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Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) Institutional Ownership

$8.20 +0.13 (+1.55%)
Closing price 05/1/2025 03:59 PM Eastern
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As of 05/1/2025 06:40 PM Eastern
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Institutional Ownership Changes (13F Filings) for Eaton Vance Tax-Managed Global Diversified Equity Income Fund (NYSE:EXG)

Number of
Institutional Buyers
(last 12 months)
123
Total
Institutional Inflows
(last 12 months)
$107.84M
Number of
Institutional Sellers
(last 12 months)
74
Total
Institutional Outflows
(last 12 months)
$55.60M
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EXG Institutional Buying and Selling by Quarter

Eaton Vance Tax-Managed Global Diversified Equity Income Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2025Pointe Capital Management LLC159,532$1.30M0.8%-4.3%0.000%
5/1/2025Hughes Financial Services LLC3,630$30K0.0%N/A0.000%
5/1/2025Focused Wealth Management Inc550,333$4.48M0.6%+3.8%0.000%
4/30/2025 Cerity Partners LLC21,500$175K0.0%-15.9%0.000%
4/30/2025 Stratos Wealth Partners LTD.20,623$168K0.0%+7.8%0.000%
4/29/2025 Heritage Wealth Management Inc.23,885$194K0.1%N/A0.000%
4/29/2025 Envestnet Asset Management Inc.284,913$2.32M0.0%+20.4%0.000%
4/29/2025 Penserra Capital Management LLC587,673$4.78M0.1%+4.1%0.000%
4/29/2025 Bank of New York Mellon Corp17,002$138K0.0%-15.0%0.000%
4/29/2025 Calamos Advisors LLC60,982$496K0.0%-3.8%0.000%
4/24/2025 Allspring Global Investments Holdings LLC1,535,852$12.50M0.0%-2.1%0.000%
4/23/2025 HBK Sorce Advisory LLC23,345$190K0.0%-19.1%0.000%
4/23/2025 Global Assets Advisory LLC27,950$217K0.0%+100.3%0.000%
4/23/2025 Oppenheimer & Co. Inc.72,839$593K0.0%+32.8%0.000%
4/22/2025 Flagship Harbor Advisors LLC21,717$177K0.0%+9.6%0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.312,908$2.55M0.0%+11.8%0.000%
4/22/2025 Advisor Resource Council127,752$1.04M0.1%N/A0.000%
4/21/2025 Barrett & Company Inc.4,350$35K0.0%N/A0.000%
4/18/2025 Clarius Group LLC107,906$878K0.1%+524.9%0.000%
4/18/2025 Insigneo Advisory Services LLC20,591$168K0.0%-9.7%0.000%
4/17/2025 Janney Montgomery Scott LLC624,054$5.08M0.0%-5.0%0.000%
4/17/2025 Traphagen Investment Advisors LLC12,250$100K0.0%N/A0.000%
4/17/2025 Morey & Quinn Wealth Partners LLC93,772$763K0.6%+6.1%0.000%
4/17/2025 David J Yvars Group51,684$421K0.3%+3.0%0.000%
4/16/2025 Wealth Enhancement Advisory Services LLC56,789$462K0.0%+26.4%0.000%
4/14/2025 Park Avenue Securities LLC239,044$1.95M0.0%+14.5%0.000%
4/14/2025 KMG Fiduciary Partners LLC262,660$2.14M0.2%+117.1%0.000%
4/10/2025 Diligent Investors LLC31,274$255K0.1%+12.6%0.000%
4/9/2025 Merit Financial Group LLC59,464$484K0.0%+4.0%0.000%
4/9/2025 Integrated Capital Management Inc.43,551$355K0.3%+19.9%0.000%
4/9/2025 NBC Securities Inc.7,978$64K0.0%+113,871.4%0.000%
4/7/2025 GAMMA Investing LLC11,070$90K0.0%+3,184.9%0.000%
3/17/2025 Wealth Enhancement Advisory Services LLC44,914$367K0.0%+3.0%0.000%
3/12/2025Centaurus Financial Inc.103,087$842K0.1%-1.5%0.000%
2/25/2025B. Riley Wealth Advisors Inc.17,808$145K0.0%-79.9%0.000%
2/25/2025Polar Asset Management Partners Inc.236,120$1.93M0.0%N/A0.000%
2/19/2025Formidable Asset Management LLC1,050,162$8.58M1.4%-1.4%0.000%
2/18/2025 Western Wealth Management LLC26,297$215K0.1%-8.8%0.000%
2/18/2025 Sunbelt Securities Inc.42,606$349K0.0%-30.7%0.000%
2/18/2025Elequin Capital LP16,653$136K0.0%N/A0.000%
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2/18/2025First Heartland Consultants Inc.12,826$105K0.0%N/A0.000%
2/17/2025Waverly Advisors LLC13,986$114K0.0%N/A0.000%
2/17/2025Polar Asset Management Partners Inc.236,120$1.93M0.0%N/A0.000%
