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 259 institutions that hold shares in the stock, with a total of 68.8 Million shares, which have been reported (via 13F filing form) to have a value of $569 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Mendel Capital Management LLC
|
May 15, 2024 Q1 2024 |
33,500
shares
|
$277,045
0.18% of portfolio
|
Q1 2024
New holding
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 14, 2024 Q1 2024 |
33,159
shares
|
$274,224
0.01% of portfolio
|
Q1 2024
New holding
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 15, 2024 Q1 2024 |
33,108
shares
|
$273,803
0.15% of portfolio
|
Q1 2024
Added 6.38%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
32,000
shares
|
$264,640
0.0% of portfolio
|
Q3 2022
Added 18.52%
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2024 Q1 2024 |
31,969
shares
|
$264,383
0.22% of portfolio
|
Q1 2024
Added 2.83%
|
|
Virtu Financial LLC
New York, NY |
May 20, 2024 Q1 2024 |
31,737
shares
|
$262,464
0.02% of portfolio
|
Q1 2024
New holding
|
|
Integrated Capital Management, Inc.
|
Apr 11, 2024 Q1 2024 |
31,727
shares
|
$262,382
0.22% of portfolio
|
Q1 2024
Added 6.75%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
31,185
shares
|
$257,899
0.0% of portfolio
|
Q1 2024
Reduced 0.84%
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
May 14, 2024 Q1 2024 |
30,764
shares
|
$254,418
0.09% of portfolio
|
Q1 2024
Reduced 17.28%
|
|
Prudential Financial Inc
Newark, NJ |
May 14, 2024 Q1 2024 |
30,112
shares
|
$249,026
0.0% of portfolio
|
Q1 2024
New holding
|
|
Diligent Investors, LLC
|
May 03, 2024 Q1 2024 |
29,990
shares
|
$248,017
0.07% of portfolio
|
Q1 2024
Added 5.92%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
29,522
shares
|
$244,146
0.0% of portfolio
|
Q1 2024
Added 0.04%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
29,375
shares
|
$242,931
0.01% of portfolio
|
Q1 2024
New holding
|
|
Arkadios Wealth Advisors
|
Apr 30, 2024 Q1 2024 |
28,684
shares
|
$237,216
0.02% of portfolio
|
Q1 2024
Added 0.11%
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 18, 2024 Q1 2024 |
28,562
shares
|
$236,207
0.03% of portfolio
|
Q1 2024
Reduced 8.82%
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 09, 2024 Q1 2024 |
28,552
shares
|
$236,125
0.0% of portfolio
|
Q1 2024
New holding
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
27,740
shares
|
$229,409
0.0% of portfolio
|
Q2 2022
Reduced 8.79%
|
|
Main Street Financial Solutions, LLC
|
Apr 22, 2024 Q1 2024 |
27,618
shares
|
$228,400
0.02% of portfolio
|
Q1 2024
Added 5.96%
|
|
Stonebridge Financial Planning Group, LLC
|
May 13, 2024 Q1 2024 |
27,562
shares
|
$227,937
0.12% of portfolio
|
Q1 2024
Added 0.19%
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2024 Q1 2024 |
27,245
shares
|
$225,316
0.01% of portfolio
|
Q1 2024
Reduced 6.63%
|
|
Mission Wealth Management, LP
|
Apr 30, 2024 Q1 2024 |
27,214
shares
|
$225,059
0.01% of portfolio
|
Q1 2023
Reduced 9.93%
|
|
Lane & Associates LLC
Moorestown, NJ |
Apr 12, 2024 Q1 2024 |
26,929
shares
|
$222,702
0.14% of portfolio
|
Q3 2023
Reduced 3.38%
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
26,238
shares
|
$216,988
0.29% of portfolio
|
Q3 2022
Added 1.41%
|
|
Wedbush Securities Inc
|
May 14, 2024 Q1 2024 |
26,083
shares
|
$215,706
0.01% of portfolio
|
Q1 2024
Reduced 14.99%
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2024 Q1 2024 |
25,469
shares
|
$210,628
0.14% of portfolio
|
Q1 2024
Reduced 6.43%
|