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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.2KNew |
$178K - $204K
|
26.2K
$233K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
22.2KNew |
$151K - $173K
|
22.2K
$197K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3.65KNew |
$24.8K - $28.4K
|
3.65K
$32.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
10.9KNew |
$74K - $84.9K
|
10.9K
$96.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
20.4KNew |
$138K - $159K
|
20.4K
$181K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
26+ 2.24% |
$177 - $203
|
1.19K
$10.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
22.1KNew |
$150K - $172K
|
22.1K
$197K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
84.1KNew |
$571K - $655K
|
84.1K
$747K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6.24KNew |
$42.4K - $48.6K
|
6.24K
$55.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.06KNew |
$7.16K - $8.22K
|
1.06K
$9.37K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
800New |
$5.43K - $6.23K
|
800
$7.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
900New |
$6.11K - $7.01K
|
900
$7.99K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.5K- 12.64% |
$10.2K - $11.7K
|
10.4K
$91.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.43K- 32.14% |
$36.9K - $42.3K
|
11.5K
$102K
|
|
|
Feb 05, 2024
Q4 2023
|
Avory & Company, LLC
Miami, FL |
SELL
|
- |
-1.02K- 2.12% |
$6.93K - $7.95K
|
47.1K
$418K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.89KNew |
$12.8K - $14.7K
|
1.89K
$16.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
18.6KNew |
$126K - $145K
|
18.6K
$165K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
23.9KNew |
$162K - $186K
|
23.9K
$212K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
24+ 2.26% |
$163 - $187
|
1.09K
$9.66K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.7K+ 103.03% |
$11.5K - $13.2K
|
3.35K
$29.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
12.2KNew |
$82.7K - $94.9K
|
12.2K
$108K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-6.43K- 14.83% |
$43.6K - $50.1K
|
36.9K
$328K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
24.8KNew |
$168K - $193K
|
24.8K
$220K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
19.8K+ 12.66% |
$134K - $154K
|
176K
$1.56M
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
6.7KNew |
$48.8K - $54.2K
|
6.7K
$59.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-112K- 61.67% |
$817K - $908K
|
69.8K
$620K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
33.7KNew |
$245K - $272K
|
33.7K
$299K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.61KNew |
$11.7K - $13K
|
1.61K
$14.3K
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
35KNew |
$255K - $283K
|
35K
$311K
|
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1KNew |
$7.28K - $8.09K
|
1K
$8.88K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-467- 50.0% |
$3.4K - $3.78K
|
467
$4.15K
|
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
115+ 0.89% |
$837 - $930
|
13K
$116K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-32- 1.4% |
$233 - $259
|
2.25K
$20K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
238+ 2.17% |
$1.73K - $1.93K
|
11.2K
$99.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
6.1KNew |
$44.4K - $49.4K
|
6.1K
$54.2K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.25K+ 9.12% |
$9.1K - $10.1K
|
15K
$133K
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.4K- 25.36% |
$24.8K - $27.5K
|
10K
$88.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.7KNew |
$12.4K - $13.8K
|
1.7K
$15.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
BUY
|
- |
1KNew |
$7.28K - $8.09K
|
1K
$8.88K
|
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
16KNew |
$116K - $129K
|
16K
$142K
|
|
| Q2 2023 | |||||||
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-150Closed |
$1.14K - $1.22K
|
0
$0
|
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-6.5K- 27.43% |
$49.5K - $52.7K
|
17.2K
$153K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
2.79KNew |
$21.3K - $22.6K
|
2.79K
$24.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-5.08K- 20.62% |
$38.7K - $41.2K
|
19.5K
$174K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-1.1K- 4.55% |
$8.38K - $8.92K
|
23.1K
$205K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.38K+ 26.58% |
$25.7K - $27.4K
|
16.1K
$143K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-29- 0.73% |
$221 - $235
|
3.95K
$35.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-625- 25.99% |
$4.76K - $5.07K
|
1.78K
$15.8K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
296New |
$2.26K - $2.4K
|
296
$2.63K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
5K+ 666.67% |
$38.1K - $40.6K
|
5.75K
$51.1K
|
|