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 |
|---|---|---|---|---|---|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
27,456
shares
|
$235,297
0.03% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
27,317
shares
|
$234,106
0.01% of portfolio
|
Q1 2025
Added 17.81%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
27,214
shares
|
$233,223
0.01% of portfolio
|
Q1 2023
Reduced 9.93%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
26,238
shares
|
$224,859
0.29% of portfolio
|
Q3 2022
Added 1.41%
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
25,617
shares
|
$219,537
0.08% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
25,571
shares
|
$219,143
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
24,794
shares
|
$212,484
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
24,644
shares
|
$211,199
0.0% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
24,470
shares
|
$209,707
0.01% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
24,332
shares
|
$208,525
0.0% of portfolio
|
Q1 2025
Reduced 36.08%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
24,024
shares
|
$205,885
0.01% of portfolio
|
Q3 2024
Added 9.08%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
23,885
shares
|
$204,694
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Apr 17, 2025 Q1 2025 |
23,675
shares
|
$202,894
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
23,369
shares
|
$200,272
0.12% of portfolio
|
Q2 2024
Reduced 8.25%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
23,345
shares
|
$200,066
0.01% of portfolio
|
Q1 2025
Reduced 19.07%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
23,090
shares
|
$197,881
0.13% of portfolio
|
Q2 2023
Reduced 4.55%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
22,597
shares
|
$193,656
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Commons Capital, LLC
Needham, MA |
May 12, 2025 Q1 2025 |
22,539
shares
|
$193,159
0.17% of portfolio
|
Q1 2025
Added 7.29%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
22,138
shares
|
$189,722
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
21,721
shares
|
$186,148
0.0% of portfolio
|
Q1 2025
Added 17.01%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
21,717
shares
|
$186,114
0.01% of portfolio
|
Q1 2025
Added 9.62%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
21,500
shares
|
$184,255
0.0% of portfolio
|
Q1 2025
Reduced 15.92%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
May 13, 2025 Q1 2025 |
21,138
shares
|
$181,152
0.06% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
20,623
shares
|
$176,739
0.0% of portfolio
|
Q1 2025
Added 7.84%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
20,591
shares
|
$176,464
0.02% of portfolio
|
Q1 2025
Reduced 9.65%
|