management, LLC | 27,456 | $223.5K | 0.03% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 27,317 | $222.4K | 0.01% | +4,130+17.8% | Added |
| Mission Wealth Management, LP | 27,214 | $221.5K | 0.01% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 27,950 | $216.8K | 0.04% | +13,993+100.3% | Added |
| Horan Securities, Inc. | 25,617 | $208.5K | 0.08% | +171+0.7% | Added |
| Money Concepts Capital Corp | 25,571 | $208.1K | 0.02% | 00.0% | Unchanged |
| Successful Portfolios LLC | 24,794 | $201.8K | 0.14% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 24,644 | $200.6K | 0.00% | +213+0.9% | Added |
| Focus Financial Network, Inc. | 24,470 | $199.2K | 0.01% | +359+1.5% | Added |
| Mercer Global Advisors Inc | 24,332 | $198.1K | 0.00% | −13,734−36.1% | Reduced |
| Stratos Wealth Advisors, LLC | 24,024 | $195.6K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 23,885 | $194.4K | 0.07% | +23,885 | New |
| Warther Private Wealth, LLC | 23,675 | $192.7K | 0.06% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 23,369 | $190.2K | 0.11% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 23,345 | $190.0K | 0.01% | −5,502−19.1% | Reduced |
| Fortress Private Ledger, LLC | 22,597 | $183.9K | 0.10% | 00.0% | Unchanged |
| Commons Capital, LLC | 22,539 | $183.5K | 0.17% | +1,531+7.3% | Added |
| Kestra Private Wealth Services, LLC | 21,721 | $176.8K | 0.00% | +3,158+17.0% | Added |
| Flagship Harbor Advisors, LLC | 21,717 | $176.8K | 0.01% | +1,906+9.6% | Added |
| Cerity Partners LLC | 21,500 | $175.0K | 0.00% | −4,072−15.9% | Reduced |
| Syverson Strege & Co | 21,138 | $172.1K | 0.06% | +22+0.1% | Added |
| Stratos Wealth Partners, LTD. | 20,623 | $167.9K | 0.00% | +1,500+7.8% | Added |
| Insigneo Advisory Services, LLC | 20,591 | $167.6K | 0.02% | −2,200−9.7% | Reduced |
| Moloney Securities Asset Management, LLC | 20,422 | $166.2K | 0.02% | +172+0.8% | Added |
| Carolinas Wealth Consulting LLC | 20,402 | $166.1K | 0.04% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 20,000 | $162.8K | 0.02% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 19,300 | $157.1K | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 19,133 | $155.7K | 0.00% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 19,000 | $154.7K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 18,830 | $153.3K | 0.00% | +4,556+31.9% | Added |
| First Heartland Consultants, Inc. | 18,251 | $148.6K | 0.02% | +5,425+42.3% | Added |
| National Asset Management, Inc. | 18,161 | $147.8K | 0.00% | +353+2.0% | Added |
| Captrust Financial Advisors | 18,001 | $146.5K | 0.00% | +18,001 | New |
| Bank of Stockton | 18,000 | $146.5K | 0.05% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 17,951 | $146.1K | 0.00% | −4,739−20.9% | Reduced |
| Meridian Wealth Advisors, LLC | 17,936 | $146.0K | 0.02% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 17,764 | $144.6K | 0.04% | +2,726+18.1% | Added |
| KPP Advisory Services LLC | 17,710 | $144.2K | 0.03% | −25−0.1% | Reduced |
| WealthBridge Capital Management, LLC | 17,257 | $140.5K | 0.04% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 17,200 | $140.0K | 0.07% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 17,173 | $139.8K | 0.00% | +1,994+13.1% | Added |
| Bank of New York Mellon Corp | 17,002 | $138.4K | 0.00% | −3,000−15.0% | Reduced |
| Gladstone Institutional Advisory LLC | 16,880 | $137.4K | 0.01% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 16,317 | $132.8K | 0.00% | +2,331+16.7% | Added |
| Parisi Gray Wealth Management | 15,962 | $129.9K | 0.04% | 00.0% | Unchanged |
| Brown Advisory Inc | 15,779 | $128.4K | 0.00% | 00.0% | Unchanged |
| Fiduciary Trust Co | 15,377 | $125.2K | 0.00% | 00.0% | Unchanged |
| Capital CS Group, LLC | 15,231 | $124.0K | 0.21% | −59−0.4% | Reduced |
| Beacon Investment Advisory Services, Inc. | 14,895 | $121.2K | 0.01% | −1,500−9.1% | Reduced |
| Herold Advisors, Inc. | 14,749 | $120.1K | 0.03% | −400−2.6% | Reduced |
| Summit Investment Advisory Services, LLC | 14,601 | $118.9K | 0.06% | +341+2.4% | Added |
| Van Hulzen Asset Management, LLC | 14,350 | $116.8K | 0.01% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 13,995 | $113.9K | 0.08% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 13,417 | $109.2K | 0.01% | −241−1.8% | Reduced |
| Sunbelt Securities, Inc. | 13,413 | $109.2K | 0.01% | −29,193−68.5% | Reduced |
| VSM Wealth Advisory, LLC | 13,215 | $107.6K | 0.04% | +18+0.1% | Added |
| Waterfront Wealth Inc. | 12,558 | $102.2K | 0.02% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 12,250 | $99.7K | 0.01% | +12,250 | New |
| Investment Partners Asset Management, Inc. | 12,184 | $99.2K | 0.08% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 12,082 | $98.3K | 0.00% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 11,935 | $97.2K | 0.02% | −20−0.2% | Reduced |
| Sonora Investment Management Group, LLC | 11,710 | $95.3K | 0.01% | 00.0% | Unchanged |
| Wealth Alliance | 11,587 | $94.3K | 0.01% | +232+2.0% | Added |
| Insight Advisors, LLC | 11,500 | $93.6K | 0.02% | 00.0% | Unchanged |
| Welch & Forbes LLC | 11,500 | $93.6K | 0.00% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 11,486 | $93.5K | 0.01% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 11,384 | $92.7K | 0.01% | 00.0% | Unchanged |
| SK Wealth Management, LLC | 12,216 | $91.0K | 0.05% | +284+2.4% | Added |
| Sax Wealth Advisors, LLC | 11,142 | $90.7K | 0.01% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 10,896 | $88.7K | 0.00% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 10,714 | $87.2K | 0.01% | −21,513−66.8% | Reduced |
| Princeton Global Asset Management LLC | 10,526 | $85.7K | 0.02% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 10,261 | $83.5K | 0.00% | +10,261 | New |
| 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 |
| Harbour Investments, Inc. | 9,950 | $81.0K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 9,900 | $80.6K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 9,000 | $73.3K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 8,791 | $71.6K | 0.00% | +1,553+21.5% | Added |
| Spire Wealth Management | 8,608 | $70.1K | 0.00% | +150+1.8% | Added |
| PFS Partners, LLC | 8,414 | $68.5K | 0.04% | +196+2.4% | Added |
| Activest Wealth Management | 8,158 | $66.4K | 0.02% | 00.0% | Unchanged |