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Get Institutions for : 
Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG)  
$8.28 0.02 (0.24%) as of 4:30 Mon 5/13


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 231    4
Total shares held : 
63,231,708  
% of shares held : 
20.97%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  23  
Amount of shares held : 
4,734,323  
% of shares held change : 
  1.57%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$7.29  
Last Quarter's Ending Price : 
$7.72  
Last Quarter's Average Price
$7.43  
Change from last quarter's     
avg. price to the last closing  : 
0.85 (11.44%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
27
 1,394,726
 2.21%
 
Increased Positions :
75
 5,982,439
 9.46%
 
Unchanged Positions :
73
 1,225,276
 1.94%
 
Decreased Positions :
56
-2,301,962
-3.64%
 
Closed Positions :
23
-340,880
-0.54%
 
Guru Positions :
1
28,552
 0.05%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Allspring Global Investments Holdings LLC 591 - 2024-03-31 2,159,924 $17,625,000 0
   Marks Group Wealth Management Inc 130 - 2024-03-31 223,406 $1,823,000 0
   Pointe Capital Management LLC 23 - 2024-03-31 176,092 $1,437,000 0
   Leo Wealth LLC 175 - 2024-03-31 88,886 $725,000 0
   BFT FINANCIAL GROUP LLC 149 - 2023-06-30 88,886 $704,000 0
   Oakmont Partners LLC 474 - 2024-03-31 75,060 $612,000 0
   MGB Wealth Management LLC 115 - 2024-03-31 58,423 $477,000 0
   Avory & Company LLC 22 - 2024-03-31 47,060 $384,000 0
   NATIXIS ASSET MANAGEMENT ADVISORS LP 1462 - 2024-03-31 40,923 $334,000 0
   Cranbrook Wealth Management LLC 82 - 2024-03-31 36,924 $301,000 0
   SILVERLAKE WEALTH MANAGEMENT LLC 177 - 2024-03-31 36,129 $295,000 0
   COMMERCE BANK N A/MO 1054 - 2024-03-31 33,531 $274,000 0
   PATHSTONE FAMILY OFFICE, LLC 1414 - 2023-09-30 32,000 $236,000 0
   THRIVENT FINANCIAL FOR LUTHERANS 2334 - 2023-12-31 29,454 $227,000 0
   MISSION WEALTH MANAGEMENT LLC 585 - 2024-03-31 27,214 $222,000 0
   MATRIX PRIVATE CAPITAL GROUP LLC 94 - 2023-12-31 27,219 $210,000 0
   COLONY GROUP LLC 722 - 2023-09-30 27,740 $204,000 0
   Successful Portfolios LLC 159 - 2024-03-31 24,794 $202,000 0
   Stratos Wealth Advisors LLC 638 - 2024-03-31 22,024 $180,000 0
   BANK OF STOCKTON 127 - 2024-03-31 21,292 $174,000 0
   WealthSpring Partners LLC 70 - 2023-09-30 23,090 $170,000 0
   Atria Wealth Solutions Inc. 1789 - 2023-12-31 21,466 $166,000 0
   Retirement Group LLC 129 - 2024-03-31 19,887 $162,000 0
   CAROLINAS WEALTH CONSULTING LLC 182 - 2023-12-31 20,402 $158,000 0
   Empower Advisory Group LLC 491 - 2024-03-31 19,000 $155,000 0
   FRANKLIN RESOURCES INC 2340 - 2023-12-31 19,133 $148,000 0
   Meridian Wealth Advisors LLC 173 - 2024-03-31 17,936 $146,000 0
   Strait & Sound Wealth Management LLC 126 - 2024-03-31 17,200 $140,000 0
   Spire Wealth Management 916 - 2024-03-31 16,039 $131,000 0
   ALPHAMARK ADVISORS LLC 246 - 2024-03-31 16,000 $131,000 0
   Parisi Gray Wealth Management 105 - 2024-03-31 15,962 $130,000 0
   Venture Visionary Partners LLC 485 - 2023-12-31 16,300 $126,000 0
   BROWN ADVISORY HOLDINGS INC 1203 - 2024-03-31 14,846 $121,000 0
   Van Hulzen Asset Management LLC 313 - 2024-03-31 14,555 $119,000 0
   LVZ Advisors Inc. 142 - 2024-03-31 14,258 $116,000 0
   Catalina Capital Group LLC 281 - 2024-03-31 13,995 $114,000 0
