Eaton Vance Tax-Managed GlobXEXGX

13F holders, Q3 2024 (September 30)
257holders +7
25new positions
17sold out
$8.72avg. 13F price*

At the end of Q3 2024, 257 institutions reported holding Eaton Vance Tax-Managed Glob (XEXGX) in their 13F filings, up 7 from Q2 2024. 25 opened new positions and 17 sold out. The largest holders were Morgan Stanley ($203.5M), Invesco Ltd. ($37.9M) and 1607 Capital Partners, LLC ($24.4M).

Company
Eaton Vance Tax-Managed Glob
CUSIP
27829F108
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 240Q1 2024Q2 2024: 250Q2 2024Q3 2024: 257Q3 2024Q4 2024: 276Q4 2024Q1 2025: 258Q1 2025Q2 2025: 274Q2 2025Q3 2025: 266Q3 2025Q4 2025: 288Q4 2025Q1 2026: 296Q1 2026Q2 2026: 297Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions25$17.2M
Exits17$2.9M

All 13F filers, Q2 2024 → Q3 2024: 4,280,486 shares bought and 4,764,578 shares sold, net −484,092 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 257 holders

Morgan Stanley 0.01% Add +1.0% 23,341,817 $203.5M
Invesco Ltd. 0.01% Add +6.4% 4,350,019 $37.9M
1607 Capital Partners, LLC 2.23% Add +5.2% 2,799,572 $24.4M
Karpus Management, Inc. 0.66% Reduce -1.7% 2,711,109 $23.6M
Bank of America Corp. 0.00% Add +3.3% 2,585,998 $22.5M
Allspring Global Investments Holdings, LLC 0.03% Add +7.3% 2,299,907 $20.1M
AQR Arbitrage LLC 0.61% Reduce -3.9% 1,706,587 $14.7M
Advisors Asset Management, Inc. 0.22% Add +2.8% 1,387,047 $12.1M
Wells Fargo & Company 0.00% Add +0.6% 1,322,522 $11.5M
Raymond James Financial Services Advisors, Inc. 0.01% Add +9.0% 1,271,759 $11.1M
Royal Bank of Canada 0.00% Add +50.6% 1,220,941 $10.6M
Cohen & Steers, Inc. 0.02% Reduce -3.3% 1,167,690 $10.2M
Stifel Financial Corp. 0.01% Add +7.3% 1,121,933 $9.8M
Commonwealth Equity Services, LLC 0.01% Reduce -2.6% 1,112,712 $9.7M
Formidable Asset Management, LLC 1.48% Reduce -6.3% 1,065,581 $9.3M
Raymond James & Associates 0.01% Add +0.0% 974,649 $8.5M
Ameriprise Financial Inc. 0.00% Add +3.6% 816,459 $7.1M
LPL Financial LLC 0.00% Add +6.3% 805,500 $7.0M
HighTower Advisors, LLC 0.01% Add +58.1% 779,306 $6.8M
Cornerstone Advisors, LLC 0.27% Reduce -73.6% 778,001 $6.8M
UBS Group AG 0.00% Reduce -8.3% 695,978 $6.1M
Snowden Capital Advisors LLC 0.18% No change 682,510 $6.0M
Janney Montgomery Scott LLC 0.01% Add +1.6% 610,198 $5.3M
Guggenheim Capital LLC 0.04% Add +8.6% 609,757 $5.3M
Penserra Capital Management LLC 0.10% New 526,403 $4.6M
Prosperity Consulting Group, LLC 0.34% New 496,811 $4.3M
Focused Wealth Management, Inc 0.55% Add +1.8% 467,520 $4.1M
SAM Advisors, LLC 1.49% New 464,433 $4.0M
CoreCap Advisors, LLC 0.17% Add +0.4% 402,749 $3.5M
Logan Stone Capital, LLC 0.85% Reduce -8.8% 392,170 $3.4M
Rockefeller Capital Management L.P. 0.01% Reduce -3.6% 373,014 $3.3M
Shaker Financial Services, LLC 1.17% Reduce -10.6% 356,589 $3.1M
Osaic Holdings, Inc. 0.01% Add +3.2% 350,136 $3.1M
Cambridge Investment Research Advisors, Inc. 0.01% Add +1.3% 310,028 $2.7M
Thomas J. Herzfeld Advisors, Inc. 0.89% Add +1.4% 307,690 $2.7M
Envestnet Asset Management Inc. 0.00% Add +2.9% 240,625 $2.1M
