Free Trial

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

$8.81 +0.06 (+0.69%)
Closing price 03:59 PM Eastern
Extended Trading
$8.79 -0.02 (-0.22%)
As of 04:12 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Eaton Vance Tax-Managed Global Diversified Equity Income Fund (NYSE:EXG)

Number of
Institutional Buyers
(last 12 months)
128
Total
Institutional Inflows
(last 12 months)
$170.37M
Number of
Institutional Sellers
(last 12 months)
86
Total
Institutional Outflows
(last 12 months)
$66.04M
Get EXG Insider Trade Alerts

Want to know when executives and insiders are buying or selling Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
7/18/2025Truist 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%
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%
5/15/2025Ashton 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%
5/14/2025 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%
5/9/2025Blair 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%
Missed the Run So Far? This Is Your Second Chance (Ad)

According to history, the final stretch of the crypto cycle is here — and this short window is where fortunes are made. Inside The Crypto Code Workshop, two experts reveal how to get positioned early, lock in profits, and access their top altcoin picks before the crowd. All attendees receive $10 in free Bitcoin just for showing up.

Join The Crypto Code Workshop + get $10 in Bitcoin for attending
5/7/2025 Sunpointe 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%
5/6/2025 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%
5/5/2025Kestra 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%
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%
5/1/2025 Focused Wealth Management Inc550,333$4.48M0.6%+3.8%0.000%
4/30/2025Cerity Partners LLC21,500$175K0.0%-15.9%0.000%
4/30/2025Stratos 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%
4/17/2025 Janney 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%
4/17/2025 David J Yvars Group51,684$421K0.3%+3.0%0.000%
4/16/2025 Wealth Enhancement Advisory Services LLC56,789$462K0.0%+26.4%0.000%
4/14/2025 Park Avenue Securities LLC239,044$1.95M0.0%+14.5%0.000%
4/14/2025 KMG 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%
4/9/2025 NBC Securities Inc.7,978$64K0.0%+113,871.4%0.000%
4/7/2025 GAMMA Investing LLC11,070$90K0.0%+3,184.9%0.000%
3/17/2025 Wealth 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%
2/19/2025 Formidable Asset Management LLC1,050,162$8.58M1.4%-1.4%0.000%
Miss This Window And You Miss Everything (Ad)

There’s a moment in every crypto cycle when everything just clicks — and that moment is now. This is the phase when momentum builds, news turns bullish, and markets ignite. Inside The Crypto Code Workshop, you’ll get the roadmap to ride this wave — and $10 in free Bitcoin just for showing up.

Join The Crypto Code Workshop + get $10 in Bitcoin for attending
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%
(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, 225 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 184 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), Cornerstone Advisors LLC ($2.95M), Allspring Global Investments Holdings LLC ($2.34M), LPL Financial LLC ($1.98M), 1607 Capital Partners LLC ($901.94K), and International Assets Investment Management LLC ($885.15K).

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

Institutional investors have bought a total of 20,191,106 shares in the last 24 months. This purchase volume represents approximately $170.37M in transactions.

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

Of the 86 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 7,847,232 shares in the last 24 months. This volume of shares sold represents approximately $66.04M in transactions.



This page (NYSE:EXG) was last updated on 7/18/2025 by MarketBeat.com Staff
From Our Partners