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 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
24+ 2.37% |
$195 - $206
|
1.04K
$9.19K
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
22+ 0.1% |
$178 - $189
|
21.1K
$188K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
21+ 0.03% |
$170 - $180
|
71.8K
$638K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
18+ 0.14% |
$146 - $154
|
13.2K
$117K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
17+ 0.01% |
$138 - $146
|
116K
$1.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
BUY
|
- |
16+ 0.03% |
$130 - $137
|
52.2K
$464K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
7+ 2.41% |
$56.8 - $60.1
|
298
$2.65K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2+ 0.01% |
$16.2 - $17.2
|
29.7K
$263K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.05% |
$8.11 - $8.58
|
2.21K
$19.6K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-20- 0.17% |
$162 - $172
|
11.9K
$106K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-25- 0.14% |
$203 - $215
|
17.7K
$157K
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-32- 0.03% |
$260 - $275
|
99.3K
$882K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
SELL
|
- |
-59- 0.39% |
$478 - $506
|
15.2K
$135K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-69- 2.73% |
$560 - $592
|
2.46K
$21.9K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-147- 0.31% |
$1.19K - $1.26K
|
47.7K
$424K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-241- 1.76% |
$1.95K - $2.07K
|
13.4K
$119K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-400- 2.64% |
$3.24K - $3.43K
|
14.7K
$131K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-400- 0.31% |
$3.24K - $3.43K
|
128K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-487- 1.44% |
$3.95K - $4.18K
|
33.4K
$297K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-590- 15.79% |
$4.78K - $5.06K
|
3.15K
$27.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-750- 13.04% |
$6.08K - $6.44K
|
5K
$44.4K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-867- 80.2% |
$7.03K - $7.44K
|
214
$1.9K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-887- 1.37% |
$7.19K - $7.61K
|
63.8K
$566K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.03K- 1.59% |
$8.39K - $8.87K
|
64.1K
$570K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.2K- 3.46% |
$9.73K - $10.3K
|
33.5K
$298K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.34K- 4.18% |
$10.8K - $11.5K
|
30.6K
$272K
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.5K- 9.15% |
$12.2K - $12.9K
|
14.9K
$132K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-2K- 23.53% |
$16.2K - $17.2K
|
6.5K
$57.7K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.02K- 1.96% |
$16.4K - $17.4K
|
101K
$897K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-2.2K- 9.65% |
$17.8K - $18.9K
|
20.6K
$183K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-2.44K- 3.85% |
$19.8K - $20.9K
|
61K
$542K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.22K- 6.41% |
$26.1K - $27.6K
|
47K
$417K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-3.25K- 9.32% |
$26.3K - $27.9K
|
31.6K
$280K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.07K- 15.92% |
$33K - $34.9K
|
21.5K
$191K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.74K- 20.89% |
$38.4K - $40.7K
|
18K
$159K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-5.33K- 3.07% |
$43.2K - $45.7K
|
169K
$1.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.5K- 19.07% |
$44.6K - $47.2K
|
23.3K
$207K
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-7.1K- 4.26% |
$57.6K - $60.9K
|
160K
$1.42M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7.19K- 3.52% |
$58.3K - $61.7K
|
197K
$1.75M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.97K- 1.18% |
$72.8K - $77K
|
750K
$6.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-9.71K- 87.71% |
$78.7K - $83.3K
|
1.36K
$12.1K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-10.5K- 21.44% |
$84.7K - $89.7K
|
38.3K
$340K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-12.2K- 99.92% |
$98.8K - $105K
|
10
$88.8
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-13.7K- 36.08% |
$111K - $118K
|
24.3K
$216K
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-14K- 30.15% |
$114K - $120K
|
32.4K
$288K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-16.2K- 7.69% |
$132K - $139K
|
195K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-18.1K- 4.59% |
$147K - $156K
|
377K
$3.34M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-19.3K- 50.0% |
$157K - $166K
|
19.3K
$171K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-21.5K- 66.75% |
$174K - $185K
|
10.7K
$95.1K
|