   Centurion Wealth Management LLC 188 - 2024-03-31 13,869 $113,000 0
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 237 - 2024-03-31 13,417 $109,000 0
   Waterfront Wealth Inc. 244 - 2023-12-31 13,358 $103,000 0
   Kovitz Investment Group Partners LLC 400 - 2023-12-31 13,200 $102,000 0
   Newman & Schimel LLC 50 - 2022-12-31 13,200 $100,000 0
   Investment Partners Asset Management Inc. 136 - 2024-03-31 12,184 $99,000 0
   Perennial Investment Advisors LLC 322 - 2023-12-31 12,259 $95,000 0
   WELCH & FORBES LLC 378 - 2024-03-31 11,500 $94,000 0
   Insight Advisors LLC/ PA 289 - 2024-03-31 11,500 $94,000 0
   Quad-Cities Investment Group LLC 173 - 2024-03-31 11,155 $91,000 0
   Apollon Wealth Management LLC 1061 - 2024-03-31 11,000 $90,000 0
   Wealth Management Solutions LLC 81 - 2023-09-30 11,602 $86,000 0
   SAX WEALTH ADVISORS LLC 188 - 2023-12-31 11,142 $86,000 0
   Robertson Stephens Wealth Management LLC 431 - 2023-12-31 11,056 $85,000 0
   OPTIMUM INVESTMENT ADVISORS 289 - 2024-03-31 10,352 $84,000 0
   Alpha Cubed Investments LLC 287 - 2024-03-31 10,005 $82,000 0
   Ronald Blue Trust Inc. 768 - 2024-03-31 10,000 $82,000 0
   Plancorp LLC 275 - 2023-12-31 10,398 $80,000 0
   ADVISOR PARTNERS II LLC 1240 - 2023-09-30 10,302 $76,000 0
   SANDY SPRING BANK 514 - 2024-03-31 8,443 $69,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 676 - 2024-03-31 5,750 $47,000 0
   BARTLETT & CO. LLC 710 - 2023-12-31 5,750 $45,000 0
   Cypress Capital Management LLC (WY) 81 - 2024-03-31 5,000 $41,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 1336 - 2024-03-31 4,701 $38,000 0
   Princeton Global Asset Management LLC 297 - 2024-03-31 4,609 $38,000 0
   Bogart Wealth LLC 440 - 2024-03-31 3,953 $32,000 0
   CoreFirst Bank & Trust 248 - 2023-12-31 4,000 $31,000 0
   HARBOR INVESTMENT ADVISORY LLC 687 - 2024-03-31 3,350 $27,000 0
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 382 - 2024-03-31 2,828 $23,000 0
   Cowen Prime Advisors LLC 156 - 2023-06-30 2,700 $21,000 0
   American Capital Advisory LLC 195 - 2024-03-31 2,650 $21,000 0
   PRIVATE TRUST CO NA 1432 - 2024-03-31 2,500 $20,000 0
   HM PAYSON & CO 742 - 2023-12-31 2,436 $19,000 0
   EverSource Wealth Advisors LLC 1306 - 2023-12-31 2,253 $17,000 0
   BARRETT & COMPANY INC. 383 - 2024-03-31 1,950 $16,000 0
   Venturi Wealth Management LLC 846 - 2024-03-31 1,754 $14,000 0
   CAMBRIDGE TRUST CO 544 - 2023-12-31 1,780 $14,000 0
   IFP Advisors Inc 2055 - 2023-12-31 1,700 $13,000 0
   Salomon & Ludwin LLC 523 - 2024-03-31 1,605 $13,000 0
   BANK OF MONTREAL /CAN/ 3211 - 2023-12-31 1,180 $10,000 0
   Efficient Wealth Management LLC 330 - 2024-03-31 1,000 $9,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 441 - 2023-12-31 1,000 $8,000 0
   WEBSTER BANK 491 - 2024-03-31 1,000 $8,000 0
   Sachetta LLC 454 - 2024-03-31 1,055 $8,000 0
   NBT BANK N A /NY 485 - 2024-03-31 800 $7,000 0
   Atlantic Edge Private Wealth Management LLC 356 - 2024-03-31 900 $7,000 0
   BDO Wealth Advisors LLC 747 - 2023-06-30 900 $7,000 0
   Addison Advisors LLC 572 - 2024-03-31 467 $4,000 0
   Byrne Asset Management LLC 388 - 2024-03-31 500 $4,000 0
   Key Financial Inc 1031 - 2024-03-31 349 $3,000 0
   CALDWELL SUTTER CAPITAL INC. 767 - 2024-03-31 296 $2,000 0
   PROEQUITIES INC. 9613 - 2024-03-31 0 $0 0

  88 Records found
  1    
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