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 |
---|---|---|---|---|---|---|---|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
8.16KNew |
$63.5K - $69.1K
|
8.16K
$68K
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
7.9KNew |
$61.5K - $66.9K
|
7.9K
$65.9K
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7.54KNew |
$58.7K - $63.9K
|
7.54K
$62.9K
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
7.14K+ 69.21% |
$55.6K - $60.5K
|
17.5K
$146K
|
|
Aug 02, 2024
Q2 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
7.09K+ 1.81% |
$55.2K - $60K
|
399K
$3.33M
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.66K+ 24.11% |
$51.8K - $56.4K
|
34.3K
$286K
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.41K+ 21.7% |
$49.8K - $54.3K
|
35.9K
$300K
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
6.23K+ 2.79% |
$48.4K - $52.7K
|
230K
$1.92M
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.14K+ 13.38% |
$40K - $43.6K
|
43.6K
$363K
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.08K+ 18.73% |
$31.7K - $34.5K
|
25.8K
$215K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.2K+ 39.01% |
$24.9K - $27.1K
|
11.4K
$95.1K
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.04K+ 9.04% |
$23.6K - $25.7K
|
36.7K
$306K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.8K+ 0.73% |
$21.8K - $23.7K
|
387K
$3.23M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.74KNew |
$21.3K - $23.2K
|
2.74K
$22.8K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.69K+ 14.89% |
$20.9K - $22.7K
|
20.7K
$173K
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
2.6K+ 2.29% |
$20.2K - $22K
|
116K
$971K
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2.45KNew |
$19.1K - $20.8K
|
2.45K
$20.4K
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.35K+ 7.01% |
$18.3K - $19.9K
|
35.9K
$299K
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.85K+ 12.71% |
$14.4K - $15.7K
|
16.4K
$137K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.71K+ 0.94% |
$13.3K - $14.4K
|
183K
$1.52M
|
|
Jul 12, 2024
Q2 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
1.61K+ 5.08% |
$12.5K - $13.7K
|
33.3K
$278K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.48K+ 0.2% |
$11.5K - $12.6K
|
759K
$6.33M
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.47KNew |
$11.4K - $12.4K
|
1.47K
$12.2K
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.46K+ 3.24% |
$11.4K - $12.4K
|
46.7K
$389K
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.4K+ 10.33% |
$10.9K - $11.8K
|
14.9K
$124K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.13K+ 0.87% |
$8.82K - $9.6K
|
131K
$1.09M
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.06K+ 1.37% |
$8.25K - $8.98K
|
78.3K
$653K
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
872+ 4.59% |
$6.78K - $7.39K
|
19.9K
$166K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
865+ 0.75% |
$6.73K - $7.33K
|
117K
$975K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
749+ 0.98% |
$5.83K - $6.34K
|
77.1K
$643K
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
651+ 2.42% |
$5.06K - $5.51K
|
27.6K
$230K
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
595+ 1.98% |
$4.63K - $5.04K
|
30.6K
$255K
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
549+ 2.42% |
$4.27K - $4.65K
|
23.3K
$194K
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
539New |
$4.19K - $4.57K
|
539
$4.5K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
505+ 1.72% |
$3.93K - $4.28K
|
29.9K
$249K
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
438+ 1.09% |
$3.41K - $3.71K
|
40.7K
$340K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
419New |
$3.26K - $3.55K
|
419
$3.49K
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
407+ 2.42% |
$3.17K - $3.45K
|
17.3K
$144K
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
338New |
$2.63K - $2.86K
|
338
$2.82K
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
247+ 1.06% |
$1.92K - $2.09K
|
23.5K
$196K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
210New |
$1.63K - $1.78K
|
210
$1.75K
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
205+ 0.3% |
$1.59K - $1.74K
|
68.2K
$569K
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
185New |
$1.44K - $1.57K
|
185
$1.54K
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
185+ 2.42% |
$1.44K - $1.57K
|
7.84K
$65.4K
|
|
Jul 22, 2024
Q2 2024
|
David J Yvars Group
|
BUY
|
- |
183+ 0.37% |
$1.42K - $1.55K
|
49.8K
$415K
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
153+ 1.07% |
$1.19K - $1.3K
|
14.5K
$121K
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
133+ 2.42% |
$1.03K - $1.13K
|
5.63K
$47K
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
125+ 0.68% |
$973 - $1.06K
|
18.5K
$154K
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
120+ 1.46% |
$934 - $1.02K
|
8.33K
$69.5K
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
102+ 0.22% |
$794 - $864
|
46.9K
$391K
|