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 |
|---|---|---|---|---|---|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
1,000
shares
|
$8,570
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
900
shares
|
$7,713
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
900
shares
|
$7,713
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
850
shares
|
$7,284
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
847
shares
|
$7,258
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
842
shares
|
$7,215
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
800
shares
|
$6,856
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
436
shares
|
$3,736
0.0% of portfolio
|
Q3 2024
Reduced 19.11%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
390
shares
|
$3,342
0.0% of portfolio
|
Q3 2024
Reduced 93.75%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
349
shares
|
$2,990
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
298
shares
|
$2,553
0.0% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
296
shares
|
$2,536
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
214
shares
|
$1,833
0.0% of portfolio
|
Q1 2025
Reduced 80.2%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
200
shares
|
$1,714
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
159
shares
|
$1,362
0.0% of portfolio
|
Q4 2024
Reduced 82.33%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
100
shares
|
$857
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
May 12, 2025 Q1 2025 |
55
shares
|
$471
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
10
shares
|
$85
0.0% of portfolio
|
Q1 2025
Reduced 99.92%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|