2/17/2025Quantedge Capital Pte Ltd20,800$170K0.1%-70.7%0.000%
2/17/2025Logan Stone Capital LLC330,158$2.70M0.9%-15.8%0.000%
2/17/2025Focus Partners Wealth68,154$583K0.0%+5.5%0.000%
2/17/2025 Diligent Investors LLC27,774$227K0.1%-10.9%0.000%
2/17/2025EP Wealth Advisors LLC13,633$111K0.0%N/A0.000%
2/17/2025CoreCap Advisors LLC411,174$3.36M0.2%+2.1%0.000%
2/17/2025Cetera Investment Advisers211,221$1.73M0.0%-6.8%0.000%
2/17/2025Bank of America Corp DE2,625,698$21.45M0.0%+1.5%0.000%
2/17/2025Bearing Point Capital LLC86,000$703K0.1%N/A0.000%
2/17/2025Ameriprise Financial Inc.803,820$6.57M0.0%-1.5%0.000%
2/14/2025South Plains Financial Inc.8,067$66K0.1%N/A0.000%
2/14/2025AQR Arbitrage LLC1,219,230$9.96M0.2%-28.6%0.000%
2/14/2025Mercer Global Advisors Inc. ADV38,066$311K0.0%-8.3%0.000%
2/14/2025Comerica Bank173,919$1.42M0.0%-3.2%0.000%
2/14/2025Northern Trust Corp34,138$279K0.0%-45.6%0.000%
2/14/2025Prosperity Consulting Group LLC584,949$4.78M0.4%+17.7%0.000%
2/14/2025Kovitz Investment Group Partners LLC27,165$222K0.0%+38.0%0.000%
2/14/2025Integrated Wealth Concepts LLC98,989$809K0.0%-6.8%0.000%
2/14/2025Stifel Financial Corp1,187,659$9.70M0.0%+5.9%0.000%
2/14/2025Shaker Financial Services LLC357,913$2.92M1.1%+0.4%0.000%
2/14/2025Commerce Bank34,731$284K0.0%+3.6%0.000%
2/13/2025Garden State Investment Advisory Services LLC34,831$285K0.1%-9.1%0.000%
2/13/20251607 Capital Partners LLC2,650,494$21.66M1.7%-5.3%0.000%
2/13/2025NewEdge Advisors LLC101,084$826K0.0%+7.3%0.000%
2/13/2025Main Street Financial Solutions LLC32,227$263K0.0%-11.5%0.000%
2/13/2025Guggenheim Capital LLC1,120,859$9.16M0.1%+83.8%0.000%
2/13/2025CreativeOne Wealth LLC48,750$398K0.0%N/A0.000%
2/13/2025Mariner LLC14,274$117K0.0%-18.4%0.000%
2/13/2025Cohen & Steers Inc.1,099,690$8.98M0.0%-5.8%0.000%
2/13/2025Rockefeller Capital Management L.P.394,793$3.23M0.0%+5.8%0.000%
2/13/2025Raymond James Financial Inc.2,213,111$18.08M0.0%N/A0.000%
2/13/2025Invesco Ltd.4,400,170$35.95M0.0%+1.2%0.000%
2/13/2025 Envestnet Asset Management Inc.236,601$1.93M0.0%-1.7%0.000%
2/13/2025Wells Fargo & Company MN1,257,618$10.28M0.0%-4.9%0.000%
2/12/2025Landscape Capital Management L.L.C.47,914$391K0.0%-45.2%0.000%
2/12/2025Thomas J. Herzfeld Advisors Inc.326,929$2.67M0.9%+6.3%0.000%
2/12/2025Blair William & Co. IL204,269$1.67M0.0%-1.4%0.000%
2/12/2025 Morey & Quinn Wealth Partners LLC88,372$722K0.6%N/A0.000%
2/11/2025 CoreFirst Bank & Trust4,000$33K0.0%N/A0.000%
2/11/2025LPL Financial LLC862,464$7.05M0.0%+7.1%0.000%
2/11/2025Millstone Evans Group LLC6,390$52K0.0%N/A0.000%
2/10/2025Advisors Asset Management Inc.1,452,948$11.87M0.2%+4.8%0.000%
2/10/2025Corient Private Wealth LLC65,180$533K0.0%-3.6%0.000%
2/10/2025one8zero8 LLC133,250$1.09M0.2%N/A0.000%
2/10/2025Natixis Advisors LLC27,713$226K0.0%+7.2%0.000%
2/10/2025Commonwealth Equity Services LLC1,132,035$9.25M0.0%+1.7%0.000%
2/10/2025Avantax Advisory Services Inc.24,059$197K0.0%-25.8%0.000%
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2/10/2025 Farther Finance Advisors LLC36,165$295K0.0%+21.0%0.000%
2/7/2025HighTower Advisors LLC759,415$6.20M0.0%-2.6%0.000%
2/7/2025Independent Advisor Alliance65,212$533K0.0%N/A0.000%
2/7/2025PNC Financial Services Group Inc.100,849$824K0.0%-5.8%0.000%
2/7/2025Blue Bell Private Wealth Management LLC12,197$103K0.0%N/A0.000%
2/6/2025Raymond James Financial Inc.2,213,111$18.08M0.0%N/A0.000%
2/6/2025Steward Partners Investment Advisory LLC180,627$1.48M0.0%-1.4%0.000%
2/5/2025 Halbert Hargrove Global Advisors LLC9,900$81K0.0%N/A0.000%
2/5/2025 Oppenheimer & Co. Inc.54,847$448K0.0%+41.6%0.000%
2/5/2025Pointe Capital Management LLC166,632$1.36M0.8%+2.9%0.000%
(Data available from 1/1/2016 forward)

