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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
13.4KNew |
$118K - $143K
|
13.4K
$112K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
850New |
$7.47K - $9.09K
|
850
$7.07K
|
|
| Q4 2021 | |||||||
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
55.5KNew |
$556K - $593K
|
55.5K
$461K
|
|
|
Feb 14, 2022
Q4 2021
|
Horizon Wealth Management, LLC
|
BUY
|
- |
17.6KNew |
$177K - $189K
|
17.6K
$147K
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
12.7KNew |
$127K - $136K
|
12.7K
$106K
|
|
|
Feb 03, 2022
Q4 2021
|
Wealth Management Solutions, LLC
|
BUY
|
- |
11.6KNew |
$116K - $124K
|
11.6K
$96.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
10.9KNew |
$109K - $116K
|
10.9K
$90.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
8.87KNew |
$89K - $94.9K
|
8.87K
$73.8K
|
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
4.05KNew |
$40.6K - $43.3K
|
4.05K
$33.7K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.1KNew |
$11K - $11.8K
|
1.1K
$9.15K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
500New |
$5.02K - $5.35K
|
500
$4.16K
|
|
| Q3 2021 | |||||||
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
35.1KNew |
$351K - $380K
|
35.1K
$292K
|
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
10.4KNew |
$104K - $112K
|
10.4K
$86.5K
|
|
|
Aug 06, 2024
Q3 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.17KNew |
$11.6K - $12.6K
|
1.17K
$9.7K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
16.1K+ 920.0% |
$151K - $166K
|
17.9K
$149K
|
|
|
Jul 14, 2021
Q2 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
12.4KNew |
$115K - $127K
|
12.4K
$103K
|
|
| Q1 2021 | |||||||
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
BUY
|
- |
14KNew |
$120K - $130K
|
14K
$116K
|
|
|
Apr 30, 2021
Q1 2021
|
Key F Inancial Inc
|
BUY
|
- |
349New |
$3K - $3.25K
|
349
$2.9K
|
|
| Q4 2020 | |||||||
|
Feb 11, 2021
Q4 2020
|
Leo Brokerage, LLC
|
BUY
|
- |
88.9KNew |
$634K - $785K
|
88.9K
$740K
|
|
|
Jan 21, 2021
Q4 2020
|
Newman & Schimel, LLC
|
BUY
|
- |
13.2KNew |
$94.1K - $117K
|
13.2K
$110K
|
|
|
Feb 12, 2021
Q4 2020
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
11.5KNew |
$82K - $102K
|
11.5K
$95.7K
|
|
|
Feb 16, 2021
Q4 2020
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
4KNew |
$28.5K - $35.3K
|
4K
$33.3K
|
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
847New |
$6.04K - $7.48K
|
847
$7.05K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.41MNew |
$10.3M - $11.3M
|
1.41M
$11.8M
|
|
| Q2 2020 | |||||||
|
Aug 01, 2022
Q2 2020
|
Cowen Prime Advisors LLC
|
BUY
|
- |
2.7KNew |
$15.7K - $20.6K
|
2.7K
$22.5K
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.1K+ 22.1% |
$30K - $56K
|
33.7K
$280K
|
|
|
Apr 06, 2020
Q1 2020
|
American National Bank
|
BUY
|
- |
1.02KNew |
$5.02K - $9.36K
|
1.02K
$8.49K
|
|
| Q4 2018 | |||||||
|
Feb 07, 2019
Q4 2018
|
F Dx Advisors, Inc.
|
BUY
|
- |
22.9KNew |
$161K - $219K
|
22.9K
$191K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
189KNew |
$1.77M - $1.83M
|
189K
$1.57M
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.89KNew |
$45.9K - $47.4K
|
4.89K
$40.6K
|
|
| Q2 2018 | |||||||
|
Aug 27, 2018
Q2 2018
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
900New |
$8K - $8.61K
|
900
$7.49K
|
|
| Q1 2018 | |||||||
|
May 07, 2018
Q1 2018
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
154K+ 864.0% |
$1.36M - $1.52M
|
172K
$1.43M
|
|
|
Apr 12, 2018
Q1 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.41K+ 38.41% |
$12.4K - $13.8K
|
5.08K
$42.3K
|
|
| Q4 2017 | |||||||
|
Jan 19, 2018
Q4 2017
|
Hollencrest Capital Management
|
BUY
|
- |
10.6KNew |
$96.9K - $101K
|
10.6K
$88.2K
|
|
| Q3 2017 | |||||||
|
Nov 07, 2017
Q3 2017
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
5KNew |
$44.6K - $47.2K
|
5K
$41.6K
|
|
| Q2 2010 | |||||||
|
Aug 05, 2021
Q2 2010
|
Antonetti Capital Management LLC
|
BUY
|
- |
1KNew |
N/A
|
1K
$8.32K
|
|