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

$9.49 -0.03 (-0.26%)
Closing price 10/13/2026 03:59 PM Eastern
Extended Trading
$9.50 +0.01 (+0.05%)
As of 10/13/2026 07:30 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)
130
Total
Institutional Inflows
(last 12 months)
$36.22M
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$32.81M
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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
10/13/2026Sax Wealth Advisors LLC11,813$111K0.0%-36.2%0.000%
10/9/2026Post Resch Tallon Group Inc.55,663$524K0.4%+3.8%0.000%
10/9/2026First Heartland Consultants Inc.38,272$360K0.0%+3.0%0.000%
10/8/2026CoreCap Advisors LLC433,016$4.08M0.1%+3.3%0.000%
10/5/2026Eastern Bank7,439$70K0.0%+132.0%0.000%
9/9/2026Integrated Wealth Concepts LLC101,672$997K0.0%-11.6%0.000%
9/9/2026NewEdge Advisors LLC430,935$4.23M0.0%-0.7%0.000%
9/9/2026Pointe Capital Management LLC150,408$1.48M0.7%-10.5%0.000%
9/9/2026Baird Financial Group Inc.28,169$276K0.0%+76.9%0.000%
9/8/2026Allworth Financial LP130,473$1.28M0.0%+4.3%0.000%
8/27/2026Corient Private Wealth LP68,452$672K0.0%-1.5%0.000%
8/23/2026Ameritas Advisory Services LLC85,585$840K0.0%+32.2%0.000%
8/22/2026Advisory Solutions Group LLC11,110$109K0.0%N/A0.000%
8/22/2026NWF Advisory Services Inc.62,025$608K0.1%-6.1%0.000%
8/21/2026High Net Worth Advisory Group LLC150,690$1.48M0.3%-0.7%0.000%
8/21/2026Continuum Advisory LLC8,000$78K0.0%N/A0.000%
8/20/2026Benjamin Edwards Inc.33,937$333K0.0%+5.5%0.000%
8/1/2026HUB Investment Partners LLC12,704$185K0.0%N/A0.000%
7/30/2026Sharpepoint LLC218,139$3.25M1.6%N/A0.000%
7/30/2026High Net Worth Advisory Group LLC150,690$1.48M0.3%-0.7%0.000%
7/17/2026TCFG Investment Advisors LLC15,590$232K0.1%N/A0.000%
7/16/2026Independent Financial Group LLC48,182$473K0.0%+14.5%0.000%
7/10/2026KMG Fiduciary Partners LLC325,834$3.20M0.3%-10.6%0.000%
7/9/2026Allied Private Wealth LLC12,819$125K0.1%N/A0.000%
7/8/2026First Heartland Consultants Inc.37,170$365K0.0%+30.0%0.000%
7/8/2026Attessa Capital LLC10,031$98K0.0%N/A0.000%
7/7/2026Post Resch Tallon Group Inc.53,606$526K0.4%+36.2%0.000%
7/7/2026David J Yvars Group55,071$535K0.3%-12.5%0.000%
7/7/2026CoreCap Advisors LLC419,094$4.11M0.1%+1.2%0.000%
6/18/2026Western Wealth Management LLC20,260$175K0.0%N/A0.000%
6/3/2026Parallel Advisors LLC4,037$35K0.0%-59.5%0.000%
6/3/2026NewEdge Advisors LLC433,910$3.76M0.0%-1.9%0.000%
5/19/2026Western Wealth Management LLC20,260$175K0.0%N/A0.000%
5/19/2026Bank of America Corp DE2,687,106$23.27M0.0%+0.4%0.000%
5/19/2026Centaurus Financial Inc.91,741$794K0.0%-1.7%0.000%
5/18/2026Readystate Asset Management LP50,746$439K0.0%N/A0.000%
5/18/2026Royal Bank of Canada1,380,926$11.96M0.0%-1.3%0.000%
5/15/2026Gateway Wealth Partners LLC20,550$178K0.0%+100.0%0.000%
5/15/2026Matrix Private Capital Group LLC14,469$125K0.1%N/A0.000%
5/15/2026Waverly Advisors LLC17,292$150K0.0%+8.3%0.000%
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5/14/2026Lido Advisors LLC11,525$100K0.0%-12.7%0.000%
5/13/2026Cetera Investment Advisers456,013$3.95M0.0%-1.0%0.000%
5/8/2026PNC Financial Services Group Inc.59,789$518K0.0%-6.3%0.000%
5/7/2026Parallel Advisors LLC4,037$35K0.0%-59.5%0.000%
5/6/2026Assetmark Inc.12,925$112K0.0%+475.5%0.000%
5/6/2026Allspring Global Investments Holdings LLC1,187,151$10.28M0.0%-1.6%0.000%
5/6/2026Independent Financial Group LLC42,093$365K0.0%N/A0.000%
5/6/2026Prosperity Consulting Group LLC741,744$6.42M0.3%+1.8%0.000%
5/5/2026Marks Group Wealth Management Inc219,290$1.90M0.2%-4.8%0.000%
5/5/2026Sanctuary Advisors LLC95,567$828K0.0%-5.3%0.000%
5/2/2026International Assets Investment Management LLC88,517$783K0.0%+10.7%0.000%
5/1/2026Fifth Third Bancorp162,603$1.41M0.0%+18,851.4%0.000%
4/30/2026Kestra Advisory Services LLC577,753$5.00M0.0%+24.9%0.000%
4/30/2026Money Concepts Capital Corp33,726$292K0.0%-3.9%0.000%
4/27/2026PFG Investments LLC55,115$477K0.0%-7.3%0.000%
4/25/2026KPP Advisory Services LLC15,725$136K0.0%-11.2%0.000%
4/23/2026Formidable Asset Management LLC843,399$8.04M1.3%-8.0%0.000%
4/22/2026Janney Montgomery Scott LLC1,400,409$12.13M0.0%+4.3%0.000%
4/22/2026Decision Investments Inc.19,864$172K0.2%-12.6%0.000%
4/20/2026Kestra Private Wealth Services LLC21,095$183K0.0%+5.9%0.000%
4/20/2026Heritage Wealth Management Inc.16,291$141K0.1%-19.1%0.000%
4/20/2026Focused Wealth Management Inc598,534$5.18M0.5%-1.5%0.000%
4/17/2026PMG Family Office LLC35,734$309K0.3%+3.6%0.000%
3/17/2026Rockefeller Capital Management L.P.471,129$4.49M0.0%+19.5%0.000%
3/13/2026Fund Advisors of America Inc FL237,955$2.27M2.1%N/A0.000%
3/13/2026World Investment Advisors12,197$116K0.0%N/A0.000%
3/9/2026Corient Private Wealth LLC71,112$678K0.0%+9.2%0.000%
3/3/2026S Harris Financial Group LLC118,953$1.13M1.1%N/A0.000%
3/3/2026NWF Advisory Services Inc.66,225$631K0.1%-18.9%0.000%
2/19/2026Invesco Ltd.3,704,086$35.30M0.0%-6.3%0.000%
2/19/2026Harbour Wealth Management Group Inc.17,388$166K0.1%N/A0.000%
2/19/2026Corient Private Wealth LLC71,112$678K0.0%+9.2%0.000%
2/18/2026EP Wealth Advisors LLC21,190$202K0.0%N/A0.000%
2/18/2026Garton & Associates Financial Advisors LLC2,620$25K0.0%N/A0.000%
2/18/2026Main Street Financial Solutions LLC18,384$175K0.0%N/A0.000%
2/18/2026Evolve Private Wealth LLC29,493$281K0.0%N/A0.000%
2/18/2026BNB Wealth Management LLC19,797$189K0.1%N/A0.000%
2/18/20261607 Capital Partners LLC129,714$1.24M0.1%-49.0%0.000%
2/17/2026Guggenheim Capital LLC1,295,890$12.35M0.1%-0.5%0.000%
2/17/2026Cetera Investment Advisers460,671$4.39M0.0%+18.2%0.000%
2/17/2026Kovack Advisors Inc.94,528$901K0.0%+74.9%0.000%
2/17/2026Osaic Holdings Inc.510,639$4.87M0.0%-1.7%0.000%
2/17/2026&PARTNERS179,722$1.71M0.0%+134.4%0.000%
2/17/2026Blair William & Co. IL176,178$1.68M0.0%-2.1%0.000%
2/17/2026Royal Bank of Canada1,399,404$13.34M0.0%+2.5%0.000%
2/17/2026Pointe Capital Management LLC145,488$1.39M0.7%-8.8%0.000%
2/16/2026Piedmont Capital Management LLC NC17,054$163K0.1%N/A0.000%
2/16/2026MML Investors Services LLC43,811$418K0.0%-33.2%0.000%
2/13/2026CreativeOne Wealth LLC26,250$250K0.0%-6.3%0.000%
2/13/2026Kestra Advisory Services LLC462,619$4.41M0.0%+39.3%0.000%
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2/13/2026Stifel Financial Corp1,032,558$9.84M0.0%+4.8%0.000%
2/13/2026Morgan Stanley24,202,274$230.65M0.0%+0.8%0.000%
2/13/2026Focused Alpha LLC10,874$104K0.0%N/A0.000%
2/13/2026OpenArc Corporate Advisory LLC30,255$288K0.0%N/A0.000%
2/13/2026Wells Fargo & Company MN1,256,736$11.98M0.0%-10.6%0.000%
2/13/2026Summit Financial LLC53,622$511K0.0%-6.1%0.000%
2/12/2026Advisors Asset Management Inc.1,272,644$12.13M0.2%-7.0%0.000%
2/12/2026Jane Street Group LLC61,486$586K0.0%+39.6%0.000%
2/12/2026Commonwealth Equity Services LLC700,350$6.67M0.0%-4.7%0.000%
2/12/2026StoneX Group Inc.25,385$242K0.0%-70.5%0.000%


