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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
5K+ 666.67% |
$38.1K - $40.6K
|
5.75K
$47.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.38K+ 26.58% |
$25.7K - $27.4K
|
16.1K
$134K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
2.79KNew |
$21.3K - $22.6K
|
2.79K
$23.2K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
296New |
$2.26K - $2.4K
|
296
$2.46K
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
141+ 1.28% |
$1.07K - $1.14K
|
11.2K
$92.8K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
45.2KNew |
$332K - $364K
|
45.2K
$376K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
27KNew |
$199K - $218K
|
27K
$225K
|
|
|
May 01, 2023
Q1 2023
|
Community Capital Management, LLC
|
BUY
|
- |
19K+ 45.24% |
$140K - $153K
|
61K
$508K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.1KNew |
$81.4K - $89.2K
|
11.1K
$92K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
10KNew |
$73.8K - $80.9K
|
10K
$83.4K
|
|
|
May 15, 2023
Q1 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
5.67K+ 25.26% |
$41.8K - $45.8K
|
28.1K
$234K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
4.78KNew |
$35.2K - $38.6K
|
4.78K
$39.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
4.59KNew |
$33.7K - $37K
|
4.59K
$38.1K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
2.63KNew |
$19.4K - $21.2K
|
2.63K
$21.9K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.75KNew |
$12.9K - $14.2K
|
1.75K
$14.6K
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
1.5KNew |
$11K - $12.1K
|
1.5K
$12.5K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
550New |
$4.05K - $4.44K
|
550
$4.58K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
19.9KNew |
$144K - $160K
|
19.9K
$165K
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
14.3KNew |
$103K - $115K
|
14.3K
$119K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12.4KNew |
$89.8K - $99.9K
|
12.4K
$103K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.73KNew |
$27K - $30K
|
3.73K
$31K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
1.43KNew |
$10.4K - $11.5K
|
1.43K
$11.9K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1KNew |
$7.24K - $8.06K
|
1K
$8.32K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
990New |
$7.17K - $7.98K
|
990
$8.24K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
333+ 1.77% |
$2.41K - $2.68K
|
19.1K
$159K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
185+ 1.43% |
$1.34K - $1.49K
|
13.1K
$109K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
73+ 0.71% |
$529 - $588
|
10.4K
$86.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
63New |
$456 - $508
|
63
$524
|
|
| Q3 2022 | |||||||
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
BUY
|
- |
19KNew |
$137K - $175K
|
19K
$158K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
10.3KNew |
$74.1K - $95K
|
10.3K
$85.7K
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
5K+ 18.52% |
$36K - $46.1K
|
32K
$266K
|
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
3.5KNew |
$25.2K - $32.3K
|
3.5K
$29.1K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
2.5KNew |
$18K - $23.1K
|
2.5K
$20.8K
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1KNew |
$7.19K - $9.22K
|
1K
$8.32K
|
|
|
Nov 10, 2022
Q3 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
366+ 1.41% |
$2.63K - $3.37K
|
26.2K
$218K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
295New |
$2.12K - $2.72K
|
295
$2.45K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
21.5KNew |
$165K - $211K
|
21.5K
$179K
|
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
17.4KNew |
$133K - $170K
|
17.4K
$145K
|
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
13.9KNew |
$106K - $136K
|
13.9K
$115K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
10.3KNew |
$78.8K - $101K
|
10.3K
$85.7K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.9K+ 7.54% |
$14.6K - $18.7K
|
27.2K
$226K
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.33K+ 8.45% |
$10.2K - $13.1K
|
17.1K
$142K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.24KNew |
$9.47K - $12.1K
|
1.24K
$10.3K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
324+ 2.29% |
$2.48K - $3.18K
|
14.5K
$120K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
233+ 99.15% |
$1.78K - $2.29K
|
468
$3.89K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
57+ 1.59% |
$436 - $559
|
3.64K
$30.3K
|
|
|
Jul 11, 2022
Q2 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
17New |
$130 - $167
|
17
$141
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 9.09% |
$7.65 - $9.81
|
12
$99.8
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
46KNew |
$405K - $492K
|
46K
$383K
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
15KNew |
$132K - $160K
|
15K
$125K
|
|