Eaton Vance Tax-Managed GlobXEXGX
13F holders, Q4 2024 (December 31)276holders +19
28new positions
19sold out
$8.17avg. 13F price*
At the end of Q4 2024, 276 institutions reported holding Eaton Vance Tax-Managed Glob (XEXGX) in their 13F filings, up 19 from Q3 2024. 28 opened new positions and 19 sold out. The largest holders were Morgan Stanley ($189.6M), Invesco Ltd. ($35.9M) and Karpus Management, Inc. ($22.2M).
- Company
- Eaton Vance Tax-Managed Glob
- CUSIP
- 27829F108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $6.5M |
| Exits | 19 | $15.9M |
All 13F filers, Q3 2024 → Q4 2024: 2,398,772 shares bought and 4,026,969 shares sold, net −1,628,197 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 276 holders
| Morgan Stanley | 0.01% | Reduce -0.6% | 23,203,825 | $189.6M |
| Invesco Ltd. | 0.01% | Add +1.1% | 4,400,170 | $35.9M |
| Karpus Management, Inc. | 0.66% | Add +0.0% | 2,711,727 | $22.2M |
| 1607 Capital Partners, LLC | 1.74% | Reduce -5.3% | 2,650,494 | $21.7M |
| Bank of America Corp. | 0.00% | Add +1.5% | 2,625,698 | $21.5M |
| Raymond James Financial Inc. | 0.01% | — | 2,213,111 | $18.1M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -31.8% | 1,569,407 | $12.8M |
| Advisors Asset Management, Inc. | 0.22% | Add +4.8% | 1,452,948 | $11.9M |
| Royal Bank of Canada | 0.00% | Add +3.7% | 1,265,590 | $10.3M |
| Wells Fargo & Company | 0.00% | Reduce -4.9% | 1,257,618 | $10.3M |
| AQR Arbitrage LLC | 0.42% | Reduce -28.6% | 1,219,230 | $10.0M |
| Stifel Financial Corp. | 0.01% | Add +5.9% | 1,187,659 | $9.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.7% | 1,132,035 | $9.2M |
| Guggenheim Capital LLC | 0.08% | Add +83.8% | 1,120,859 | $9.2M |
| Cohen & Steers, Inc. | 0.02% | Reduce -5.8% | 1,099,690 | $9.0M |
| Formidable Asset Management, LLC | 1.41% | Reduce -1.4% | 1,050,162 | $8.6M |
| LPL Financial LLC | 0.00% | Add +7.1% | 862,464 | $7.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.6% | 803,820 | $6.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.5% | 759,415 | $6.2M |
| Snowden Capital Advisors LLC | 0.18% | No change | 682,510 | $5.6M |
| UBS Group AG | 0.00% | Reduce -4.6% | 663,677 | $5.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +7.6% | 656,747 | $5.4M |
| Prosperity Consulting Group, LLC | 0.36% | Add +17.7% | 584,949 | $4.8M |
| Penserra Capital Management LLC | 0.08% | Add +7.2% | 564,419 | $4.6M |
| Focused Wealth Management, Inc | 0.58% | Add +13.4% | 530,178 | $4.3M |
| CoreCap Advisors, LLC | 0.15% | Add +2.1% | 411,174 | $3.4M |
| Rockefeller Capital Management L.P. | 0.01% | Add +5.8% | 394,793 | $3.2M |
| Osaic Holdings, Inc. | 0.01% | Add +8.7% | 380,481 | $3.1M |
| Shaker Financial Services, LLC | 1.12% | Add +0.4% | 357,913 | $2.9M |
| Logan Stone Capital, LLC | 0.90% | Reduce -15.8% | 330,158 | $2.7M |
| Thomas J. Herzfeld Advisors, Inc. | 0.86% | Add +6.3% | 326,929 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -9.7% | 279,940 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.7% | 236,601 | $1.9M |
| Polar Asset Management Partners Inc. | 0.04% | New | 236,120 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +412.2% | 230,802 | $1.9M |
| Marks Group Wealth Management, Inc | 0.19% | No change | 230,456 | $1.9M |
| Cetera Investment Advisers | 0.00% | Reduce -6.8% | 211,221 | $1.7M |
| Park Avenue Securities LLC | 0.02% | Add +1.9% | 208,819 | $1.7M |
| Blair William & Co. | 0.00% | Reduce -1.4% | 204,269 | $1.7M |
| Truist Financial Corp. | 0.00% | Reduce -1.3% | 193,093 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.4% | 180,627 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.4% | 174,789 | $1.4M |
| Comerica Bank | 0.01% | Reduce -3.2% | 173,919 | $1.4M |
| SteelPeak Wealth, LLC | 0.06% | New | 171,229 | $1.4M |
