Eaton Vance Tax-Managed GlobXEXGX
13F holders, Q1 2025 (March 31)258holders −18
12new positions
26sold out
$8.14avg. 13F price*
At the end of Q1 2025, 258 institutions reported holding Eaton Vance Tax-Managed Glob (XEXGX) in their 13F filings, down 18 from Q4 2024. 12 opened new positions and 26 sold out. The largest holders were Morgan Stanley ($187.9M), Invesco Ltd. ($35.4M) and Bank of America Corp. ($21.6M).
- Company
- Eaton Vance Tax-Managed Glob
- CUSIP
- 27829F108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $2.7M |
| Exits | 26 | $9.3M |
All 13F filers, Q4 2024 → Q1 2025: 3,608,934 shares bought and 3,479,962 shares sold, net +128,972 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 258 holders
| Morgan Stanley | 0.01% | Reduce -0.5% | 23,083,016 | $187.9M |
| Invesco Ltd. | 0.01% | Reduce -1.3% | 4,344,707 | $35.4M |
| Bank of America Corp. | 0.00% | Add +1.2% | 2,656,673 | $21.6M |
| LPL Financial LLC | 0.01% | Add +207.1% | 2,648,786 | $21.6M |
| Karpus Management, Inc. | 0.66% | Reduce -8.3% | 2,485,763 | $20.2M |
| Raymond James Financial Inc. | 0.01% | Add +1.1% | 2,238,024 | $18.2M |
| 1607 Capital Partners, LLC | 1.45% | Reduce -16.7% | 2,207,936 | $18.0M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -2.1% | 1,535,852 | $12.5M |
| Advisors Asset Management, Inc. | 0.22% | Reduce -2.5% | 1,415,946 | $11.5M |
| Royal Bank of Canada | 0.00% | Add +11.1% | 1,406,094 | $11.4M |
| Stifel Financial Corp. | 0.01% | Add +11.0% | 1,318,690 | $10.7M |
| Wells Fargo & Company | 0.00% | Add +4.2% | 1,310,829 | $10.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.5% | 1,182,566 | $9.6M |
| Guggenheim Capital LLC | 0.09% | Add +0.3% | 1,124,524 | $9.2M |
| Formidable Asset Management, LLC | 1.39% | Reduce -2.7% | 1,022,041 | $8.3M |
| Cohen & Steers, Inc. | 0.02% | Reduce -8.2% | 1,009,690 | $8.2M |
| Ameriprise Financial Inc. | 0.00% | Add +8.5% | 872,476 | $7.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.2% | 750,441 | $6.1M |
| UBS Group AG | 0.00% | Add +4.9% | 696,427 | $5.7M |
| Snowden Capital Advisors LLC | 0.18% | Add +0.6% | 686,473 | $5.6M |
| AQR Arbitrage LLC | 0.23% | Reduce -45.7% | 662,027 | $5.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -5.0% | 624,054 | $5.1M |
| Prosperity Consulting Group, LLC | 0.38% | Add +3.3% | 604,050 | $4.9M |
| Penserra Capital Management LLC | 0.09% | Add +4.1% | 587,673 | $4.8M |
| Focused Wealth Management, Inc | 0.61% | Add +3.8% | 550,333 | $4.5M |
| Osaic Holdings, Inc. | 0.01% | Add +26.5% | 481,346 | $3.9M |
| CoreCap Advisors, LLC | 0.15% | Add +2.0% | 419,464 | $3.4M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -4.6% | 376,654 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +11.8% | 312,908 | $2.5M |
| Polar Asset Management Partners Inc. | 0.11% | Add +25.5% | 296,350 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +20.4% | 284,913 | $2.3M |
| KMG Fiduciary Partners, LLC | 0.18% | Add +117.1% | 262,660 | $2.1M |
| Park Avenue Securities LLC | 0.02% | Add +14.5% | 239,044 | $1.9M |
| Marks Group Wealth Management, Inc | 0.18% | No change | 230,456 | $1.9M |
| Truist Financial Corp. | 0.00% | Add +2.7% | 198,254 | $1.6M |
| Blair William & Co. | 0.00% | Reduce -3.5% | 197,075 | $1.6M |
| Cetera Investment Advisers | 0.00% | Reduce -7.7% | 194,976 | $1.6M |
| Avestar Capital, LLC | 0.15% | Add +63.7% | 189,400 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.0% | 174,865 | $1.4M |
| Comerica Bank | 0.01% | Reduce -3.1% | 168,587 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -30.5% | 160,387 | $1.3M |
| Pointe Capital Management LLC | 0.76% | Reduce -4.3% | 159,532 | $1.3M |
| High Net Worth Advisory Group LLC | 0.34% | No change | 149,839 | $1.2M |
| one8zero8, LLC | 0.26% | Add +1.7% | 135,550 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.3% | 128,261 | $1.0M |
