Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
615KNew |
$4.68M - $4.99M
|
615K
$5.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
360K+ 18.75% |
$2.74M - $2.92M
|
2.28M
$19M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
218K+ 73.71% |
$1.66M - $1.77M
|
514K
$4.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
162K+ 23.17% |
$1.24M - $1.32M
|
863K
$7.18M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
156KNew |
$1.19M - $1.27M
|
156K
$1.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
153K+ 28.31% |
$1.16M - $1.24M
|
692K
$5.76M
|
|
|
Aug 14, 2023
Q2 2023
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
138K+ 379.69% |
$1.05M - $1.12M
|
174K
$1.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
136K+ 19.18% |
$1.04M - $1.11M
|
847K
$7.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
88.9K+ 215.78% |
$677K - $721K
|
130K
$1.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
85.5KNew |
$651K - $693K
|
85.5K
$711K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
68.9K+ 70.21% |
$525K - $558K
|
167K
$1.39M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
64.7K+ 5.46% |
$493K - $525K
|
1.25M
$10.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
51.5K+ 7.46% |
$393K - $418K
|
742K
$6.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
38.7K+ 6.19% |
$295K - $314K
|
665K
$5.53M
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
BUY
|
- |
36.7KNew |
$279K - $297K
|
36.7K
$305K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
33.8K+ 22.83% |
$258K - $274K
|
182K
$1.51M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
27.6K+ 32.33% |
$211K - $224K
|
113K
$942K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.3K+ 3.97% |
$200K - $213K
|
687K
$5.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20K+ 4.65% |
$152K - $162K
|
449K
$3.74M
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
18.6K+ 4.44% |
$142K - $151K
|
438K
$3.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.5K+ 0.68% |
$126K - $134K
|
2.43M
$20.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
16.3KNew |
$124K - $132K
|
16.3K
$136K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13K+ 87.31% |
$99.3K - $106K
|
27.9K
$233K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.4K+ 9.33% |
$94.7K - $101K
|
146K
$1.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.1KNew |
$84.2K - $89.7K
|
11.1K
$92K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
11KNew |
$83.5K - $88.8K
|
11K
$91.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
7.56K+ 13.33% |
$57.6K - $61.3K
|
64.2K
$534K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.79K+ 1.08% |
$51.7K - $55.1K
|
637K
$5.3M
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
6.45K+ 24.93% |
$49.2K - $52.3K
|
32.3K
$269K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.02K+ 25.03% |
$45.9K - $48.8K
|
30.1K
$250K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.85KNew |
$44.5K - $47.4K
|
5.85K
$48.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.23K+ 8.42% |
$39.8K - $42.4K
|
67.3K
$560K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
5K+ 666.67% |
$38.1K - $40.6K
|
5.75K
$47.8K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5K+ 666.67% |
$38.1K - $40.6K
|
5.75K
$47.8K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.9K+ 8.11% |
$37.3K - $39.7K
|
65.3K
$544K
|
|
|
Jul 13, 2023
Q2 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
4.58K+ 4.88% |
$34.9K - $37.2K
|
98.6K
$820K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4K+ 0.5% |
$30.5K - $32.4K
|
807K
$6.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
3.8K+ 15.16% |
$29K - $30.8K
|
28.9K
$240K
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.7K+ 2.81% |
$28.2K - $30K
|
136K
$1.13M
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.38K+ 26.58% |
$25.7K - $27.4K
|
16.1K
$134K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.1K+ 8.99% |
$23.6K - $25.1K
|
37.6K
$313K
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
3.05K+ 9.89% |
$23.2K - $24.7K
|
33.9K
$282K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.9K+ 4.56% |
$22.1K - $23.5K
|
66.5K
$554K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.85K+ 10.25% |
$21.7K - $23.1K
|
30.6K
$255K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
2.79KNew |
$21.3K - $22.6K
|
2.79K
$23.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.5K+ 0.63% |
$19K - $20.2K
|
398K
$3.31M
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
BUY
|
- |
2.23K+ 2.14% |
$17K - $18.1K
|
107K
$888K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.88K+ 12.7% |
$14.3K - $15.2K
|
16.7K
$139K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.85K+ 2031.87% |
$14.1K - $15K
|
1.94K
$16.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.51K+ 2.59% |
$11.5K - $12.2K
|
59.7K
$497K
|