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 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-46.6K- 25.29% |
$381K - $404K
|
138K
$1.22M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.16K+ 3.44% |
$33.9K - $36K
|
125K
$1.11M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-66- 0.66% |
$539 - $572
|
10K
$88.8K
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.5KNew |
$12.3K - $13K
|
1.5K
$13.3K
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
25.6KNew |
$209K - $221K
|
25.6K
$227K
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
36.8KNew |
$300K - $318K
|
36.8K
$326K
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.08K- 9.27% |
$8.79K - $9.32K
|
10.5K
$93.5K
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
11.7KNew |
$95.7K - $101K
|
11.7K
$104K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
950New |
$7.76K - $8.23K
|
950
$8.44K
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.92K+ 9.11% |
$23.8K - $25.3K
|
34.9K
$310K
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-12.9K- 53.6% |
$105K - $111K
|
11.1K
$98.9K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
47.1KNew |
$384K - $408K
|
47.1K
$418K
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
31KNew |
$253K - $268K
|
31K
$275K
|
|
Q3 2024 | |||||||
May 30, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-250- 2.07% |
$1.97K - $2.19K
|
11.8K
$105K
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
4KNew |
$31.4K - $35.1K
|
4K
$35.5K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
9KNew |
$70.7K - $78.9K
|
9K
$79.9K
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
15.4KNew |
$121K - $135K
|
15.4K
$137K
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
57.4KNew |
$451K - $503K
|
57.4K
$510K
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
109KNew |
$853K - $952K
|
109K
$963K
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.8KNew |
$85.1K - $94.9K
|
10.8K
$96.1K
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-409- 97.61% |
$3.21K - $3.59K
|
10
$88.8
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
933+ 6.28% |
$7.33K - $8.18K
|
15.8K
$140K
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.25K- 15.82% |
$9.83K - $11K
|
6.65K
$59.1K
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
28.3K+ 30.26% |
$223K - $248K
|
122K
$1.08M
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-103- 19.11% |
$810 - $903
|
436
$3.87K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-749- 0.97% |
$5.89K - $6.57K
|
76.4K
$678K
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-2.06K- 12.53% |
$16.2K - $18K
|
14.4K
$127K
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
20.3KNew |
$159K - $178K
|
20.3K
$180K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
6.26K+ 228.83% |
$49.2K - $54.9K
|
9K
$79.9K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-177- 3.77% |
$1.39K - $1.55K
|
4.52K
$40.2K
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
693+ 5.53% |
$5.45K - $6.08K
|
13.2K
$118K
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-2.17M- 73.63% |
$17.1M - $19M
|
778K
$6.91M
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
2.82KNew |
$22.2K - $24.7K
|
2.82K
$25.1K
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2K- 14.41% |
$15.7K - $17.5K
|
11.9K
$105K
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
20K+ 25.11% |
$157K - $176K
|
99.7K
$886K
|
|
Nov 06, 2024
Q3 2024
|
Sam Advisors, LLC
|
BUY
|
- |
464KNew |
$3.65M - $4.07M
|
464K
$4.12M
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-872- 4.39% |
$6.85K - $7.65K
|
19K
$169K
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
11.5KNew |
$90.3K - $101K
|
11.5K
$102K
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-200- 1.57% |
$1.57K - $1.75K
|
12.6K
$112K
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
823+ 0.36% |
$6.47K - $7.22K
|
230K
$2.05M
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.03KNew |
$8.1K - $9.04K
|
1.03K
$9.16K
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
BUY
|
- |
2.77K+ 2.38% |
$21.8K - $24.3K
|
119K
$1.06M
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-2K- 10.0% |
$15.7K - $17.5K
|
18K
$160K
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.92K- 38.77% |
$23K - $25.6K
|
4.62K
$41K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
105K+ 8.98% |
$823K - $919K
|
1.27M
$11.3M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
438+ 0.04% |
$3.44K - $3.84K
|
975K
$8.65M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2K+ 9.08% |
$15.7K - $17.5K
|
24K
$213K
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
102New |
$802 - $895
|
102
$906
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.11K- 3.88% |
$8.71K - $9.72K
|
27.5K
$244K
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-5.85K- 93.75% |
$45.9K - $51.3K
|
390
$3.46K
|