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 18, 2023
Q2 2023
|
Wealth Effects LLC
|
SELL
|
- |
-1.45K- 2.46% |
$11.1K - $11.8K
|
57.7K
$481K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.56K- 0.75% |
$11.9K - $12.7K
|
205K
$1.71M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.59K- 2.43% |
$12.1K - $12.9K
|
63.9K
$533K
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.93K- 10.85% |
$14.7K - $15.7K
|
15.9K
$132K
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.05K- 6.6% |
$15.6K - $16.6K
|
29K
$242K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.49K- 12.15% |
$19K - $20.2K
|
18K
$150K
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.5K- 13.4% |
$19.1K - $20.3K
|
16.2K
$135K
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.7K- 19.71% |
$20.6K - $21.9K
|
11K
$91.7K
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.14K- 17.38% |
$24K - $25.5K
|
14.9K
$125K
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.5K- 26.85% |
$26.7K - $28.4K
|
9.54K
$79.5K
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.59K- 9.77% |
$27.4K - $29.1K
|
33.2K
$277K
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.89K- 23.0% |
$29.7K - $31.6K
|
13K
$109K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.9K- 12.34% |
$29.7K - $31.6K
|
27.7K
$231K
|
|
Aug 08, 2023
Q2 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-5.08K- 20.62% |
$38.7K - $41.2K
|
19.5K
$163K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.4K- 3.45% |
$41.2K - $43.8K
|
151K
$1.26M
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.15K- 11.15% |
$46.9K - $49.9K
|
49K
$409K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.35K- 0.59% |
$48.3K - $51.5K
|
1.06M
$8.85M
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-6.5K- 27.43% |
$49.5K - $52.7K
|
17.2K
$143K
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-6.51K- 14.0% |
$49.6K - $52.8K
|
40K
$333K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.78K- 25.71% |
$51.7K - $55K
|
19.6K
$163K
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-6.94K- 8.51% |
$52.9K - $56.3K
|
74.6K
$622K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-7.55K- 24.88% |
$57.5K - $61.2K
|
22.8K
$190K
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-7.6K- 7.08% |
$57.9K - $61.7K
|
99.7K
$832K
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-8.36K- 40.03% |
$63.7K - $67.8K
|
12.5K
$104K
|
|
Jul 10, 2023
Q2 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-8.52K- 31.4% |
$64.9K - $69.1K
|
18.6K
$155K
|
|
Aug 14, 2023
Q2 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-12.1K- 1.46% |
$92.1K - $98K
|
815K
$6.8M
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-12.8K- 27.6% |
$97.8K - $104K
|
33.7K
$281K
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-14.6K- 6.06% |
$111K - $119K
|
227K
$1.89M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-16K- 25.78% |
$122K - $130K
|
46.1K
$384K
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-19.6K- 59.17% |
$149K - $159K
|
13.5K
$113K
|
|
Jul 21, 2023
Q2 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-21K- 48.95% |
$160K - $170K
|
21.9K
$183K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-21.7K- 1.93% |
$165K - $176K
|
1.1M
$9.2M
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-24.5K- 1.92% |
$187K - $199K
|
1.25M
$10.5M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-26.6K- 2.35% |
$203K - $216K
|
1.11M
$9.23M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-31.7K- 8.98% |
$242K - $257K
|
322K
$2.68M
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-32.6K- 23.33% |
$248K - $264K
|
107K
$893K
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-32.7K- 8.17% |
$249K - $265K
|
367K
$3.06M
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-35.9K- 19.78% |
$274K - $291K
|
146K
$1.21M
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-37.6K- 8.23% |
$287K - $305K
|
420K
$3.5M
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-38.3K- 76.93% |
$292K - $311K
|
11.5K
$95.8K
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-47.1K- 20.97% |
$359K - $382K
|
178K
$1.48M
|
|
Aug 14, 2023
Q2 2023
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-47.8K- 57.69% |
$364K - $387K
|
35K
$292K
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-68.4K- 51.8% |
$521K - $554K
|
63.6K
$531K
|
|
Aug 07, 2023
Q2 2023
|
Shaker Financial Services, LLC
|
SELL
|
- |
-70.7K- 14.07% |
$539K - $573K
|
432K
$3.6M
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-72.8K- 13.9% |
$555K - $590K
|
451K
$3.76M
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-76.8K- 2.1% |
$586K - $623K
|
3.59M
$29.9M
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-77.3K- 17.09% |
$589K - $627K
|
375K
$3.13M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-247K- 1.04% |
$1.88M - $2M
|
23.6M
$197M
|