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, 2022
Q4 2021
|
Horizon Wealth Management, LLC
|
BUY
|
- |
17.6KNew |
$177K - $189K
|
17.6K
$148K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-10KClosed |
$101K - $107K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-52KClosed |
$521K - $556K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.29KClosed |
$23K - $24.5K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-913Closed |
$9.16K - $9.77K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
12.7KNew |
$127K - $136K
|
12.7K
$106K
|
|
|
Feb 11, 2022
Q4 2021
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-39.6KClosed |
$397K - $424K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-16.3KClosed |
$163K - $174K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
10.9KNew |
$109K - $116K
|
10.9K
$91.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
8.87KNew |
$89K - $94.9K
|
8.87K
$74.4K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-11.7KClosed |
$118K - $126K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-1KClosed |
$10K - $10.7K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Wealth Management Solutions, LLC
|
BUY
|
- |
11.6KNew |
$116K - $124K
|
11.6K
$97.2K
|
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
4.05KNew |
$40.6K - $43.3K
|
4.05K
$33.9K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
500New |
$5.02K - $5.35K
|
500
$4.19K
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
55.5KNew |
$556K - $593K
|
55.5K
$465K
|
|
| Q3 2021 | |||||||
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
35.1KNew |
$351K - $380K
|
35.1K
$294K
|
|
|
Aug 06, 2024
Q3 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.17KNew |
$11.6K - $12.6K
|
1.17K
$9.77K
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-14.5KClosed |
$145K - $157K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
10.4KNew |
$104K - $112K
|
10.4K
$87.1K
|
|
|
Nov 12, 2021
Q3 2021
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-13.2KClosed |
$132K - $143K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-22.3KClosed |
$222K - $241K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-333Closed |
$3.33K - $3.6K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-12.4KClosed |
$124K - $134K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-45.3KClosed |
$453K - $490K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-25.5KClosed |
$255K - $276K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
SELL
|
- |
-960Closed |
$9.59K - $10.4K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-49.2KClosed |
$491K - $532K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Stolper CO
|
SELL
|
- |
-26.8KClosed |
$268K - $290K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-933Closed |
$9.32K - $10.1K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-324KClosed |
$3.03M - $3.34M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-624Closed |
$5.83K - $6.43K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.85KClosed |
$17.3K - $19K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.12KClosed |
$38.5K - $42.5K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-4.16KClosed |
$38.9K - $42.8K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-11.3KClosed |
$105K - $116K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-397Closed |
$3.71K - $4.09K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.98KClosed |
$18.5K - $20.4K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.57KClosed |
$14.7K - $16.2K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.11KClosed |
$29.1K - $32K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Rba Wealth Management, LLC
|
SELL
|
- |
-750Closed |
$7.01K - $7.73K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
16.1K+ 920.0% |
$151K - $166K
|
17.9K
$150K
|
|
|
Jul 20, 2021
Q2 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-1.76KClosed |
$16.5K - $18.1K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
12.4KNew |
$115K - $127K
|
12.4K
$103K
|
|
| Q1 2021 | |||||||
|
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.94K- 61.82% |
$33.9K - $36.8K
|
2.44K
$20.4K
|
|
|
May 17, 2021
Q1 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-10.7KClosed |
$92.1K - $99.8K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.63KClosed |
$39.9K - $43.2K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-500Closed |
$4.3K - $4.66K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.7KClosed |
$92.2K - $99.9K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-11.9KClosed |
$103K - $111K
|
0
$0
|
|