Purchases and Sales Made in Q3 2023 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 2023. 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 09, 2023
Q3 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
776K+ 126.29% |
$5.65M - $6.28M
|
1.39M
$11.7M
|
|
Nov 14, 2023
Q3 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
510KNew |
$3.71M - $4.12M
|
510K
$4.27M
|
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
307K+ 13.47% |
$2.24M - $2.49M
|
2.59M
$21.7M
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
305KNew |
$2.22M - $2.47M
|
305K
$2.55M
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
237K+ 29.11% |
$1.73M - $1.92M
|
1.05M
$8.82M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
191KNew |
$1.39M - $1.55M
|
191K
$1.6M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
141K+ 0.6% |
$1.03M - $1.14M
|
23.7M
$199M
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
141K+ 31.3% |
$1.03M - $1.14M
|
592K
$4.96M
|
|
Nov 14, 2023
Q3 2023
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
118K+ 67.55% |
$856K - $951K
|
292K
$2.44M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
112K+ 16.36% |
$819K - $910K
|
800K
$6.7M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
82K+ 13.56% |
$597K - $663K
|
687K
$5.75M
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
68.7K+ 1.91% |
$500K - $556K
|
3.66M
$30.7M
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
64.4K+ 7.61% |
$469K - $521K
|
911K
$7.64M
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
50.6K+ 144.48% |
$368K - $409K
|
85.6K
$718K
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
40.9KNew |
$298K - $331K
|
40.9K
$343K
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
37.8KNew |
$276K - $306K
|
37.8K
$317K
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
37.2K+ 58.51% |
$271K - $301K
|
101K
$845K
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
35KNew |
$255K - $283K
|
35K
$293K
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
33.7KNew |
$245K - $272K
|
33.7K
$282K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
30.6K+ 21.03% |
$223K - $248K
|
176K
$1.48M
|
|
Nov 02, 2023
Q3 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
25.9K+ 5.99% |
$188K - $209K
|
458K
$3.84M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
23.9K+ 1.91% |
$174K - $193K
|
1.27M
$10.7M
|
|
Oct 30, 2023
Q3 2023
|
Bank Of Stockton
|
BUY
|
- |
21.3KNew |
$155K - $172K
|
21.3K
$178K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.6K+ 4.58% |
$150K - $166K
|
470K
$3.94M
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
20.6K+ 152.23% |
$150K - $166K
|
34.1K
$285K
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
19.7KNew |
$143K - $159K
|
19.7K
$165K
|
|
Nov 13, 2023
Q3 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
19.5KNew |
$142K - $158K
|
19.5K
$164K
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
17.7KNew |
$129K - $143K
|
17.7K
$149K
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
16KNew |
$116K - $129K
|
16K
$134K
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
13.2KNew |
$96.1K - $107K
|
13.2K
$111K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.9K+ 5.23% |
$86.3K - $95.9K
|
238K
$2M
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
11.8K+ 2.69% |
$85.9K - $95.5K
|
450K
$3.77M
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
11.1KNew |
$81.1K - $90.1K
|
11.1K
$93.4K
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
10.8KNew |
$79K - $87.8K
|
10.8K
$90.9K
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
10.2K+ 81.34% |
$74.2K - $82.4K
|
22.7K
$190K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.8K+ 3.05% |
$71.3K - $79.3K
|
331K
$2.78M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.65K+ 1.36% |
$63K - $70K
|
645K
$5.41M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.88KNew |
$57.3K - $63.7K
|
7.88K
$66K
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
7.05K+ 10.97% |
$51.3K - $57K
|
71.3K
$597K
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
6.7KNew |
$48.8K - $54.2K
|
6.7K
$56.1K
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
6.38K+ 19.73% |
$46.4K - $51.6K
|
38.7K
$324K
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
6.1KNew |
$44.4K - $49.4K
|
6.1K
$51.1K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.84K+ 52.84% |
$42.5K - $47.3K
|
16.9K
$142K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.85K+ 11547.62% |
$35.3K - $39.2K
|
4.89K
$41K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.72K+ 3.12% |
$34.3K - $38.2K
|
156K
$1.31M
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.66K+ 385.16% |
$26.6K - $29.6K
|
4.61K
$38.6K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.66K+ 13.22% |
$26.6K - $29.6K
|
31.3K
$263K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.15K+ 21.06% |
$22.9K - $25.5K
|
18.1K
$152K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
3.12K+ 1.52% |
$22.7K - $25.2K
|
208K
$1.75M
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
3.05K+ 8.99% |
$22.2K - $24.6K
|
36.9K
$309K
|