Institutional Ownership Eaton Vance Tax Managed Global Diversified Equity Income Fund (EXG)
This table provides information about the institutional ownership of Eaton Vance Tax Managed Global Diversified Equity Income Fund (EXG). We have compiled data on the 310 institutions that hold shares in the stock, with a total of 70.3 Million shares, which have been reported (via 13F filing form) to have a value of $637 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
8,750
shares
|
$79,275
0.01% of portfolio
|
Q3 2025
Reduced 18.11%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
8,158
shares
|
$73,911
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
7,800
shares
|
$70,668
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
7,424
shares
|
$67,261
0.0% of portfolio
|
Q3 2025
Added 1828.31%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
6,749
shares
|
$61,145
0.01% of portfolio
|
Q3 2021
Reduced 25.94%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
6,650
shares
|
$60,249
0.04% of portfolio
|
Q3 2024
Reduced 15.82%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
6,552
shares
|
$59,361
0.02% of portfolio
|
Q2 2024
Reduced 36.71%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
6,500
shares
|
$58,890
0.0% of portfolio
|
Q1 2025
Reduced 23.53%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
6,500
shares
|
$58,890
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
6,390
shares
|
$57,893
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
6,000
shares
|
$54,360
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,750
shares
|
$52,095
0.0% of portfolio
|
Q2 2023
Added 666.67%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
5,286
shares
|
$47,891
0.0% of portfolio
|
Q3 2025
Reduced 14.56%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
5,254
shares
|
$47,601
0.0% of portfolio
|
Q3 2025
Added 31.68%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
5,000
shares
|
$45,300
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
5,000
shares
|
$45,300
0.0% of portfolio
|
Q1 2025
Reduced 13.04%
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 03, 2025 Q3 2025 |
5,000
shares
|
$45,300
0.05% of portfolio
|
Q3 2017
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
4,623
shares
|
$41,884
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
4,585
shares
|
$41,540
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
4,538
shares
|
$41,114
0.0% of portfolio
|
Q2 2025
Added 14.8%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
4,531
shares
|
$41,050
0.0% of portfolio
|
Q3 2025
Reduced 8.13%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
4,350
shares
|
$39,411
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
3,859
shares
|
$34,962
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
3,642
shares
|
$32,996
0.02% of portfolio
|
Q2 2022
Added 1.59%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
3,630
shares
|
$32,887
0.01% of portfolio
|
Q1 2025
New holding
|
|