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 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
57.4KNew |
$451K - $503K
|
57.4K
$487K
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
28.3K+ 30.26% |
$223K - $248K
|
122K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
20.3KNew |
$159K - $178K
|
20.3K
$172K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
20K+ 25.11% |
$157K - $176K
|
99.7K
$846K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
15.4KNew |
$121K - $135K
|
15.4K
$130K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
11.5KNew |
$90.3K - $101K
|
11.5K
$97.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.8KNew |
$85.1K - $94.9K
|
10.8K
$91.8K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
9KNew |
$70.7K - $78.9K
|
9K
$76.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
6.26K+ 228.83% |
$49.2K - $54.9K
|
9K
$76.3K
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
4KNew |
$31.4K - $35.1K
|
4K
$33.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
2.82KNew |
$22.2K - $24.7K
|
2.82K
$23.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
BUY
|
- |
2.77K+ 2.38% |
$21.8K - $24.3K
|
119K
$1.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2K+ 9.08% |
$15.7K - $17.5K
|
24K
$204K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.03KNew |
$8.1K - $9.04K
|
1.03K
$8.74K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
933+ 6.28% |
$7.33K - $8.18K
|
15.8K
$134K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
823+ 0.36% |
$6.47K - $7.22K
|
230K
$1.95M
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
693+ 5.53% |
$5.45K - $6.08K
|
13.2K
$112K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
438+ 0.04% |
$3.44K - $3.84K
|
975K
$8.27M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
102New |
$802 - $895
|
102
$865
|
|
| Q2 2024 | |||||||
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
44.5KNew |
$346K - $377K
|
44.5K
$377K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
35.1K+ 284.4% |
$273K - $297K
|
47.4K
$402K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
29KNew |
$225K - $245K
|
29K
$246K
|
|
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
23.7KNew |
$184K - $201K
|
23.7K
$201K
|
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
23.3KNew |
$181K - $197K
|
23.3K
$197K
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
20KNew |
$156K - $169K
|
20K
$170K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.6KNew |
$98.1K - $107K
|
12.6K
$107K
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
12.5K+ 9.1% |
$97.3K - $106K
|
150K
$1.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
8.16KNew |
$63.5K - $69.1K
|
8.16K
$69.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.47KNew |
$11.4K - $12.4K
|
1.47K
$12.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
651+ 2.42% |
$5.06K - $5.51K
|
27.6K
$234K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
407+ 2.42% |
$3.17K - $3.45K
|
17.3K
$146K
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
338New |
$2.63K - $2.86K
|
338
$2.87K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
210New |
$1.63K - $1.78K
|
210
$1.78K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
185New |
$1.44K - $1.57K
|
185
$1.57K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
120+ 1.46% |
$934 - $1.02K
|
8.33K
$70.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
100New |
$778 - $847
|
100
$848
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
43+ 0.12% |
$335 - $364
|
36.8K
$312K
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
176KNew |
$1.34M - $1.44M
|
176K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
33.5KNew |
$255K - $273K
|
33.5K
$284K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
30.1KNew |
$229K - $246K
|
30.1K
$255K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.9K+ 8.78% |
$106K - $114K
|
173K
$1.46M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
10.4KNew |
$79.4K - $85.1K
|
10.4K
$88.4K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
7.8KNew |
$59.4K - $63.6K
|
7.8K
$66.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
4.68K+ 15.6% |
$35.7K - $38.2K
|
34.7K
$294K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.73KNew |
$20.8K - $22.3K
|
2.73K
$23.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
500New |
$3.81K - $4.08K
|
500
$4.24K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
75+ 0.65% |
$572 - $612
|
11.7K
$98.9K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
12+ 0.11% |
$91.4 - $97.9
|
10.8K
$91.5K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3+ 0.03% |
$22.9 - $24.5
|
10.1K
$86K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1New |
$7.62 - $8.16
|
1
$8.48
|
|