Purchases and Sales Made in Q4 2023 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 2023. 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 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.6KNew |
$72.2K - $82.8K
|
10.6K
$94.4K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.4K+ 58.47% |
$70.4K - $80.8K
|
28.1K
$250K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10KNew |
$67.9K - $77.9K
|
10K
$88.8K
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
8.44KNew |
$57.3K - $65.8K
|
8.44K
$75K
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.69K+ 19.24% |
$52.2K - $59.9K
|
47.6K
$423K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.64K+ 0.6% |
$51.9K - $59.5K
|
1.28M
$11.4M
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
7.5KNew |
$50.9K - $58.4K
|
7.5K
$66.6K
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.87K+ 21.9% |
$46.6K - $53.5K
|
38.2K
$339K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.51K+ 3.89% |
$44.2K - $50.7K
|
174K
$1.54M
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6.24KNew |
$42.4K - $48.6K
|
6.24K
$55.4K
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.79K+ 1.63% |
$39.3K - $45.1K
|
361K
$3.21M
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.69K+ 1.21% |
$38.6K - $44.3K
|
476K
$4.22M
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.19K+ 1.36% |
$35.2K - $40.4K
|
386K
$3.43M
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.08K+ 12.58% |
$27.7K - $31.8K
|
36.5K
$324K
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
3.8K+ 5.33% |
$25.8K - $29.6K
|
75.1K
$667K
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3.65KNew |
$24.8K - $28.4K
|
3.65K
$32.4K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.11K+ 1.77% |
$21.1K - $24.3K
|
179K
$1.59M
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2.92KNew |
$19.8K - $22.7K
|
2.92K
$25.9K
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.65KNew |
$18K - $20.6K
|
2.65K
$23.5K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.62K+ 1.68% |
$17.8K - $20.4K
|
159K
$1.41M
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
2.6K+ 33.54% |
$17.7K - $20.3K
|
10.4K
$91.9K
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.55K+ 6.02% |
$17.3K - $19.9K
|
44.9K
$399K
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
BUY
|
- |
2.45K+ 2.25% |
$16.7K - $19.1K
|
111K
$990K
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.31K+ 14.59% |
$15.7K - $18K
|
18.2K
$161K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.07KNew |
$14K - $16.1K
|
2.07K
$18.4K
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.89KNew |
$12.8K - $14.7K
|
1.89K
$16.7K
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.85K+ 1.37% |
$12.6K - $14.4K
|
137K
$1.22M
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.7K+ 103.03% |
$11.5K - $13.2K
|
3.35K
$29.7K
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
1.61K+ 6.02% |
$10.9K - $12.5K
|
28.3K
$251K
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.61K+ 2.38% |
$10.9K - $12.5K
|
69.1K
$614K
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.56K+ 5.34% |
$10.6K - $12.1K
|
30.7K
$272K
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
1.5K+ 0.86% |
$10.2K - $11.7K
|
176K
$1.56M
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.2K+ 1.13% |
$8.15K - $9.35K
|
108K
$957K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.06KNew |
$7.16K - $8.22K
|
1.06K
$9.37K
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
912+ 0.79% |
$6.19K - $7.1K
|
116K
$1.03M
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
900New |
$6.11K - $7.01K
|
900
$7.99K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
868+ 44.9% |
$5.89K - $6.76K
|
2.8K
$24.9K
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
800New |
$5.43K - $6.23K
|
800
$7.1K
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
763+ 2.68% |
$5.18K - $5.94K
|
29.2K
$259K
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
363+ 2.27% |
$2.46K - $2.83K
|
16.4K
$146K
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
354+ 8.14% |
$2.4K - $2.76K
|
4.7K
$41.7K
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
353+ 0.52% |
$2.4K - $2.75K
|
68.3K
$606K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
321+ 1.78% |
$2.18K - $2.5K
|
18.4K
$163K
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
286+ 2.25% |
$1.94K - $2.23K
|
13K
$116K
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
264+ 2.01% |
$1.79K - $2.06K
|
13.4K
$119K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
200+ 9.16% |
$1.36K - $1.56K
|
2.38K
$21.2K
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
161+ 0.89% |
$1.09K - $1.25K
|
18.3K
$162K
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
144+ 0.61% |
$978 - $1.12K
|
23.6K
$210K
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
119+ 2.26% |
$808 - $927
|
5.39K
$47.8K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
86+ 0.79% |
$584 - $670
|
11K
$97.5K
|