| Advisor Resource Council | 0.08% | New | 127,752 | $1.0M |
| Principal Securities, Inc. | 0.02% | No change | 124,970 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -33.4% | 120,223 | $979K |
| NewEdge Advisors, LLC | 0.01% | Add +15.5% | 116,761 | $950K |
| Sheaff Brock Investment Advisors, LLC | 0.09% | Add +0.0% | 116,058 | $945K |
| SteelPeak Wealth, LLC | 0.04% | Reduce -34.0% | 112,946 | $919K |
| MGB Wealth Management, LLC | 0.33% | Add +100.0% | 112,644 | $919K |
| Clarius Group, LLC | 0.06% | Add +524.9% | 107,906 | $878K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -23.0% | 106,097 | $864K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.7% | 101,544 | $827K |
| Centaurus Financial, Inc. | 0.05% | Reduce -2.0% | 101,064 | $823K |
| Thrivent Financial for Lutherans | 0.00% | No change | 99,725 | $812K |
| Northstar Advisory Group, LLC | 0.53% | Reduce -0.0% | 99,270 | $808K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.1% | 99,046 | $806K |
| Morey & Quinn Wealth Partners, LLC | 0.63% | Add +6.1% | 93,772 | $763K |
| D.A. Davidson & Co. | 0.01% | Add +0.4% | 90,284 | $735K |
| Leo Wealth, LLC | 0.10% | No change | 88,886 | $724K |
| Bearing Point Capital, LLC | 0.15% | No change | 86,000 | $700K |
| NWF Advisory Services Inc. | 0.09% | New | 80,925 | $659K |
| Winebrenner Capital Management LLC | 0.59% | No change | 80,000 | $651K |
| Dakota Wealth Management | 0.01% | Add +0.0% | 77,260 | $629K |
| &partners | 0.01% | Add +0.8% | 74,797 | $610K |
| Oppenheimer & Co. Inc. | 0.01% | Add +32.8% | 72,839 | $593K |
| Ameritas Advisory Services, LLC | 0.02% | Add +0.0% | 71,819 | $587K |
| Logan Stone Capital, LLC | 0.25% | Reduce -79.7% | 67,108 | $546K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +22.7% | 66,653 | $543K |
| Corient Private Wealth LP | 0.00% | Reduce -1.6% | 64,146 | $522K |
| International Assets Investment Management, LLC | 0.05% | Reduce -1.4% | 63,754 | $519K |
| MML Investors Services, LLC | 0.00% | Add +74.0% | 61,634 | $502K |
| Calamos Advisors LLC | 0.00% | Reduce -3.9% | 60,982 | $496K |
| Merit Financial Group, LLC | 0.01% | Add +4.0% | 59,464 | $484K |
| Independent Financial Group, LLC | 0.02% | Add +2.1% | 58,807 | $479K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +26.4% | 56,789 | $462K |
| Wealth Effects LLC | 0.18% | Add +0.0% | 52,249 | $425K |
| David J Yvars Group | 0.33% | Add +3.0% | 51,684 | $421K |
| NorthCoast Asset Management LLC | 0.00% | Add +81.8% | 49,392 | $402K |
| Investmark Advisory Group LLC | 0.19% | Reduce -0.3% | 47,697 | $388K |
| Avory & Company, LLC | 0.25% | No change | 47,060 | $383K |
| Arkadios Wealth Advisors | 0.01% | No change | 47,060 | $383K |
| Kovack Advisors, Inc. | 0.04% | Reduce -6.4% | 46,990 | $382K |
| Compound Planning, Inc. | 0.02% | Add +1.6% | 46,361 | $377K |
| Wedbush Securities Inc. | 0.01% | No change | 46,070 | $375K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 44,500 | $362K |
| Saxon Interests, Inc. | 0.17% | Add +1.0% | 43,895 | $357K |
| Integrated Capital Management, Inc. | 0.28% | Add +19.9% | 43,551 | $355K |
| PFG Investments, LLC | 0.02% | Add +1.6% | 41,667 | $339K |
| Focus Partners Wealth | 0.00% | Reduce -43.2% | 40,543 | $330K |
| Susquehanna International Group, LLP | 0.00% | Add +271.4% | 39,121 | $318K |
| Creative Planning | 0.00% | Add +3.1% | 39,035 | $318K |
| Sunpointe, LLC | 0.17% | Add +65.5% | 38,765 | $316K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -21.4% | 38,300 | $312K |
| Pathstone Holdings, LLC | 0.00% | Add +2.3% | 37,500 | $305K |
| Farther Finance Advisors, LLC | 0.01% | Add +2.7% | 37,132 | $302K |
| Cranbrook Wealth Management, LLC | 0.07% | No change | 36,924 | $301K |
| Mill Creek Capital Advisors, LLC | 0.01% | Add +7.5% | 35,659 | $290K |
"% 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.