Marks Group Wealth Management, Inc 0.19% Add +0.4% 230,456 $2.0M
Cetera Investment Advisers 0.00% Reduce -4.4% 226,586 $2.0M
Blair William & Co. 0.01% Add +1.4% 207,269 $1.8M
Park Avenue Securities LLC 0.02% Reduce -2.5% 204,901 $1.8M
Truist Financial Corp. 0.00% Add +12.1% 195,670 $1.7M
Steward Partners Investment Advisory, LLC 0.01% Add +0.2% 183,126 $1.6M
Comerica Bank 0.01% Reduce -4.4% 179,737 $1.6M
Sanctuary Advisors, LLC 0.01% Add +23.1% 184,424 $1.6M
Northwestern Mutual Wealth Management Co. 0.00% Add +0.6% 175,447 $1.5M
Pointe Capital Management LLC 0.82% Reduce -7.5% 161,892 $1.4M
High Net Worth Advisory Group LLC 0.36% No change 149,839 $1.3M
Goldman Sachs Group Inc. 0.00% Reduce -62.2% 128,261 $1.1M
KMG Fiduciary Partners, LLC 0.09% Reduce -1.5% 123,473 $1.1M
Prevail Innovative Wealth Advisors, LLC 0.32% Add +30.3% 121,918 $1.1M
Principal Securities, Inc. 0.03% Add +3.4% 120,815 $1.1M
Conning Inc. 0.04% Add +2.4% 119,167 $1.0M
Walleye Capital LLC 0.01% New 108,502 $946K
PNC Financial Services Group, Inc. 0.00% Reduce -6.1% 107,069 $934K
Integrated Wealth Concepts LLC 0.01% Add +3.3% 106,176 $926K
Northstar Advisory Group, LLC 0.47% Add +1.6% 104,726 $913K
Centaurus Financial, Inc. 0.06% Add +4.1% 104,675 $913K
Thrivent Financial for Lutherans 0.00% Add +25.1% 99,725 $870K
Sheaff Brock Investment Advisors, LLC 0.07% Add +5.6% 94,756 $826K
NewEdge Advisors, LLC 0.01% Add +99.3% 94,204 $821K
Avestar Capital, LLC 0.09% New 91,700 $800K
D.A. Davidson & Co. 0.01% Add +0.2% 90,347 $788K
Leo Wealth, LLC 0.07% No change 88,886 $775K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -57.1% 88,577 $769K
Landscape Capital Management, L.L.C. 0.08% Reduce -79.9% 87,424 $762K
&partners 0.01% Add +28.1% 83,353 $727K
Raymond James Trust N.A. 0.01% Reduce -1.0% 76,397 $666K
Dakota Wealth Management 0.01% Add +0.3% 75,210 $656K
Ameritas Advisory Services, LLC 0.03% Add +1.4% 74,119 $646K
Quantedge Capital Pte Ltd 0.19% Add +4.0% 71,100 $620K
Independent Financial Group, LLC 0.02% Reduce -13.1% 67,844 $592K
Corient Private Wealth LP 0.00% Reduce -0.8% 67,602 $589K
Focus Partners Wealth 0.00% Add +132.9% 64,619 $563K
Northern Trust Corp. 0.00% Add +71.3% 62,791 $548K
International Assets Investment Management, LLC 0.04% Add +3.0% 61,777 $539K
Sunbelt Securities, Inc. 0.05% Reduce -21.4% 61,512 $536K
Cooper Financial Group 0.07% New 57,381 $500K
MGB Wealth Management, LLC 0.18% No change 56,322 $491K
J.W. Cole Advisors, Inc. 0.02% Add +8.3% 56,229 $490K
NWF Advisory Services Inc. 0.07% Reduce -0.6% 52,750 $460K
Wealth Effects LLC 0.16% Reduce -1.2% 52,217 $455K
Calamos Advisors LLC 0.00% Add +1.5% 51,226 $447K
Kovack Advisors, Inc. 0.05% Reduce -1.9% 49,997 $436K
David J Yvars Group 0.27% Add +0.4% 49,982 $433K
Merit Financial Group, LLC 0.01% Reduce -0.2% 47,525 $414K
Investmark Advisory Group LLC 0.20% Add +1.1% 47,168 $411K
Avory & Company, LLC 0.25% No change 47,060 $410K
Sage Capital Management, LLC 0.19% No change 46,431 $405K
Wedbush Securities Inc. 0.01% Add +15.5% 46,370 $404K
Kestra Advisory Services, LLC 0.00% Reduce -65.6% 45,063 $393K
