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

$8.93 +0.14 (+1.54%)
As of 07/3/2025 03:30 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)
124
Total
Institutional Inflows
(last 12 months)
$113.67M
Number of
Institutional Sellers
(last 12 months)
83
Total
Institutional Outflows
(last 12 months)
$65.96M
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EXG Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025Focus Partners Wealth40,543$330K0.0%-40.5%0.000%
5/19/2025Jane Street Group LLC35,469$289K0.0%N/A0.000%
5/16/2025Polar Asset Management Partners Inc.296,350$2.41M0.1%+25.5%0.000%
5/16/2025AQR Arbitrage LLC662,027$5.31M0.1%-45.7%0.000%
5/16/2025Advisors Asset Management Inc.1,415,946$11.53M0.2%-2.5%0.000%
5/16/20251607 Capital Partners LLC2,207,936$17.97M1.4%-16.7%0.000%
5/15/2025Ashton Thomas Securities LLC17,764$145K0.0%+18.1%0.000%
5/15/2025Royal Bank of Canada1,406,094$11.45M0.0%+11.1%0.000%
5/15/2025Baird Financial Group Inc.10,261$84K0.0%N/A0.000%
5/14/2025CreativeOne Wealth LLC38,300$312K0.0%-21.4%0.000%
5/14/2025Comerica Bank168,587$1.37M0.0%-3.1%0.000%
5/14/2025Kestra Advisory Services LLC160,387$1.31M0.0%-30.5%0.000%
5/14/2025Venture Visionary Partners LLC19,300$157K0.0%-50.0%0.000%
5/13/2025Mill Creek Capital Advisors LLC35,659$290K0.0%+7.5%0.000%
5/13/2025Raymond James Financial Inc.2,238,024$18.22M0.0%+1.1%0.000%
5/13/2025Kovitz Investment Group Partners LLC49,392$402K0.0%+81.8%0.000%
5/13/2025HighTower Advisors LLC750,441$6.11M0.0%-1.2%0.000%
5/12/2025Invesco Ltd.4,344,707$35.37M0.0%-1.3%0.000%
5/12/2025Benjamin Edwards Inc.30,630$249K0.0%-4.2%0.000%
5/9/2025MGB Wealth Management LLC112,644$919K0.3%+100.0%0.000%
5/9/2025Blair William & Co. IL197,075$1.60M0.0%-3.5%0.000%
5/8/2025Moors & Cabot Inc.27,317$222K0.0%+17.8%0.000%
5/8/2025Eastern Bank3,206$26K0.0%N/A0.000%
5/7/2025Sunpointe LLC38,765$316K0.2%+65.5%0.000%
5/7/2025Prosperity Consulting Group LLC604,050$4.92M0.4%+3.3%0.000%
5/7/2025LPL Financial LLC2,648,786$21.56M0.0%+207.1%0.000%
5/7/2025one8zero8 LLC135,550$1.10M0.3%+1.7%0.000%
5/7/2025First Heartland Consultants Inc.18,251$149K0.0%+42.3%0.000%
5/6/2025Cetera Investment Advisers194,976$1.59M0.0%-7.7%0.000%
5/6/2025Avantax Advisory Services Inc.27,844$227K0.0%+15.7%0.000%
5/6/2025Kovack Advisors Inc.46,990$382K0.0%-6.4%0.000%
5/6/2025Beacon Investment Advisory Services Inc.14,895$121K0.0%-9.1%0.000%
5/6/2025VSM Wealth Advisory LLC13,215$108K0.0%-35.6%0.000%
5/6/2025Choreo LLC17,951$146K0.0%-20.9%0.000%
5/5/2025Kestra Private Wealth Services LLC21,721$177K0.0%+17.0%0.000%
5/5/2025Formidable Asset Management LLC1,022,041$8.32M1.4%-2.7%0.000%
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%
4/30/2025Cerity Partners LLC21,500$175K0.0%-15.9%0.000%
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4/30/2025Stratos Wealth Partners LTD.20,623$168K0.0%+7.8%0.000%
4/29/2025Heritage Wealth Management Inc.23,885$194K0.1%N/A0.000%
4/29/2025Envestnet Asset Management Inc.284,913$2.32M0.0%+20.4%0.000%
4/29/2025Penserra Capital Management LLC587,673$4.78M0.1%+4.1%0.000%
4/29/2025Bank of New York Mellon Corp17,002$138K0.0%-15.0%0.000%
4/29/2025Calamos Advisors LLC60,982$496K0.0%-3.8%0.000%
4/24/2025Allspring Global Investments Holdings LLC1,535,852$12.50M0.0%-2.1%0.000%
4/23/2025HBK Sorce Advisory LLC23,345$190K0.0%-19.1%0.000%
4/23/2025Global Assets Advisory LLC27,950$217K0.0%+100.3%0.000%
4/23/2025Oppenheimer & Co. Inc.72,839$593K0.0%+32.8%0.000%
4/22/2025Flagship Harbor Advisors LLC21,717$177K0.0%+9.6%0.000%