EXG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EXG shares?

During the previous two years, 221 institutional investors and hedge funds held shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund. The most heavily invested institutionals were Invesco Ltd. ($35.95M), Karpus Management Inc. ($22.73M), 1607 Capital Partners LLC ($21.66M), Bank of America Corp DE ($21.45M), Raymond James Financial Inc. ($18.08M), Allspring Global Investments Holdings LLC ($12.50M), and Advisors Asset Management Inc. ($11.87M).Learn more on EXG's institutional investors.

Which institutional investors have been buying Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock?

Of the 184 institutional investors that purchased Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($4.43M), Cornerstone Advisors LLC ($2.95M), Allspring Global Investments Holdings LLC ($2.34M), Karpus Management Inc. ($2.26M), 1607 Capital Partners LLC ($901.94K), International Assets Investment Management LLC ($885.15K), and Guggenheim Capital LLC ($647.40K).

How much institutional buying is happening at Eaton Vance Tax-Managed Global Diversified Equity Income Fund?

Institutional investors have bought a total of 25,307,782 shares in the last 24 months. This purchase volume represents approximately $202.65M in transactions.

Which Eaton Vance Tax-Managed Global Diversified Equity Income Fund major shareholders have been selling company stock?

Of the 103 institutional investors that sold Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cornerstone Advisors LLC ($2.17M), Allspring Global Investments Holdings LLC ($780.37K), Wolverine Asset Management LLC ($735.41K), AQR Arbitrage LLC ($487.36K), International Assets Investment Management LLC ($482.37K), Landscape Capital Management L.L.C. ($461.39K), and Logan Stone Capital LLC ($334.97K).

How much institutional selling is happening at Eaton Vance Tax-Managed Global Diversified Equity Income Fund?

Institutional investors have sold a total of 8,710,666 shares in the last 24 months. This volume of shares sold represents approximately $72.31M in transactions.



This page (NYSE:EXG) was last updated on 5/2/2025 by MarketBeat.com Staff
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