Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
370KNew |
$3.71M - $3.96M
|
370K
$3.08M
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
217K+ 1.0% |
$2.18M - $2.32M
|
21.9M
$182M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
191K+ 242.59% |
$1.92M - $2.04M
|
270K
$2.25M
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
146K+ 79.78% |
$1.47M - $1.57M
|
330K
$2.75M
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
137K+ 4.22% |
$1.37M - $1.47M
|
3.39M
$28.2M
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
98.9KNew |
$992K - $1.06M
|
98.9K
$823K
|
|
Feb 11, 2022
Q4 2021
|
Saxon Interests, Inc.
|
BUY
|
- |
92.8KNew |
$931K - $993K
|
92.8K
$772K
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
76.8KNew |
$770K - $822K
|
76.8K
$639K
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
73.3K+ 17.49% |
$735K - $785K
|
493K
$4.1M
|
|
Feb 09, 2022
Q4 2021
|
Wealth Effects LLC
|
BUY
|
- |
68KNew |
$683K - $728K
|
68K
$566K
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
65.5K+ 7.83% |
$657K - $701K
|
903K
$7.51M
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
64.6K+ 618.53% |
$648K - $692K
|
75.1K
$625K
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
56.3K+ 6.79% |
$565K - $602K
|
885K
$7.37M
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
55.6K+ 34.88% |
$558K - $595K
|
215K
$1.79M
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
55.5KNew |
$556K - $593K
|
55.5K
$461K
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
BUY
|
- |
55.5KNew |
$556K - $593K
|
55.5K
$461K
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
52KNew |
$521K - $556K
|
52K
$433K
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
51.4K+ 5.02% |
$516K - $550K
|
1.07M
$8.94M
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
50.6K+ 34.9% |
$508K - $542K
|
196K
$1.63M
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
46.8KNew |
$469K - $501K
|
46.8K
$389K
|
|
Feb 07, 2022
Q4 2021
|
Shaker Financial Services, LLC
|
BUY
|
- |
42.4KNew |
$425K - $454K
|
42.4K
$353K
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
42K+ 11.62% |
$421K - $449K
|
403K
$3.35M
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
39KNew |
$392K - $418K
|
39K
$325K
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
35.5K+ 9.61% |
$356K - $380K
|
405K
$3.37M
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
33.6K+ 11.75% |
$337K - $359K
|
319K
$2.66M
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
32.8KNew |
$328K - $350K
|
32.8K
$272K
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
30.8K+ 9.93% |
$309K - $330K
|
341K
$2.84M
|
|
Jan 18, 2022
Q4 2021
|
David J Yvars Group
|
BUY
|
- |
28.5K+ 34.31% |
$286K - $305K
|
112K
$929K
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
26.6KNew |
$267K - $285K
|
26.6K
$221K
|
|
Jan 20, 2022
Q4 2021
|
Capital Cs Group, LLC
|
BUY
|
- |
24.9K+ 92.89% |
$249K - $266K
|
51.6K
$429K
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
23.2KNew |
$233K - $248K
|
23.2K
$193K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
21.7K+ 25.87% |
$218K - $232K
|
106K
$879K
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
20KNew |
$201K - $214K
|
20K
$166K
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
18.2K+ 502.1% |
$182K - $194K
|
21.8K
$181K
|
|
Feb 14, 2022
Q4 2021
|
Horizon Wealth Management, LLC
|
BUY
|
- |
17.6KNew |
$177K - $189K
|
17.6K
$147K
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
17.4KNew |
$174K - $186K
|
17.4K
$144K
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
15.1KNew |
$152K - $162K
|
15.1K
$126K
|
|
Jan 19, 2022
Q4 2021
|
Brio Consultants, LLC
|
BUY
|
- |
13.7KNew |
$137K - $146K
|
13.7K
$114K
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.5KNew |
$135K - $144K
|
13.5K
$112K
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
12.7KNew |
$127K - $136K
|
12.7K
$106K
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
12KNew |
$120K - $128K
|
12K
$99.7K
|
|
Feb 03, 2022
Q4 2021
|
Wealth Management Solutions, LLC
|
BUY
|
- |
11.6KNew |
$116K - $124K
|
11.6K
$96.5K
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.5K+ 3.08% |
$116K - $123K
|
385K
$3.21M
|
|
May 13, 2022
Q4 2021
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
11KNew |
$110K - $117K
|
11K
$91.2K
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
10.9KNew |
$109K - $116K
|
10.9K
$90.6K
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
8.87KNew |
$89K - $94.9K
|
8.87K
$73.8K
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8K+ 14.04% |
$80.3K - $85.6K
|
65K
$541K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.61K+ 5.26% |
$76.3K - $81.4K
|
152K
$1.27M
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.87K+ 13.7% |
$68.9K - $73.5K
|
57K
$474K
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.8K+ 24.64% |
$68.2K - $72.7K
|
34.4K
$286K
|