Purchases and Sales Made in Q1 2022 in 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) during Q1 2022. The information is specifically focused on institutions that hold shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 04, 2022
Q1 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.13M+ 1144.65% |
$9.89M - $12M
|
1.22M
$10.3M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
903K+ 4.12% |
$7.94M - $9.65M
|
22.8M
$191M
|
|
May 06, 2022
Q1 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
214K+ 504.67% |
$1.88M - $2.29M
|
256K
$2.15M
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
100K+ 9.33% |
$882K - $1.07M
|
1.18M
$9.85M
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
94.8K+ 29.71% |
$834K - $1.01M
|
414K
$3.47M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
81.2K+ 10.97% |
$714K - $868K
|
821K
$6.88M
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
74.1K+ 15.04% |
$651K - $792K
|
567K
$4.75M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
60.5K+ 6.7% |
$532K - $647K
|
963K
$8.07M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
56.3KNew |
$495K - $602K
|
56.3K
$472K
|
|
Apr 19, 2022
Q1 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
47.3K+ 11.94% |
$416K - $506K
|
444K
$3.72M
|
|
May 03, 2022
Q1 2022
|
Avory & Company, LLC
Miami, FL |
BUY
|
- |
47.1KNew |
$414K - $503K
|
47.1K
$395K
|
|
May 16, 2022
Q1 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
46KNew |
$405K - $492K
|
46K
$386K
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
45.2K+ 13.25% |
$397K - $483K
|
386K
$3.24M
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
43.9K+ 2.79% |
$385K - $469K
|
1.62M
$13.5M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
39.7K+ 105.43% |
$349K - $424K
|
77.3K
$648K
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
34.8K+ 4.53% |
$305K - $372K
|
801K
$6.72M
|
|
Apr 14, 2022
Q1 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
34.7K+ 62.57% |
$305K - $371K
|
90.2K
$755K
|
|
May 12, 2022
Q1 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
34.3KNew |
$301K - $366K
|
34.3K
$287K
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
33.5KNew |
$295K - $358K
|
33.5K
$281K
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
33.2K+ 149.06% |
$292K - $355K
|
55.5K
$465K
|
|
May 16, 2022
Q1 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
27.3KNew |
$240K - $292K
|
27.3K
$229K
|
|
May 16, 2022
Q1 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
26.1K+ 28.08% |
$229K - $279K
|
119K
$996K
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
22.5KNew |
$198K - $241K
|
22.5K
$189K
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
22.1KNew |
$194K - $236K
|
22.1K
$185K
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
21.5KNew |
$189K - $230K
|
21.5K
$180K
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.6K+ 4.34% |
$154K - $188K
|
423K
$3.54M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.8K+ 5.85% |
$139K - $169K
|
286K
$2.39M
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
15.8KNew |
$139K - $169K
|
15.8K
$132K
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
15.1K+ 100.03% |
$132K - $161K
|
30.1K
$253K
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
15KNew |
$132K - $160K
|
15K
$126K
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
14.7K+ 7.51% |
$129K - $157K
|
210K
$1.76M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.1K+ 3.66% |
$124K - $151K
|
399K
$3.35M
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
14.1KNew |
$124K - $151K
|
14.1K
$118K
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
13.4KNew |
$118K - $143K
|
13.4K
$112K
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.3KNew |
$117K - $142K
|
13.3K
$112K
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13KNew |
$114K - $138K
|
13K
$109K
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
12.7K+ 3.8% |
$112K - $136K
|
347K
$2.91M
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12.7KNew |
$111K - $135K
|
12.7K
$106K
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
11.7KNew |
$103K - $125K
|
11.7K
$97.8K
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
11.5K+ 5.36% |
$101K - $123K
|
227K
$1.9M
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
11KNew |
$97K - $118K
|
11K
$92.5K
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.9K+ 1.71% |
$95.7K - $116K
|
649K
$5.44M
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10.5K+ 2.83% |
$92.1K - $112K
|
381K
$3.19M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.3KNew |
$90.6K - $110K
|
10.3K
$86.4K
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
10.1KNew |
$88.4K - $108K
|
10.1K
$84.3K
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9.58K+ 132.15% |
$84.2K - $102K
|
16.8K
$141K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
8.19KNew |
$72K - $87.5K
|
8.19K
$68.6K
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.16K+ 55.54% |
$71.7K - $87.2K
|
22.8K
$191K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.14K+ 118.99% |
$62.7K - $76.3K
|
13.1K
$110K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
6.35KNew |
$55.8K - $67.9K
|
6.35K
$53.2K
|