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 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
306+ 2.08% |
$2.5K - $2.65K
|
15K
$131K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
300New |
$2.45K - $2.6K
|
300
$2.62K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
250+ 2.11% |
$2.04K - $2.17K
|
12.1K
$106K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
241+ 1.8% |
$1.97K - $2.09K
|
13.7K
$119K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
210+ 0.42% |
$1.72K - $1.82K
|
50.2K
$439K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
200New |
$1.63K - $1.73K
|
200
$1.75K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
BUY
|
- |
195+ 0.39% |
$1.59K - $1.69K
|
50.2K
$439K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
191+ 2.38% |
$1.56K - $1.65K
|
8.22K
$71.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
167+ 0.66% |
$1.36K - $1.45K
|
25.4K
$222K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
167+ 0.83% |
$1.36K - $1.45K
|
20.3K
$177K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
153+ 0.83% |
$1.25K - $1.32K
|
18.6K
$162K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
147+ 1.77% |
$1.2K - $1.27K
|
8.46K
$73.9K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
138+ 2.39% |
$1.13K - $1.2K
|
5.9K
$51.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
137+ 0.48% |
$1.12K - $1.19K
|
28.8K
$252K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
103+ 1.23% |
$842 - $892
|
8.5K
$74.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
100+ 0.89% |
$817 - $866
|
11.4K
$99.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
99+ 2.14% |
$809 - $857
|
4.73K
$41.3K
|
|
|
Mar 03, 2025
Q4 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
94+ 0.79% |
$768 - $814
|
11.9K
$104K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
89+ 2.39% |
$727 - $771
|
3.81K
$33.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
68+ 1.19% |
$556 - $589
|
5.77K
$50.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
66+ 0.66% |
$539 - $572
|
10.1K
$88K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
64+ 0.23% |
$523 - $554
|
27.7K
$243K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
58+ 2.35% |
$474 - $502
|
2.53K
$22.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
55New |
$449 - $476
|
55
$481
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
23+ 1.05% |
$188 - $199
|
2.21K
$19.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
21+ 0.1% |
$172 - $182
|
21.1K
$185K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
16+ 0.03% |
$131 - $139
|
52.2K
$457K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
12+ 0.03% |
$98 - $104
|
41K
$359K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
7+ 2.46% |
$57.2 - $60.6
|
291
$2.54K
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2+ 0.01% |
$16.3 - $17.3
|
14K
$122K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-66- 0.66% |
$539 - $572
|
10K
$87.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-250- 1.62% |
$2.04K - $2.17K
|
15.1K
$132K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-300- 0.65% |
$2.45K - $2.6K
|
46.1K
$403K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-350- 1.74% |
$2.86K - $3.03K
|
19.8K
$173K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-407- 0.45% |
$3.33K - $3.52K
|
89.9K
$786K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-658- 0.38% |
$5.38K - $5.7K
|
175K
$1.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-741- 82.33% |
$6.05K - $6.42K
|
159
$1.39K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1K- 28.33% |
$8.17K - $8.66K
|
2.53K
$22.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.08K- 9.27% |
$8.79K - $9.32K
|
10.5K
$92K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.2K- 3.42% |
$9.8K - $10.4K
|
33.9K
$296K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.37K- 10.27% |
$11.2K - $11.9K
|
12K
$104K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.59K- 1.52% |
$13K - $13.8K
|
103K
$901K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-1.6K- 18.09% |
$13.1K - $13.8K
|
7.24K
$63.3K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.91K- 3.4% |
$15.6K - $16.5K
|
54.3K
$475K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.32K- 3.13% |
$19K - $20.1K
|
71.8K
$628K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.42K- 3.58% |
$19.8K - $21K
|
65.2K
$570K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.49K- 2.02% |
$20.3K - $21.6K
|
121K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.5K- 1.36% |
$20.4K - $21.6K
|
181K
$1.58M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.55K- 8.84% |
$20.8K - $22.1K
|
26.3K
$230K
|