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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.22K- 6.41% |
$26.1K - $27.6K
|
47K
$417K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.79K+ 15.73% |
$30.7K - $32.5K
|
27.8K
$247K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-16.2K- 7.69% |
$132K - $139K
|
195K
$1.73M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-867- 80.2% |
$7.03K - $7.44K
|
214
$1.9K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-28.1K- 2.68% |
$228K - $241K
|
1.02M
$9.08M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.16K+ 17.01% |
$25.6K - $27.1K
|
21.7K
$193K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2+ 0.01% |
$16.2 - $17.2
|
29.7K
$263K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.3K+ 22.71% |
$100K - $106K
|
66.7K
$592K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-12.2K- 99.92% |
$98.8K - $105K
|
10
$88.8
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
232+ 2.04% |
$1.88K - $1.99K
|
11.6K
$103K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
18+ 0.14% |
$146 - $154
|
13.2K
$117K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
20.2K+ 3.8% |
$163K - $173K
|
550K
$4.89M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
3.63KNew |
$29.4K - $31.1K
|
3.63K
$32.2K
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-7.1K- 4.26% |
$57.6K - $60.9K
|
160K
$1.42M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
30+ 0.04% |
$243 - $257
|
77.3K
$686K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
213+ 0.87% |
$1.73K - $1.83K
|
24.6K
$219K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.5K+ 7.84% |
$12.2K - $12.9K
|
20.6K
$183K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
172+ 0.85% |
$1.39K - $1.48K
|
20.4K
$181K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
61+ 2.41% |
$495 - $523
|
2.59K
$23K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.05% |
$8.11 - $8.58
|
2.21K
$19.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.07K- 15.92% |
$33K - $34.9K
|
21.5K
$191K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-58.3K- 34.04% |
$473K - $500K
|
113K
$1M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-20- 0.17% |
$162 - $172
|
11.9K
$106K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
23.9KNew |
$194K - $205K
|
23.9K
$212K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
5.16K+ 2.67% |
$41.9K - $44.3K
|
198K
$1.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
48.3K+ 20.42% |
$392K - $415K
|
285K
$2.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
23.3K+ 4.12% |
$189K - $200K
|
588K
$5.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-2.44K- 3.85% |
$19.8K - $20.9K
|
61K
$542K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
344+ 0.38% |
$2.79K - $2.95K
|
90.3K
$802K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
21+ 0.03% |
$170 - $180
|
71.8K
$638K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
421+ 0.97% |
$3.41K - $3.61K
|
43.9K
$390K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-33.6K- 2.14% |
$272K - $288K
|
1.54M
$13.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-29.2K- 68.52% |
$237K - $250K
|
13.4K
$119K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-750- 13.04% |
$6.08K - $6.44K
|
5K
$44.4K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-887- 1.37% |
$7.19K - $7.61K
|
63.8K
$566K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
14K+ 100.26% |
$113K - $120K
|
28K
$248K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
150+ 1.77% |
$1.22K - $1.29K
|
8.61K
$76.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.5K- 19.07% |
$44.6K - $47.2K
|
23.3K
$207K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
BUY
|
- |
16+ 0.03% |
$130 - $137
|
52.2K
$464K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-25- 0.14% |
$203 - $215
|
17.7K
$157K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
18K+ 32.8% |
$146K - $154K
|
72.8K
$647K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.91K+ 9.62% |
$15.5K - $16.4K
|
21.7K
$193K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33K+ 11.78% |
$267K - $283K
|
313K
$2.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4.35KNew |
$35.3K - $37.3K
|
4.35K
$38.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
7+ 2.41% |
$56.8 - $60.1
|
298
$2.65K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
128KNew |
$1.04M - $1.1M
|
128K
$1.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
642+ 1.56% |
$5.21K - $5.51K
|
41.7K
$370K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
90.6K+ 524.89% |
$735K - $778K
|
108K
$958K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
140+ 2.37% |
$1.14K - $1.2K
|
6.04K
$53.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
12.3KNew |
$99.3K - $105K
|
12.3K
$109K
|