Eaton Vance Tax-Managed GlobXEXGX
13F holders, Q2 2024 (June 30)250holders +10
28new positions
19sold out
1famous investor
$8.44avg. 13F price*
At the end of Q2 2024, 250 institutions reported holding Eaton Vance Tax-Managed Glob (XEXGX) in their 13F filings, up 10 from Q1 2024. 28 opened new positions and 19 sold out. The largest holders were Morgan Stanley ($195.4M), Invesco Ltd. ($34.5M) and Cornerstone Advisors, LLC ($24.9M). One famous investor held it Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Eaton Vance Tax-Managed Glob
- CUSIP
- 27829F108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $6.2M |
| Exits | 19 | $4.3M |
All 13F filers, Q1 2024 → Q2 2024: 3,208,539 shares bought and 2,345,450 shares sold, net +863,089 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 250 holders
| Morgan Stanley | 0.02% | Add +2.5% | 23,120,681 | $195.4M |
| Invesco Ltd. | 0.01% | Reduce -1.2% | 4,087,621 | $34.5M |
| Cornerstone Advisors, LLC | 1.01% | Add +8.7% | 2,949,993 | $24.9M |
| Karpus Management, Inc. | 0.66% | Reduce -0.9% | 2,758,610 | $23.3M |
| 1607 Capital Partners, LLC | 2.01% | Add +8.4% | 2,660,272 | $22.5M |
| Bank of America Corp. | 0.00% | Reduce -0.1% | 2,504,631 | $21.2M |
| Allspring Global Investments Holdings, LLC | 0.03% | Reduce -0.8% | 2,143,606 | $18.1M |
| AQR Arbitrage LLC | 0.69% | Add +7.2% | 1,775,271 | $15.0M |
| Advisors Asset Management, Inc. | 0.22% | Add +7.0% | 1,349,832 | $11.4M |
| Wells Fargo & Company | 0.00% | Reduce -2.0% | 1,314,445 | $11.1M |
| Cohen & Steers, Inc. | 0.02% | Add +6.2% | 1,207,690 | $10.2M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +7.7% | 1,167,010 | $9.9M |
| Commonwealth Equity Services, LLC | 0.02% | Add +1.6% | 1,142,663 | $9.7M |
| Formidable Asset Management, LLC | 1.55% | Reduce -4.4% | 1,136,823 | $9.6M |
| Stifel Financial Corp. | 0.01% | Add +14.3% | 1,045,112 | $8.8M |
| Raymond James & Associates | 0.01% | Reduce -15.0% | 974,211 | $8.2M |
| Royal Bank of Canada | 0.00% | Add +29.9% | 810,761 | $6.9M |
| Ameriprise Financial Inc. | 0.00% | Add +6.5% | 788,035 | $6.7M |
| UBS Group AG | 0.00% | Add +0.2% | 759,023 | $6.4M |
| LPL Financial LLC | 0.00% | Reduce -0.9% | 757,373 | $6.4M |
| Snowden Capital Advisors LLC | 0.17% | No change | 682,510 | $5.8M |
| Janney Montgomery Scott LLC | 0.02% | Add +3.5% | 600,392 | $5.1M |
| Guggenheim Capital LLC | 0.03% | Reduce -8.0% | 561,655 | $4.7M |
| Avantax Advisory Services, Inc. | 0.03% | Add +2.8% | 494,856 | $4.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.2% | 492,987 | $4.2M |
| Focused Wealth Management, Inc | 0.57% | Add +4.4% | 459,437 | $3.9M |
| Landscape Capital Management, L.L.C. | 0.31% | Reduce -34.2% | 435,012 | $3.7M |
| Logan Stone Capital, LLC | 0.94% | Reduce -38.8% | 429,875 | $3.6M |
| CoreCap Advisors, LLC | 0.35% | Add +10.1% | 401,218 | $3.4M |
| Shaker Financial Services, LLC | 1.36% | Add +1.8% | 398,922 | $3.4M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.7% | 386,897 | $3.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -39.8% | 339,393 | $2.9M |
| Goldman Sachs Group Inc. | 0.00% | New | 339,390 | $2.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.6% | 306,167 | $2.6M |
| Thomas J. Herzfeld Advisors, Inc. | 0.90% | Add +61.5% | 303,572 | $2.6M |
| Wolverine Asset Management LLC | 0.23% | Reduce -54.8% | 279,666 | $2.4M |
| Cetera Investment Advisers | 0.00% | Add +4.6% | 236,932 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.5% | 233,802 | $2.0M |
| Marks Group Wealth Management, Inc | 0.20% | Add +2.8% | 229,633 | $1.9M |