| Pointe Capital Management LLC | 0.78% | Add +2.9% | 166,632 | $1.4M |
| High Net Worth Advisory Group LLC | 0.34% | No change | 149,839 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -25.3% | 137,785 | $1.2M |
| one8zero8, LLC | 0.23% | — | 133,250 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.3% | 128,661 | $1.1M |
| Principal Securities, Inc. | 0.02% | Add +3.4% | 124,970 | $1.0M |
| KMG Fiduciary Partners, LLC | 0.08% | Reduce -2.0% | 120,984 | $988K |
| Sheaff Brock Investment Advisors, LLC | 0.08% | Add +22.5% | 116,041 | $948K |
| Avestar Capital, LLC | 0.09% | Add +26.2% | 115,700 | $945K |
| Centaurus Financial, Inc. | 0.05% | Reduce -1.5% | 103,087 | $842K |
| NewEdge Advisors, LLC | 0.01% | Add +7.3% | 101,084 | $826K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.8% | 100,849 | $824K |
| Thrivent Financial for Lutherans | 0.00% | No change | 99,725 | $815K |
| Northstar Advisory Group, LLC | 0.41% | Reduce -5.2% | 99,302 | $811K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -6.8% | 98,989 | $809K |
| D.A. Davidson & Co. | 0.01% | Reduce -0.5% | 89,940 | $735K |
| Leo Wealth, LLC | 0.07% | No change | 88,886 | $726K |
| Morey & Quinn Wealth Partners, LLC | 0.61% | — | 88,372 | $722K |
| Bearing Point Capital, LLC | 0.15% | — | 86,000 | $703K |
| Wolverine Asset Management LLC | 0.05% | Add +573.6% | 80,211 | $655K |
| Winebrenner Capital Management LLC | 0.50% | — | 80,000 | $654K |
| Dakota Wealth Management | 0.01% | Add +2.7% | 77,230 | $631K |
| &partners | 0.01% | Reduce -11.0% | 74,167 | $613K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -3.1% | 71,798 | $587K |
| Focus Partners Wealth | 0.00% | Add +10.4% | 71,354 | $583K |
| Independent Advisor Alliance | 0.01% | New | 65,212 | $533K |
| Corient Private Wealth LP | 0.00% | Reduce -3.6% | 65,180 | $533K |
| International Assets Investment Management, LLC | 0.04% | Add +4.6% | 64,641 | $529K |
| Calamos Advisors LLC | 0.00% | Add +23.8% | 63,421 | $518K |
| Independent Financial Group, LLC | 0.02% | Reduce -15.1% | 57,573 | $470K |
| Merit Financial Group, LLC | 0.01% | Add +20.3% | 57,177 | $467K |
| MGB Wealth Management, LLC | 0.14% | No change | 56,322 | $460K |
| Oppenheimer & Co. Inc. | 0.01% | Add +41.6% | 54,847 | $448K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -3.4% | 54,319 | $444K |
| Wealth Effects LLC | 0.15% | Add +0.0% | 52,233 | $427K |
| IFC Advisors LLC | 0.09% | — | 51,233 | $419K |
| David J Yvars Group | 0.25% | Add +0.4% | 50,177 | $410K |
| Kovack Advisors, Inc. | 0.04% | Add +0.4% | 50,207 | $410K |
| CreativeOne Wealth, LLC | 0.01% | New | 48,750 | $398K |
| Landscape Capital Management, L.L.C. | 0.04% | Reduce -45.2% | 47,914 | $391K |
| Investmark Advisory Group LLC | 0.19% | Add +1.4% | 47,844 | $391K |
| Avory & Company, LLC | 0.22% | No change | 47,060 | $384K |
| Arkadios Wealth Advisors | 0.02% | New | 47,060 | $384K |
| Sage Capital Management, LLC | 0.19% | No change | 46,431 | $379K |
| Wedbush Securities Inc. | 0.01% | Reduce -0.7% | 46,070 | $376K |
| Compound Planning, Inc. | 0.02% | Add +5.0% | 45,629 | $373K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.0% | 44,914 | $367K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 44,500 | $364K |
| Saxon Interests, Inc. | 0.16% | Add +2.4% | 43,474 | $355K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -30.7% | 42,606 | $349K |
| PFG Investments, LLC | 0.02% | Add +0.0% | 41,025 | $335K |
| Readystate Asset Management LP | 0.02% | New | 39,523 | $323K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -8.3% | 38,066 | $311K |
| Creative Planning | 0.00% | Add +7.0% | 37,845 | $309K |
| Cranbrook Wealth Management, LLC | 0.07% | No change | 36,924 | $302K |
| Pathstone Holdings, LLC | 0.00% | Add +2.6% | 36,648 | $299K |
"% 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.