Who owns Eaton Vance Tax-Managed Global Dive Eq?
- Ticker: EXG
- CUSIP Number: 27829F108
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Analyze quarterly positions in Eaton Vance Tax-Managed Global Dive Eq with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Eaton Vance Tax-Managed Global Dive Eq this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Morgan Stanley | 23M | $195M | 3% | Jun 2024 |
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Invesco | 4.4M | $38M | 6% | Sep 2024 |
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1607 Capital Partners | 2.8M | $24M | 5% | Sep 2024 |
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Karpus Investment Management | 2.7M | $24M | -2% | Sep 2024 |
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Bank of America Corporation | 2.6M | $23M | 3% | Sep 2024 |
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Allspring Global Investments Holdings | 2.3M | $20M | 7% | Sep 2024 |
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CNH Partners | 1.7M | $15M | -4% | Sep 2024 |
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Advisors Asset Management | 1.4M | $12M | 3% | Sep 2024 |
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Wells Fargo & Company | 1.3M | $12M | 1% | Sep 2024 |
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Raymond James Financial Services Advisors | 1.3M | $11M | 9% | Sep 2024 |
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Royal Bank of Canada | 1.2M | $11M | 51% | Sep 2024 |
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Cohen & Steers Capital Management | 1.2M | $10M | 6% | Jun 2024 |
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Commonwealth Equity Services | 1.1M | $9.7M | -3% | Sep 2024 |
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BBK Capital Partners | 1.1M | $9.3M | -6% | Sep 2024 |
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Stifel Financial | 1.0M | $8.8M | 14% | Jun 2024 |
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Raymond James & Associates | 975k | $8.5M | 0% | Sep 2024 |
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LPL Financial | 806k | $7.0M | 6% | Sep 2024 |
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Cornerstone Advisors | 778k | $6.8M | -74% | Sep 2024 |
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Snowden Capital Advisors | 683k | $6.0M | 0% | Sep 2024 |
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Janney Montgomery Scott | 610k | $5.3M | 2% | Sep 2024 |
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Guggenheim Capital, LLC Managers | 610k | $5.3M | 9% | Sep 2024 |
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International Assets Investment Management | 539k | $62M | 799% | Sep 2024 |
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Penserra Capital Management | 526k | $4.6M | 100% | Sep 2024 |
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Prosperity Consulting Group | 497k | $4.3M | 100% | Sep 2024 |
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H D Vest Advisory Services | 495k | $4.2M | 3% | Jun 2024 |
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HighTower Advisors | 493k | $4.2M | 0% | Jun 2024 |
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Focused Wealth Management | 468k | $4.1M | 2% | Sep 2024 |
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SAM Advisors | 464k | $4.0M | 100% | Sep 2024 |
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CoreCap Advisors | 403k | $3.5M | 0% | Sep 2024 |
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Logan Stone Capital | 392k | $3.4M | -9% | Sep 2024 |
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Rockefeller Capital Management | 387k | $3.3M | 1% | Jun 2024 |
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Shaker Financial Services | 357k | $3.1M | -11% | Sep 2024 |
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Advisor Group Holdings | 350k | $3.1M | -38% | Sep 2024 |
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Goldman Sachs Group | 339k | $2.9M | 100% | Jun 2024 |
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Cambridge Investment Research Advisors | 310k | $2.7M | 1% | Sep 2024 |
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Thomas J. Herzfeld Advisors | 308k | $2.7M | 1% | Sep 2024 |
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Envestnet Asset Management | 241k | $2.1M | 3% | Sep 2024 |
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Cetera Investment Advisers | 237k | $2.0M | 5% | Jun 2024 |
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Marks Group Wealth Management | 231k | $2.0M | 0% | Sep 2024 |
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William Blair $ Company | 207k | $1.8M | 1% | Sep 2024 |
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Park Avenue Securities | 205k | $1.8M | -2% | Sep 2024 |
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Sanctuary Advisors | 184k | $1.6M | 23% | Sep 2024 |
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Steward Partners Investment Advisory | 183k | $1.5M | 1% | Jun 2024 |
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Brian McDonald | 180k | $1.6M | -4% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 175k | $1.5M | 1% | Sep 2024 |
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Branch Banking & Trust Company | 175k | $1.5M | -7% | Jun 2024 |
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Pointe Capital Management | 162k | $1.4M | -8% | Sep 2024 |
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High Net Worth Advisory Group | 150k | $1.3M | 0% | Sep 2024 |
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Kmg Fiduciary Partners | 124k | $1.1M | -1% | Sep 2024 |
