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 |
---|---|---|---|---|---|---|---|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
43+ 1.49% |
$431 - $460
|
2.92K
$25K
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
29+ 0.73% |
$291 - $310
|
3.98K
$34K
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
20+ 2.09% |
$201 - $214
|
976
$8.34K
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
14+ 0.08% |
$140 - $150
|
17.5K
$149K
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-4- 0.02% |
$40.1 - $42.8
|
25.6K
$219K
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-6- 0.13% |
$60.2 - $64.2
|
4.49K
$38.4K
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-51- 5.36% |
$512 - $546
|
900
$7.7K
|
|
Feb 14, 2022
Q4 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-111- 0.05% |
$1.11K - $1.19K
|
233K
$1.99M
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-168- 1.23% |
$1.69K - $1.8K
|
13.5K
$116K
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-180- 0.57% |
$1.81K - $1.93K
|
31.5K
$270K
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
SELL
|
- |
-213- 1.02% |
$2.14K - $2.28K
|
20.6K
$176K
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-255- 0.86% |
$2.56K - $2.73K
|
29.5K
$252K
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
SELL
|
- |
-295- 1.56% |
$2.96K - $3.16K
|
18.6K
$159K
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-443- 1.4% |
$4.44K - $4.74K
|
31.3K
$267K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-445- 2.5% |
$4.46K - $4.76K
|
17.4K
$148K
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-471- 1.51% |
$4.72K - $5.04K
|
30.6K
$262K
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-622- 0.35% |
$6.24K - $6.66K
|
178K
$1.52M
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-700- 3.21% |
$7.02K - $7.49K
|
21.1K
$180K
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-750Closed |
$7.52K - $8.02K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-913Closed |
$9.16K - $9.77K
|
0
$0
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-948- 8.72% |
$9.51K - $10.1K
|
9.93K
$84.9K
|
|
Feb 03, 2022
Q4 2021
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-1KClosed |
$10K - $10.7K
|
0
$0
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1KClosed |
$10K - $10.7K
|
0
$0
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.32K- 12.35% |
$13.2K - $14.1K
|
9.37K
$80.1K
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.51K- 98.05% |
$15.2K - $16.2K
|
30
$257
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.55K- 2.1% |
$15.6K - $16.6K
|
72.6K
$620K
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.71K- 6.7% |
$17.1K - $18.3K
|
23.8K
$203K
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.9K- 11.55% |
$19.1K - $20.3K
|
14.6K
$124K
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-2.04K- 6.91% |
$20.5K - $21.9K
|
27.5K
$236K
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.29KClosed |
$23K - $24.5K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.63K- 4.04% |
$26.4K - $28.1K
|
62.4K
$533K
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.44K- 6.31% |
$34.5K - $36.8K
|
51.1K
$437K
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.26K- 3.14% |
$42.8K - $45.6K
|
132K
$1.13M
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-4.58K- 31.01% |
$46K - $49K
|
10.2K
$87.2K
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.13K- 18.71% |
$51.4K - $54.8K
|
22.3K
$190K
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.58K- 0.35% |
$56K - $59.7K
|
1.57M
$13.4M
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10KClosed |
$101K - $107K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-10KClosed |
$101K - $107K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-11.1K- 15.69% |
$111K - $119K
|
59.5K
$509K
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-11.7KClosed |
$118K - $126K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-12.4KClosed |
$125K - $133K
|
0
$0
|
|
Feb 17, 2022
Q4 2021
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-12.6KClosed |
$126K - $135K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-16.1KClosed |
$161K - $172K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-16.3KClosed |
$163K - $174K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-17.2K- 15.34% |
$172K - $184K
|
94.9K
$811K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-19.4K- 69.76% |
$195K - $208K
|
8.41K
$71.9K
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-19.8K- 2.71% |
$199K - $212K
|
712K
$6.09M
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-20.2K- 48.98% |
$203K - $216K
|
21.1K
$180K
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-20.9K- 5.02% |
$210K - $224K
|
396K
$3.39M
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-24.2KClosed |
$243K - $259K
|
0
$0
|