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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
David J Yvars Group
|
BUY
|
- |
166+ 0.34% |
$1.26K - $1.35K
|
49.6K
$416K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
158+ 2.11% |
$1.2K - $1.29K
|
7.66K
$64.2K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
114+ 2.12% |
$869 - $930
|
5.5K
$46.1K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
107+ 0.59% |
$815 - $873
|
18.4K
$154K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
98+ 2.84% |
$747 - $800
|
3.55K
$29.7K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
82+ 0.75% |
$625 - $669
|
11.1K
$92.7K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
75+ 0.65% |
$572 - $612
|
11.7K
$97.8K
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
53+ 0.19% |
$404 - $432
|
27.6K
$231K
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
49+ 0.13% |
$373 - $400
|
36.8K
$308K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
32+ 1.95% |
$244 - $261
|
1.68K
$14K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
31+ 0.11% |
$236 - $253
|
28.7K
$240K
|
|
|
Apr 30, 2024
Q1 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
23+ 0.11% |
$175 - $188
|
21.1K
$176K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
16+ 0.2% |
$122 - $131
|
7.9K
$66.2K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
12+ 0.11% |
$91.4 - $97.9
|
10.8K
$90.4K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11+ 0.04% |
$83.8 - $89.8
|
29.5K
$247K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6+ 0.03% |
$45.7 - $49
|
21.8K
$182K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
5+ 0.01% |
$38.1 - $40.8
|
68.3K
$572K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3+ 0.03% |
$22.9 - $24.5
|
10.1K
$84.9K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1New |
$7.62 - $8.16
|
1
$8.38
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1- 2.38% |
$7.62 - $8.16
|
41
$344
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-232- 3.71% |
$1.77K - $1.89K
|
6.02K
$50.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-265- 0.84% |
$2.02K - $2.16K
|
31.2K
$261K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-321- 1.75% |
$2.45K - $2.62K
|
18K
$151K
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-600- 4.49% |
$4.57K - $4.9K
|
12.8K
$107K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-889- 1.85% |
$6.77K - $7.25K
|
47.2K
$396K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.18K- 1.7% |
$8.97K - $9.6K
|
68K
$570K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.18K- 5.01% |
$9K - $9.64K
|
22.4K
$188K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.28K- 7.06% |
$9.78K - $10.5K
|
16.9K
$141K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.43K- 1.58% |
$10.9K - $11.7K
|
89.1K
$746K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.49K- 3.03% |
$11.3K - $12.1K
|
47.6K
$399K
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-1.66K- 10.36% |
$12.6K - $13.5K
|
14.3K
$120K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.74K- 0.79% |
$13.2K - $14.2K
|
217K
$1.82M
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.75K- 6.43% |
$13.3K - $14.3K
|
25.5K
$213K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.94K- 6.63% |
$14.8K - $15.8K
|
27.2K
$228K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-2K- 20.0% |
$15.2K - $16.3K
|
8K
$67K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.22K- 0.57% |
$16.9K - $18.1K
|
384K
$3.22M
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-2.36K- 18.9% |
$17.9K - $19.2K
|
10.1K
$84.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.76K- 8.82% |
$21.1K - $22.5K
|
28.6K
$239K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.77K- 1.45% |
$21.1K - $22.6K
|
189K
$1.58M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.8K- 21.88% |
$21.3K - $22.8K
|
10K
$83.8K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3K- 2.78% |
$22.9K - $24.5K
|
105K
$878K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.5K- 21.67% |
$26.7K - $28.6K
|
12.7K
$106K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.54K- 22.44% |
$27K - $28.9K
|
12.2K
$102K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.64K- 13.69% |
$27.7K - $29.7K
|
22.9K
$192K
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-3.88K- 0.87% |
$29.6K - $31.7K
|
440K
$3.69M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.6K- 12.03% |
$35K - $37.5K
|
33.6K
$282K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-4.6K- 14.99% |
$35.1K - $37.5K
|
26.1K
$219K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.26K- 4.54% |
$40.1K - $42.9K
|
111K
$926K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-6.43K- 17.28% |
$49K - $52.4K
|
30.8K
$258K
|