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Principal Securities | 121k | $1.1M | 3% | Sep 2024 |
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Conning | 119k | $1.0M | 2% | Sep 2024 |
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Pnc Financial Services | 107k | $934k | -6% | Sep 2024 |
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Integrated Wealth Concepts | 106k | $926k | 3% | Sep 2024 |
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Northstar Advisory Group | 105k | $913k | 2% | Sep 2024 |
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Centaurus Financial | 105k | $913k | 4% | Sep 2024 |
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Thrivent Financial for Lutherans | 100k | $870k | 57% | Sep 2024 |
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Sheaff Brock Investment Advisors | 95k | $826k | 6% | Sep 2024 |
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Prevail Innovative Wealth Advisors | 94k | $791k | 14% | Jun 2024 |
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D.A. Davidson & Co. | 90k | $762k | 0% | Jun 2024 |
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Leo Wealth | 89k | $775k | 0% | Sep 2024 |
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National Asset Management | 89k | $769k | -57% | Sep 2024 |
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Landscape Capital Management | 87k | $762k | -80% | Sep 2024 |
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Raymond James Trust | 76k | $666k | -1% | Sep 2024 |
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Oakmont Partners | 75k | $656k | 0% | Sep 2024 |
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Ameritas Advisory Services | 74k | $646k | 1% | Sep 2024 |
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Quantedge Capital Pte | 71k | $620k | -23% | Sep 2024 |
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CI Private Wealth | 68k | $590k | -1% | Sep 2024 |
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Wiley Bros.-aintree Capital | 65k | $550k | 20% | Jun 2024 |
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Colony | 65k | $564k | 133% | Sep 2024 |
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Northern Trust | 63k | $548k | 87% | Sep 2024 |
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Sunbelt Securities | 62k | $536k | -21% | Sep 2024 |
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MGB Wealth Management | 56k | $491k | 0% | Sep 2024 |
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J.w. Cole Advisors | 56k | $490k | 8% | Sep 2024 |
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Wealth Effects | 52k | $455k | -1% | Sep 2024 |
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Calamos Advisors | 51k | $447k | 1% | Sep 2024 |
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Kovack Advisors | 50k | $436k | -2% | Sep 2024 |
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David J Yvars Group | 50k | $433k | 0% | Sep 2024 |
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Merit Financial Group | 48k | $414k | 0% | Sep 2024 |
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Two Sigma Investments | 47k | $401k | 284% | Jun 2024 |
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Goss Wealth Management | 47k | $399k | 35% | Jun 2024 |
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Avory & Company | 47k | $410k | 0% | Sep 2024 |
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Mercer Global Advisors | 47k | $396k | 0% | Jun 2024 |
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Investmark Advisory Group | 47k | $394k | 3% | Jun 2024 |
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Sage Capital Management | 46k | $405k | 0% | Sep 2024 |
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Wedbush Morgan Securities | 46k | $404k | 16% | Sep 2024 |
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Kestra Advisory Services | 45k | $393k | -66% | Sep 2024 |
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Baker Avenue Asset Management | 45k | $388k | 100% | Sep 2024 |
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Wealth Enhancement Advisory Services | 44k | $369k | 123% | Jun 2024 |
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Atomi Financial Group | 44k | $379k | 0% | Sep 2024 |
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Saxon Interests | 43k | $370k | -42% | Sep 2024 |
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PFG Investments | 40k | $340k | -4% | Jun 2024 |
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Oppenheimer & Co | 39k | $338k | -4% | Sep 2024 |
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Garden State Investment Advisory Services | 38k | $334k | 1% | Sep 2024 |
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Cranbrook Wealth Management | 37k | $322k | 0% | Sep 2024 |
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Gratus Capital | 37k | $311k | 0% | Jun 2024 |
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Main Street Financial Solutions | 36k | $317k | 32% | Sep 2024 |
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Integrated Capital Management | 36k | $313k | 7% | Sep 2024 |
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Pathstone Holdings | 36k | $311k | -79% | Sep 2024 |
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Creative Planning | 35k | $309k | -2% | Sep 2024 |
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Atria Wealth Solutions | 35k | $306k | 3% | Sep 2024 |
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Stockman Asset Management | 35k | $302k | 0% | Sep 2024 |
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Mml Investors Services | 34k | $298k | 2% | Sep 2024 |
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Private Advisor | 34k | $294k | 6% | Sep 2024 |
