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

$8.86 +0.04 (+0.40%)
As of 01:57 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)
139
Total
Institutional Inflows
(last 12 months)
$171.31M
Number of
Institutional Sellers
(last 12 months)
84
Total
Institutional Outflows
(last 12 months)
$64.56M
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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
8/11/2025Diversified Portfolios Inc.19,900$174K0.0%N/A0.000%
8/8/2025 Rockefeller Capital Management L.P.392,716$3.44M0.0%+4.3%0.000%
8/8/2025 Cetera Investment Advisers192,722$1.69M0.0%-1.2%0.000%
8/8/2025 Calamos Advisors LLC56,104$491K0.0%-8.0%0.000%
8/8/2025 PNC Financial Services Group Inc.60,304$528K0.0%-40.6%0.000%
8/7/2025 Retirement Solution LLC18,693$164K0.0%N/A0.000%
8/7/2025 Allworth Financial LP118,283$1.04M0.0%+5,259.4%0.000%
8/6/2025 Prospera Financial Services Inc12,173$107K0.0%-29.1%0.000%
8/6/2025 Penserra Capital Management LLC605,566$5.30M0.1%+3.0%0.000%
8/6/2025 Atlantic Union Bankshares Corp6,500$57K0.0%N/A0.000%
8/6/2025 Moors & Cabot Inc.21,162$185K0.0%-22.5%0.000%
8/5/2025 Prosperity Consulting Group LLC653,612$5.72M0.4%+8.2%0.000%
8/5/2025 Shaker Financial Services LLC41,840$366K0.1%N/A0.000%
8/4/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors13,126$115K0.0%N/A0.000%
8/4/2025 Kovack Advisors Inc.52,949$463K0.0%+12.7%0.000%
8/4/2025 IFG Advisory LLC20,937$183K0.0%N/A0.000%
8/4/2025 Amplius Wealth Advisors LLC31,500$276K0.0%+57.5%0.000%
8/4/2025 Impact Partnership Wealth LLC10,125$89K0.0%N/A0.000%
8/4/2025 HBK Sorce Advisory LLC28,301$248K0.0%+21.2%0.000%
8/4/2025 Spire Wealth Management6,992$61K0.0%-18.8%0.000%
7/29/2025 International Assets Investment Management LLC71,954$630K0.0%+12.9%0.000%
7/29/2025 SAM Advisors LLC507,381$4.44M1.5%N/A0.000%
7/29/2025 Stratos Wealth Partners LTD.21,801$191K0.0%+5.7%0.000%
7/28/2025 Harbour Investments Inc.12,800$112K0.0%+28.6%0.000%
7/28/2025 IFC Advisors LLC66,534$582K0.1%N/A0.000%
7/25/2025 Atria Wealth Solutions Inc.63,736$558K0.0%+90.7%0.000%
7/25/2025 Integrated Capital Management Inc.46,175$404K0.3%+6.0%0.000%
7/25/2025 Allspring Global Investments Holdings LLC1,275,194$11.16M0.0%-17.0%0.000%
7/25/2025 Apollon Wealth Management LLC25,952$227K0.0%+5.3%0.000%
7/24/2025 IFP Advisors Inc2,971$26K0.0%+74.8%0.000%
7/23/2025 Morey & Quinn Wealth Partners LLC104,187$912K0.7%+11.1%0.000%
7/23/2025 Sax Wealth Advisors LLC17,242$151K0.0%+54.7%0.000%
7/23/2025 SteelPeak Wealth LLC107,434$940K0.0%-4.9%0.000%
7/22/2025 MBL Wealth LLC19,150$168K0.0%N/A0.000%
7/22/2025 Wealthcare Advisory Partners LLC10,771$94K0.0%N/A0.000%
7/21/2025 Ameritas Advisory Services LLC48,497$424K0.0%-32.5%0.000%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management15,230$133K0.0%N/A0.000%
7/18/2025 Truist Financial Corp191,038$1.67M0.0%-3.6%0.000%
7/17/2025 Janney Montgomery Scott LLC636,755$5.57M0.0%+2.0%0.000%
7/16/2025 MKT Advisors LLC33,211$292K0.1%-4.9%0.000%
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7/16/2025 Dakota Wealth Management59,525$521K0.0%-23.0%0.000%
7/15/2025 Focused Wealth Management Inc548,803$4.80M0.6%-0.3%0.000%
7/14/2025 Park Avenue Securities LLC235,465$2.06M0.0%-1.5%0.000%
7/11/2025 Farther Finance Advisors LLC46,091$403K0.0%+24.1%0.000%
7/11/2025 Pinnacle Bancorp Inc.4,623$40K0.0%N/A0.000%
7/11/2025 SeaCrest Wealth Management LLC24,738$216K0.0%-9.9%0.000%
