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 |
---|---|---|---|---|---|---|---|
Feb 05, 2024
Q4 2023
|
Avory & Company, LLC
Miami, FL |
SELL
|
- |
-1.02K- 2.12% |
$6.93K - $7.95K
|
47.1K
$418K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-112K- 61.67% |
$817K - $908K
|
69.8K
$620K
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.4K- 25.36% |
$24.8K - $27.5K
|
10K
$88.8K
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-467- 50.0% |
$3.4K - $3.78K
|
467
$4.15K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-32- 1.4% |
$233 - $259
|
2.25K
$20K
|
|
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
$153K
|
|
Aug 08, 2023
Q2 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-5.08K- 20.62% |
$38.7K - $41.2K
|
19.5K
$174K
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-1.1K- 4.55% |
$8.38K - $8.92K
|
23.1K
$205K
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-625- 25.99% |
$4.76K - $5.07K
|
1.78K
$15.8K
|
|
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
$35.1K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-12.2K- 92.43% |
$89.9K - $98.6K
|
1K
$8.88K
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-3K- 9.93% |
$22.1K - $24.2K
|
27.2K
$242K
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-222- 85.38% |
$1.63K - $1.79K
|
38
$337
|
|
Q4 2022 | |||||||
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-338K- 99.78% |
$2.45M - $2.72M
|
750
$6.66K
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-7.6K- 32.2% |
$55K - $61.3K
|
16K
$142K
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-7.18K- 37.45% |
$52K - $57.9K
|
12K
$106K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-3K- 13.64% |
$21.7K - $24.2K
|
19K
$169K
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-2.59K- 12.62% |
$18.8K - $20.9K
|
17.9K
$159K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.97K- 15.92% |
$14.2K - $15.8K
|
10.4K
$92.2K
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-302- 37.66% |
$2.19K - $2.43K
|
500
$4.44K
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-75- 6.12% |
$543 - $605
|
1.15K
$10.2K
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1- 0.01% |
$7.24 - $8.06
|
13.9K
$123K
|
|
Q3 2022 | |||||||
Oct 17, 2022
Q3 2022
|
Ota Financial Group L.P.
|
SELL
|
- |
-9.26K- 19.85% |
$66.6K - $85.4K
|
37.4K
$332K
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-5.19K- 20.27% |
$37.3K - $47.8K
|
20.4K
$181K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.15K- 1.9% |
$8.25K - $10.6K
|
59.2K
$526K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-810- 41.9% |
$5.82K - $7.47K
|
1.12K
$9.97K
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-500Closed |
$3.6K - $4.61K
|
0
$0
|
|
Q2 2022 | |||||||
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.6M- 99.12% |
$12.3M - $15.7M
|
14.2K
$127K
|
|
Aug 09, 2022
Q2 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-34.3KClosed |
$262K - $336K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-32.8KClosed |
$251K - $321K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-27.8KClosed |
$213K - $273K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-21.5KClosed |
$165K - $211K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-14.1KClosed |
$108K - $138K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-13.7KClosed |
$105K - $134K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-11.2K- 1.6% |
$85.5K - $110K
|
688K
$6.11M
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-6.9KClosed |
$52.8K - $67.7K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.94KClosed |
$22.5K - $28.9K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.67K- 8.79% |
$20.5K - $26.2K
|
27.7K
$246K
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.62KClosed |
$20K - $25.7K
|
0
$0
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2.35K- 90.38% |
$18K - $23.1K
|
250
$2.22K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.29KClosed |
$17.5K - $22.4K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2.07K- 42.25% |
$15.8K - $20.3K
|
2.83K
$25.1K
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
SELL
|
- |
-2K- 32.63% |
$15.3K - $19.6K
|
4.13K
$36.7K
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-2K- 32.63% |
$15.3K - $19.6K
|
4.13K
$36.7K
|
|
Jul 25, 2022
Q2 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.25K- 8.42% |
$9.56K - $12.3K
|
13.6K
$121K
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1.08KClosed |
$8.29K - $10.6K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-990Closed |
$7.57K - $9.71K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-774Closed |
$5.92K - $7.59K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-300Closed |
$2.3K - $2.94K
|
0
$0
|