EXG Institutional Ownership
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
1W: -1.6%
1M: -4.8%
3M: -3.5%
YTD: +1.0%
1Y: +5.1%
3Y: +59.3%
5Y: +32.3%
$9.42
+0.07 (+0.75%)
Weekly Expected Move ±1.7%
$9
$9
$9
$10
$10
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Institutional Ownership — EXG
326
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
$633M
Total Invested
35
New Positions
97
Increased
90
Reduced
28
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (348 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 23,489,771 | $221M | +1,219 | +0.0% | 60Q | SEC ↗ |
| 2 | Invesco Ltd. | 3,913,341 | $37M | +185,896 | +5.0% | 66Q | SEC ↗ |
| 3 | LPL Financial LLC | 3,850,419 | $36M | +63,028 | +1.7% | 61Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 2,815,014 | $27M | +593,637 | +26.7% | 7Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 2,706,507 | $25M | +19,401 | +0.7% | 15Q | SEC ↗ |
| 6 | Janney Montgomery Scott LLC | 1,803,728 | $17M | +403,319 | +28.8% | 52Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN | 1,525,827 | $14M | +116,744 | +8.3% | 78Q | SEC ↗ |
| 8 | Advisors Asset Management, Inc. | 1,394,695 | $13M | +65,909 | +5.0% | 76Q | SEC ↗ |
| 9 | ROYAL BANK OF CANADA | 1,320,347 | $12M | -60,579 | -4.4% | 69Q | SEC ↗ |
| 10 | Allspring Global Investments Holdings, | 1,308,282 | $12M | +121,131 | +10.2% | 12Q | SEC ↗ |
| 11 | STIFEL FINANCIAL CORP | 1,187,886 | $11M | -9,849 | -0.8% | 49Q | SEC ↗ |
| 12 | Karpus Management, Inc. | 1,166,515 | $11M | -11,977 | -1.0% | 15Q | SEC ↗ |
| 13 | GUGGENHEIM CAPITAL LLC | 1,153,034 | $11M | -78,379 | -6.4% | 64Q | SEC ↗ |
| 14 | COHEN & STEERS, INC. | 1,074,977 | $10M | +25,000 | +2.4% | 77Q | SEC ↗ |
| 15 | AMERIPRISE FINANCIAL INC | 992,464 | $9M | +29,639 | +3.1% | 16Q | SEC ↗ |
| 16 | HighTower Advisors, LLC | 864,184 | $8M | +4,035 | +0.5% | 56Q | SEC ↗ |
| 17 | Formidable Asset Management, LLC | 834,092 | $8M | -9,307 | -1.1% | 27Q | SEC ↗ |
| 18 | Prosperity Consulting Group, LLC | 774,470 | $7M | +32,726 | +4.4% | 8Q | SEC ↗ |
| 19 | UBS Group AG | 709,357 | $7M | -6,689 | -0.9% | 47Q | SEC ↗ |
| 20 | Snowden Capital Advisors LLC | 659,084 | $6M | +2,000 | +0.3% | 10Q | SEC ↗ |
| 21 | OSAIC HOLDINGS, INC. | 614,239 | $6M | +55,171 | +9.9% | 26Q | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 610,403 | $6M | +110,914 | +22.2% | 26Q | SEC ↗ |
| 23 | Focused Wealth Management, Inc | 600,489 | $6M | +1,955 | +0.3% | 52Q | SEC ↗ |
| 24 | Kestra Advisory Services, LLC | 549,702 | $5M | -28,051 | -4.9% | 24Q | SEC ↗ |
| 25 | SAM Advisors, LLC | 541,443 | $5M | +18,900 | +3.6% | 5Q | SEC ↗ |
| 26 | NewEdge Advisors, LLC | 430,935 | $4M | -2,975 | -0.7% | 18Q | SEC ↗ |
| 27 | CoreCap Advisors, LLC | 419,094 | $4M | +4,910 | +1.2% | 13Q | SEC ↗ |
| 28 | COMMONWEALTH EQUITY SERVICES, LLC | 364,315 | $3M | +9,224 | +2.6% | 35Q | SEC ↗ |
| 29 | Cambridge Investment Research Advisors | 348,664 | $3M | +43,803 | +14.4% | 74Q | SEC ↗ |
| 30 | KMG FIDUCIARY PARTNERS, LLC | 325,834 | $3M | -38,455 | -10.6% | 31Q | SEC ↗ |
| 31 | Cerity Partners LLC | 287,733 | $3M | -4,265 | -1.5% | 16Q | SEC ↗ |
| 32 | Cetera Investment Advisers | 263,368 | $2M | -192,645 | -42.2% | 11Q | SEC ↗ |
| 33 | Fund Advisors of America Inc/FL | 247,613 | $2M | +739 | +0.3% | 3Q | SEC ↗ |
| 34 | Marks Group Wealth Management, Inc | 219,290 | $2M | — | +0.0% | 27Q | SEC ↗ |
| 35 | &PARTNERS | 210,466 | $2M | +4,593 | +2.2% | 10Q | SEC ↗ |
| 36 | TRUIST FINANCIAL CORP | 208,565 | $2M | -4,239 | -2.0% | 27Q | SEC ↗ |
| 37 | BEARING POINT CAPITAL, LLC | 181,100 | $2M | +85,500 | +89.4% | 7Q | SEC ↗ |
| 38 | BLAIR WILLIAM & CO/IL | 171,945 | $2M | -3,283 | -1.9% | 38Q | SEC ↗ |
| 39 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 166,821 | $2M | +1,816 | +1.1% | 64Q | SEC ↗ |
| 40 | WOLVERINE ASSET MANAGEMENT LLC | 160,396 | $2M | -30,441 | -16.0% | 2Q | SEC ↗ |
| 41 | High Net Worth Advisory Group LLC | 150,690 | $1M | -1,100 | -0.7% | 19Q | SEC ↗ |
