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 |
|---|---|---|---|---|---|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
11,142
shares
|
$95,486
0.01% of portfolio
|
Q4 2024
Reduced 53.6%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
11,070
shares
|
$94,869
0.01% of portfolio
|
Q1 2025
Reduced 87.71%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
10,896
shares
|
$93,378
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
10,714
shares
|
$91,818
0.01% of portfolio
|
Q1 2025
Reduced 66.75%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
10,694
shares
|
$91,647
0.0% of portfolio
|
Q1 2020
Reduced 21.47%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
10,526
shares
|
$90,207
0.02% of portfolio
|
Q4 2024
Reduced 9.27%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,425
shares
|
$89,342
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
10,302
shares
|
$88,288
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
10,302
shares
|
$88,288
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
10,261
shares
|
$87,936
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
10,000
shares
|
$85,700
0.0% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
10,000
shares
|
$85,700
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
10,000
shares
|
$85,700
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
9,950
shares
|
$85,271
0.0% of portfolio
|
Q4 2024
Added 7.56%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
9,900
shares
|
$84,843
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
9,000
shares
|
$77,130
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
8,791
shares
|
$75,338
0.0% of portfolio
|
Q1 2025
Added 21.46%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
8,608
shares
|
$73,770
0.0% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
8,608
shares
|
$73,770
0.0% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
8,414
shares
|
$72,107
0.04% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
8,158
shares
|
$69,914
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
7,978
shares
|
$68,371
0.01% of portfolio
|
Q1 2025
Added 113871.43%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
7,800
shares
|
$66,846
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
7,035
shares
|
$60,289
0.0% of portfolio
|
Q4 2024
Reduced 31.35%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
6,900
shares
|
$59,133
0.0% of portfolio
|
Q1 2025
Added 31.43%
|