Latest Institutional Purchases of Eaton Vance Tax Managed Global Diversified Equity Income Fund (EXG)
This list provides information on the latest institutional transactions involving Eaton Vance Tax Managed Global Diversified Equity Income Fund (EXG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
3.5K+ 12.6% |
$28.4K - $30K
|
31.3K
$265K
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
3.21KNew |
$26K - $27.5K
|
3.21K
$27.2K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.16K+ 17.01% |
$25.6K - $27.1K
|
21.7K
$184K
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.73K+ 18.13% |
$22.1K - $23.4K
|
17.8K
$151K
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.5K+ 7.54% |
$20.3K - $21.5K
|
35.7K
$302K
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.33K+ 16.67% |
$18.9K - $20K
|
16.3K
$138K
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
2.3K+ 1.73% |
$18.7K - $19.7K
|
136K
$1.15M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.29K+ 4.0% |
$18.5K - $19.6K
|
59.5K
$504K
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.99K+ 13.14% |
$16.2K - $17.1K
|
17.2K
$146K
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.91K+ 9.62% |
$15.5K - $16.4K
|
21.7K
$184K
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.8KNew |
$14.6K - $15.4K
|
1.8K
$15.3K
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.65K+ 31.43% |
$13.4K - $14.2K
|
6.9K
$58.5K
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.59K+ 5.75% |
$12.9K - $13.7K
|
29.3K
$249K
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.55K+ 21.46% |
$12.6K - $13.3K
|
8.79K
$74.5K
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.53K+ 7.29% |
$12.4K - $13.1K
|
22.5K
$191K
|
|
Apr 16, 2025
Q1 2025
|
David J Yvars Group
|
BUY
|
- |
1.51K+ 3.0% |
$12.2K - $12.9K
|
51.7K
$438K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.5K+ 7.84% |
$12.2K - $12.9K
|
20.6K
$175K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.19K+ 3.14% |
$9.65K - $10.2K
|
39K
$331K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
967+ 2.67% |
$7.84K - $8.3K
|
37.1K
$315K
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
852+ 2.32% |
$6.91K - $7.31K
|
37.5K
$318K
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
850New |
$6.89K - $7.29K
|
850
$7.21K
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
787+ 2.38% |
$6.38K - $6.75K
|
33.8K
$287K
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
732+ 1.6% |
$5.94K - $6.28K
|
46.4K
$393K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
695+ 0.69% |
$5.64K - $5.96K
|
102K
$861K
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
642+ 1.56% |
$5.21K - $5.51K
|
41.7K
$353K
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
630+ 0.85% |
$5.11K - $5.41K
|
74.8K
$634K
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
421+ 0.97% |
$3.41K - $3.61K
|
43.9K
$372K
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
359+ 1.49% |
$2.91K - $3.08K
|
24.5K
$208K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
344+ 0.38% |
$2.79K - $2.95K
|
90.3K
$766K
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
341+ 2.39% |
$2.77K - $2.93K
|
14.6K
$124K
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
284+ 2.38% |
$2.3K - $2.44K
|
12.2K
$104K
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
232+ 2.04% |
$1.88K - $1.99K
|
11.6K
$98.3K
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
231+ 0.75% |
$1.87K - $1.98K
|
31.2K
$265K
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
213+ 0.87% |
$1.73K - $1.83K
|
24.6K
$209K
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
196+ 2.39% |
$1.59K - $1.68K
|
8.41K
$71.4K
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
172+ 0.85% |
$1.39K - $1.48K
|
20.4K
$173K
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
171+ 0.67% |
$1.39K - $1.47K
|
25.6K
$217K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
150+ 1.77% |
$1.22K - $1.29K
|
8.61K
$73K
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
140+ 2.37% |
$1.14K - $1.2K
|
6.04K
$51.3K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
105+ 1.23% |
$852 - $901
|
8.61K
$73K
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
100+ 2.11% |
$811 - $858
|
4.83K
$41K
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
91+ 2.39% |
$738 - $781
|
3.9K
$33.1K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
76+ 0.04% |
$616 - $652
|
175K
$1.48M
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
69+ 1.2% |
$560 - $592
|
5.84K
$49.5K
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
66+ 0.24% |
$535 - $566
|
27.8K
$236K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
61+ 2.41% |
$495 - $523
|
2.59K
$21.9K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
57+ 0.06% |
$462 - $489
|
99K
$840K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
41+ 1.81% |
$333 - $352
|
2.31K
$19.6K
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
30+ 0.04% |
$243 - $257
|
77.3K
$655K
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
24+ 2.37% |
$195 - $206
|
1.04K
$8.78K
|