Purchases and Sales Made in Q2 2024 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 2024. 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 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
567K+ 2.51% |
$4.41M - $4.8M
|
23.1M
$192M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
567K+ 2.51% |
$4.41M - $4.8M
|
23.1M
$192M
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
339KNew |
$2.64M - $2.87M
|
339K
$2.82M
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
235K+ 8.66% |
$1.83M - $1.99M
|
2.95M
$24.5M
|
|
Aug 08, 2024
Q2 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
206K+ 8.4% |
$1.6M - $1.75M
|
2.66M
$22.1M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
187K+ 29.89% |
$1.45M - $1.58M
|
811K
$6.75M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
157K+ 332.73% |
$1.22M - $1.33M
|
204K
$1.7M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
131K+ 14.35% |
$1.02M - $1.11M
|
1.05M
$8.7M
|
|
Aug 14, 2024
Q2 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
118K+ 7.15% |
$922K - $1M
|
1.78M
$14.8M
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
116K+ 61.54% |
$900K - $979K
|
304K
$2.53M
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
88.7K+ 7.04% |
$690K - $752K
|
1.35M
$11.2M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
83.7K+ 7.73% |
$651K - $709K
|
1.17M
$9.71M
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
70K+ 6.15% |
$545K - $593K
|
1.21M
$10M
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
51KNew |
$397K - $432K
|
51K
$424K
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
BUY
|
- |
50.5KNew |
$393K - $427K
|
50.5K
$420K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
48.4K+ 6.55% |
$377K - $410K
|
788K
$6.56M
|
|
Jul 29, 2024
Q2 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
46.4KNew |
$361K - $393K
|
46.4K
$386K
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
44.5KNew |
$346K - $377K
|
44.5K
$370K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
39.9K+ 11.03% |
$310K - $338K
|
401K
$3.34M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
37.7KNew |
$293K - $319K
|
37.7K
$313K
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
35.1K+ 284.4% |
$273K - $297K
|
47.4K
$394K
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
29KNew |
$225K - $245K
|
29K
$241K
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
25KNew |
$194K - $212K
|
25K
$208K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
24K+ 122.51% |
$187K - $204K
|
43.7K
$363K
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
23.9KNew |
$186K - $202K
|
23.9K
$199K
|
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
23.7KNew |
$184K - $201K
|
23.7K
$197K
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
23.3KNew |
$181K - $197K
|
23.3K
$194K
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
22.3KNew |
$174K - $189K
|
22.3K
$186K
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
21.4K+ 31.42% |
$167K - $182K
|
89.7K
$746K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20.1K+ 3.47% |
$157K - $170K
|
600K
$5M
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
20KNew |
$156K - $169K
|
20K
$166K
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
19.2K+ 4.37% |
$150K - $163K
|
459K
$3.82M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.5KNew |
$136K - $148K
|
17.5K
$146K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.5K+ 1.55% |
$136K - $148K
|
1.14M
$9.51M
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
17.3K+ 11.09% |
$134K - $146K
|
173K
$1.44M
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
16K+ 25.11% |
$124K - $136K
|
79.7K
$663K
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
14.4KNew |
$112K - $122K
|
14.4K
$120K
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
14.2KNew |
$111K - $120K
|
14.2K
$118K
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
14.1K+ 53.87% |
$109K - $119K
|
40.1K
$334K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.4K+ 2.79% |
$104K - $114K
|
495K
$4.12M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.6KNew |
$98.1K - $107K
|
12.6K
$105K
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
12.5K+ 9.1% |
$97.3K - $106K
|
150K
$1.25M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.2K+ 34.65% |
$94.6K - $103K
|
47.3K
$393K
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
11.8KNew |
$92.1K - $100K
|
11.8K
$98.4K
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
11.4K+ 13.94% |
$89.1K - $97K
|
93.6K
$779K
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11K+ 20.36% |
$85.6K - $93.2K
|
65.1K
$541K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.5K+ 4.63% |
$81.6K - $88.8K
|
237K
$1.97M
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.94K+ 15.74% |
$77.3K - $84.2K
|
73.1K
$608K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9.26K+ 8.83% |
$72K - $78.4K
|
114K
$949K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.76K+ 34.52% |
$68.1K - $74.2K
|
34.1K
$284K
|