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 |
|---|---|---|---|---|---|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
20,422
shares
|
$175,016
0.02% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
20,402
shares
|
$174,845
0.03% of portfolio
|
Q3 2022
Reduced 20.27%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
20,000
shares
|
$171,400
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
19,887
shares
|
$170,431
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
19,300
shares
|
$165,401
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
19,133
shares
|
$163,969
0.0% of portfolio
|
Q4 2022
Added 1.77%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
19,000
shares
|
$162,830
0.0% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
19,000
shares
|
$162,830
0.0% of portfolio
|
Q4 2022
Reduced 13.64%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
18,830
shares
|
$161,373
0.0% of portfolio
|
Q1 2025
Added 31.92%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
18,251
shares
|
$156,411
0.02% of portfolio
|
Q1 2025
Added 42.3%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
18,001
shares
|
$154,268
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Stockton
|
Apr 23, 2025 Q1 2025 |
18,000
shares
|
$154,260
0.05% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
17,951
shares
|
$153,840
0.0% of portfolio
|
Q1 2025
Reduced 20.89%
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
17,936
shares
|
$153,711
0.03% of portfolio
|
Q4 2022
Reduced 12.62%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
17,808
shares
|
$152,614
0.0% of portfolio
|
Q4 2024
Reduced 79.9%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
May 15, 2025 Q1 2025 |
17,764
shares
|
$152,237
0.04% of portfolio
|
Q1 2025
Added 18.13%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
17,710
shares
|
$151,774
0.03% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
17,257
shares
|
$147,892
0.04% of portfolio
|
Q2 2024
Added 2.42%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
17,200
shares
|
$147,404
0.07% of portfolio
|
Q2 2023
Reduced 27.43%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
17,173
shares
|
$147,172
0.0% of portfolio
|
Q1 2025
Added 13.14%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
16,880
shares
|
$144,661
0.01% of portfolio
|
Q1 2024
Reduced 7.06%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
16,317
shares
|
$139,836
0.0% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
16,000
shares
|
$137,120
0.06% of portfolio
|
Q4 2022
Reduced 32.2%
|
|
|
Parisi Gray Wealth Management
|
Apr 14, 2025 Q1 2025 |
15,962
shares
|
$136,794
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
15,779
shares
|
$135,226
0.0% of portfolio
|
Q3 2024
Added 6.28%
|