EXG Institutional Ownership - Frequently Asked Questions

During the previous two years, 261 institutional investors and hedge funds held shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund. The most heavily invested institutionals were Morgan Stanley ($230.65M), Kingstone Capital Partners Texas LLC ($52.08M), LPL Financial LLC ($35.89M), Invesco Ltd. ($35.30M), Bank of America Corp DE ($23.27M), Raymond James Financial Inc. ($19.11M), and Karpus Management Inc. ($16.27M).Learn more on Eaton Vance Tax-Managed Global Diversified Equity Income Fund's institutional investors.

Of the 224 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), LPL Financial LLC ($1.92M), SAM Advisors LLC ($977.95K), Penserra Capital Management LLC ($690.01K), Guggenheim Capital LLC ($591.95K), and Polar Asset Management Partners Inc. ($546.05K).

Institutional investors have bought a total of 3,888,145 shares in the last 24 months. This purchase volume represents approximately $36.25M in transactions.

Of the 67 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: 1607 Capital Partners LLC ($1.27M), Commonwealth Equity Services LLC ($480.26K), Invesco Ltd. ($250.28K), Park Avenue Securities LLC ($221.10K), Raymond James Financial Inc. ($207.78K), Formidable Asset Management LLC ($178.64K), and Wells Fargo & Company MN ($149.18K).

Institutional investors have sold a total of 3,565,178 shares in the last 24 months. This volume of shares sold represents approximately $32.85M in transactions.



Institutional ownership data for NYSE:EXG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
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