| Park Avenue Securities LLC | 0.02% | Reduce -3.3% | 210,147 | $1.8M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -13.3% | 206,666 | $1.7M |
| Blair William & Co. | 0.01% | Add +332.7% | 204,380 | $1.7M |
| Comerica Bank | 0.01% | Reduce -0.7% | 188,072 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +0.9% | 182,790 | $1.5M |
| Pointe Capital Management LLC | 0.92% | Reduce -0.6% | 175,092 | $1.5M |
| Truist Financial Corp. | 0.00% | Reduce -7.5% | 174,500 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.2% | 174,332 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | Add +11.1% | 173,112 | $1.5M |
| High Net Worth Advisory Group LLC | 0.38% | Add +9.1% | 149,839 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | — | 149,832 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.9% | 130,995 | $1.1M |
| Flow State Investments, L.P. | 0.60% | Reduce -48.5% | 128,601 | $1.1M |
| KMG Fiduciary Partners, LLC | 0.10% | Reduce -0.3% | 125,300 | $1.1M |
| Principal Securities, Inc. | 0.03% | Add +0.8% | 116,873 | $988K |
| Conning Inc. | 0.04% | Add +2.3% | 116,395 | $984K |
| PNC Financial Services Group, Inc. | 0.00% | Add +8.8% | 114,079 | $964K |
| Northstar Advisory Group, LLC | 0.50% | No change | 103,121 | $871K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -7.0% | 102,811 | $869K |
| Centaurus Financial, Inc. | 0.06% | Reduce -13.1% | 100,553 | $850K |
| Prevail Innovative Wealth Advisors, LLC | 0.28% | Add +13.9% | 93,595 | $791K |
| D.A. Davidson & Co. | 0.01% | Reduce -0.1% | 90,129 | $762K |
| Sheaff Brock Investment Advisors, LLC | 0.07% | Add +31.4% | 89,716 | $758K |
| Leo Wealth, LLC | 0.08% | No change | 88,886 | $751K |
| Thrivent Financial for Lutherans | 0.00% | Add +25.1% | 79,708 | $673K |
| Sunbelt Securities, Inc. | 0.07% | Add +1.4% | 78,303 | $662K |
| Independent Financial Group, LLC | 0.03% | Add +63.8% | 78,062 | $660K |
| Raymond James Trust N.A. | 0.02% | Add +1.0% | 77,146 | $652K |
| Dakota Wealth Management | 0.01% | Reduce -0.1% | 74,960 | $633K |
| Saxon Interests, Inc. | 0.30% | Reduce -17.6% | 73,413 | $620K |
| Ameritas Advisory Services, LLC | 0.02% | Add +15.7% | 73,071 | $617K |
| Quantedge Capital Pte Ltd | 0.21% | Reduce -25.5% | 68,400 | $578K |
| Corient Private Wealth LP | 0.00% | Add +0.3% | 68,175 | $576K |
| &partners | 0.02% | Add +20.4% | 65,059 | $550K |
| International Assets Investment Management, LLC | 0.05% | Reduce -1.5% | 59,952 | $507K |
| MGB Wealth Management, LLC | 0.18% | Reduce -3.6% | 56,322 | $489K |
| NWF Advisory Services Inc. | 0.07% | Reduce -4.5% | 53,050 | $448K |
| Wealth Effects LLC | 0.16% | Reduce -2.4% | 52,852 | $447K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -4.6% | 51,904 | $439K |
| Kovack Advisors, Inc. | 0.05% | New | 50,973 | $431K |
| Calamos Advisors LLC | 0.00% | New | 50,472 | $426K |
| David J Yvars Group | 0.26% | Add +0.4% | 49,788 | $421K |
| Merit Financial Group, LLC | 0.01% | Add +0.0% | 47,604 | $402K |
| Two Sigma Investments, LP | 0.00% | Add +284.4% | 47,393 | $400K |
| NewEdge Advisors, LLC | 0.00% | Add +34.6% | 47,261 | $399K |
| Avory & Company, LLC | 0.28% | No change | 47,060 | $398K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.2% | 46,903 | $396K |
| Investmark Advisory Group LLC | 0.21% | Add +3.2% | 46,650 | $394K |
| Sage Capital Management, LLC | 0.21% | No change | 46,431 | $392K |
| Baker Avenue Asset Management, LP | 0.01% | New | 44,500 | $376K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +122.5% | 43,650 | $369K |
