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

$9.94 -0.16 (-1.54%)
As of 02:34 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)
136
Total
Institutional Inflows
(last 12 months)
$37.97M
Number of
Institutional Sellers
(last 12 months)
69
Total
Institutional Outflows
(last 12 months)
$37.76M
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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
8/1/2026 HUB Investment Partners LLC12,704$185K0.0%N/A0.000%
7/30/2026 Sharpepoint LLC218,139$3.25M1.6%N/A0.000%
7/30/2026 High Net Worth Advisory Group LLC150,690$1.48M0.3%-0.7%0.000%
7/17/2026 TCFG Investment Advisors LLC15,590$232K0.1%N/A0.000%
7/16/2026 Independent Financial Group LLC48,182$473K0.0%+14.5%0.000%
7/10/2026 KMG Fiduciary Partners LLC325,834$3.20M0.3%-10.6%0.000%
7/9/2026 Allied Private Wealth LLC12,819$125K0.1%N/A0.000%
7/8/2026 First Heartland Consultants Inc.37,170$365K0.0%+30.0%0.000%
7/8/2026 Attessa Capital LLC10,031$98K0.0%N/A0.000%
7/7/2026 Post Resch Tallon Group Inc.53,606$526K0.4%+36.2%0.000%
7/7/2026 David J Yvars Group55,071$535K0.3%-12.5%0.000%
7/7/2026 CoreCap Advisors LLC419,094$4.11M0.1%+1.2%0.000%
6/18/2026Western Wealth Management LLC20,260$175K0.0%N/A0.000%
6/3/2026 Parallel Advisors LLC4,037$35K0.0%-59.5%0.000%
6/3/2026 NewEdge 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%
5/15/2026 Gateway 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%
5/14/2026 Lido Advisors LLC11,525$100K0.0%-12.7%0.000%
5/13/2026 Cetera Investment Advisers456,013$3.95M0.0%-1.0%0.000%
5/8/2026 PNC Financial Services Group Inc.59,789$518K0.0%-6.3%0.000%
5/7/2026 Parallel Advisors LLC4,037$35K0.0%-59.5%0.000%
5/6/2026 Assetmark 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%
5/6/2026 Independent Financial Group LLC42,093$365K0.0%N/A0.000%
5/6/2026Prosperity Consulting Group LLC741,744$6.42M0.3%+1.8%0.000%
5/5/2026 Marks Group Wealth Management Inc219,290$1.90M0.2%-4.8%0.000%
5/5/2026Sanctuary Advisors LLC95,567$828K0.0%-5.3%0.000%
5/2/2026 International Assets Investment Management LLC88,517$783K0.0%+10.7%0.000%
5/1/2026 Fifth Third Bancorp162,603$1.41M0.0%+18,851.4%0.000%
4/30/2026 Kestra Advisory Services LLC577,753$5.00M0.0%+24.9%0.000%
4/30/2026 Money Concepts Capital Corp33,726$292K0.0%-3.9%0.000%
4/27/2026 PFG Investments LLC55,115$477K0.0%-7.3%0.000%
4/25/2026 KPP Advisory Services LLC15,725$136K0.0%-11.2%0.000%
4/23/2026 Formidable Asset Management LLC843,399$8.04M1.3%-8.0%0.000%
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4/22/2026 Janney Montgomery Scott LLC1,400,409$12.13M0.0%+4.3%0.000%
4/22/2026 Decision Investments Inc.19,864$172K0.2%-12.6%0.000%
4/20/2026 Kestra Private Wealth Services LLC21,095$183K0.0%+5.9%0.000%
4/20/2026 Heritage Wealth Management Inc.16,291$141K0.1%-19.1%0.000%
4/20/2026 Focused Wealth Management Inc598,534$5.18M0.5%-1.5%0.000%
4/17/2026 PMG 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%
3/13/2026 Fund Advisors of America Inc FL237,955$2.27M2.1%N/A0.000%
3/13/2026World Investment Advisors12,197$116K0.0%N/A0.000%
3/9/2026 Corient Private Wealth LLC71,112$678K0.0%+9.2%0.000%
3/3/2026 S Harris Financial Group LLC118,953$1.13M1.1%N/A0.000%
3/3/2026 NWF 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%
2/19/2026 Harbour Wealth Management Group Inc.17,388$166K0.1%N/A0.000%
2/19/2026 Corient Private Wealth LLC71,112$678K0.0%+9.2%0.000%