7/11/2025 Kingstone Capital Partners Texas LLC6,452,996$52.08M0.0%N/A0.000%
7/10/2025 Wealth Enhancement Advisory Services LLC63,171$561K0.0%+11.2%0.000%
7/10/2025 KMG Fiduciary Partners LLC292,159$2.56M0.2%+11.2%0.000%
7/10/2025 Focus Financial Network Inc.29,381$257K0.0%+20.1%0.000%
7/9/2025 David J Yvars Group55,489$485K0.3%+7.4%0.000%
7/9/2025 Post Resch Tallon Group Inc.39,871$349K0.3%+27.7%0.000%
7/8/2025 Northstar Advisory Group LLC102,214$894K0.4%+3.0%0.000%
7/8/2025 Parallel Advisors LLC9,819$86K0.0%+68.2%0.000%
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%
5/15/2025 Ashton 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%
5/14/2025 Venture 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%
5/9/2025 Blair William & Co. IL197,075$1.60M0.0%-3.5%0.000%
5/8/2025 Moors & Cabot Inc.27,317$222K0.0%+17.8%0.000%
5/8/2025 Eastern Bank3,206$26K0.0%N/A0.000%
5/7/2025 Sunpointe LLC38,765$316K0.2%+65.5%0.000%
5/7/2025 Prosperity 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%
5/6/2025 Cetera Investment Advisers194,976$1.59M0.0%-7.7%0.000%
5/6/2025 Avantax Advisory Services Inc.27,844$227K0.0%+15.7%0.000%
5/6/2025 Kovack Advisors Inc.46,990$382K0.0%-6.4%0.000%
5/6/2025 Beacon 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%
5/5/2025 Kestra Private Wealth Services LLC21,721$177K0.0%+17.0%0.000%
5/5/2025 Formidable Asset Management LLC1,022,041$8.32M1.4%-2.7%0.000%
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5/1/2025 Pointe Capital Management LLC159,532$1.30M0.8%-4.3%0.000%
5/1/2025 Hughes Financial Services LLC3,630$30K0.0%N/A0.000%
5/1/2025 Focused Wealth Management Inc550,333$4.48M0.6%+3.8%0.000%
4/30/2025Cerity Partners LLC21,500$175K0.0%-15.9%0.000%
4/30/2025 Stratos Wealth Partners LTD.20,623$168K0.0%+7.8%0.000%
4/29/2025Heritage 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%
(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, 232 institutional investors and hedge funds held shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund. The most heavily invested institutionals were Kingstone Capital Partners Texas LLC ($52.08M), 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), and 1607 Capital Partners LLC ($17.97M).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 193 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: Kingstone Capital Partners Texas LLC ($6.45M), Raymond James Financial Inc. ($4.45M), Allspring Global Investments Holdings LLC ($2.34M), Cornerstone Advisors LLC ($2.34M), LPL Financial LLC ($1.96M), SAM Advisors LLC ($971.81K), and 1607 Capital Partners LLC ($901.94K).

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

Institutional investors have bought a total of 20,265,986 shares in the last 24 months. This purchase volume represents approximately $171.31M in transactions.

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

Of the 84 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 ($1.02M), 1607 Capital Partners LLC ($591.64K), International Assets Investment Management LLC ($474.05K), Landscape Capital Management L.L.C. ($387.10K), 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 7,659,398 shares in the last 24 months. This volume of shares sold represents approximately $64.56M in transactions.


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This page (NYSE:EXG) was last updated on 8/12/2025 by MarketBeat.com Staff
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