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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.38K+ 2.3% |
$10.5K - $11.2K
|
61.4K
$512K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.04KNew |
$7.93K - $8.44K
|
1.04K
$8.68K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1K+ 3.28% |
$7.62K - $8.11K
|
31.5K
$262K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
957+ 0.84% |
$7.29K - $7.76K
|
115K
$961K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
934New |
$7.12K - $7.57K
|
934
$7.79K
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
900+ 7.03% |
$6.86K - $7.3K
|
13.7K
$114K
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
678+ 2.15% |
$5.17K - $5.5K
|
32.2K
$269K
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
BUY
|
- |
408+ 1.61% |
$3.11K - $3.31K
|
25.7K
$214K
|
|
|
Jul 10, 2023
Q2 2023
|
David J Yvars Group
|
BUY
|
- |
365+ 0.55% |
$2.78K - $2.96K
|
67.2K
$561K
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
330+ 2.15% |
$2.51K - $2.68K
|
15.7K
$131K
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
318+ 0.76% |
$2.42K - $2.58K
|
42.3K
$353K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
296New |
$2.26K - $2.4K
|
296
$2.47K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
250New |
$1.91K - $2.03K
|
250
$2.09K
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
240+ 1.9% |
$1.83K - $1.95K
|
12.9K
$108K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
198+ 0.65% |
$1.51K - $1.61K
|
30.9K
$258K
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
174+ 1.42% |
$1.33K - $1.41K
|
12.5K
$104K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
149+ 0.64% |
$1.14K - $1.21K
|
23.4K
$195K
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
141+ 1.28% |
$1.07K - $1.14K
|
11.2K
$93K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
117+ 0.02% |
$892 - $949
|
605K
$5.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
112+ 0.88% |
$853 - $908
|
12.9K
$108K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
108+ 2.14% |
$823 - $876
|
5.16K
$43K
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
100+ 0.37% |
$762 - $811
|
27.2K
$227K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
69+ 2.13% |
$526 - $560
|
3.3K
$27.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
65+ 0.34% |
$495 - $527
|
19.4K
$162K
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
50+ 0.18% |
$381 - $406
|
27.4K
$229K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
49+ 0.63% |
$373 - $397
|
7.86K
$65.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
41+ 0.28% |
$312 - $333
|
14.8K
$124K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
30+ 0.1% |
$229 - $243
|
29.6K
$247K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
24+ 2.16% |
$183 - $195
|
1.14K
$9.47K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
22+ 1.39% |
$168 - $178
|
1.6K
$13.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
17+ 0.08% |
$130 - $138
|
21K
$175K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4+ 0.02% |
$30.5 - $32.4
|
21.7K
$181K
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2+ 0.02% |
$15.2 - $16.2
|
10.4K
$86.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-29- 0.73% |
$221 - $235
|
3.95K
$33K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-145- 1.32% |
$1.1K - $1.18K
|
10.8K
$90.2K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-150Closed |
$1.14K - $1.22K
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-163- 0.1% |
$1.24K - $1.32K
|
160K
$1.34M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-178- 0.61% |
$1.36K - $1.44K
|
28.9K
$241K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-180- 0.45% |
$1.37K - $1.46K
|
39.8K
$332K
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-200- 1.88% |
$1.52K - $1.62K
|
10.5K
$87.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-200- 1.47% |
$1.52K - $1.62K
|
13.4K
$112K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-250- 25.0% |
$1.91K - $2.03K
|
750
$6.26K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-381- 0.34% |
$2.9K - $3.09K
|
113K
$941K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-543- 1.03% |
$4.14K - $4.4K
|
52.2K
$435K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-625- 25.99% |
$4.76K - $5.07K
|
1.78K
$14.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-797- 2.87% |
$6.07K - $6.46K
|
27K
$225K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-1.1K- 4.55% |
$8.38K - $8.92K
|
23.1K
$193K
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.18K- 8.12% |
$8.99K - $9.57K
|
13.4K
$111K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.41K- 11.99% |
$10.7K - $11.4K
|
10.3K
$86.3K
|