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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
184+ 2.35% |
$1.45K - $1.61K
|
8.03K
$66.8K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
132+ 2.34% |
$1.04K - $1.16K
|
5.77K
$48K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
102New |
$802 - $895
|
102
$849
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
95+ 0.85% |
$747 - $833
|
11.3K
$93.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
84+ 2.31% |
$660 - $737
|
3.72K
$30.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
64+ 1.14% |
$503 - $561
|
5.7K
$47.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
61+ 0.22% |
$479 - $535
|
27.7K
$230K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
45+ 0.2% |
$354 - $395
|
22.4K
$186K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
28+ 1.64% |
$220 - $246
|
1.73K
$14.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
20+ 0.09% |
$157 - $175
|
21.1K
$176K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
19+ 0.78% |
$149 - $167
|
2.47K
$20.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
18+ 0.23% |
$141 - $158
|
7.94K
$66K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
5+ 1.79% |
$39.3 - $43.8
|
284
$2.36K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 29, 2024
Q2 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
46.4KNew |
$361K - $393K
|
46.4K
$386K
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
44.5KNew |
$346K - $377K
|
44.5K
$370K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
37.7KNew |
$293K - $319K
|
37.7K
$313K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
35.1K+ 284.4% |
$273K - $297K
|
47.4K
$394K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
29KNew |
$225K - $245K
|
29K
$241K
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
23.9KNew |
$186K - $202K
|
23.9K
$199K
|
|
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
23.7KNew |
$184K - $201K
|
23.7K
$197K
|
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
23.3KNew |
$181K - $197K
|
23.3K
$194K
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
20KNew |
$156K - $169K
|
20K
$166K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.5KNew |
$136K - $148K
|
17.5K
$146K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.6KNew |
$98.1K - $107K
|
12.6K
$105K
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
12.5K+ 9.1% |
$97.3K - $106K
|
150K
$1.25M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
11.8KNew |
$92.1K - $100K
|
11.8K
$98.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
8.16KNew |
$63.5K - $69.1K
|
8.16K
$67.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.47KNew |
$11.4K - $12.4K
|
1.47K
$12.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
651+ 2.42% |
$5.06K - $5.51K
|
27.6K
$229K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
505+ 1.72% |
$3.93K - $4.28K
|
29.9K
$249K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
407+ 2.42% |
$3.17K - $3.45K
|
17.3K
$144K
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
338New |
$2.63K - $2.86K
|
338
$2.81K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
210New |
$1.63K - $1.78K
|
210
$1.75K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
185New |
$1.44K - $1.57K
|
185
$1.54K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
120+ 1.46% |
$934 - $1.02K
|
8.33K
$69.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
100New |
$778 - $847
|
100
$832
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
57+ 0.68% |
$443 - $483
|
8.5K
$70.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
43+ 0.12% |
$335 - $364
|
36.8K
$306K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
683KNew |
$5.2M - $5.57M
|
683K
$5.68M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
176KNew |
$1.34M - $1.44M
|
176K
$1.47M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
107K+ 346.39% |
$812K - $869K
|
137K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
33.5KNew |
$255K - $273K
|
33.5K
$279K
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
33.2KNew |
$253K - $271K
|
33.2K
$276K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
30.1KNew |
$229K - $246K
|
30.1K
$251K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
17.7KNew |
$135K - $145K
|
17.7K
$148K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
17.3KNew |
$132K - $141K
|
17.3K
$144K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.9K+ 8.78% |
$106K - $114K
|
173K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.9KNew |
$98.1K - $105K
|
12.9K
$107K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
10.4KNew |
$79.4K - $85.1K
|
10.4K
$86.7K
|
|