| 42 | Steward Partners Investment Advisory, | 150,507 | $1M | +13,583 | +9.9% | 39Q | SEC ↗ |
| 43 | Pointe Capital Management LLC | 150,408 | $1M | -17,699 | -10.5% | 38Q | SEC ↗ |
| 44 | FIFTH THIRD BANCORP | 147,939 | $1M | -14,664 | -9.0% | 3Q | SEC ↗ |
| 45 | Mariner, LLC | 147,674 | $1M | +1,619 | +1.1% | 9Q | SEC ↗ |
| 46 | GOLDMAN SACHS GROUP INC | 137,678 | $1M | -8,679 | -5.9% | 9Q | SEC ↗ |
| 47 | one8zero8, LLC | 137,650 | $1M | -1,500 | -1.1% | 7Q | SEC ↗ |
| 48 | Avestar Capital, LLC | 135,200 | $1M | — | +0.0% | 8Q | SEC ↗ |
| 49 | PRINCIPAL SECURITIES, INC. | 132,165 | $1M | -5,265 | -3.8% | 11Q | SEC ↗ |
| 50 | Allworth Financial LP | 130,473 | $1M | +5,424 | +4.3% | 14Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Beacon Pointe Advisors, LLC | 62,497 | $589K |
| XTX Topco Ltd | 56,520 | $532K |
| Advisors Capital Management, LLC | 44,154 | $416K |
| IFC Advisors LLC | 32,195 | $303K |
| Integrity Advisory Solutions, LLC | 31,212 | $294K |
| KMT WEALTH MANAGEMENT, LLC | 23,051 | $217K |
| Silver Coast Investments LLC | 21,500 | $203K |
| MGO ONE SEVEN LLC | 21,267 | $200K |
| Arax Advisory Partners | 20,120 | $190K |
| CIBC Bancorp USA Inc. | 14,861 | $140K |
| Allied Private Wealth LLC | 12,819 | $121K |
| Csenge Advisory Group | 11,525 | $109K |
| Foundations Investment Advisors, LL | 11,212 | $106K |
| Advisory Solutions Group, LLC | 11,110 | $105K |
| Convergence Financial, LLC | 10,784 | $102K |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 10,092 | $95K |
| URS Advisory LLC | 10,054 | $95K |
| Attessa Capital LLC | 10,031 | $94K |
| FOCUSED ALPHA, LLC | 10,005 | $94K |
| Continuum Advisory, LLC | 8,000 | $75K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Penserra Capital Management LLC | 802,308 | $8M |
| 1607 Capital Partners, LLC | 129,714 | $1M |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 70,000 | $659K |
| MILLENNIUM MANAGEMENT LLC | 67,166 | $633K |
| READYSTATE ASSET MANAGEMENT LP | 50,746 | $478K |
| Sound Income Strategies, LLC | 41,604 | $392K |
| LeClair Wealth Partners LLC | 30,938 | $291K |
| Navis Wealth Advisors, LLC | 30,015 | $283K |
| EVOLVE PRIVATE WEALTH, LLC | 29,493 | $278K |
| MKT Advisors LLC | 29,011 | $273K |
| Z3 Capital Partners, LLC | 25,950 | $244K |
| Marex Group plc | 22,244 | $210K |
| Western Wealth Management, LLC | 20,260 | $191K |
| INSIGNEO ADVISORY SERVICES, LLC | 18,397 | $173K |
| Retirement Solution LLC | 16,141 | $152K |
| TWO SIGMA SECURITIES, LLC | 15,160 | $143K |
| COOPER/HAIMS ADVISORS, LLC | 14,746 | $139K |
| CITADEL ADVISORS LLC | 14,710 | $139K |
| EVOKE WEALTH, LLC | 14,233 | $134K |
| Charles Schwab Trust Co | 13,847 | $130K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +593,637 | +26.7% | 2,815,014 |
| Janney Montgomery Scott LLC | +403,319 | +28.8% | 1,803,728 |
| Invesco Ltd. | +185,896 | +5.0% | 3,913,341 |
| Allspring Global Investments Holdin | +121,131 | +10.2% | 1,308,282 |
| WELLS FARGO & COMPANY/MN | +116,744 | +8.3% | 1,525,827 |
| Rockefeller Capital Management L.P. | +110,914 | +22.2% | 610,403 |
| BEARING POINT CAPITAL, LLC | +85,500 | +89.4% | 181,100 |
| Advisors Asset Management, Inc. | +65,909 | +5.0% | 1,394,695 |
| LPL Financial LLC | +63,028 | +1.7% | 3,850,419 |
| JANE STREET GROUP, LLC | +56,736 | +133.3% | 99,312 |
| OSAIC HOLDINGS, INC. | +55,171 | +9.9% | 614,239 |
| Cambridge Investment Research Advis | +43,803 | +14.4% | 348,664 |
| J.W. COLE ADVISORS, INC. | +41,623 | +141.8% | 70,977 |
| Focus Partners Wealth | +39,976 | +50.0% | 119,926 |
| Prosperity Consulting Group, LLC | +32,726 | +4.4% | 774,470 |
| AMERIPRISE FINANCIAL INC | +29,639 | +3.1% | 992,464 |
| Pathstone Holdings, LLC | +25,857 | +68.4% | 63,682 |
| COHEN & STEERS, INC. | +25,000 | +2.4% | 1,074,977 |
| Ameritas Advisory Services, LLC | +20,824 | +32.2% | 85,585 |
| BANK OF AMERICA CORP /DE | +19,401 | +0.7% | 2,706,507 |