Latest Institutional Transactions on Eaton Vance Tax Managed Global Diversified Equity Income Fund (EXG)
This table provides information on the latest institutional transactions involving Eaton Vance Tax Managed Global Diversified Equity Income Fund (EXG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
58+ 2.35% |
$474 - $502
|
2.53K
$21.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.5KNew |
$12.3K - $13K
|
1.5K
$12.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
62.7K+ 13.4% |
$512K - $543K
|
530K
$4.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
153+ 0.83% |
$1.25K - $1.32K
|
18.6K
$159K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
167+ 0.83% |
$1.36K - $1.45K
|
20.3K
$173K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
13.4K+ 122.1% |
$110K - $116K
|
24.4K
$209K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
89+ 2.39% |
$727 - $771
|
3.81K
$32.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.6K- 15.84% |
$29.4K - $31.2K
|
19.1K
$164K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
25.6KNew |
$209K - $221K
|
25.6K
$219K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
338+ 1.51% |
$2.76K - $2.93K
|
22.7K
$194K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
36.8KNew |
$300K - $318K
|
36.8K
$314K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
191+ 2.38% |
$1.56K - $1.65K
|
8.22K
$70.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
12.2K+ 23.81% |
$99.6K - $106K
|
63.4K
$542K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.08K- 9.27% |
$8.79K - $9.32K
|
10.5K
$90K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
99+ 2.14% |
$809 - $857
|
4.73K
$40.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
147+ 1.77% |
$1.2K - $1.27K
|
8.46K
$72.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
950New |
$7.76K - $8.23K
|
950
$8.12K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
11.7KNew |
$95.7K - $101K
|
11.7K
$100K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.37K- 10.27% |
$11.2K - $11.9K
|
12K
$102K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
171KNew |
$1.4M - $1.48M
|
171K
$1.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
16+ 0.03% |
$131 - $139
|
52.2K
$447K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.93K- 99.91% |
$64.8K - $68.7K
|
7
$59.9
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
66+ 0.66% |
$539 - $572
|
10.1K
$86.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
12+ 0.03% |
$98 - $104
|
41K
$351K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
537+ 31.0% |
$4.39K - $4.65K
|
2.27K
$19.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-350- 1.74% |
$2.86K - $3.03K
|
19.8K
$169K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.92K+ 9.11% |
$23.8K - $25.3K
|
34.9K
$298K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
331+ 2.38% |
$2.7K - $2.87K
|
14.3K
$122K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
46.5K+ 7.63% |
$380K - $403K
|
657K
$5.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
2.02K+ 2.69% |
$16.5K - $17.5K
|
77.2K
$660K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
2.87K+ 15.79% |
$23.4K - $24.8K
|
21K
$180K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.16K+ 4.96% |
$17.6K - $18.7K
|
45.6K
$390K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
9.65K+ 20.31% |
$78.9K - $83.6K
|
57.2K
$489K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-12.9K- 53.6% |
$105K - $111K
|
11.1K
$95.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
47.1KNew |
$384K - $408K
|
47.1K
$402K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.32K- 3.13% |
$19K - $20.1K
|
71.8K
$614K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
998+ 2.35% |
$8.15K - $8.64K
|
43.5K
$372K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
31KNew |
$253K - $268K
|
31K
$265K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.49K- 2.02% |
$20.3K - $21.6K
|
121K
$1.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.92K+ 1.91% |
$32K - $33.9K
|
209K
$1.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-5.42K- 5.18% |
$44.3K - $47K
|
99.3K
$849K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
BUY
|
- |
195+ 0.39% |
$1.59K - $1.69K
|
50.2K
$429K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
667+ 4.56% |
$5.45K - $5.78K
|
15.3K
$131K
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
470+ 1.31% |
$3.84K - $4.07K
|
36.3K
$310K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-474K- 88.0% |
$3.87M - $4.11M
|
64.6K
$553K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
337New |
$2.75K - $2.92K
|
337
$2.88K
|
|
| Q3 2024 | |||||||
|
Dec 30, 2024
Q3 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
11.8KNew |
$93K - $104K
|
11.8K
$101K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
859+ 2095.12% |
$6.75K - $7.53K
|
900
$7.7K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-118K- 57.14% |
$928K - $1.04M
|
88.6K
$757K
|
|
|
Dec 10, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-555- 1.43% |
$4.36K - $4.87K
|
38.3K
$327K
|
|