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

$8.43 +0.09 (+1.02%)
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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)
97
Total
Institutional Inflows
(last 12 months)
$84.32M
Number of
Institutional Sellers
(last 12 months)
57
Total
Institutional Outflows
(last 12 months)
$45.49M
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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
1/17/2025Janney Montgomery Scott LLC656,747$5.37M0.0%+7.6%0.000%
1/17/2025Dakota Wealth Management77,230$631K0.0%+2.7%0.000%
1/17/2025Commons Capital LLC21,008$172K0.2%+15.8%0.000%
1/17/2025Atomi Financial Group Inc.45,629$373K0.0%+5.0%0.000%
1/15/2025 Ameritas Advisory Services LLC71,798$587K0.0%-3.1%0.000%
1/15/2025 Arkadios Wealth Advisors47,060$384K0.0%N/A0.000%
1/15/2025 Sax Wealth Advisors LLC11,142$91K0.0%-53.6%0.000%
1/15/2025 Merit Financial Group LLC57,177$467K0.0%+20.3%0.000%
1/15/2025 KMG Fiduciary Partners LLC120,984$988K0.1%-2.0%0.000%
1/15/2025 Tallon Kerry Patrick30,981$254K0.2%N/A0.000%
1/14/2025 Park Avenue Securities LLC208,819$1.71M0.0%+1.9%0.000%
1/13/2025 Northstar Advisory Group LLC99,302$811K0.4%-5.2%0.000%
1/8/2025 International Assets Investment Management LLC64,641$529K0.0%-88.0%0.000%
12/30/2024SK Wealth Management LLC11,838$98K0.0%N/A0.000%
12/13/2024B. Riley Wealth Advisors Inc.88,577$769K0.0%-57.1%0.000%
11/25/2024Wilmington Savings Fund Society FSB9,000$78K0.0%N/A0.000%
11/25/2024Sanctuary Advisors LLC184,424$1.55M0.0%+23.1%0.000%
11/18/2024Sunbelt Securities Inc.61,512$536K0.1%-21.4%0.000%
11/15/2024Insigneo Advisory Services LLC22,791$199K0.0%+60.3%0.000%
11/15/2024Kovitz Investment Group Partners LLC19,681$172K0.0%+49.1%0.000%
11/15/2024Stifel Financial Corp1,121,933$9.78M0.0%+7.4%0.000%
11/15/2024IHT Wealth Management LLC10,826$94K0.0%N/A0.000%
11/15/2024HighTower Advisors LLC779,306$6.79M0.0%+58.1%0.000%
11/15/2024Beacon Investment Advisory Services Inc.16,395$143K0.0%+10.1%0.000%
11/15/2024Benjamin Edwards Inc.31,085$271K0.0%N/A0.000%
11/14/2024Rockefeller Capital Management L.P.373,014$3.25M0.0%-3.6%0.000%
11/14/2024Walleye Capital LLC108,502$946K0.0%N/A0.000%
11/14/2024Fiduciary Trust Co15,377$134K0.0%N/A0.000%
11/14/2024WFA of San Diego LLC6,650$58K0.0%-15.8%0.000%
11/13/2024Avestar Capital LLC91,700$800K0.1%N/A0.000%
11/12/2024Centaurus Financial Inc.104,675$913K0.1%+4.1%0.000%
11/12/2024Larson Financial Group LLC9,000$78K0.0%+228.8%0.000%
11/12/2024Penserra Capital Management LLC526,403$4.59M0.1%N/A0.000%
11/9/2024Landscape Capital Management L.L.C.87,424$762K0.1%-79.9%0.000%
11/8/2024Cornerstone Advisors LLC778,001$6.78M0.3%-73.6%0.000%
11/8/2024Moors & Cabot Inc.22,412$195K0.0%-10.6%0.000%
11/8/2024Darwin Wealth Management LLC2,822$25K0.0%N/A0.000%
11/8/2024Advisors Asset Management Inc.1,387,047$12.10M0.2%+2.8%0.000%
11/8/2024Commerce Bank33,531$292K0.0%-6.5%0.000%
11/8/2024PNC Financial Services Group Inc.107,069$934K0.0%-6.1%0.000%
