Purchases and Sales Made in Q2 2025 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 2025. 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 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.8KNew |
$77.4K - $94.2K
|
10.8K
$97K
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
10.7KNew |
$76.8K - $93.5K
|
10.7K
$96.3K
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
10.4K+ 11.11% |
$74.9K - $91.1K
|
104K
$939K
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
10.1KNew |
$72.8K - $88.6K
|
10.1K
$91.2K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.96K+ 24.13% |
$64.4K - $78.4K
|
46.1K
$415K
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
8.66K+ 27.74% |
$62.3K - $75.8K
|
39.9K
$359K
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.28K+ 29.72% |
$59.5K - $72.4K
|
36.1K
$325K
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.2K+ 12.86% |
$59K - $71.8K
|
72K
$648K
|
|
Aug 14, 2025
Q2 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
7.09K+ 2.39% |
$51K - $62.1K
|
303K
$2.73M
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
6.5KNew |
$46.7K - $56.9K
|
6.5K
$58.6K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.38K+ 11.24% |
$45.9K - $55.8K
|
63.2K
$569K
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.1K+ 54.75% |
$43.9K - $53.4K
|
17.2K
$155K
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
5.96K+ 12.68% |
$42.8K - $52.1K
|
52.9K
$477K
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
5.41K+ 0.78% |
$38.9K - $47.3K
|
702K
$6.32M
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.32K+ 8.94% |
$38.2K - $46.5K
|
64.8K
$584K
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.96K+ 21.23% |
$35.6K - $43.4K
|
28.3K
$255K
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.91K+ 20.07% |
$35.3K - $43K
|
29.4K
$265K
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4.62KNew |
$33.2K - $40.5K
|
4.62K
$41.7K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.98K+ 68.22% |
$28.6K - $34.8K
|
9.82K
$88.5K
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
3.81K+ 7.36% |
$27.4K - $33.3K
|
55.5K
$500K
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2.94K+ 2.97% |
$21.2K - $25.8K
|
102K
$921K
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.85K+ 28.64% |
$20.5K - $24.9K
|
12.8K
$115K
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2.65KNew |
$19K - $23.2K
|
2.65K
$23.9K
|
|
Jul 25, 2025
Q2 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
2.62K+ 6.03% |
$18.9K - $23K
|
46.2K
$416K
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.44K+ 3.96% |
$17.6K - $21.4K
|
64.1K
$577K
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.33KNew |
$16.8K - $20.4K
|
2.33K
$21K
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.23K+ 7.28% |
$16K - $19.5K
|
32.9K
$296K
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.31K+ 5.31% |
$9.4K - $11.4K
|
26K
$234K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.27K+ 74.76% |
$9.14K - $11.1K
|
2.97K
$26.8K
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.18K+ 5.71% |
$8.47K - $10.3K
|
21.8K
$196K
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1KNew |
$7.19K - $8.75K
|
1K
$9.01K
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
877+ 0.31% |
$6.31K - $7.67K
|
286K
$2.57M
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
799+ 2.36% |
$5.74K - $6.99K
|
34.6K
$312K
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
643+ 0.86% |
$4.62K - $5.63K
|
75.4K
$680K
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
643+ 1.35% |
$4.62K - $5.63K
|
48.3K
$436K
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
585+ 14.8% |
$4.21K - $5.12K
|
4.54K
$40.9K
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
375+ 25.0% |
$2.7K - $3.28K
|
1.88K
$16.9K
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
334New |
$2.4K - $2.92K
|
334
$3.01K
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
334New |
$2.4K - $2.92K
|
334
$3.01K
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
317+ 1.78% |
$2.28K - $2.77K
|
18.1K
$163K
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
300+ 0.16% |
$2.16K - $2.63K
|
190K
$1.71M
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
288+ 2.36% |
$2.07K - $2.52K
|
12.5K
$113K
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
252+ 2.35% |
$1.81K - $2.21K
|
11K
$98.8K
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
250New |
$1.8K - $2.19K
|
250
$2.25K
|
|
Jul 29, 2025
Q2 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
245+ 1.09% |
$1.76K - $2.14K
|
22.8K
$205K
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
199+ 2.37% |
$1.43K - $1.74K
|
8.61K
$77.6K
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
193+ 1.46% |
$1.39K - $1.69K
|
13.4K
$121K
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
174+ 0.85% |
$1.25K - $1.52K
|
20.6K
$186K
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
173+ 0.68% |
$1.24K - $1.51K
|
25.8K
$232K
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
168+ 1.1% |
$1.21K - $1.47K
|
15.4K
$139K
|