Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-573- 0.84% |
$4.5K - $5.03K
|
67.6K
$562K
|
|
|
Dec 10, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-555- 1.43% |
$4.36K - $4.87K
|
38.3K
$319K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-550- 1.53% |
$4.32K - $4.82K
|
35.4K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-409- 97.61% |
$3.21K - $3.59K
|
10
$83.2
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-261- 1.01% |
$2.05K - $2.29K
|
25.6K
$213K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-200- 1.57% |
$1.57K - $1.75K
|
12.6K
$104K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-177- 3.77% |
$1.39K - $1.55K
|
4.52K
$37.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-111- 0.25% |
$872 - $973
|
43.5K
$362K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-103- 19.11% |
$810 - $903
|
436
$3.63K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-80- 0.43% |
$629 - $702
|
18.4K
$153K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-30- 0.07% |
$236 - $263
|
43.6K
$363K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Flow State Investments, L.P.
Chicago, IL |
SELL
|
- |
-121K- 48.49% |
$942K - $1.03M
|
129K
$1.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-11.7K- 36.73% |
$90.7K - $98.7K
|
20.1K
$167K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-9.04K- 90.4% |
$70.3K - $76.6K
|
960
$7.99K
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-6.5K- 17.99% |
$50.6K - $55.1K
|
29.6K
$247K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6.09K- 21.33% |
$47.4K - $51.6K
|
22.5K
$187K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-3.8K- 36.71% |
$29.6K - $32.2K
|
6.55K
$54.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.98K- 24.36% |
$23.2K - $25.2K
|
9.25K
$77K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.41K- 19.01% |
$18.7K - $20.4K
|
10.2K
$85.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-2.1K- 3.6% |
$16.3K - $17.8K
|
56.3K
$469K
|
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-2.1K- 8.25% |
$16.3K - $17.8K
|
23.4K
$194K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-875- 7.14% |
$6.81K - $7.41K
|
11.4K
$94.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-514- 19.06% |
$4K - $4.35K
|
2.18K
$18.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-200- 40.0% |
$1.56K - $1.69K
|
300
$2.5K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-28.6K- 36.07% |
$218K - $233K
|
50.6K
$421K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-10.2K- 50.26% |
$77.5K - $83K
|
10.1K
$83.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-2.36K- 18.9% |
$17.9K - $19.2K
|
10.1K
$84.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-2K- 20.0% |
$15.2K - $16.3K
|
8K
$66.6K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.28K- 7.06% |
$9.78K - $10.5K
|
16.9K
$140K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-265- 0.84% |
$2.02K - $2.16K
|
31.2K
$259K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-34.7K- 34.44% |
$236K - $271K
|
66.1K
$550K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-6.43K- 14.83% |
$43.6K - $50.1K
|
36.9K
$307K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.43K- 32.14% |
$36.9K - $42.3K
|
11.5K
$95.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.5K- 12.64% |
$10.2K - $11.7K
|
10.4K
$86.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Avory & Company, LLC
Miami, FL |
SELL
|
- |
-1.02K- 2.12% |
$6.93K - $7.95K
|
47.1K
$392K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-500- 4.35% |
$3.4K - $3.9K
|
11K
$91.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-382- 0.63% |
$2.59K - $2.98K
|
60.6K
$504K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-112K- 61.67% |
$817K - $908K
|
69.8K
$581K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.85K- 27.8% |
$28K - $31.1K
|
10K
$83.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.4K- 25.36% |
$24.8K - $27.5K
|
10K
$83.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-467- 50.0% |
$3.4K - $3.78K
|
467
$3.89K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-32- 1.4% |
$233 - $259
|
2.25K
$18.7K
|
|
| Q2 2023 | |||||||
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-6.5K- 27.43% |
$49.5K - $52.7K
|
17.2K
$143K
|
|
|
Aug 08, 2023
Q2 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-5.08K- 20.62% |
$38.7K - $41.2K
|
19.5K
$163K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-1.1K- 4.55% |
$8.38K - $8.92K
|
23.1K
$192K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-625- 25.99% |
$4.76K - $5.07K
|
1.78K
$14.8K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-150Closed |
$1.14K - $1.22K
|
0
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-29- 0.73% |
$221 - $235
|
3.95K
$32.9K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-12.2K- 92.43% |
$89.9K - $98.6K
|
1K
$8.32K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-3K- 9.93% |
$22.1K - $24.2K
|
27.2K
$226K
|
|