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 295 institutions that hold shares in the stock, with a total of 70.5 Million shares, which have been reported (via 13F filing form) to have a value of $604 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
6,650
shares
|
$56,990
0.05% of portfolio
|
Q3 2024
Reduced 15.82%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
6,552
shares
|
$56,150
0.03% of portfolio
|
Q2 2024
Reduced 36.71%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
6,500
shares
|
$55,705
0.0% of portfolio
|
Q1 2025
Reduced 23.53%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
6,390
shares
|
$54,762
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
6,044
shares
|
$51,797
0.0% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
5,837
shares
|
$50,023
0.0% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,750
shares
|
$49,277
0.0% of portfolio
|
Q2 2023
Added 666.67%
|
|
|
Cypress Capital Management LLC (Wy)
|
May 05, 2025 Q1 2025 |
5,000
shares
|
$42,850
0.05% of portfolio
|
Q3 2017
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
5,000
shares
|
$42,850
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
5,000
shares
|
$42,850
0.0% of portfolio
|
Q1 2025
Reduced 13.04%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
4,830
shares
|
$41,393
0.01% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
4,585
shares
|
$39,293
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
4,350
shares
|
$37,279
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
3,953
shares
|
$33,877
0.0% of portfolio
|
Q2 2023
Reduced 0.73%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
3,898
shares
|
$33,405
0.0% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
3,642
shares
|
$31,211
0.02% of portfolio
|
Q2 2022
Added 1.59%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
3,630
shares
|
$31,109
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
3,350
shares
|
$28,709
0.0% of portfolio
|
Q4 2023
Added 103.03%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
3,206
shares
|
$27,475
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
3,146
shares
|
$26,961
0.0% of portfolio
|
Q1 2025
Reduced 15.79%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
3,000
shares
|
$25,710
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
2,828
shares
|
$24,235
0.0% of portfolio
|
Q2 2022
Reduced 42.25%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,822
shares
|
$24,184
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
2,791
shares
|
$23,918
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
2,734
shares
|
$23,430
0.0% of portfolio
|
Q1 2024
New holding
|