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 |
|---|---|---|---|---|---|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
15,377
shares
|
$131,780
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Cs Group, LLC
|
Apr 09, 2025 Q1 2025 |
15,231
shares
|
$130,529
0.12% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Beacon Investment Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
14,895
shares
|
$127,650
0.01% of portfolio
|
Q1 2025
Reduced 9.15%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
14,749
shares
|
$126,398
0.03% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
14,601
shares
|
$125,130
0.06% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
14,350
shares
|
$122,979
0.01% of portfolio
|
Q3 2024
Reduced 12.53%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
13,995
shares
|
$119,937
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
13,417
shares
|
$114,983
0.01% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
13,413
shares
|
$114,949
0.01% of portfolio
|
Q1 2025
Reduced 68.52%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
13,235
shares
|
$113,423
0.03% of portfolio
|
Q3 2024
Added 5.53%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
13,215
shares
|
$113,252
0.04% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
13,200
shares
|
$113,124
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
12,558
shares
|
$107,622
0.02% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
12,250
shares
|
$104,982
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Apr 22, 2025 Q1 2025 |
12,216
shares
|
$104,691
0.05% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Apr 15, 2025 Q1 2025 |
12,184
shares
|
$104,416
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 15, 2025 Q1 2025 |
12,082
shares
|
$103,542
0.0% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
11,935
shares
|
$102,282
0.02% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
11,710
shares
|
$100,354
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
11,602
shares
|
$99,429
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
11,587
shares
|
$99,300
0.01% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
11,500
shares
|
$98,555
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
11,500
shares
|
$98,555
0.0% of portfolio
|
Q1 2019
Reduced 5.95%
|
|
|
Blue Chip Partners, Inc.
|
May 15, 2025 Q1 2025 |
11,486
shares
|
$98,435
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
11,384
shares
|
$97,560
0.01% of portfolio
|
Q2 2024
Reduced 7.14%
|