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Commerce Bank N A | 34k | $292k | -7% | Sep 2024 |
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Mendel Capital Management | 34k | $292k | 0% | Sep 2024 |
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Mill Creek Capital Advisors | 33k | $289k | 0% | Sep 2024 |
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Semus Wealth Partners | 32k | $282k | 2% | Sep 2024 |
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MKT Advisors | 32k | $274k | -3% | Sep 2024 |
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Benjamin F. Edwards & Company | 31k | $264k | 0% | Jun 2024 |
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Diligent Investors | 31k | $272k | 2% | Sep 2024 |
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Benjamin Edwards | 31k | $271k | 100% | Sep 2024 |
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Farther Finance Advisors | 30k | $261k | 0% | Sep 2024 |
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Silverlake Wealth Management | 30k | $258k | 0% | Sep 2024 |
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Western Wealth Management | 29k | $252k | 100% | Sep 2024 |
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HBK Sorce Advisory | 29k | $250k | 22% | Sep 2024 |
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Stonebridge Financial Planning Group | 28k | $241k | 0% | Sep 2024 |
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SeaCrest Wealth Management | 28k | $239k | -4% | Sep 2024 |
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Mission Wealth Management | 27k | $237k | 0% | Sep 2024 |
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Natixis Asset Management Advisors | 26k | $225k | -37% | Sep 2024 |
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HPM Partners | 26k | $223k | -1% | Sep 2024 |
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Horan Securities | 25k | $220k | 1% | Sep 2024 |
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Successful Portfolios | 25k | $216k | 0% | Sep 2024 |
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Stratos Wealth Advisors | 24k | $210k | 9% | Sep 2024 |
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Sax Wealth Advisors | 24k | $209k | 116% | Sep 2024 |
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Heritage Wealth Management | 24k | $208k | 0% | Sep 2024 |
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Warther Private Wealth | 24k | $200k | 100% | Jun 2024 |
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Focus Financial Network | 24k | $206k | 2% | Sep 2024 |
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Monograph Wealth Advisors | 23k | $197k | 100% | Jun 2024 |
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Insigneo Advisory Services | 23k | $199k | 60% | Sep 2024 |
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Stratos Wealth Partners | 23k | $198k | 10% | Sep 2024 |
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Moors & Cabot | 22k | $195k | -11% | Sep 2024 |
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Rsm Us Wealth Management | 22k | $193k | 0% | Sep 2024 |
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Syverson Strege & Co | 21k | $184k | 0% | Sep 2024 |
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Carolinas Wealth Consulting | 20k | $178k | 0% | Sep 2024 |
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Merriman Wealth Management | 20k | $177k | 100% | Sep 2024 |
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Flagship Harbor Advisors | 20k | $176k | -12% | Sep 2024 |
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Moloney Securities Asset Management | 20k | $175k | -6% | Sep 2024 |
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Bank of New York Mellon | 20k | $174k | 100% | Sep 2024 |
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Amplius Wealth Advisors | 20k | $174k | 0% | Sep 2024 |
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Bank of Stockton Trust & Investment | 20k | $169k | -6% | Jun 2024 |
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Kovitz Investment Group Partners | 20k | $172k | 49% | Sep 2024 |
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Franklin Resources | 19k | $164k | 0% | Sep 2024 |
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Empower Advisory Group | 19k | $166k | -4% | Sep 2024 |
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Kestra Private Wealth Services | 18k | $161k | 0% | Sep 2024 |
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Commons Capital | 18k | $158k | 100% | Sep 2024 |
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Meridian Wealth Advisors | 18k | $156k | 0% | Sep 2024 |
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KPP Advisory Services | 18k | $155k | 0% | Sep 2024 |
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Mariner Wealth Advisors | 18k | $153k | 0% | Sep 2024 |
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Clarius | 17k | $151k | 0% | Sep 2024 |
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Prospera Financial Services | 15k | $132k | -13% | Sep 2024 |
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Wolverine Asset Management | 12k | $104k | -96% | Sep 2024 |
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Who sold out of Eaton Vance Tax-Managed Global Dive Eq?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Flow State Investments | Mar 2024 | 250k | $2.0M |
Cooper Financial Group | Mar 2024 | 59k | $478k |
Strategic Financial Concepts | Jun 2024 | 38k | $4.5M |
Frank. Day | Jun 2024 | 29k | $245k |
Lane & Associates | Jun 2024 | 28k | $233k |
Fisher Investments | Jun 2024 | 23k | $190k |
Virtu Financial | Jun 2024 | 20k | $170k |