Baker Avenue Asset Management, LP 0.01% No change 44,500 $388K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -0.1% 43,620 $380K
Compound Planning, Inc. 0.02% Reduce -0.3% 43,471 $379K
Saxon Interests, Inc. 0.17% Reduce -42.1% 42,476 $370K
PFG Investments, LLC 0.02% Add +2.0% 41,013 $358K
Mercer Global Advisors Inc. 0.00% Reduce -11.5% 41,529 $358K
Oppenheimer & Co. Inc. 0.01% Reduce -4.9% 38,730 $338K
Garden State Investment Advisory Services LLC 0.11% Add +0.5% 38,301 $334K
Cranbrook Wealth Management, LLC 0.07% No change 36,924 $322K
Main Street Financial Solutions, LLC 0.03% Add +6.2% 36,396 $317K
Integrated Capital Management, Inc. 0.24% Add +7.5% 35,838 $313K
Pathstone Holdings, LLC 0.00% Reduce -79.4% 35,708 $311K
Creative Planning 0.00% Reduce -1.5% 35,377 $308K
Atria Wealth Solutions, Inc. 0.00% Add +2.9% 35,116 $306K
Stockman Wealth Management, Inc. 0.05% No change 34,679 $302K
MML Investors Services, LLC 0.00% Add +2.4% 34,197 $298K
Private Advisor Group, LLC 0.00% Add +6.5% 33,710 $294K
Commerce Bank 0.00% Reduce -6.5% 33,531 $292K
Mendel Capital Management LLC 0.18% No change 33,500 $292K
Mill Creek Capital Advisors, LLC 0.01% No change 33,159 $289K
Avantax Advisory Services, Inc. 0.00% Reduce -93.5% 32,422 $283K
Semus Wealth Partners LLC 0.20% Add +2.3% 32,285 $282K
MKT Advisors LLC 0.13% Reduce -3.4% 31,995 $274K
Diligent Investors, LLC 0.06% Add +1.9% 31,168 $272K
Benjamin Edwards Inc. 0.00% New 31,085 $271K
Farther Finance Advisors, LLC 0.01% No change 29,880 $261K
Silverlake Wealth Management LLC 0.10% No change 29,629 $258K
Western Wealth Management, LLC 0.01% New 28,847 $252K
HBK Sorce Advisory LLC 0.01% Add +22.3% 28,710 $250K
Stonebridge Financial Planning Group, LLC 0.12% Add +0.2% 27,685 $241K
SeaCrest Wealth Management, LLC 0.03% Reduce -3.9% 27,456 $239K
Mission Wealth Management, LP 0.01% No change 27,214 $237K
Natixis Advisors, LLC 0.00% Reduce -36.8% 25,849 $225K
Cerity Partners LLC 0.00% Reduce -1.0% 25,572 $223K
Horan Securities, Inc. 0.09% Add +1.2% 25,279 $220K
Successful Portfolios LLC 0.15% No change 24,794 $216K
Stratos Wealth Advisors, LLC 0.01% Add +9.1% 24,024 $209K
Sax Wealth Advisors, LLC 0.02% Add +115.5% 24,014 $209K
Heritage Wealth Management, Inc. 0.07% No change 23,885 $208K
Warther Private Wealth, LLC 0.07% No change 23,675 $206K
Focus Financial Network, Inc. 0.01% Add +1.6% 23,632 $206K
Matrix Private Capital Group LLC 0.12% No change 23,369 $204K
Insigneo Advisory Services, LLC 0.02% Add +60.3% 22,791 $199K
Stratos Wealth Partners, LTD. 0.00% Add +9.7% 22,723 $198K
Moors & Cabot, Inc. 0.01% Reduce -10.6% 22,412 $195K
Choreo, LLC 0.00% Add +0.2% 22,352 $192K
Syverson Strege & Co 0.06% Add +0.1% 21,095 $184K
Carolinas Wealth Consulting LLC 0.03% No change 20,402 $178K
Merriman Wealth Management, LLC 0.01% New 20,267 $177K
Flagship Harbor Advisors, LLC 0.01% No change 20,161 $176K
Moloney Securities Asset Management, LLC 0.02% Reduce -5.8% 20,083 $175K
Bank of New York Mellon Corp 0.00% New 20,002 $174K
Amplius Wealth Advisors, LLC 0.02% No change 20,000 $174K