11/8/2024Prospera Financial Services Inc15,179$132K0.0%-13.1%0.000%
11/7/2024Thrivent Financial for Lutherans99,725$870K0.0%+25.1%0.000%
11/6/2024Natixis Advisors LLC25,849$225K0.0%-36.8%0.000%
11/6/2024Sheaff Brock Investment Advisors LLC94,756$826K0.1%+5.6%0.000%
11/6/2024SAM Advisors LLC464,433$4.05M1.5%N/A0.000%
11/6/2024Main Street Financial Solutions LLC36,396$317K0.0%+6.2%0.000%
11/6/2024Oppenheimer & Co. Inc.38,730$338K0.0%-4.9%0.000%
11/4/2024Wolverine Asset Management LLC11,907$104K0.0%-95.7%0.000%
10/31/2024Shaker Financial Services LLC356,589$3.11M1.2%-10.6%0.000%
10/30/2024Focused Wealth Management Inc467,520$4.08M0.5%+1.8%0.000%
10/30/2024Moloney Securities Asset Management LLC20,083$175K0.0%-5.8%0.000%
10/29/2024Janney Montgomery Scott LLC610,198$5.32M0.0%+1.6%0.000%
10/29/2024Conning Inc.119,167$1.04M0.0%+2.4%0.000%
10/29/2024Princeton Global Asset Management LLC11,602$101K0.0%+151.7%0.000%
10/28/2024US Bancorp DE3,530$31K0.0%-41.4%0.000%
10/25/2024Gateway Wealth Partners LLC13,324$116K0.0%-20.7%0.000%
10/24/2024Barrett & Company Inc.4,350$38K0.0%N/A0.000%
10/24/2024Pointe Capital Management LLC161,892$1.41M0.8%-7.5%0.000%
10/24/2024J.W. Cole Advisors Inc.56,229$490K0.0%+8.3%0.000%
10/23/2024Bank of Stockton18,000$157K0.0%-10.0%0.000%
10/23/2024Global Assets Advisory LLC13,955$120K0.1%N/A0.000%
10/22/2024 International Assets Investment Management LLC538,691$4.70M0.0%+798.5%0.000%
10/22/2024Private Advisor Group LLC33,710$294K0.0%+6.5%0.000%
10/21/2024Raleigh Capital Management Inc.4,617$40K0.0%-38.8%0.000%
10/19/2024Allspring Global Investments Holdings LLC2,299,907$20.06M0.0%+7.3%0.000%
10/18/2024 KMG Fiduciary Partners LLC123,473$1.08M0.1%-1.5%0.000%
10/18/2024Stratos Wealth Advisors LLC24,024$209K0.0%+9.1%0.000%
10/16/2024Summit Investment Advisory Services LLC13,929$121K0.1%N/A0.000%
10/8/2024 Saxon Interests Inc.42,476$370K0.2%-42.1%0.000%
10/8/2024 Integrated Capital Management Inc.35,838$313K0.2%+7.5%0.000%
10/3/2024 Park Avenue Securities LLC204,901$1.79M0.0%-2.5%0.000%
9/23/2024Centaurus Financial Inc.100,553$850K0.1%-13.1%0.000%
9/9/2024Heritage Wealth Management Inc.23,885$204K0.1%N/A0.000%
9/5/2024Sanctuary Advisors LLC149,832$1.21M0.0%N/A0.000%
8/22/2024Cetera Investment Advisers236,932$2.00M0.0%+4.6%0.000%
8/21/2024Truist Financial Corp174,500$1.48M0.0%-7.4%0.000%
8/19/2024B. Riley Wealth Advisors Inc.206,666$1.75M0.0%-13.3%0.000%
8/16/2024Gateway Wealth Partners LLC16,805$142K0.0%-45.4%0.000%
8/16/2024Northwestern Mutual Wealth Management Co.174,332$1.47M0.0%-1.2%0.000%
8/16/2024Creative Planning35,927$304K0.0%+21.7%0.000%
8/15/2024Logan Stone Capital LLC429,875$3.63M0.9%-38.8%0.000%
8/15/2024Matrix Private Capital Group LLC23,369$197K0.1%-8.2%0.000%
8/14/2024Insigneo Advisory Services LLC14,215$112K0.0%N/A0.000%
8/13/2024Thrivent Financial for Lutherans79,708$673K0.0%+25.1%0.000%
8/12/2024Blair William & Co. IL204,380$1.73M0.0%+332.7%0.000%
8/9/2024Cornerstone Advisors LLC2,949,993$24.93M1.0%+8.7%0.000%
