Purchases and Sales Made in Q3 2024 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 2024. 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 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
526KNew |
$4.14M - $4.62M
|
526K
$4.41M
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
497KNew |
$3.9M - $4.36M
|
497K
$4.16M
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
479K+ 798.54% |
$3.76M - $4.2M
|
539K
$4.51M
|
|
Nov 06, 2024
Q3 2024
|
Sam Advisors, LLC
|
BUY
|
- |
464KNew |
$3.65M - $4.07M
|
464K
$3.89M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
410K+ 50.59% |
$3.22M - $3.6M
|
1.22M
$10.2M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
286K+ 58.08% |
$2.25M - $2.51M
|
779K
$6.53M
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
262K+ 6.42% |
$2.06M - $2.3M
|
4.35M
$36.5M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
221K+ 0.96% |
$1.74M - $1.94M
|
23.3M
$196M
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
156K+ 7.29% |
$1.23M - $1.37M
|
2.3M
$19.3M
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
139K+ 5.24% |
$1.09M - $1.22M
|
2.8M
$23.5M
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
109KNew |
$853K - $952K
|
109K
$909K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
105K+ 8.98% |
$823K - $919K
|
1.27M
$10.7M
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
91.7KNew |
$721K - $804K
|
91.7K
$768K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
81.4K+ 3.25% |
$640K - $714K
|
2.59M
$21.7M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
76.8K+ 7.35% |
$604K - $674K
|
1.12M
$9.4M
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
57.4KNew |
$451K - $503K
|
57.4K
$481K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
48.1K+ 6.35% |
$378K - $422K
|
806K
$6.75M
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
48.1K+ 8.56% |
$378K - $422K
|
610K
$5.11M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
46.9K+ 99.33% |
$369K - $412K
|
94.2K
$789K
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
37.2K+ 2.76% |
$293K - $326K
|
1.39M
$11.6M
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
31.1KNew |
$244K - $273K
|
31.1K
$260K
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
28.8KNew |
$227K - $253K
|
28.8K
$242K
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
28.4K+ 3.61% |
$223K - $249K
|
816K
$6.84M
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
28.3K+ 30.26% |
$223K - $248K
|
122K
$1.02M
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
26.1K+ 71.32% |
$205K - $229K
|
62.8K
$526K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
21.2K+ 12.13% |
$166K - $186K
|
196K
$1.64M
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
20.3KNew |
$159K - $178K
|
20.3K
$170K
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
20K+ 25.11% |
$157K - $176K
|
99.7K
$836K
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
18.3K+ 28.12% |
$144K - $160K
|
83.4K
$698K
|
|
Oct 23, 2024
Q3 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
18.1KNew |
$143K - $159K
|
18.1K
$152K
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
15.4KNew |
$121K - $135K
|
15.4K
$129K
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
15.4KNew |
$121K - $135K
|
15.4K
$129K
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
14KNew |
$110K - $122K
|
14K
$117K
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
13.9KNew |
$109K - $122K
|
13.9K
$117K
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
12.9K+ 115.53% |
$101K - $113K
|
24K
$201K
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
11.5KNew |
$90.3K - $101K
|
11.5K
$96.3K
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.8KNew |
$85.1K - $94.9K
|
10.8K
$90.7K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.7K+ 3.17% |
$84.4K - $94.2K
|
350K
$2.93M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.81K+ 1.63% |
$77.1K - $86K
|
610K
$5.11M
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
8.58K+ 60.33% |
$67.4K - $75.2K
|
22.8K
$191K
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
8.08K+ 1.76% |
$63.5K - $70.9K
|
468K
$3.92M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.08K+ 0.61% |
$63.5K - $70.8K
|
1.32M
$11.1M
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
6.99K+ 151.72% |
$55K - $61.3K
|
11.6K
$97.2K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.82K+ 2.92% |
$53.6K - $59.8K
|
241K
$2.02M
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
6.48K+ 49.1% |
$50.9K - $56.8K
|
19.7K
$165K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
6.26K+ 228.83% |
$49.2K - $54.9K
|
9K
$75.4K
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
6.24K+ 15.54% |
$49K - $54.7K
|
46.4K
$389K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
6.14K+ 282.82% |
$48.3K - $53.8K
|
8.31K
$69.6K
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5.25KNew |
$41.3K - $46K
|
5.25K
$44K
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.24K+ 22.34% |
$41.2K - $46K
|
28.7K
$241K
|