NorthCoast Asset Management LLC 0.00% Add +49.1% 19,681 $172K
Empower Advisory Group, LLC 0.00% Reduce -4.4% 19,000 $166K
Franklin Resources Inc. 0.00% No change 19,133 $164K
Kestra Private Wealth Services, LLC 0.00% Reduce -0.4% 18,410 $161K
Commons Capital, LLC 0.17% New 18,143 $158K
Bank of Stockton 0.05% Reduce -10.0% 18,000 $157K
Meridian Wealth Advisors, LLC 0.03% No change 17,936 $156K
KPP Advisory Services LLC 0.04% No change 17,735 $155K
Mariner, LLC 0.00% No change 17,500 $153K
Clarius Group, LLC 0.01% No change 17,268 $151K
WealthBridge Capital Management, LLC 0.04% No change 17,257 $150K
Strait & Sound Wealth Management LLC 0.07% No change 17,200 $150K
Gladstone Institutional Advisory LLC 0.01% No change 16,880 $147K
Beacon Investment Advisory Services, Inc. 0.01% Add +10.1% 16,395 $143K
Venture Visionary Partners LLC 0.01% No change 16,300 $142K
AlphaMark Advisors, LLC 0.05% No change 16,000 $140K
Parisi Gray Wealth Management 0.05% No change 15,962 $139K
Brown Advisory Inc. 0.00% Add +6.3% 15,779 $138K
Herold Advisors, Inc. 0.03% New 15,399 $134K
Fiduciary Trust Co 0.00% New 15,377 $134K
Prospera Financial Services Inc 0.00% Reduce -13.1% 15,179 $132K
Ashton Thomas Securities, LLC 0.03% Add +2.0% 14,732 $128K
Capital CS Group, LLC 0.15% Add +1.0% 14,623 $128K
Van Hulzen Asset Management, LLC 0.01% Reduce -12.5% 14,350 $125K
LVZ, Inc. 0.02% No change 14,258 $124K
Catalina Capital Group, LLC 0.04% No change 13,995 $122K
Summit Investment Advisory Services, LLC 0.06% New 13,929 $121K
Global Assets Advisory, LLC 0.07% New 13,955 $120K
Plante Moran Financial Advisors, LLC 0.01% No change 13,417 $117K
Gateway Wealth Partners, LLC 0.03% Reduce -20.7% 13,324 $116K
CIC Wealth, LLC 0.03% Add +5.5% 13,235 $115K
Investment Partners Asset Management, Inc. 0.09% No change 12,184 $106K
Waterfront Wealth Inc. 0.03% Reduce -1.6% 12,558 $106K
Wolverine Asset Management LLC 0.01% Reduce -95.7% 11,907 $104K
Centurion Wealth Management LLC 0.03% — 11,870 $104K
Modern Wealth Management, LLC 0.01% No change 11,832 $103K
Princeton Global Asset Management LLC 0.02% Add +151.7% 11,602 $101K
Insight Advisors, LLC/ PA 0.02% No change 11,500 $100K
Welch & Forbes LLC 0.00% No change 11,500 $100K
Blue Chip Partners, LLC 0.01% New 11,486 $100K
Perennial Investment Advisors, LLC 0.01% No change 11,384 $99K
Wealth Alliance, LLC 0.01% Add +0.8% 11,255 $98K
SK Wealth Management, LLC 0.05% — 11,838 $98K
Quad-Cities Investment Group, LLC 0.05% No change 11,155 $97K
Apollon Wealth Management, LLC 0.00% No change 11,000 $96K
Badgley Phelps Wealth Managers, LLC 0.00% No change 10,896 $95K
IHT Wealth Management, LLC 0.00% New 10,826 $94K
9258 Wealth Management, LLC 0.01% No change 10,425 $91K
Blue Trust, Inc. 0.00% No change 10,000 $85K
Harbour Investments, Inc. 0.00% No change 9,251 $81K
Larson Financial Group LLC 0.00% Add +228.8% 9,000 $78K
Wilmington Savings Fund Society, FSB 0.00% New 9,000 $78K
Citigroup Inc. 0.00% Add +24.1% 8,837 $77K
Sandy Spring Bank 0.00% No change 8,500 $74K
CIBC Private Wealth Group LLC 0.00% Reduce -26.3% 8,400 $73K