4/22/2025Cambridge Investment Research Advisors Inc.312,908$2.55M0.0%+11.8%0.000%
4/22/2025Advisor Resource Council127,752$1.04M0.1%N/A0.000%
4/21/2025Barrett & Company Inc.4,350$35K0.0%N/A0.000%
4/18/2025Clarius Group LLC107,906$878K0.1%+524.9%0.000%
4/18/2025Insigneo Advisory Services LLC20,591$168K0.0%-9.7%0.000%
4/17/2025Janney Montgomery Scott LLC624,054$5.08M0.0%-5.0%0.000%
4/17/2025Traphagen Investment Advisors LLC12,250$100K0.0%N/A0.000%
4/17/2025Morey & Quinn Wealth Partners LLC93,772$763K0.6%+6.1%0.000%
4/17/2025David J Yvars Group51,684$421K0.3%+3.0%0.000%
4/16/2025Wealth Enhancement Advisory Services LLC56,789$462K0.0%+26.4%0.000%
4/14/2025Park Avenue Securities LLC239,044$1.95M0.0%+14.5%0.000%
4/14/2025KMG Fiduciary Partners LLC262,660$2.14M0.2%+117.1%0.000%
4/10/2025Diligent Investors LLC31,274$255K0.1%+12.6%0.000%
4/9/2025Merit Financial Group LLC59,464$484K0.0%+4.0%0.000%
4/9/2025Integrated Capital Management Inc.43,551$355K0.3%+19.9%0.000%
4/9/2025NBC Securities Inc.7,978$64K0.0%+113,871.4%0.000%
4/7/2025GAMMA Investing LLC11,070$90K0.0%+3,184.9%0.000%
3/17/2025Wealth 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%
2/18/2025Western Wealth Management LLC26,297$215K0.1%-8.8%0.000%
2/18/2025Sunbelt Securities Inc.42,606$349K0.0%-30.7%0.000%
2/18/2025Elequin Capital LP16,653$136K0.0%N/A0.000%
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%
2/17/2025Diligent 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%
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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%
(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. ($35.37M), Karpus Management Inc. ($22.73M), LPL Financial LLC ($21.56M), Bank of America Corp DE ($21.45M), Raymond James Financial Inc. ($18.22M), 1607 Capital Partners LLC ($17.97M), and Allspring Global Investments Holdings LLC ($12.50M).Learn more on Eaton Vance Tax-Managed Global Diversified Equity Income Fund's institutional investors.

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

Of the 181 institutional investors that purchased Eaton Vance Tax-Managed Global Diversified Equity Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($4.45M), Cornerstone Advisors LLC ($2.95M), Allspring Global Investments Holdings LLC ($2.34M), LPL Financial LLC ($1.98M), 1607 Capital Partners LLC ($901.94K), International Assets Investment Management LLC ($885.15K), and Karpus Management Inc. ($864.77K).

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

Institutional investors have bought a total of 13,713,466 shares in the last 24 months. This purchase volume represents approximately $113.67M in transactions.

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

Of the 83 institutional investors that sold Eaton Vance Tax-Managed Global Diversified Equity Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cornerstone Advisors LLC ($2.17M), AQR Arbitrage LLC ($1.04M), Allspring Global Investments Holdings LLC ($780.37K), Wolverine Asset Management LLC ($606.11K), 1607 Capital Partners LLC ($591.64K), International Assets Investment Management LLC ($474.05K), and Landscape Capital Management L.L.C. ($387.10K).

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

Institutional investors have sold a total of 7,839,433 shares in the last 24 months. This volume of shares sold represents approximately $65.96M in transactions.


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This page (NYSE:EXG) was last updated on 7/6/2025 by MarketBeat.com Staff
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