Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.5KNew |
$86.1K - $91.2K
|
10.5K
$93.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
10KNew |
$81.7K - $86.6K
|
10K
$88.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
9.9KNew |
$80.9K - $85.7K
|
9.9K
$87.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
9.65K+ 20.31% |
$78.9K - $83.6K
|
57.2K
$506K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.43K+ 2.09% |
$68.8K - $73K
|
411K
$3.64M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
8.07KNew |
$65.9K - $69.9K
|
8.07K
$71.4K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.88K+ 7.3% |
$56.2K - $59.6K
|
101K
$895K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
6.39KNew |
$52.2K - $55.3K
|
6.39K
$56.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.29K+ 21.03% |
$51.3K - $54.4K
|
36.2K
$320K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
5KNew |
$40.9K - $43.3K
|
5K
$44.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
4.74K+ 2.93% |
$38.7K - $41K
|
167K
$1.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.16K+ 3.44% |
$33.9K - $36K
|
125K
$1.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.92K+ 1.91% |
$32K - $33.9K
|
209K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.74KNew |
$30.5K - $32.4K
|
3.74K
$33.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.92K+ 9.11% |
$23.8K - $25.3K
|
34.9K
$309K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
2.87K+ 15.79% |
$23.4K - $24.8K
|
21K
$186K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.47K+ 6.98% |
$20.2K - $21.4K
|
37.8K
$335K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.16K+ 4.96% |
$17.6K - $18.7K
|
45.6K
$404K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
2.02K+ 2.69% |
$16.5K - $17.5K
|
77.2K
$683K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2K+ 200.0% |
$16.3K - $17.3K
|
3K
$26.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.86K+ 7.21% |
$15.2K - $16.1K
|
27.7K
$245K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.7KNew |
$13.9K - $14.7K
|
1.7K
$15.1K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
1.65KNew |
$13.5K - $14.3K
|
1.65K
$14.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.5KNew |
$12.3K - $13K
|
1.5K
$13.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.5KNew |
$12.3K - $13K
|
1.5K
$13.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
1.32K+ 0.37% |
$10.8K - $11.5K
|
358K
$3.17M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.29K+ 2.97% |
$10.6K - $11.2K
|
44.9K
$397K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.23K+ 3.59% |
$10K - $10.6K
|
35.4K
$314K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.2K+ 3.58% |
$9.8K - $10.4K
|
34.7K
$307K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.08KNew |
$8.83K - $9.36K
|
1.08K
$9.57K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1.01KNew |
$8.26K - $8.76K
|
1.01K
$8.95K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
998+ 2.35% |
$8.15K - $8.64K
|
43.5K
$385K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
950New |
$7.76K - $8.23K
|
950
$8.41K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
940+ 2.63% |
$7.68K - $8.14K
|
36.6K
$324K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
880+ 2.83% |
$7.19K - $7.62K
|
32K
$283K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
842New |
$6.88K - $7.29K
|
842
$7.45K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
782New |
$6.39K - $6.77K
|
782
$6.92K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
775+ 3.46% |
$6.33K - $6.71K
|
23.2K
$205K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
770+ 2.39% |
$6.29K - $6.67K
|
33.1K
$293K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
699+ 7.56% |
$5.71K - $6.05K
|
9.95K
$88.1K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
676+ 1.43% |
$5.52K - $5.85K
|
47.8K
$423K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
667+ 4.56% |
$5.45K - $5.78K
|
15.3K
$135K
|
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
618+ 0.02% |
$5.05K - $5.35K
|
2.71M
$24M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
537+ 31.0% |
$4.39K - $4.65K
|
2.27K
$20.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
479+ 2.03% |
$3.91K - $4.15K
|
24.1K
$213K
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
470+ 1.31% |
$3.84K - $4.07K
|
36.3K
$321K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
400+ 0.31% |
$3.27K - $3.46K
|
129K
$1.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
338+ 1.51% |
$2.76K - $2.93K
|
22.7K
$201K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
337New |
$2.75K - $2.92K
|
337
$2.98K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
331+ 2.38% |
$2.7K - $2.87K
|
14.3K
$126K
|