Spire Wealth Management 0.00% Add +282.8% 8,311 $72K
Activest Wealth Management 0.02% No change 8,158 $71K
PFS Partners, LLC 0.04% Add +2.4% 8,027 $70K
Baldwin Wealth Partners LLC 0.00% No change 8,000 $70K
Lanark Financial, Inc. 0.01% Add +0.2% 7,938 $69K
Gen-Wealth Partners Inc 0.03% No change 7,800 $66K
Caldwell Trust Co 0.01% No change 6,749 $59K
WFA of San Diego, LLC 0.05% Reduce -15.8% 6,650 $58K
Optimum Investment Advisors 0.02% No change 6,552 $57K
North Star Investment Management Corp. 0.00% Add +2.3% 5,766 $50K
Bartlett & Co. Wealth Management LLC 0.00% No change 5,750 $50K
Parallel Advisors, LLC 0.00% Add +1.1% 5,700 $50K
Bokf, NA 0.00% New 5,250 $45K
Cypress Capital Management LLC (WY) 0.05% No change 5,000 $44K
HHM Wealth Advisors, LLC 0.01% Add +826.2% 4,631 $40K
Raleigh Capital Management Inc. 0.02% Reduce -38.8% 4,617 $40K
Avior Wealth Management, LLC 0.00% Reduce -3.8% 4,524 $39K
Barrett & Company, Inc. 0.02% New 4,350 $38K
CoreFirst Bank & Trust 0.02% New 4,000 $35K
Bogart Wealth, LLC 0.00% No change 3,953 $34K
SOA Wealth Advisors, LLC. 0.01% Add +2.3% 3,718 $32K
US Bancorp \de 0.00% Reduce -41.4% 3,530 $31K
Harbor Investment Advisory, LLC 0.00% No change 3,350 $29K
Hobbs Group Advisors, LLC 0.01% No change 2,916 $25K
Financial Management Professionals, Inc. 0.00% No change 2,828 $25K
Darwin Wealth Management, LLC 0.01% New 2,822 $25K
American Capital Advisory, LLC 0.01% No change 2,650 $23K
LRI Investments, LLC 0.00% No change 2,734 $23K
WR Wealth Planners, LLC 0.01% No change 2,600 $23K
Private Trust Co. NA 0.00% No change 2,500 $22K
HM Payson & Co. 0.00% No change 2,436 $21K
Cornerstone Planning Group LLC 0.01% Add +0.8% 2,469 $21K
EverSource Wealth Advisors, LLC 0.00% No change 2,253 $20K
Allworth Financial LP 0.00% No change 2,183 $19K
Venturi Wealth Management, LLC 0.00% No change 1,754 $15K
Geneos Wealth Management Inc. 0.00% Add +1.6% 1,732 $15K
IFP Advisors, Inc 0.00% No change 1,700 $15K
Salomon & Ludwin, LLC 0.00% No change 1,605 $14K
FMR LLC 0.00% Add +0.3% 1,588 $14K
Parkside Financial Bank & Trust 0.00% No change 1,465 $13K
Sachetta, LLC 0.00% No change 1,055 $9K
Carmichael Hill & Associates, Inc. 0.00% New 1,031 $9K
Oliver Lagore Vanvalin Investment Group 0.00% No change 1,000 $9K
Webster Bank, N. A. 0.00% No change 1,000 $9K
Avion Wealth 0.00% No change 1,000 $8K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 900 $8K
JPMorgan Chase & Co. 0.00% Add +2095.1% 900 $8K
NBT Bank, N.A. 0.00% No change 800 $7K
Addison Advisors LLC 0.00% No change 467 $4K
Russell Investments Group, Ltd. 0.00% Reduce -19.1% 436 $4K
ORG Partners LLC 0.00% Reduce -93.8% 390 $3K
Key Financial Inc 0.00% No change 349 $3K
Byrne Asset Management LLC 0.00% No change 300 $3K
Caldwell Sutter Capital, Inc. 0.00% No change 296 $3K
Beacon Capital Management, LLC 0.00% Add +1.8% 284 $2K
DiNuzzo Private Wealth, Inc. 0.00% New 102 $890
Smartleaf Asset Management LLC 0.00% No change 100 $864
Tower Research Capital LLC (TRC) 0.00% Reduce -97.6% 10 $87
Danske Bank A/S 0.00% New 2 $17

"% 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.