Purchases and Sales Made in Q1 2023 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 2023. 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 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
1.39M+ 263.11% |
$10.2M - $11.2M
|
1.92M
$16.1M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
464K+ 14.51% |
$3.42M - $3.75M
|
3.67M
$30.7M
|
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
321K+ 159.07% |
$2.37M - $2.59M
|
524K
$4.39M
|
|
|
May 08, 2023
Q1 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
171K+ 51.46% |
$1.26M - $1.38M
|
503K
$4.21M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
157K+ 647.24% |
$1.16M - $1.27M
|
182K
$1.52M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
148KNew |
$1.09M - $1.2M
|
148K
$1.24M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
114KNew |
$841K - $922K
|
114K
$957K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
106K+ 17.88% |
$782K - $857K
|
700K
$5.87M
|
|
|
May 10, 2023
Q1 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
97.6K+ 76.75% |
$719K - $788K
|
225K
$1.88M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
87K+ 8.32% |
$641K - $702K
|
1.13M
$9.49M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
83.3K+ 26.65% |
$613K - $672K
|
396K
$3.32M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
67.5K+ 6.04% |
$497K - $545K
|
1.19M
$9.93M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
62.1KNew |
$457K - $501K
|
62.1K
$521K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
48.3K+ 52.76% |
$355K - $389K
|
140K
$1.17M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
45.2KNew |
$332K - $364K
|
45.2K
$378K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
42.2K+ 1.78% |
$310K - $340K
|
2.42M
$20.2M
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
40KNew |
$294K - $322K
|
40K
$335K
|
|
|
May 15, 2023
Q1 2023
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
36.3KNew |
$267K - $293K
|
36.3K
$304K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
35.1K+ 41.08% |
$259K - $284K
|
121K
$1.01M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
33.8K+ 3.27% |
$249K - $273K
|
1.07M
$8.95M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
27KNew |
$199K - $218K
|
27K
$227K
|
|
|
Apr 21, 2023
Q1 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
22.5K+ 110.29% |
$166K - $182K
|
42.9K
$360K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19.3KNew |
$142K - $156K
|
19.3K
$162K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.3K+ 3.18% |
$142K - $156K
|
626K
$5.25M
|
|
|
May 01, 2023
Q1 2023
|
Community Capital Management, LLC
|
BUY
|
- |
19K+ 45.24% |
$140K - $153K
|
61K
$511K
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
19KNew |
$140K - $153K
|
19K
$159K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
14.1K+ 30.69% |
$104K - $114K
|
59.9K
$502K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
13.9K+ 3441.44% |
$102K - $112K
|
14.3K
$120K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
13.9KNew |
$102K - $112K
|
13.9K
$116K
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
13.2KNew |
$97.2K - $107K
|
13.2K
$111K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
12.5K+ 65.45% |
$92K - $101K
|
31.6K
$265K
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
12.5KNew |
$91.7K - $101K
|
12.5K
$104K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.5KNew |
$84.6K - $92.8K
|
11.5K
$96.4K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
11.1K+ 24.43% |
$81.9K - $89.8K
|
56.7K
$475K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.1KNew |
$81.4K - $89.2K
|
11.1K
$92.6K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.4KNew |
$76.5K - $83.9K
|
10.4K
$87.2K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.4K+ 75.97% |
$76.4K - $83.8K
|
24K
$202K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
10KNew |
$73.8K - $80.9K
|
10K
$84K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.49K+ 6.62% |
$55.1K - $60.4K
|
121K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.29K+ 8.03% |
$53.6K - $58.8K
|
98.1K
$822K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.91K+ 4.61% |
$50.9K - $55.8K
|
157K
$1.31M
|
|
|
Apr 28, 2023
Q1 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
6.33K+ 34.6% |
$46.6K - $51.1K
|
24.6K
$206K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
6.28K+ 32.06% |
$46.2K - $50.7K
|
25.9K
$217K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6.2K+ 25.54% |
$45.6K - $50K
|
30.5K
$255K
|
|
|
May 15, 2023
Q1 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
5.67K+ 25.26% |
$41.8K - $45.8K
|
28.1K
$236K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.18K+ 22.92% |
$38.1K - $41.8K
|
27.8K
$233K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.8K+ 1.13% |
$35.3K - $38.7K
|
429K
$3.6M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
4.78KNew |
$35.2K - $38.6K
|
4.78K
$40K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
4.59KNew |
$33.7K - $37K
|
4.59K
$38.4K
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
4.1K+ 0.32% |
$30.2K - $33.1K
|
1.28M
$10.7M
|