2/18/2026 EP Wealth Advisors LLC21,190$202K0.0%N/A0.000%
2/18/2026 Garton & Associates Financial Advisors LLC2,620$25K0.0%N/A0.000%
2/18/2026 Main Street Financial Solutions LLC18,384$175K0.0%N/A0.000%
2/18/2026 Evolve Private Wealth LLC29,493$281K0.0%N/A0.000%
2/18/2026 BNB Wealth Management LLC19,797$189K0.1%N/A0.000%
2/18/20261607 Capital Partners LLC129,714$1.24M0.1%-49.0%0.000%
2/17/2026 Guggenheim Capital LLC1,295,890$12.35M0.1%-0.5%0.000%
2/17/2026 Cetera Investment Advisers460,671$4.39M0.0%+18.2%0.000%
2/17/2026 Kovack 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%
2/17/2026 Blair 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%
2/16/2026 MML Investors Services LLC43,811$418K0.0%-33.2%0.000%
2/13/2026CreativeOne Wealth LLC26,250$250K0.0%-6.3%0.000%
2/13/2026 Kestra Advisory Services LLC462,619$4.41M0.0%+39.3%0.000%
2/13/2026 Stifel Financial Corp1,032,558$9.84M0.0%+4.8%0.000%
2/13/2026Morgan Stanley24,202,274$230.65M0.0%+0.8%0.000%
2/13/2026 Focused Alpha LLC10,874$104K0.0%N/A0.000%
2/13/2026 OpenArc Corporate Advisory LLC30,255$288K0.0%N/A0.000%
2/13/2026Wells Fargo & Company MN1,256,736$11.98M0.0%-10.6%0.000%
2/13/2026 Summit 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%
2/12/2026 Commonwealth Equity Services LLC700,350$6.67M0.0%-4.7%0.000%
2/12/2026 StoneX Group Inc.25,385$242K0.0%-70.5%0.000%
2/12/2026 IFC Advisors LLC51,967$495K0.1%-18.3%0.000%
2/12/2026 WealthSpring Partners LLC11,545$110K0.1%N/A0.000%
2/12/2026 Principal Securities Inc.146,641$1.40M0.0%-4.3%0.000%
2/12/2026 Founders Financial Alliance LLC17,595$168K0.0%+14.5%0.000%
2/12/2026 Great Valley Advisor Group Inc.13,355$127K0.0%N/A0.000%
2/12/2026 Kovack Advisors Inc.94,528$894K0.0%+74.9%0.000%
2/11/2026 M Holdings Securities Inc.27,023$258K0.0%N/A0.000%
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2/11/2026 Jessup Wealth Management Inc2,794$27K0.0%N/A0.000%
2/11/2026 Janney Montgomery Scott LLC1,343,304$12.80M0.0%+1.7%0.000%
2/11/2026Cooper Haims Advisors LLC14,746$141K0.1%N/A0.000%
2/11/2026Cerity Partners LLC292,254$2.79M0.0%+4.4%0.000%
2/11/2026 LPL Financial LLC3,765,738$35.89M0.0%+2.0%0.000%
2/11/2026 Closed End Fund Advisors Inc.30,625$292K0.2%N/A0.000%
2/11/2026 J.W. Cole Advisors Inc.69,625$664K0.0%-9.1%0.000%
2/10/2026 Avestar Capital LLC155,700$1.48M0.1%-20.2%0.000%
2/10/2026Goldman Sachs Group Inc.132,641$1.26M0.0%+2.1%0.000%
2/10/2026Natixis Advisors LLC25,835$246K0.0%-6.7%0.000%


EXG Institutional Ownership - Frequently Asked Questions

During the previous two years, 258 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 222 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 4,093,986 shares in the last 24 months. This purchase volume represents approximately $37.97M 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), AQR Arbitrage LLC ($573.46K), Commonwealth Equity Services LLC ($480.26K), Invesco Ltd. ($250.28K), Park Avenue Securities LLC ($221.10K), Raymond James Financial Inc. ($207.78K), and Formidable Asset Management LLC ($178.64K).

Institutional investors have sold a total of 4,131,332 shares in the last 24 months. This volume of shares sold represents approximately $37.76M 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 8/1/2026. New 13F filings are added each quarter as they're published.
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