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 |
|---|---|---|---|---|---|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
2,700
shares
|
$23,139
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
2,650
shares
|
$22,710
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,600
shares
|
$22,282
0.01% of portfolio
|
Q2 2022
Reduced 90.38%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
2,588
shares
|
$22,179
0.0% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,500
shares
|
$21,425
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
2,461
shares
|
$21,090
0.0% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
2,436
shares
|
$20,876
0.0% of portfolio
|
Q1 2021
Reduced 61.82%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,310
shares
|
$19,796
0.0% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,253
shares
|
$19,308
0.0% of portfolio
|
Q3 2023
Reduced 1.4%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,207
shares
|
$18,913
0.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,067
shares
|
$17,714
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
1,799
shares
|
$15,417
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,780
shares
|
$15,254
0.0% of portfolio
|
Q2 2023
Reduced 25.99%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,703
shares
|
$14,594
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,700
shares
|
$14,569
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
1,650
shares
|
$14,140
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
1,605
shares
|
$13,754
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
1,500
shares
|
$12,855
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,500
shares
|
$12,855
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
1,465
shares
|
$12,555
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,088
shares
|
$9,324
0.0% of portfolio
|
Q4 2023
Added 2.26%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
1,055
shares
|
$9,041
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
1,035
shares
|
$8,869
0.01% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,031
shares
|
$8,835
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
1,000
shares
|
$8,570
0.0% of portfolio
|
Q3 2023
New holding
|