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 |
|---|---|---|---|---|---|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
63,754
shares
|
$546,371
0.05% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
61,634
shares
|
$528,203
0.0% of portfolio
|
Q1 2025
Added 73.98%
|
|
|
Calamos Advisors LLC
|
Apr 28, 2025 Q1 2025 |
60,982
shares
|
$522,615
0.0% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
59,464
shares
|
$509,606
0.01% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
59,210
shares
|
$507,429
0.0% of portfolio
|
Q3 2022
Reduced 1.9%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
56,789
shares
|
$486,681
0.0% of portfolio
|
Q1 2025
Added 26.44%
|
|
|
Wealth Effects LLC
|
Apr 23, 2025 Q1 2025 |
52,249
shares
|
$447,773
0.2% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
David J Yvars Group
|
Apr 16, 2025 Q1 2025 |
51,684
shares
|
$442,931
0.33% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
49,392
shares
|
$423,289
0.0% of portfolio
|
Q1 2025
Added 81.82%
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
47,697
shares
|
$408,763
0.2% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
47,060
shares
|
$403,304
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Avory & Company, LLC
Miami, FL |
Apr 24, 2025 Q1 2025 |
47,060
shares
|
$403,304
0.25% of portfolio
|
Q4 2023
Reduced 2.12%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
46,990
shares
|
$402,704
0.04% of portfolio
|
Q1 2025
Reduced 6.41%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
46,361
shares
|
$397,313
0.02% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
46,070
shares
|
$394,819
0.01% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
44,500
shares
|
$381,365
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Saxon Interests, Inc.
|
Apr 25, 2025 Q1 2025 |
43,895
shares
|
$376,180
0.17% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Integrated Capital Management, Inc.
|
Apr 09, 2025 Q1 2025 |
43,551
shares
|
$373,232
0.3% of portfolio
|
Q1 2025
Added 19.95%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
41,667
shares
|
$357,086
0.02% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
39,121
shares
|
$335,266
0.0% of portfolio
|
Q1 2025
Added 271.41%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
39,035
shares
|
$334,529
0.0% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Sunpointe, LLC
St. Louis, MO |
May 07, 2025 Q1 2025 |
38,765
shares
|
$332,216
0.17% of portfolio
|
Q1 2025
Added 65.45%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
38,300
shares
|
$328,231
0.01% of portfolio
|
Q1 2025
Reduced 21.44%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
37,500
shares
|
$321,375
0.0% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
37,132
shares
|
$318,221
0.01% of portfolio
|
Q1 2025
Added 2.67%
|