| Compound Planning, Inc. | 0.03% | Add +13.4% | 43,582 | $368K |
| Natixis Advisors, LLC | 0.00% | No change | 40,923 | $346K |
| Oppenheimer & Co. Inc. | 0.01% | Add +1.1% | 40,714 | $344K |
| PFG Investments, LLC | 0.02% | Reduce -4.1% | 40,211 | $340K |
| Wedbush Securities Inc. | 0.01% | Add +53.9% | 40,133 | $339K |
| Garden State Investment Advisory Services LLC | 0.11% | Add +0.2% | 38,114 | $322K |
| Cranbrook Wealth Management, LLC | 0.08% | No change | 36,924 | $312K |
| Gratus Capital, LLC | 0.01% | Add +0.1% | 36,836 | $311K |
| Northern Trust Corp. | 0.00% | Add +9.0% | 36,652 | $310K |
| Creative Planning | 0.00% | Add +21.7% | 35,927 | $304K |
| Commerce Bank | 0.00% | Add +7.0% | 35,881 | $303K |
| Stockman Wealth Management, Inc. | 0.05% | No change | 34,679 | $293K |
| Main Street Financial Solutions, LLC | 0.03% | Add +24.1% | 34,277 | $290K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +34.5% | 34,122 | $288K |
| Mendel Capital Management LLC | 0.18% | No change | 33,500 | $283K |
| MKT Advisors LLC | 0.14% | Reduce -0.0% | 33,106 | $283K |
| MML Investors Services, LLC | 0.00% | Reduce -0.7% | 33,393 | $282K |
| Integrated Capital Management, Inc. | 0.22% | Add +5.1% | 33,340 | $282K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 33,159 | $280K |
| Private Advisor Group, LLC | 0.00% | Reduce -21.3% | 31,661 | $268K |
| Semus Wealth Partners LLC | 0.21% | Reduce -1.3% | 31,567 | $267K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 31,185 | $264K |
| Diligent Investors, LLC | 0.06% | Add +2.0% | 30,585 | $258K |
| Farther Finance Advisors, LLC | 0.01% | Add +1.7% | 29,880 | $252K |
| Silverlake Wealth Management LLC | 0.10% | Reduce -18.0% | 29,629 | $250K |
| M Holdings Securities, Inc. | 0.03% | New | 28,967 | $245K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +0.0% | 28,564 | $241K |
| Focus Partners Wealth | 0.00% | No change | 27,740 | $234K |
| Stonebridge Financial Planning Group, LLC | 0.12% | Add +0.2% | 27,624 | $233K |
| Lane & Associates LLC | 0.14% | Add +2.4% | 27,580 | $233K |
| Mission Wealth Management, LP | 0.01% | No change | 27,214 | $230K |
| Cerity Partners LLC | 0.00% | Add +18.7% | 25,833 | $218K |
| Moors & Cabot, Inc. | 0.01% | Reduce -8.0% | 25,075 | $212K |
| Horan Securities, Inc. | 0.09% | New | 24,975 | $211K |
| Successful Portfolios LLC | 0.15% | No change | 24,794 | $210K |
| Heritage Wealth Management, Inc. | 0.07% | — | 23,885 | $204K |
| Focus Financial Network, Inc. | 0.01% | Add +2.4% | 23,262 | $201K |
| Warther Private Wealth, LLC | 0.08% | New | 23,675 | $200K |
| HBK Sorce Advisory LLC | 0.01% | Add +1.1% | 23,467 | $198K |
| Matrix Private Capital Group LLC | 0.12% | Reduce -8.3% | 23,369 | $197K |
| Monograph Wealth Advisors, LLC | 0.03% | New | 23,282 | $197K |
| Fisher Asset Management | 0.00% | Reduce -21.3% | 22,462 | $190K |
| Choreo, LLC | 0.00% | New | 22,307 | $188K |
| Stratos Wealth Advisors, LLC | 0.01% | No change | 22,024 | $186K |
| Moloney Securities Asset Management, LLC | 0.03% | Reduce -4.9% | 21,323 | $180K |
| Syverson Strege & Co | 0.06% | Add +0.1% | 21,075 | $178K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +14.9% | 20,723 | $175K |
| Carolinas Wealth Consulting LLC | 0.03% | No change | 20,402 | $172K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -12.1% | 20,161 | $170K |
| Virtu Financial LLC | 0.01% | Reduce -36.7% | 20,079 | $170K |
| Bank of Stockton | 0.05% | Reduce -6.1% | 20,000 | $169K |
| Amplius Wealth Advisors, LLC | 0.02% | New | 20,000 | $169K |
