Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2021
Q3 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1KNew |
$9.99K - $10.8K
|
1K
$8.38K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1K+ 1.39% |
$9.99K - $10.8K
|
73.2K
$613K
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
956New |
$9.55K - $10.3K
|
956
$8.01K
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
941+ 9410.0% |
$9.4K - $10.2K
|
951
$7.97K
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
576+ 2.64% |
$5.75K - $6.23K
|
22.4K
$188K
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
570+ 1.83% |
$5.69K - $6.16K
|
31.7K
$266K
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
566+ 1.82% |
$5.65K - $6.12K
|
31.7K
$266K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
500New |
$5K - $5.41K
|
500
$4.19K
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
400+ 2.49% |
$4K - $4.32K
|
16.5K
$138K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
348+ 1.99% |
$3.48K - $3.76K
|
17.8K
$149K
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
315+ 1.87% |
$3.15K - $3.41K
|
17.2K
$144K
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
- |
293+ 1.85% |
$2.93K - $3.17K
|
16.1K
$135K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
275+ 0.59% |
$2.75K - $2.97K
|
47.2K
$395K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
247+ 1.86% |
$2.47K - $2.67K
|
13.5K
$114K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
223+ 0.81% |
$2.23K - $2.41K
|
27.8K
$233K
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
177+ 0.98% |
$1.77K - $1.91K
|
18.3K
$153K
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
169+ 1.71% |
$1.69K - $1.83K
|
10K
$84.2K
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
109+ 0.37% |
$1.09K - $1.18K
|
29.7K
$249K
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
102+ 0.4% |
$1.02K - $1.1K
|
25.5K
$213K
|
|
Oct 18, 2021
Q3 2021
|
David J Yvars Group
|
BUY
|
- |
99+ 0.12% |
$989 - $1.07K
|
83.2K
$697K
|
|
Nov 16, 2021
Q3 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
86+ 0.71% |
$859 - $930
|
12.1K
$102K
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
85+ 1.93% |
$849 - $919
|
4.5K
$37.7K
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
83+ 0.28% |
$829 - $897
|
29.3K
$246K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
60+ 0.59% |
$599 - $649
|
10.3K
$86.1K
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
48+ 0.43% |
$480 - $519
|
11.1K
$93.2K
|
|
Nov 12, 2021
Q3 2021
|
Cordasco Financial Network
|
BUY
|
- |
46+ 1.91% |
$460 - $497
|
2.46K
$20.6K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
27+ 0.22% |
$270 - $292
|
12.4K
$104K
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
13+ 0.07% |
$130 - $141
|
17.5K
$146K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2- 0.02% |
$20 - $21.6
|
12.6K
$105K
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-150- 1.08% |
$1.5K - $1.62K
|
13.7K
$115K
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-215- 0.77% |
$2.15K - $2.32K
|
27.7K
$232K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-248- 1.73% |
$2.48K - $2.68K
|
14.1K
$118K
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-333Closed |
$3.33K - $3.6K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-663- 0.21% |
$6.62K - $7.17K
|
323K
$2.7M
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-933Closed |
$9.32K - $10.1K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-941- 98.95% |
$9.4K - $10.2K
|
10
$83.8
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
SELL
|
- |
-960Closed |
$9.59K - $10.4K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.03K- 5.23% |
$10.3K - $11.2K
|
18.7K
$157K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.08K- 8.19% |
$10.8K - $11.6K
|
12.1K
$101K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.23K- 1.54% |
$12.3K - $13.3K
|
78.8K
$660K
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.29K- 30.96% |
$12.9K - $14K
|
2.88K
$24.1K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.32K- 12.35% |
$13.2K - $14.3K
|
9.37K
$78.5K
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.4K- 8.89% |
$14K - $15.1K
|
14.4K
$120K
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.45K- 4.45% |
$14.5K - $15.6K
|
31.1K
$261K
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.52K- 1.59% |
$15.1K - $16.4K
|
93.7K
$785K
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.65K- 2.43% |
$16.5K - $17.8K
|
66.3K
$556K
|
|
Nov 03, 2021
Q3 2021
|
Copperwynd Financial, LLC
|
SELL
|
- |
-1.8K- 9.75% |
$18K - $19.4K
|
16.6K
$139K
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-1.94KClosed |
$19.3K - $20.9K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.94K- 0.26% |
$19.4K - $20.9K
|
732K
$6.13M
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.78K- 1.53% |
$27.8K - $30.1K
|
179K
$1.5M
|