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

$9.14 -0.02 (-0.16%)
Closing price 03:59 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)
147
Total
Institutional Inflows
(last 12 months)
$175.54M
Number of
Institutional Sellers
(last 12 months)
88
Total
Institutional Outflows
(last 12 months)
$77.17M
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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
10/21/2025SOA Wealth Advisors LLC.5,254$48K0.0%+31.7%0.000%
10/20/2025Allspring Global Investments Holdings LLC1,261,931$11.48M0.0%-1.0%0.000%
10/20/2025Merit Financial Group LLC59,890$545K0.0%-7.6%0.000%
10/16/2025 Halbert Hargrove Global Advisors LLC12,700$116K0.0%+30.9%0.000%
10/16/2025 Beacon Investment Advisory Services Inc.16,495$150K0.0%+10.7%0.000%
10/16/2025 HBK Sorce Advisory LLC23,729$216K0.0%-16.2%0.000%
10/15/2025 DAVENPORT & Co LLC10,004$91K0.0%N/A0.000%
10/14/2025 Farther Finance Advisors LLC49,422$450K0.0%+7.2%0.000%
10/14/2025 HBK Sorce Advisory LLC23,729$219K0.0%-16.2%0.000%
10/10/2025 Focused Wealth Management Inc550,720$5.01M0.5%+0.3%0.000%
10/10/2025 Focus Financial Network Inc.31,371$285K0.0%+6.8%0.000%
10/10/2025 KMG Fiduciary Partners LLC294,238$2.68M0.2%+0.7%0.000%
10/8/2025 Integrated Capital Management Inc.47,930$436K0.3%+3.8%0.000%
9/22/2025Caldwell Trust Co6,749$59K0.0%N/A0.000%
9/4/2025Osaic Holdings Inc.496,064$4.34M0.0%+3.1%0.000%
8/29/2025Centaurus Financial Inc.91,793$803K0.0%-9.2%0.000%
8/19/2025B. Riley Wealth Advisors Inc.17,256$151K0.0%N/A0.000%
8/19/2025Newbridge Financial Services Group Inc.15,708$137K0.0%N/A0.000%
8/15/2025Captrust Financial Advisors38,403$336K0.0%+113.3%0.000%
8/15/2025WFA of San Diego LLC6,650$58K0.0%N/A0.000%
8/15/2025Snowden Capital Advisors LLC662,922$5.80M0.2%-3.4%0.000%
8/15/2025MML Investors Services LLC64,075$561K0.0%+4.0%0.000%
8/15/2025Mendel Capital Management LLC26,700$234K0.1%-20.3%0.000%
8/15/2025EP Wealth Advisors LLC69,090$605K0.0%N/A0.000%
8/15/2025Benjamin Edwards Inc.32,860$288K0.0%+7.3%0.000%
8/15/2025Bank of America Corp DE2,700,110$23.63M0.0%+1.6%0.000%
8/15/2025Ameriprise Financial Inc.952,594$8.32M0.0%+9.2%0.000%
8/15/2025AQR Arbitrage LLC88,564$775K0.0%-86.6%0.000%
8/14/2025MGB Wealth Management LLC55,968$490K0.2%-50.3%0.000%
8/14/2025Jane Street Group LLC129,360$1.13M0.0%+264.7%0.000%
8/14/2025Raymond James Financial Inc.2,307,951$20.20M0.0%+3.1%0.000%
8/14/2025Karpus Management Inc.1,858,987$16.27M0.5%-25.2%0.000%
8/14/2025Heritage Wealth Management Inc.20,135$176K0.1%-15.7%0.000%
8/14/2025Cerity Partners LLC280,010$2.45M0.0%+1,202.4%0.000%
8/13/2025Brown Advisory Inc.29,279$256K0.0%+85.6%0.000%
8/13/2025Guggenheim Capital LLC1,205,373$10.55M0.1%+7.2%0.000%
8/13/2025Invesco Ltd.3,920,321$34.30M0.0%-9.8%0.000%
8/13/2025Lido Advisors LLC13,209$116K0.0%N/A0.000%
8/13/2025Colonial Trust Advisors10,685$93K0.0%N/A0.000%
8/13/2025Northwestern Mutual Wealth Management Co.172,097$1.51M0.0%-1.6%0.000%
8/12/2025J.W. Cole Advisors Inc.89,178$780K0.0%+33.8%0.000%
8/12/2025Advisors Asset Management Inc.1,356,482$11.87M0.2%-4.2%0.000%
8/12/2025Steward Partners Investment Advisory LLC118,675$1.04M0.0%-1.3%0.000%
8/12/2025CreativeOne Wealth LLC32,600$285K0.0%-14.9%0.000%
8/11/2025Diversified Portfolios Inc.19,900$174K0.0%N/A0.000%
8/8/2025Rockefeller Capital Management L.P.392,716$3.44M0.0%+4.3%0.000%
8/8/2025Cetera Investment Advisers192,722$1.69M0.0%-1.2%0.000%
8/8/2025Calamos Advisors LLC56,104$491K0.0%-8.0%0.000%
8/8/2025PNC Financial Services Group Inc.60,304$528K0.0%-40.6%0.000%
8/7/2025Retirement Solution LLC18,693$164K0.0%N/A0.000%
8/7/2025Allworth Financial LP118,283$1.04M0.0%+5,259.4%0.000%
8/6/2025Prospera Financial Services Inc12,173$107K0.0%-29.1%0.000%
8/6/2025Penserra Capital Management LLC605,566$5.30M0.1%+3.0%0.000%
8/6/2025Atlantic Union Bankshares Corp6,500$57K0.0%N/A0.000%
