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 |
---|---|---|---|---|---|---|---|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-32.7K- 4.98% |
$265K - $281K
|
624K
$5.54M
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-2.2K- 9.65% |
$17.8K - $18.9K
|
20.6K
$183K
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
5.4K+ 6.11% |
$43.8K - $46.3K
|
93.8K
$833K
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
30.2K+ 14.47% |
$245K - $259K
|
239K
$2.12M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
967+ 2.67% |
$7.84K - $8.3K
|
37.1K
$330K
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
196+ 2.39% |
$1.59K - $1.68K
|
8.41K
$74.7K
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-9.71K- 87.71% |
$78.7K - $83.3K
|
1.36K
$12.1K
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
91+ 2.39% |
$738 - $781
|
3.9K
$34.6K
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
341+ 2.39% |
$2.77K - $2.93K
|
14.6K
$130K
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
3.5K+ 12.6% |
$28.4K - $30K
|
31.3K
$278K
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
SELL
|
- |
-59- 0.39% |
$478 - $506
|
15.2K
$135K
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
7.24K+ 19.95% |
$58.7K - $62.1K
|
43.6K
$387K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.29K+ 4.0% |
$18.5K - $19.6K
|
59.5K
$528K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-101K- 20.95% |
$824K - $873K
|
380K
$3.38M
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
1.65KNew |
$13.5K - $14.3K
|
1.65K
$14.7K
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2K+ 200.0% |
$16.3K - $17.3K
|
3K
$26.6K
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
842New |
$6.88K - $7.29K
|
842
$7.48K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-70.8K- 79.9% |
$578K - $613K
|
17.8K
$158K
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
300New |
$2.45K - $2.6K
|
300
$2.66K
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.55K- 8.84% |
$20.8K - $22.1K
|
26.3K
$234K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
782New |
$6.39K - $6.77K
|
782
$6.94K
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-28.7K- 45.63% |
$234K - $248K
|
34.1K
$303K
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.6KNew |
$127K - $135K
|
15.6K
$138K
|
|
Feb 14, 2025
Q4 2024
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-50.3K- 70.75% |
$411K - $436K
|
20.8K
$185K
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
86KNew |
$703K - $745K
|
86K
$764K
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
22.6KNew |
$185K - $196K
|
22.6K
$201K
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
10KNew |
$81.7K - $86.6K
|
10K
$88.8K
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
16.7KNew |
$136K - $144K
|
16.7K
$148K
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
8.07KNew |
$65.9K - $69.9K
|
8.07K
$71.6K
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
51.2KNew |
$419K - $444K
|
51.2K
$455K
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
39.5KNew |
$323K - $342K
|
39.5K
$351K
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
13.6KNew |
$111K - $118K
|
13.6K
$121K
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
55New |
$449 - $476
|
55
$488
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
1.32K+ 0.37% |
$10.8K - $11.5K
|
358K
$3.18M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-741- 82.33% |
$6.05K - $6.42K
|
159
$1.41K
|
|
Feb 12, 2025
Q4 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
19.2K+ 6.25% |
$157K - $167K
|
327K
$2.9M
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-39.5K- 45.19% |
$323K - $342K
|
47.9K
$425K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.21K- 31.35% |
$26.3K - $27.8K
|
7.04K
$62.5K
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-300- 0.65% |
$2.45K - $2.6K
|
46.1K
$409K
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
6.39KNew |
$52.2K - $55.3K
|
6.39K
$56.7K
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
200New |
$1.63K - $1.73K
|
200
$1.78K
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.7KNew |
$13.9K - $14.7K
|
1.7K
$15.1K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.6KNew |
$111K - $118K
|
13.6K
$121K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
699+ 7.56% |
$5.71K - $6.05K
|
9.95K
$88.4K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
65.2KNew |
$533K - $565K
|
65.2K
$579K
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
9.9KNew |
$80.9K - $85.7K
|
9.9K
$87.9K
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
5KNew |
$40.9K - $43.3K
|
5K
$44.4K
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
68.3K+ 573.65% |
$558K - $592K
|
80.2K
$712K
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
80KNew |
$654K - $693K
|
80K
$710K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.5KNew |
$12.3K - $13K
|
1.5K
$13.3K
|