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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
84+ 2.31% |
$660 - $737
|
3.72K
$31.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
64+ 1.14% |
$503 - $561
|
5.7K
$47.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
61+ 0.22% |
$479 - $535
|
27.7K
$232K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
45+ 0.2% |
$354 - $395
|
22.4K
$187K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
28+ 1.64% |
$220 - $246
|
1.73K
$14.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
20+ 0.09% |
$157 - $175
|
21.1K
$177K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
19+ 0.78% |
$149 - $167
|
2.47K
$20.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
18+ 0.23% |
$141 - $158
|
7.94K
$66.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
5+ 1.79% |
$39.3 - $43.8
|
284
$2.38K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-30- 0.07% |
$236 - $263
|
43.6K
$366K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-79- 0.17% |
$621 - $693
|
47.5K
$398K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-80- 0.43% |
$629 - $702
|
18.4K
$154K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-103- 19.11% |
$810 - $903
|
436
$3.65K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-111- 0.25% |
$872 - $973
|
43.5K
$364K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-177- 3.77% |
$1.39K - $1.55K
|
4.52K
$37.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-200- 1.57% |
$1.57K - $1.75K
|
12.6K
$105K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-261- 1.01% |
$2.05K - $2.29K
|
25.6K
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-409- 97.61% |
$3.21K - $3.59K
|
10
$83.8
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-550- 1.53% |
$4.32K - $4.82K
|
35.4K
$296K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-573- 0.84% |
$4.5K - $5.03K
|
67.6K
$567K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
SELL
|
- |
-635- 1.2% |
$4.99K - $5.57K
|
52.2K
$438K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-749- 0.97% |
$5.89K - $6.57K
|
76.4K
$640K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-872- 4.39% |
$6.85K - $7.65K
|
19K
$159K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-976- 1.91% |
$7.67K - $8.56K
|
50K
$419K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.11K- 3.88% |
$8.71K - $9.72K
|
27.5K
$230K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.11K- 3.36% |
$8.73K - $9.74K
|
32K
$268K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.24K- 5.82% |
$9.75K - $10.9K
|
20.1K
$168K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.25K- 15.82% |
$9.83K - $11K
|
6.65K
$55.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.83K- 1.46% |
$14.4K - $16K
|
123K
$1.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.98K- 4.87% |
$15.6K - $17.4K
|
38.7K
$325K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2K- 14.41% |
$15.7K - $17.5K
|
11.9K
$99.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-2K- 10.0% |
$15.7K - $17.5K
|
18K
$151K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-2.06K- 12.53% |
$16.2K - $18K
|
14.4K
$120K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.28K- 13.07% |
$17.9K - $20K
|
15.2K
$127K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.35K- 6.55% |
$18.5K - $20.6K
|
33.5K
$281K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.49K- 41.35% |
$19.6K - $21.8K
|
3.53K
$29.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.66K- 10.62% |
$20.9K - $23.4K
|
22.4K
$188K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.78K- 12.13% |
$21.9K - $24.4K
|
20.2K
$169K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.92K- 38.77% |
$23K - $25.6K
|
4.62K
$38.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3K- 26.33% |
$23.6K - $26.3K
|
8.4K
$70.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-3.48K- 20.71% |
$27.4K - $30.5K
|
13.3K
$112K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.25K- 2.5% |
$41.2K - $46K
|
205K
$1.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.37K- 11.46% |
$42.2K - $47.1K
|
41.5K
$348K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-5.85K- 93.75% |
$45.9K - $51.3K
|
390
$3.27K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.01K- 6.14% |
$55.1K - $61.5K
|
107K
$897K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-8.34K- 4.43% |
$65.5K - $73.1K
|
180K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.3K- 4.37% |
$81.3K - $90.7K
|
227K
$1.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-13.2K- 7.54% |
$104K - $116K
|
162K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-13.9K- 3.59% |
$109K - $122K
|
373K
$3.13M
|