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 |
|---|---|---|---|---|---|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
587,673
shares
|
$5.04 Million
0.09% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Focused Wealth Management, Inc
|
May 01, 2025 Q1 2025 |
550,333
shares
|
$4.72 Million
0.61% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
481,346
shares
|
$4.13 Million
0.01% of portfolio
|
Q1 2025
Added 72.19%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
419,464
shares
|
$3.59 Million
0.16% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
376,654
shares
|
$3.23 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
312,908
shares
|
$2.68 Million
0.01% of portfolio
|
Q1 2025
Added 11.78%
|
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
May 15, 2025 Q1 2025 |
296,350
shares
|
$2.54 Million
0.09% of portfolio
|
Q1 2025
Added 25.51%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
284,913
shares
|
$2.44 Million
0.0% of portfolio
|
Q1 2025
Added 20.42%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
262,660
shares
|
$2.25 Million
0.18% of portfolio
|
Q1 2025
Added 117.1%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
239,044
shares
|
$2.05 Million
0.02% of portfolio
|
Q1 2025
Added 14.47%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
May 01, 2025 Q1 2025 |
230,456
shares
|
$1.98 Million
0.19% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
198,254
shares
|
$1.7 Million
0.0% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
197,075
shares
|
$1.69 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
194,976
shares
|
$1.67 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
189,400
shares
|
$1.62 Million
0.14% of portfolio
|
Q1 2025
Added 63.7%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
174,865
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
168,587
shares
|
$1.44 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
160,387
shares
|
$1.37 Million
0.01% of portfolio
|
Q1 2025
Reduced 30.51%
|
|
|
Pointe Capital Management LLC
|
May 01, 2025 Q1 2025 |
159,532
shares
|
$1.37 Million
0.77% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 09, 2025 Q1 2025 |
149,839
shares
|
$1.28 Million
0.36% of portfolio
|
Q2 2024
Added 9.1%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
137,785
shares
|
$1.18 Million
0.01% of portfolio
|
Q4 2024
Reduced 25.29%
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
135,550
shares
|
$1.16 Million
0.26% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
128,261
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
127,752
shares
|
$1.09 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
124,970
shares
|
$1.07 Million
0.02% of portfolio
|
Q4 2024
Added 3.44%
|