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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Flow State Investments, L.P.
Chicago, IL |
SELL
|
- |
-121K- 48.49% |
$942K - $1.03M
|
129K
$1.14M
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
35.1K+ 284.4% |
$273K - $297K
|
47.4K
$421K
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6.09K- 21.33% |
$47.4K - $51.6K
|
22.5K
$199K
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
23.3KNew |
$181K - $197K
|
23.3K
$207K
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-2.1K- 8.25% |
$16.3K - $17.8K
|
23.4K
$208K
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.6KNew |
$98.1K - $107K
|
12.6K
$112K
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
100New |
$778 - $847
|
100
$888
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
29KNew |
$225K - $245K
|
29K
$257K
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-11.7K- 36.73% |
$90.7K - $98.7K
|
20.1K
$178K
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-875- 7.14% |
$6.81K - $7.41K
|
11.4K
$101K
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
44.5KNew |
$346K - $377K
|
44.5K
$395K
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
651+ 2.42% |
$5.06K - $5.51K
|
27.6K
$245K
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.47KNew |
$11.4K - $12.4K
|
1.47K
$13K
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
407+ 2.42% |
$3.17K - $3.45K
|
17.3K
$153K
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-6.5K- 17.99% |
$50.6K - $55.1K
|
29.6K
$263K
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
8.16KNew |
$63.5K - $69.1K
|
8.16K
$72.4K
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
338New |
$2.63K - $2.86K
|
338
$3K
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
43+ 0.12% |
$335 - $364
|
36.8K
$327K
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-200- 40.0% |
$1.56K - $1.69K
|
300
$2.66K
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-9.04K- 90.4% |
$70.3K - $76.6K
|
960
$8.52K
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
20KNew |
$156K - $169K
|
20K
$178K
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
12.5K+ 9.1% |
$97.3K - $106K
|
150K
$1.33M
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
185New |
$1.44K - $1.57K
|
185
$1.64K
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
120+ 1.46% |
$934 - $1.02K
|
8.33K
$74K
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-3.8K- 36.71% |
$29.6K - $32.2K
|
6.55K
$58.2K
|
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
23.7KNew |
$184K - $201K
|
23.7K
$210K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
210New |
$1.63K - $1.78K
|
210
$1.86K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
7.8KNew |
$59.4K - $63.6K
|
7.8K
$69.3K
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
33.5KNew |
$255K - $273K
|
33.5K
$297K
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
30.1KNew |
$229K - $246K
|
30.1K
$267K
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.28K- 7.06% |
$9.78K - $10.5K
|
16.9K
$150K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.73KNew |
$20.8K - $22.3K
|
2.73K
$24.3K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.9K+ 8.78% |
$106K - $114K
|
173K
$1.53M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-28.6K- 36.07% |
$218K - $233K
|
50.6K
$450K
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3+ 0.03% |
$22.9 - $24.5
|
10.1K
$90K
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
75+ 0.65% |
$572 - $612
|
11.7K
$104K
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
176KNew |
$1.34M - $1.44M
|
176K
$1.56M
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
10.4KNew |
$79.4K - $85.1K
|
10.4K
$92.6K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1New |
$7.62 - $8.16
|
1
$8.88
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
12+ 0.11% |
$91.4 - $97.9
|
10.8K
$95.8K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-265- 0.84% |
$2.02K - $2.16K
|
31.2K
$277K
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
500New |
$3.81K - $4.08K
|
500
$4.44K
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-10.2K- 50.26% |
$77.5K - $83K
|
10.1K
$89.4K
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
4.68K+ 15.6% |
$35.7K - $38.2K
|
34.7K
$308K
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-2K- 20.0% |
$15.2K - $16.3K
|
8K
$71K
|
|
Q4 2023 | |||||||
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
14KNew |
$95K - $109K
|
14K
$124K
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.65KNew |
$18K - $20.6K
|
2.65K
$23.5K
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
88.9KNew |
$604K - $692K
|
88.9K
$789K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.07KNew |
$14K - $16.1K
|
2.07K
$18.4K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2.92KNew |
$19.8K - $22.7K
|
2.92K
$25.9K
|