8/8/2024J.W. Cole Advisors Inc.51,904$439K0.0%-4.6%0.000%
8/8/2024Envestnet Asset Management Inc.233,802$1.98M0.0%-1.5%0.000%
8/8/2024CoreCap Advisors LLC401,218$3.39M0.4%N/A0.000%
8/8/2024Prevail Innovative Wealth Advisors LLC93,595$791K0.3%+13.9%0.000%
8/8/2024Main Street Financial Solutions LLC34,277$290K0.0%+24.1%0.000%
8/7/2024Van Hulzen Asset Management LLC16,405$139K0.0%+12.7%0.000%
8/7/2024Choreo LLC22,307$188K0.0%N/A0.000%
8/7/2024PFG Investments LLC40,211$340K0.0%-4.1%0.000%
8/3/2024Shaker Financial Services LLC398,922$3.37M1.4%+1.8%0.000%
8/2/2024Wealth Effects LLC52,852$447K0.2%-2.4%0.000%
8/2/2024Wolverine Asset Management LLC279,666$2.36M0.0%-54.7%0.000%
7/31/2024Commonwealth Equity Services LLC1,142,663$9.66M0.0%+1.6%0.000%
7/31/2024Focused Wealth Management Inc459,437$3.88M0.6%+4.4%0.000%
7/29/2024 Ameritas Advisory Services LLC73,071$617K0.0%+15.7%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, 202 institutional investors and hedge funds held shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund. The most heavily invested institutionals were Invesco Ltd. ($26.96M), Karpus Management Inc. ($22.73M), Allspring Global Investments Holdings LLC ($20.06M), Advisors Asset Management Inc. ($12.10M), Stifel Financial Corp ($9.78M), Commonwealth Equity Services LLC ($9.66M), and Formidable Asset Management LLC ($9.58M).Learn more on EXG's institutional investors.

Which institutional investors have been buying Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock?

Of the 163 institutional investors that purchased Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cornerstone Advisors LLC ($2.95M), Allspring Global Investments Holdings LLC ($2.34M), Karpus Management Inc. ($2.26M), International Assets Investment Management LLC ($925.82K), 1607 Capital Partners LLC ($901.94K), Wolverine Asset Management LLC ($664.65K), and Penserra Capital Management LLC ($526.40K).

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

Institutional investors have bought a total of 19,342,962 shares in the last 24 months. This purchase volume represents approximately $152.94M in transactions.

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

Of the 97 institutional investors that sold Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cornerstone Advisors LLC ($2.17M), Wolverine Asset Management LLC ($735.41K), International Assets Investment Management LLC ($542.76K), Landscape Capital Management L.L.C. ($421.88K), Raymond James & Associates ($307.25K), KMG Fiduciary Partners LLC ($278.10K), and Logan Stone Capital LLC ($272.95K).

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

Institutional investors have sold a total of 7,216,867 shares in the last 24 months. This volume of shares sold represents approximately $59.83M in transactions.



This page (NYSE:EXG) was last updated on 1/17/2025 by MarketBeat.com Staff
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