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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.39K+ 6.37% |
$17.4K - $19.4K
|
40K
$335K
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
BUY
|
- |
2.26K+ 2.12% |
$16.4K - $18.3K
|
109K
$913K
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.02K+ 0.51% |
$14.7K - $16.3K
|
400K
$3.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.83K+ 0.23% |
$13.3K - $14.8K
|
809K
$6.78M
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.78K+ 2.69% |
$13K - $14.4K
|
67.9K
$569K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
1.77K+ 12.38% |
$12.9K - $14.3K
|
16K
$134K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.7KNew |
$12.4K - $13.8K
|
1.7K
$14.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.68K+ 0.13% |
$12.2K - $13.6K
|
1.26M
$10.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.61KNew |
$11.7K - $13K
|
1.61K
$13.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.48K+ 2.41% |
$10.8K - $12K
|
62.9K
$527K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.25K+ 9.12% |
$9.1K - $10.1K
|
15K
$125K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.18K+ 2.52% |
$8.6K - $9.55K
|
48.1K
$403K
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
BUY
|
- |
1.03K+ 4.0% |
$7.47K - $8.3K
|
26.7K
$224K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.02K+ 3.51% |
$7.39K - $8.21K
|
30K
$251K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1K+ 6.19% |
$7.28K - $8.09K
|
17.2K
$144K
|
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1KNew |
$7.28K - $8.09K
|
1K
$8.38K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
BUY
|
- |
1KNew |
$7.28K - $8.09K
|
1K
$8.38K
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
1K+ 0.58% |
$7.28K - $8.09K
|
175K
$1.46M
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
682+ 2.12% |
$4.96K - $5.52K
|
32.9K
$276K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
508+ 0.3% |
$3.7K - $4.11K
|
167K
$1.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
500New |
$3.64K - $4.05K
|
500
$4.19K
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
332+ 2.12% |
$2.42K - $2.69K
|
16K
$134K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
270+ 0.94% |
$1.97K - $2.18K
|
29.1K
$244K
|
|
|
Oct 10, 2023
Q3 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
268+ 2.15% |
$1.95K - $2.17K
|
12.7K
$107K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
254+ 1.95% |
$1.85K - $2.05K
|
13.3K
$111K
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
241+ 1.87% |
$1.75K - $1.95K
|
13.1K
$110K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
238+ 2.17% |
$1.73K - $1.93K
|
11.2K
$93.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
200+ 0.3% |
$1.46K - $1.62K
|
67.5K
$566K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
199+ 0.64% |
$1.45K - $1.61K
|
31.1K
$261K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
150+ 0.64% |
$1.09K - $1.21K
|
23.6K
$197K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
123+ 0.46% |
$895 - $995
|
27.1K
$227K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
117+ 0.35% |
$852 - $947
|
33.8K
$283K
|
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
115+ 0.89% |
$837 - $930
|
13K
$109K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
112+ 2.17% |
$815 - $906
|
5.27K
$44.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
81+ 0.75% |
$590 - $655
|
10.9K
$91.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
70+ 2.12% |
$510 - $566
|
3.37K
$28.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
52+ 0.19% |
$379 - $421
|
27.5K
$230K
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
35+ 0.1% |
$255 - $283
|
36.7K
$308K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
28+ 0.19% |
$204 - $227
|
14.8K
$124K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
24+ 2.11% |
$175 - $194
|
1.16K
$9.71K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.11% |
$175 - $194
|
22K
$185K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
24+ 1.5% |
$175 - $194
|
1.63K
$13.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
23+ 2.21% |
$167 - $186
|
1.06K
$8.92K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
16New |
$116 - $129
|
16
$134
|
|
|
Nov 09, 2023
Q3 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
5+ 0.02% |
$36.4 - $40.5
|
21K
$176K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4+ 0.02% |
$29.1 - $32.4
|
21.7K
$182K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1+ 0.0% |
$7.28 - $8.09
|
31.5K
$264K
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1+ 0.01% |
$7.28 - $8.09
|
10.4K
$87.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|