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 $626 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
124,970
shares
|
$1.11 Million
0.02% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
120,223
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Reduced 33.44%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
116,761
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Added 15.51%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
116,058
shares
|
$1.03 Million
0.09% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
112,946
shares
|
$1 Million
0.04% of portfolio
|
Q1 2025
Reduced 34.04%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
112,644
shares
|
$1 Million
0.33% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Clarius Group, LLC
Seattle, WA |
Apr 18, 2025 Q1 2025 |
107,906
shares
|
$958,205
0.06% of portfolio
|
Q1 2025
Added 524.89%
|
|
|
Northstar Advisory Group, LLC
|
Jul 08, 2025 Q2 2025 |
102,214
shares
|
$907,660
0.45% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
101,544
shares
|
$901,710
0.0% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
101,064
shares
|
$897,448
0.06% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
99,725
shares
|
$885,558
0.0% of portfolio
|
Q3 2024
Added 25.11%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
99,046
shares
|
$879,528
0.01% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
93,772
shares
|
$832,695
0.63% of portfolio
|
Q1 2025
Added 6.11%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
90,284
shares
|
$801,721
0.01% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
88,886
shares
|
$789,307
0.08% of portfolio
|
Q4 2020
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
88,886
shares
|
$789,307
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
May 07, 2025 Q1 2025 |
86,000
shares
|
$763,680
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
80,000
shares
|
$710,400
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
77,260
shares
|
$686,068
0.01% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
76,397
shares
|
$678,405
0.01% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
74,797
shares
|
$664,197
0.01% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
72,839
shares
|
$646,810
0.01% of portfolio
|
Q1 2025
Added 32.8%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
71,819
shares
|
$637,752
0.02% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
67,108
shares
|
$595,919
0.29% of portfolio
|
Q1 2025
Reduced 79.67%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
66,653
shares
|
$591,878
0.02% of portfolio
|
Q1 2025
Added 22.71%
|