Purchases and Sales Made in Q4 2022 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 2022. 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, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.3KNew |
$81.9K - $91.2K
|
11.3K
$94.8K
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.8KNew |
$78.4K - $87.2K
|
10.8K
$90.7K
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
10.5K+ 100.87% |
$75.9K - $84.5K
|
20.9K
$175K
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.3K+ 84.68% |
$74.5K - $82.9K
|
22.4K
$188K
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.64K+ 17.01% |
$69.8K - $77.7K
|
66.3K
$556K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.96K+ 46.2% |
$64.9K - $72.2K
|
28.4K
$238K
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.24K+ 1.73% |
$52.4K - $58.3K
|
425K
$3.56M
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
6.83K+ 53.51% |
$49.4K - $55K
|
19.6K
$164K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
6.24KNew |
$45.2K - $50.3K
|
6.24K
$52.3K
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.77K+ 48.05% |
$41.8K - $46.5K
|
17.8K
$149K
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.62K+ 6.32% |
$33.4K - $37.2K
|
77.7K
$651K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.73KNew |
$27K - $30K
|
3.73K
$31.2K
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
3K+ 11.02% |
$21.7K - $24.2K
|
30.2K
$253K
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
BUY
|
- |
2.48K+ 2.48% |
$18K - $20K
|
102K
$857K
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
BUY
|
- |
2.48K+ 10.21% |
$18K - $20K
|
26.8K
$224K
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.39K+ 8.23% |
$17.3K - $19.2K
|
31.4K
$263K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.07KNew |
$15K - $16.7K
|
2.07K
$17.3K
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.6K+ 3.91% |
$11.6K - $12.9K
|
42.4K
$355K
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
1.43KNew |
$10.4K - $11.5K
|
1.43K
$12K
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.3K+ 12.04% |
$9.41K - $10.5K
|
12.1K
$101K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.2K+ 4.09% |
$8.68K - $9.66K
|
30.5K
$256K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.1KNew |
$7.96K - $8.87K
|
1.1K
$9.22K
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1KNew |
$7.24K - $8.06K
|
1K
$8.38K
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
990New |
$7.17K - $7.98K
|
990
$8.3K
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
640New |
$4.63K - $5.16K
|
640
$5.36K
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
600+ 4.16% |
$4.34K - $4.84K
|
15K
$126K
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
333+ 1.77% |
$2.41K - $2.68K
|
19.1K
$160K
|
|
Jan 17, 2023
Q4 2022
|
David J Yvars Group
|
BUY
|
- |
301+ 0.48% |
$2.18K - $2.43K
|
62.8K
$527K
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
284+ 0.48% |
$2.06K - $2.29K
|
59.1K
$495K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
263+ 0.83% |
$1.9K - $2.12K
|
32K
$269K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
260New |
$1.88K - $2.1K
|
260
$2.18K
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
250+ 2.13% |
$1.81K - $2.02K
|
12K
$101K
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
185+ 1.43% |
$1.34K - $1.49K
|
13.1K
$110K
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
161+ 0.47% |
$1.17K - $1.3K
|
34.2K
$287K
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
138+ 0.57% |
$999 - $1.11K
|
24.3K
$204K
|
|
Feb 01, 2023
Q4 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
117+ 0.93% |
$847 - $943
|
12.7K
$106K
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
114+ 2.36% |
$825 - $919
|
4.94K
$41.4K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
114+ 0.84% |
$825 - $919
|
13.7K
$115K
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
105+ 0.32% |
$760 - $846
|
32.9K
$276K
|
|
Feb 13, 2023
Q4 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
99+ 0.92% |
$717 - $798
|
10.9K
$90.9K
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
82+ 0.78% |
$594 - $661
|
10.7K
$89.3K
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
78+ 2.53% |
$565 - $629
|
3.17K
$26.5K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
73+ 0.71% |
$529 - $588
|
10.4K
$86.9K
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
63New |
$456 - $508
|
63
$528
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
60New |
$434 - $484
|
60
$503
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
54+ 0.7% |
$391 - $435
|
7.75K
$64.9K
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
27+ 2.54% |
$195 - $218
|
1.09K
$9.12K
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
23+ 2.54% |
$167 - $185
|
930
$7.79K
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
23+ 2.36% |
$167 - $185
|
998
$8.36K
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
18+ 0.09% |
$130 - $145
|
21K
$176K
|