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 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7- 0.36% |
$51 - $56.6
|
1.93K
$16.2K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-16- 0.17% |
$116 - $129
|
9.52K
$79.8K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-32- 1.4% |
$233 - $259
|
2.25K
$18.9K
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-61- 0.08% |
$444 - $493
|
74.5K
$624K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-115- 0.25% |
$837 - $930
|
45.9K
$385K
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-180- 0.62% |
$1.31K - $1.46K
|
28.9K
$242K
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
SELL
|
- |
-188- 0.33% |
$1.37K - $1.52K
|
57.5K
$482K
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-199- 0.13% |
$1.45K - $1.61K
|
156K
$1.31M
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-200- 1.91% |
$1.46K - $1.62K
|
10.3K
$85.9K
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-200- 2.52% |
$1.46K - $1.62K
|
7.75K
$65K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-275- 1.65% |
$2K - $2.22K
|
16.4K
$137K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-275- 0.24% |
$2K - $2.22K
|
115K
$963K
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-300- 0.22% |
$2.18K - $2.43K
|
135K
$1.13M
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-338- 4.3% |
$2.46K - $2.73K
|
7.52K
$63K
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-467- 50.0% |
$3.4K - $3.78K
|
467
$3.91K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-500- 0.47% |
$3.64K - $4.05K
|
107K
$893K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-725- 2.18% |
$5.28K - $5.87K
|
32.5K
$272K
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-910- 3.38% |
$6.62K - $7.36K
|
26K
$218K
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-969- 3.27% |
$7.05K - $7.84K
|
28.6K
$240K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.15K- 4.1% |
$8.35K - $9.28K
|
26.8K
$225K
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.29K- 3.21% |
$9.35K - $10.4K
|
38.7K
$324K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.5K- 40.68% |
$10.9K - $12.1K
|
2.18K
$18.3K
|
|
Oct 05, 2023
Q3 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-1.91K- 10.26% |
$13.9K - $15.4K
|
16.7K
$140K
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.23K- 7.28% |
$16.2K - $18K
|
28.4K
$238K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3K- 4.69% |
$21.8K - $24.3K
|
60.9K
$511K
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.06K- 4.68% |
$22.3K - $24.7K
|
62.3K
$522K
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.4K- 25.36% |
$24.8K - $27.5K
|
10K
$83.8K
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.85K- 27.8% |
$28K - $31.1K
|
10K
$83.8K
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-4.4K- 20.09% |
$32K - $35.6K
|
17.5K
$147K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.5K- 9.17% |
$32.8K - $36.4K
|
44.5K
$373K
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.79K- 8.02% |
$34.9K - $38.8K
|
54.9K
$460K
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-5.46K- 93.33% |
$39.7K - $44.1K
|
390
$3.27K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.56K- 99.71% |
$40.4K - $44.9K
|
16
$134
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.47K- 12.4% |
$47.1K - $52.3K
|
45.7K
$383K
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.12K- 36.74% |
$51.8K - $57.6K
|
12.3K
$103K
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-7.13K- 6.32% |
$51.9K - $57.7K
|
106K
$885K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.5K- 1.13% |
$54.6K - $60.7K
|
657K
$5.51M
|
|
Oct 13, 2023
Q3 2023
|
David J Yvars Group
|
SELL
|
- |
-7.85K- 11.67% |
$57.1K - $63.5K
|
59.4K
$498K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-9.02K- 46.04% |
$65.7K - $73K
|
10.6K
$88.6K
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-10.3K- 89.73% |
$75K - $83.4K
|
1.18K
$9.89K
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.7K- 2.09% |
$78.2K - $86.9K
|
504K
$4.22M
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-11.7K- 3.2% |
$85.5K - $95K
|
356K
$2.98M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12.3K- 41.03% |
$89.8K - $99.8K
|
17.7K
$149K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-12.9K- 1.74% |
$94K - $104K
|
729K
$6.11M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.8K- 17.37% |
$108K - $120K
|
70.6K
$592K
|
|
Oct 12, 2023
Q3 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-19.6K- 19.92% |
$143K - $159K
|
78.9K
$661K
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-25.4K- 38.15% |
$185K - $205K
|
41.1K
$345K
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-27.1K- 15.27% |
$198K - $220K
|
151K
$1.26M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-29.1K- 4.21% |
$212K - $236K
|
663K
$5.56M
|