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 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-6.9KClosed |
$52.8K - $67.7K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
17.4KNew |
$133K - $170K
|
17.4K
$146K
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-14.1KClosed |
$108K - $138K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
13.9KNew |
$106K - $136K
|
13.9K
$116K
|
|
Aug 12, 2022
Q2 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
21.5KNew |
$165K - $211K
|
21.5K
$180K
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-21.5KClosed |
$165K - $211K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.62KClosed |
$20K - $25.7K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-10.1KClosed |
$76.9K - $98.7K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
10.3KNew |
$78.8K - $101K
|
10.3K
$86.3K
|
|
Aug 10, 2022
Q2 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-32.8KClosed |
$251K - $321K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.6M- 99.12% |
$12.3M - $15.7M
|
14.2K
$119K
|
|
Aug 09, 2022
Q2 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-34.3KClosed |
$262K - $336K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-63.7K- 84.67% |
$488K - $625K
|
11.5K
$96.7K
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-108Closed |
$826 - $1.06K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-27.8KClosed |
$213K - $273K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-228- 50.0% |
$1.74K - $2.24K
|
228
$1.91K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 9.09% |
$7.65 - $9.81
|
12
$101
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-990Closed |
$7.57K - $9.71K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
233+ 99.15% |
$1.78K - $2.29K
|
468
$3.92K
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.33K+ 8.45% |
$10.2K - $13.1K
|
17.1K
$143K
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-101Closed |
$773 - $991
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.25K- 8.42% |
$9.56K - $12.3K
|
13.6K
$114K
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
324+ 2.29% |
$2.48K - $3.18K
|
14.5K
$121K
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
SELL
|
- |
-2K- 32.63% |
$15.3K - $19.6K
|
4.13K
$34.6K
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-2K- 32.63% |
$15.3K - $19.6K
|
4.13K
$34.6K
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.9K+ 7.54% |
$14.6K - $18.7K
|
27.2K
$228K
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-774Closed |
$5.92K - $7.59K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-11.2K- 1.6% |
$85.5K - $110K
|
688K
$5.76M
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
57+ 1.59% |
$436 - $559
|
3.64K
$30.5K
|
|
Jul 14, 2022
Q2 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-13.7KClosed |
$105K - $134K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.24KNew |
$9.47K - $12.1K
|
1.24K
$10.4K
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2.07K- 42.25% |
$15.8K - $20.3K
|
2.83K
$23.7K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.29KClosed |
$17.5K - $22.4K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
17New |
$130 - $167
|
17
$142
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-300Closed |
$2.3K - $2.94K
|
0
$0
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1.08KClosed |
$8.29K - $10.6K
|
0
$0
|
|
Q1 2022 | |||||||
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.25KClosed |
$11K - $13.4K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
46KNew |
$405K - $492K
|
46K
$386K
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
15KNew |
$132K - $160K
|
15K
$126K
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
850New |
$7.47K - $9.09K
|
850
$7.12K
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-1K- 7.93% |
$8.79K - $10.7K
|
11.6K
$97.2K
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
13.4KNew |
$118K - $143K
|
13.4K
$112K
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-4.57KClosed |
$40.2K - $48.8K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-250Closed |
$2.2K - $2.67K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-2.09KClosed |
$18.4K - $22.4K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-476Closed |
$4.18K - $5.09K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-10.5KClosed |
$91.9K - $112K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-16.9K- 99.64% |
$148K - $180K
|
61
$511
|
|
Q4 2021 | |||||||
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1KClosed |
$10K - $10.7K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.1KNew |
$11K - $11.8K
|
1.1K
$9.22K
|