Purchases and Sales Made in Q1 2024 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 2024. 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 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
10.4KNew |
$79.4K - $85.1K
|
10.4K
$79.8K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.54K+ 1.76% |
$65.1K - $69.7K
|
494K
$3.78M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8.21KNew |
$62.6K - $67K
|
8.21K
$62.8K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.2KNew |
$62.5K - $66.9K
|
8.2K
$62.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
7.92K+ 11.56% |
$60.3K - $64.6K
|
76.4K
$584K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
7.8KNew |
$59.4K - $63.6K
|
7.8K
$59.7K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7K+ 24.92% |
$53.3K - $57.1K
|
35.1K
$268K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
6.34K+ 12.14% |
$48.3K - $51.7K
|
58.5K
$448K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6.24KNew |
$47.5K - $50.9K
|
6.24K
$47.7K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.73K+ 1.21% |
$43.7K - $46.8K
|
481K
$3.68M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
5.57KNew |
$42.5K - $45.5K
|
5.57K
$42.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
4.68K+ 15.6% |
$35.7K - $38.2K
|
34.7K
$265K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.63K+ 30.88% |
$35.3K - $37.8K
|
19.6K
$150K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
3.97K+ 2.14% |
$30.2K - $32.4K
|
189K
$1.45M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.9K+ 18.17% |
$29.7K - $31.8K
|
25.4K
$194K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.43K+ 17.3% |
$26.1K - $27.9K
|
23.2K
$178K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.3K+ 1.41% |
$25.1K - $26.9K
|
237K
$1.82M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.22K+ 0.42% |
$24.5K - $26.3K
|
764K
$5.85M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.73KNew |
$20.8K - $22.3K
|
2.73K
$20.9K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.6KNew |
$19.8K - $21.2K
|
2.6K
$19.9K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.56K+ 1.47% |
$19.5K - $20.8K
|
176K
$1.35M
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
BUY
|
- |
2.36K+ 2.12% |
$18K - $19.2K
|
114K
$871K
|
|
|
Apr 11, 2024
Q1 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
2.01K+ 6.75% |
$15.3K - $16.4K
|
31.7K
$243K
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1.99K+ 6.38% |
$15.1K - $16.2K
|
33.1K
$253K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.72K+ 0.96% |
$13.1K - $14K
|
181K
$1.39M
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
1.68K+ 5.92% |
$12.8K - $13.7K
|
30K
$229K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.6K+ 4.34% |
$12.2K - $13.1K
|
38.4K
$294K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.55K+ 5.96% |
$11.8K - $12.7K
|
27.6K
$211K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.33K+ 3.41% |
$10.1K - $10.8K
|
40.2K
$308K
|
|
|
May 13, 2024
Q1 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.28K+ 1.26% |
$9.75K - $10.4K
|
103K
$789K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.16K+ 2.54% |
$8.83K - $9.46K
|
46.8K
$358K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.13K+ 3.05% |
$8.59K - $9.2K
|
38K
$291K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
1.11K+ 14.74% |
$8.49K - $9.09K
|
8.67K
$66.3K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
879+ 2.83% |
$6.7K - $7.17K
|
32K
$245K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
766+ 1.28% |
$5.84K - $6.25K
|
60.8K
$465K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
620+ 0.48% |
$4.72K - $5.06K
|
130K
$993K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
555+ 1.4% |
$4.23K - $4.53K
|
40.3K
$308K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
536+ 0.46% |
$4.08K - $4.37K
|
116K
$887K
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
522+ 1.98% |
$3.98K - $4.26K
|
26.9K
$206K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
500New |
$3.81K - $4.08K
|
500
$3.83K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
500New |
$3.81K - $4.08K
|
500
$3.83K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
464+ 2.83% |
$3.54K - $3.79K
|
16.9K
$129K
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
337+ 2.51% |
$2.57K - $2.75K
|
13.7K
$105K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
314+ 13.18% |
$2.39K - $2.56K
|
2.7K
$20.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
BUY
|
- |
313+ 0.58% |
$2.39K - $2.55K
|
54.2K
$414K
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
297+ 0.66% |
$2.26K - $2.42K
|
45.2K
$346K
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
273+ 2.1% |
$2.08K - $2.23K
|
13.3K
$102K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
272New |
$2.07K - $2.22K
|
272
$2.08K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
228+ 0.68% |
$1.74K - $1.86K
|
33.6K
$257K
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
200+ 0.15% |
$1.52K - $1.63K
|
137K
$1.05M
|