| Empower Advisory Group, LLC | 0.00% | Add +4.6% | 19,872 | $168K |
| Franklin Resources Inc. | 0.00% | No change | 19,133 | $162K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.7% | 18,490 | $156K |
| Meridian Wealth Advisors, LLC | 0.03% | No change | 17,936 | $152K |
| KPP Advisory Services LLC | 0.04% | No change | 17,735 | $150K |
| Mariner, LLC | 0.00% | New | 17,500 | $148K |
| Prospera Financial Services Inc | 0.00% | New | 17,461 | $148K |
| Clarius Group, LLC | 0.01% | No change | 17,268 | $146K |
| WealthBridge Capital Management, LLC | 0.05% | Add +2.4% | 17,257 | $146K |
| Strait & Sound Wealth Management LLC | 0.07% | No change | 17,200 | $145K |
| Gladstone Institutional Advisory LLC | 0.01% | No change | 16,880 | $143K |
| Gateway Wealth Partners, LLC | 0.04% | Reduce -45.4% | 16,805 | $142K |
| Van Hulzen Asset Management, LLC | 0.01% | Add +12.7% | 16,405 | $139K |
| Venture Visionary Partners LLC | 0.01% | No change | 16,300 | $138K |
| AlphaMark Advisors, LLC | 0.05% | No change | 16,000 | $135K |
| Parisi Gray Wealth Management | 0.05% | No change | 15,962 | $135K |
| Beacon Investment Advisory Services, Inc. | 0.01% | Add +10.3% | 14,895 | $126K |
| Brown Advisory Inc. | 0.00% | No change | 14,846 | $125K |
| Ashton Thomas Securities, LLC | 0.03% | — | 14,440 | $123K |
| Capital CS Group, LLC | 0.14% | Add +1.1% | 14,476 | $122K |
| LVZ, Inc. | 0.02% | No change | 14,258 | $120K |
| Catalina Capital Group, LLC | 0.04% | No change | 13,995 | $118K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 13,417 | $113K |
| Insigneo Advisory Services, LLC | 0.01% | New | 14,215 | $112K |
| NorthCoast Asset Management LLC | 0.00% | No change | 13,200 | $112K |
| Waterfront Wealth Inc. | 0.03% | No change | 12,758 | $108K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 12,604 | $107K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 12,604 | $107K |
| CIC Wealth, LLC | 0.03% | Reduce -8.8% | 12,542 | $106K |
| Investment Partners Asset Management, Inc. | 0.09% | No change | 12,184 | $103K |
| Modern Wealth Management, LLC | 0.01% | New | 11,832 | $100K |
| Welch & Forbes LLC | 0.00% | No change | 11,500 | $97K |
| Insight Advisors, LLC/ PA | 0.02% | No change | 11,500 | $97K |
| CIBC Private Wealth Group LLC | 0.00% | Add +39.0% | 11,402 | $97K |
| Perennial Investment Advisors, LLC | 0.01% | Reduce -7.1% | 11,384 | $96K |
| Wealth Alliance, LLC | 0.01% | Add +0.9% | 11,160 | $94K |
| Quad-Cities Investment Group, LLC | 0.05% | No change | 11,155 | $94K |
| Sax Wealth Advisors, LLC | 0.01% | No change | 11,142 | $94K |
| Apollon Wealth Management, LLC | 0.00% | No change | 11,000 | $93K |
| Badgley Phelps Wealth Managers, LLC | 0.00% | No change | 10,896 | $92K |
| 9258 Wealth Management, LLC | 0.01% | No change | 10,425 | $88K |
| Plancorp, LLC | 0.00% | No change | 10,398 | $88K |
| Blue Trust, Inc. | 0.00% | No change | 10,000 | $82K |
| Harbour Investments, Inc. | 0.00% | Reduce -24.4% | 9,251 | $78K |
| Sandy Spring Bank | 0.00% | Add +0.7% | 8,500 | $72K |
| Register Financial Advisors LLC | 0.04% | Add +1.5% | 8,331 | $70K |
| Activest Wealth Management | 0.02% | New | 8,158 | $69K |
| Baldwin Wealth Partners LLC | 0.01% | No change | 8,000 | $68K |
| WFA of San Diego, LLC | 0.06% | — | 7,900 | $67K |
| PFS Partners, LLC | 0.04% | Add +2.4% | 7,843 | $66K |
| Lanark Financial, Inc. | 0.01% | Add +0.2% | 7,920 | $66K |
| Gen-Wealth Partners Inc | 0.03% | No change | 7,800 | $66K |
| Raleigh Capital Management Inc. | 0.03% | New | 7,540 | $64K |
