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 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
100New |
$778 - $847
|
100
$834
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
95+ 0.86% |
$739 - $805
|
11.2K
$93.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
88+ 0.23% |
$685 - $745
|
38.1K
$318K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
85+ 2.4% |
$661 - $720
|
3.63K
$30.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
65+ 1.17% |
$506 - $551
|
5.64K
$47K
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
62+ 0.22% |
$482 - $525
|
27.6K
$230K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
57+ 0.68% |
$443 - $483
|
8.5K
$70.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
43+ 0.12% |
$335 - $364
|
36.8K
$307K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
28+ 1.67% |
$218 - $237
|
1.7K
$14.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
21+ 0.1% |
$163 - $178
|
21.1K
$176K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
19+ 0.24% |
$148 - $161
|
7.92K
$66.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
7+ 2.57% |
$54.5 - $59.3
|
279
$2.33K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4+ 0.01% |
$31.1 - $33.9
|
47.6K
$397K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2+ 0.01% |
$15.6 - $16.9
|
28.6K
$238K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-2- 0.01% |
$15.6 - $16.9
|
33.1K
$276K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-64- 0.07% |
$498 - $542
|
90.1K
$752K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-100- 0.13% |
$778 - $847
|
75K
$625K
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-200- 40.0% |
$1.56K - $1.69K
|
300
$2.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-219- 0.65% |
$1.7K - $1.85K
|
33.4K
$278K
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-402- 1.26% |
$3.13K - $3.4K
|
31.6K
$263K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-433- 0.34% |
$3.37K - $3.67K
|
125K
$1.05M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-514- 19.06% |
$4K - $4.35K
|
2.18K
$18.2K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-859- 95.44% |
$6.68K - $7.28K
|
41
$342
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-875- 7.14% |
$6.81K - $7.41K
|
11.4K
$94.9K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-890- 1.46% |
$6.92K - $7.54K
|
60K
$500K
|
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-1K- 0.57% |
$7.78K - $8.47K
|
175K
$1.46M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.09K- 4.86% |
$8.47K - $9.22K
|
21.3K
$178K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.2K- 0.24% |
$9.35K - $10.2K
|
493K
$4.11M
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-1.2K- 8.76% |
$9.37K - $10.2K
|
12.5K
$105K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.25K- 0.66% |
$9.72K - $10.6K
|
188K
$1.57M
|
|
|
Jul 24, 2024
Q2 2024
|
Bank Of Stockton
|
SELL
|
- |
-1.29K- 6.07% |
$10.1K - $10.9K
|
20K
$167K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-1.32K- 2.43% |
$10.3K - $11.2K
|
52.9K
$441K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-1.55K- 17.91% |
$12.1K - $13.2K
|
7.12K
$59.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.7K- 0.55% |
$13.2K - $14.4K
|
306K
$2.55M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.74K- 4.14% |
$13.5K - $14.7K
|
40.2K
$335K
|
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-2.1K- 8.25% |
$16.3K - $17.8K
|
23.4K
$195K
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-2.1K- 3.6% |
$16.3K - $17.8K
|
56.3K
$470K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.16K- 1.22% |
$16.8K - $18.3K
|
174K
$1.45M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.17K- 7.96% |
$16.9K - $18.4K
|
25.1K
$209K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.41K- 19.01% |
$18.7K - $20.4K
|
10.2K
$85.5K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.48K- 4.56% |
$19.3K - $21K
|
51.9K
$433K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.98K- 24.36% |
$23.2K - $25.2K
|
9.25K
$77.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.11K- 0.12% |
$24.2K - $26.4K
|
2.5M
$20.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.63K- 1.53% |
$28.3K - $30.8K
|
234K
$1.95M
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-3.8K- 36.71% |
$29.6K - $32.2K
|
6.55K
$54.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6.09K- 21.33% |
$47.4K - $51.6K
|
22.5K
$187K
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-6.5K- 17.99% |
$50.6K - $55.1K
|
29.6K
$247K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.83K- 0.89% |
$53.2K - $57.9K
|
757K
$6.32M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-7.24K- 3.33% |
$56.3K - $61.3K
|
210K
$1.75M
|