8/6/2025Moors & Cabot Inc.21,162$185K0.0%-22.5%0.000%
8/5/2025Prosperity Consulting Group LLC653,612$5.72M0.4%+8.2%0.000%
8/5/2025Shaker Financial Services LLC41,840$366K0.1%N/A0.000%
8/4/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors13,126$115K0.0%N/A0.000%
8/4/2025Kovack Advisors Inc.52,949$463K0.0%+12.7%0.000%
8/4/2025IFG Advisory LLC20,937$183K0.0%N/A0.000%
8/4/2025Amplius Wealth Advisors LLC31,500$276K0.0%+57.5%0.000%
8/4/2025Impact Partnership Wealth LLC10,125$89K0.0%N/A0.000%
8/4/2025 HBK Sorce Advisory LLC28,301$248K0.0%+21.2%0.000%
8/4/2025Spire Wealth Management6,992$61K0.0%-18.8%0.000%
7/29/2025International Assets Investment Management LLC71,954$630K0.0%+12.9%0.000%
7/29/2025SAM Advisors LLC507,381$4.44M1.5%N/A0.000%
7/29/2025Stratos Wealth Partners LTD.21,801$191K0.0%+5.7%0.000%
7/28/2025Harbour Investments Inc.12,800$112K0.0%+28.6%0.000%
7/28/2025IFC Advisors LLC66,534$582K0.1%N/A0.000%
7/25/2025Atria 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%
7/25/2025Allspring Global Investments Holdings LLC1,275,194$11.16M0.0%-17.0%0.000%
7/25/2025Apollon Wealth Management LLC25,952$227K0.0%+5.3%0.000%
7/24/2025IFP Advisors Inc2,971$26K0.0%+74.8%0.000%
7/23/2025Morey & Quinn Wealth Partners LLC104,187$912K0.7%+11.1%0.000%
7/23/2025Sax Wealth Advisors LLC17,242$151K0.0%+54.7%0.000%
7/23/2025SteelPeak Wealth LLC107,434$940K0.0%-4.9%0.000%
7/22/2025 MBL Wealth LLC19,150$168K0.0%N/A0.000%
7/22/2025Wealthcare Advisory Partners LLC10,771$94K0.0%N/A0.000%
7/21/2025Ameritas Advisory Services LLC48,497$424K0.0%-32.5%0.000%
7/21/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management15,230$133K0.0%N/A0.000%
7/18/2025Truist Financial Corp191,038$1.67M0.0%-3.6%0.000%
7/17/2025Janney Montgomery Scott LLC636,755$5.57M0.0%+2.0%0.000%
7/16/2025MKT Advisors LLC33,211$292K0.1%-4.9%0.000%
7/16/2025Dakota Wealth Management59,525$521K0.0%-23.0%0.000%
7/15/2025 Focused Wealth Management Inc548,803$4.80M0.6%-0.3%0.000%
7/14/2025Park 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%
7/11/2025Pinnacle Bancorp Inc.4,623$40K0.0%N/A0.000%
7/11/2025SeaCrest 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%
7/10/2025Wealth 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%
7/9/2025David J Yvars Group55,489$485K0.3%+7.4%0.000%
7/9/2025Post Resch Tallon Group Inc.39,871$349K0.3%+27.7%0.000%
7/8/2025Northstar Advisory Group LLC102,214$894K0.4%+3.0%0.000%
7/8/2025Parallel 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%
(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, 241 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. ($34.30M), Bank of America Corp DE ($23.63M), LPL Financial LLC ($21.56M), Raymond James Financial Inc. ($20.20M), 1607 Capital Partners LLC ($17.97M), and Karpus Management Inc. ($16.27M).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 205 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. ($4.52M), 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 20,739,269 shares in the last 24 months. This purchase volume represents approximately $175.54M in transactions.

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

Of the 87 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 ($1.62M), Allspring Global Investments Holdings LLC ($1.04M), Karpus Management Inc. ($626.78K), 1607 Capital Partners LLC ($591.64K), Invesco Ltd. ($479.85K), and International Assets Investment Management LLC ($474.05K).

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

Institutional investors have sold a total of 9,087,756 shares in the last 24 months. This volume of shares sold represents approximately $77.17M in transactions.


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This page (NYSE:EXG) was last updated on 10/21/2025 by MarketBeat.com Staff
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