| Citigroup Inc. | 0.00% | Reduce -17.9% | 7,118 | $60K |
| Caldwell Trust Co | 0.01% | No change | 6,749 | $57K |
| Optimum Investment Advisors | 0.02% | Reduce -36.7% | 6,552 | $55K |
| ORG Partners LLC | 0.01% | No change | 6,236 | $53K |
| US Bancorp \de | 0.00% | No change | 6,019 | $51K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 5,750 | $49K |
| Parallel Advisors, LLC | 0.00% | Add +1.2% | 5,636 | $48K |
| North Star Investment Management Corp. | 0.00% | Add +2.4% | 5,634 | $48K |
| Cypress Capital Management LLC (WY) | 0.05% | No change | 5,000 | $42K |
| Avior Wealth Management, LLC | 0.00% | No change | 4,701 | $40K |
| Princeton Global Asset Management LLC | 0.01% | No change | 4,609 | $39K |
| Bogart Wealth, LLC | 0.00% | No change | 3,953 | $33K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +2.4% | 3,634 | $31K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 3,350 | $28K |
| Hobbs Group Advisors, LLC | 0.01% | — | 2,916 | $25K |
| Financial Management Professionals, Inc. | 0.00% | No change | 2,828 | $24K |
| Larson Financial Group LLC | 0.00% | New | 2,737 | $23K |
| LRI Investments, LLC | 0.00% | No change | 2,734 | $23K |
| WR Wealth Planners, LLC | 0.01% | No change | 2,600 | $22K |
| Private Trust Co. NA | 0.00% | No change | 2,500 | $21K |
| HM Payson & Co. | 0.00% | No change | 2,436 | $21K |
| American Capital Advisory, LLC | 0.01% | No change | 2,650 | $20K |
| Cornerstone Planning Group LLC | 0.01% | New | 2,450 | $19K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 2,253 | $19K |
| Allworth Financial LP | 0.00% | Reduce -19.1% | 2,183 | $18K |
| Spire Wealth Management | 0.00% | Reduce -86.5% | 2,171 | $18K |
| ICA Group Wealth Management, LLC | 0.01% | No change | 2,067 | $17K |
| Venturi Wealth Management, LLC | 0.00% | No change | 1,754 | $15K |
| Geneos Wealth Management Inc. | 0.00% | Add +1.7% | 1,704 | $14K |
| IFP Advisors, Inc | 0.00% | No change | 1,700 | $14K |
| Salomon & Ludwin, LLC | 0.00% | No change | 1,605 | $14K |
| FMR LLC | 0.00% | Add +158300.0% | 1,584 | $13K |
| Parkside Financial Bank & Trust | 0.00% | New | 1,465 | $12K |
| Sachetta, LLC | 0.00% | No change | 1,055 | $9K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 1,000 | $8K |
| Webster Bank, N. A. | 0.00% | No change | 1,000 | $8K |
| Fifth Third Bancorp | 0.00% | Reduce -90.4% | 960 | $8K |
| Avion Wealth | 0.00% | No change | 1,000 | $8K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 900 | $8K |
| NBT Bank, N.A. | 0.00% | No change | 800 | $7K |
| Russell Investments Group, Ltd. | 0.00% | New | 539 | $5K |
| Strategic Financial Concepts, LLC | 0.00% | New | 37,665 | $5K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 500 | $4K |
| Addison Advisors LLC | 0.00% | No change | 467 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 419 | $4K |
| Key Financial Inc | 0.00% | No change | 349 | $3K |
| Maryland Capital Advisors Inc. | 0.00% | New | 338 | $3K |
| Byrne Asset Management LLC | 0.00% | Reduce -40.0% | 300 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 296 | $3K |
| Beacon Capital Management, LLC | 0.00% | Add +2.6% | 279 | $2K |
| Mather Group, Llc. | 0.00% | New | 210 | $2K |
| Voisard Asset Management Group, Inc. | 0.00% | New | 185 | $2K |
| Smartleaf Asset Management LLC | 0.00% | New | 100 | $847 |
| JPMorgan Chase & Co. | 0.00% | No change | 41 | $346 |
| Signaturefd, LLC | 0.00% | No change | 1 | $8 |
"% of holder's portfolio" is XEXGX's weight in each manager's 13F, not the share of Eaton Vance Tax-Managed Glob the manager owns.