Purchases and Sales Made in Q3 2022 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 2022. 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 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
373K+ 1.59% |
$2.68M - $3.44M
|
23.8M
$199M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
71K+ 16.22% |
$510K - $654K
|
509K
$4.26M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
69.8K+ 15.74% |
$502K - $644K
|
513K
$4.3M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
65.3K+ 9.56% |
$470K - $602K
|
749K
$6.27M
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
60.9KNew |
$438K - $562K
|
60.9K
$511K
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
46.9KNew |
$337K - $432K
|
46.9K
$393K
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
42.7K+ 4.91% |
$307K - $393K
|
911K
$7.64M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
36K+ 3.54% |
$259K - $332K
|
1.05M
$8.82M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
30.7K+ 48.25% |
$221K - $283K
|
94.2K
$790K
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
30KNew |
$216K - $277K
|
30K
$251K
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
29.7KNew |
$214K - $274K
|
29.7K
$249K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
28.5K+ 4.97% |
$205K - $263K
|
601K
$5.04M
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
27.2KNew |
$196K - $251K
|
27.2K
$228K
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
24.4K+ 12.47% |
$176K - $225K
|
220K
$1.85M
|
|
Feb 08, 2023
Q3 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
24.2KNew |
$174K - $223K
|
24.2K
$203K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
23.6KNew |
$170K - $218K
|
23.6K
$198K
|
|
Oct 19, 2022
Q3 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
23.4K+ 20.18% |
$168K - $216K
|
139K
$1.17M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21K+ 5.3% |
$151K - $194K
|
417K
$3.5M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19.8K+ 49.89% |
$143K - $183K
|
59.6K
$499K
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
BUY
|
- |
19KNew |
$137K - $175K
|
19K
$159K
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
16K+ 12.39% |
$115K - $147K
|
145K
$1.21M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.5K+ 4.72% |
$104K - $134K
|
322K
$2.7M
|
|
Nov 14, 2022
Q3 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
14.3K+ 1.19% |
$103K - $132K
|
1.21M
$10.1M
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
12.8KNew |
$91.8K - $118K
|
12.8K
$107K
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
10.8KNew |
$77.7K - $99.6K
|
10.8K
$90.5K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
10.7KNew |
$76.9K - $98.6K
|
10.7K
$89.6K
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
10.4KNew |
$74.8K - $95.9K
|
10.4K
$87.2K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
10.3KNew |
$74.1K - $95K
|
10.3K
$86.3K
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.95K+ 77.44% |
$71.5K - $91.7K
|
22.8K
$191K
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
8.01K+ 3.88% |
$57.6K - $73.8K
|
214K
$1.79M
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.08K+ 18.03% |
$50.9K - $65.3K
|
46.3K
$388K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.07K+ 528.4% |
$50.8K - $65.2K
|
8.41K
$70.5K
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.53K+ 1.65% |
$46.9K - $60.2K
|
401K
$3.36M
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
6.34K+ 1.53% |
$45.6K - $58.5K
|
422K
$3.54M
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
6.17K+ 6.45% |
$44.3K - $56.8K
|
102K
$853K
|
|
Oct 26, 2022
Q3 2022
|
David J Yvars Group
|
BUY
|
- |
5.45K+ 9.55% |
$39.2K - $50.3K
|
62.5K
$524K
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
5K+ 18.52% |
$36K - $46.1K
|
32K
$268K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5K+ 35.46% |
$36K - $46.1K
|
19.1K
$160K
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
5K+ 18.52% |
$36K - $46.1K
|
32K
$268K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
4.1K+ 0.47% |
$29.5K - $37.8K
|
878K
$7.36M
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.57K+ 12.18% |
$25.6K - $32.9K
|
32.8K
$275K
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
3.5KNew |
$25.2K - $32.3K
|
3.5K
$29.3K
|
|
Oct 19, 2022
Q3 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
3.03K+ 17.3% |
$21.8K - $27.9K
|
20.5K
$172K
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3K+ 7.11% |
$21.6K - $27.7K
|
45.2K
$379K
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
3K+ 15.79% |
$21.6K - $27.7K
|
22K
$184K
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.72K+ 9.62% |
$19.5K - $25.1K
|
31K
$260K
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.61K+ 0.28% |
$18.8K - $24.1K
|
921K
$7.72M
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
2.5KNew |
$18K - $23.1K
|
2.5K
$21K
|
|
Oct 28, 2022
Q3 2022
|
Conning Inc.
|
BUY
|
- |
2.46K+ 2.53% |
$17.7K - $22.7K
|
99.8K
$836K
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.35K+ 8.71% |
$16.9K - $21.7K
|
29.3K
$246K
|