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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
45+ 1.54% |
$396 - $481
|
2.97K
$24.9K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
42+ 0.87% |
$369 - $449
|
4.9K
$41K
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
31+ 0.1% |
$272 - $331
|
30.7K
$257K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
30+ 0.29% |
$264 - $321
|
10.2K
$85.7K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
26+ 0.26% |
$229 - $278
|
9.95K
$83.4K
|
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
16+ 1.5% |
$141 - $171
|
1.08K
$9.08K
|
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
14+ 1.43% |
$123 - $150
|
990
$8.3K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
11+ 0.38% |
$96.7 - $118
|
2.94K
$24.7K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-53- 0.5% |
$466 - $567
|
10.6K
$89.2K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-98- 0.36% |
$861 - $1.05K
|
26.9K
$225K
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-250Closed |
$2.2K - $2.67K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-263- 0.83% |
$2.31K - $2.81K
|
31.3K
$262K
|
|
|
May 16, 2022
Q1 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-269- 0.57% |
$2.36K - $2.88K
|
46.5K
$390K
|
|
|
May 10, 2022
Q1 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-279- 0.12% |
$2.45K - $2.98K
|
232K
$1.95M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-285- 1.52% |
$2.51K - $3.05K
|
18.5K
$155K
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-385- 1.66% |
$3.38K - $4.12K
|
22.8K
$191K
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-476Closed |
$4.18K - $5.09K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-500- 2.37% |
$4.4K - $5.35K
|
20.6K
$172K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-514- 1.35% |
$4.52K - $5.49K
|
37.4K
$314K
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-599- 1.74% |
$5.27K - $6.4K
|
33.8K
$283K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-918- 40.84% |
$8.07K - $9.81K
|
1.33K
$11.1K
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-935- 6.51% |
$8.22K - $10K
|
13.4K
$112K
|
|
|
May 16, 2022
Q1 2022
|
Wealth Effects LLC
|
SELL
|
- |
-989- 1.45% |
$8.69K - $10.6K
|
67.1K
$562K
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-1K- 7.93% |
$8.79K - $10.7K
|
11.6K
$97.2K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.24KClosed |
$10.9K - $13.2K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.25KClosed |
$11K - $13.4K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.46K- 2.56% |
$12.8K - $15.6K
|
55.6K
$466K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.62K- 3.11% |
$14.2K - $17.3K
|
50.4K
$422K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-2K- 13.51% |
$17.6K - $21.4K
|
12.8K
$107K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.04K- 47.17% |
$17.9K - $21.8K
|
2.29K
$19.1K
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-2.09KClosed |
$18.4K - $22.4K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-2.27K- 13.01% |
$20K - $24.3K
|
15.2K
$127K
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-2.27K- 13.85% |
$20K - $24.3K
|
14.1K
$119K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-4.57KClosed |
$40.2K - $48.8K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.38K- 3.53% |
$47.3K - $57.5K
|
147K
$1.23M
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-6K- 16.06% |
$52.7K - $64.1K
|
31.4K
$263K
|
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-6.7K- 35.55% |
$58.9K - $71.6K
|
12.1K
$102K
|
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-7.28K- 14.25% |
$64K - $77.8K
|
43.8K
$367K
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-7.45K- 34.98% |
$65.5K - $79.7K
|
13.9K
$116K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.82K- 13.56% |
$77.5K - $94.3K
|
56.2K
$471K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-9.42K- 2.34% |
$82.8K - $101K
|
394K
$3.3M
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-10.2K- 48.37% |
$89.6K - $109K
|
10.9K
$91.1K
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-10.5KClosed |
$91.9K - $112K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.6K- 3.28% |
$93.4K - $114K
|
313K
$2.63M
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-10.8K- 9.34% |
$94.7K - $115K
|
104K
$876K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-11.2K- 11.78% |
$98.3K - $120K
|
83.7K
$702K
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-13.3K- 1.87% |
$117K - $143K
|
699K
$5.86M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13.9K- 1.57% |
$122K - $149K
|
872K
$7.3M
|
|
|
Apr 21, 2022
Q1 2022
|
David J Yvars Group
|
SELL
|
- |
-14K- 20.24% |
$123K - $150K
|
55.2K
$462K
|
|
|
May 13, 2022
Q1 2022
|
Pointe Capital Management LLC
|
SELL
|
- |
-14.7K- 7.69% |
$129K - $157K
|
177K
$1.48M
|