Purchases and Sales Made in Q1 2025 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 2025. 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 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.79M+ 207.12% |
$14.5M - $15.3M
|
2.65M
$23.5M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
202K+ 72.19% |
$1.64M - $1.73M
|
481K
$4.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
142K+ 117.1% |
$1.15M - $1.22M
|
263K
$2.33M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
141K+ 11.1% |
$1.14M - $1.21M
|
1.41M
$12.5M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
131K+ 11.03% |
$1.06M - $1.12M
|
1.32M
$11.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
128KNew |
$1.04M - $1.1M
|
128K
$1.13M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
90.6K+ 524.89% |
$735K - $778K
|
108K
$958K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
73.7K+ 63.7% |
$598K - $632K
|
189K
$1.68M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
68.7K+ 8.54% |
$557K - $589K
|
872K
$7.75M
|
|
|
May 15, 2025
Q1 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
60.2K+ 25.51% |
$488K - $517K
|
296K
$2.63M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
56.3K+ 100.0% |
$457K - $483K
|
113K
$1M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
53.2K+ 4.23% |
$432K - $457K
|
1.31M
$11.6M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
50.5K+ 4.46% |
$410K - $434K
|
1.18M
$10.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
48.3K+ 20.42% |
$392K - $415K
|
285K
$2.53M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
35.5KNew |
$288K - $304K
|
35.5K
$315K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33K+ 11.78% |
$267K - $283K
|
313K
$2.78M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
32.8K+ 4.93% |
$266K - $281K
|
696K
$6.18M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
31K+ 1.18% |
$251K - $266K
|
2.66M
$23.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
30.2K+ 14.47% |
$245K - $259K
|
239K
$2.12M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.6K+ 271.41% |
$232K - $245K
|
39.1K
$347K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
26.2K+ 73.98% |
$213K - $225K
|
61.6K
$547K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
24.9K+ 1.13% |
$202K - $214K
|
2.24M
$19.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
23.9KNew |
$194K - $205K
|
23.9K
$212K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
23.3K+ 4.12% |
$189K - $200K
|
588K
$5.22M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
22.2K+ 81.82% |
$180K - $191K
|
49.4K
$439K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
20.2K+ 3.8% |
$163K - $173K
|
550K
$4.89M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
19.1K+ 3.27% |
$155K - $164K
|
604K
$5.36M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
18KNew |
$146K - $154K
|
18K
$160K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
18K+ 32.8% |
$146K - $154K
|
72.8K
$647K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.7K+ 15.51% |
$127K - $135K
|
117K
$1.04M
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
15.3K+ 65.45% |
$124K - $132K
|
38.8K
$344K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
14K+ 100.26% |
$113K - $120K
|
28K
$248K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.3K+ 22.71% |
$100K - $106K
|
66.7K
$592K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
12.3KNew |
$99.3K - $105K
|
12.3K
$109K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.9K+ 26.44% |
$96.3K - $102K
|
56.8K
$504K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
10.7K+ 3184.87% |
$87K - $92.1K
|
11.1K
$98.3K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.3KNew |
$83.2K - $88K
|
10.3K
$91.1K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
10KNew |
$81.1K - $85.8K
|
10K
$88.8K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.29K+ 2.02% |
$67.2K - $71.1K
|
419K
$3.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.97K+ 113871.43% |
$64.6K - $68.4K
|
7.98K
$70.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
7.24K+ 19.95% |
$58.7K - $62.1K
|
43.6K
$387K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.43K+ 42.3% |
$44K - $46.5K
|
18.3K
$162K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
5.4K+ 6.11% |
$43.8K - $46.3K
|
93.8K
$833K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
5.16K+ 2.67% |
$41.9K - $44.3K
|
198K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.56K+ 31.92% |
$36.9K - $39.1K
|
18.8K
$167K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4.35KNew |
$35.3K - $37.3K
|
4.35K
$38.6K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.13K+ 17.81% |
$33.5K - $35.4K
|
27.3K
$243K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.96K+ 0.58% |
$32.1K - $34K
|
686K
$6.1M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.79K+ 15.73% |
$30.7K - $32.5K
|
27.8K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.67K+ 0.33% |
$29.7K - $31.4K
|
1.12M
$9.99M
|