Skip to content
Disclosery

XEXGX EATON VANCE TAX-MANAGED GLOB

Follow

COM (fund)

274 managers (276 13F filers) reported a position in XEXGX shares at 2024-12-31, 67,619,014 shares in all. 28 filers opened a position and 20 filers sold out during the quarter.

Managers
274
13F filers
276
New
28
Added
84
Reduced
57
Sold out
20
Shares held by filers
67,619,014

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Wilmington Savings Fund Society, FSB9,000$73.5K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.8,503$70.4K<0.01%+10313F-HRTimelineGroup
Sandy Spring Bank8,500$69.4K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management8,458$69.1K<0.01%+14713F-HRTimelineGroup
PFS Partners, LLC8,218$67.1K0.04%+19113F-HRTimeline
Activest Wealth Management8,158$66.7K0.02%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.8,067$65.9K0.05%13F-HRTimeline
Gen-Wealth Partners Inc7,800$63.7K0.03%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC7,238$59.1K<0.01%-1,59913F-HRTimelineGroup
Caldwell Trust Co6,749$55.1K0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS6,552$53.5K0.02%013F-HRTimeline
Millstone Evans Group, LLC6,390$52.2K0.04%13F-HRTimeline
North Star Investment Management Corp.5,904$48.2K<0.01%+13813F-HRTimeline
Parallel Advisors, LLC5,768$47.1K<0.01%+6813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,750$47K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA5,250$42.9K<0.01%013F-HRTimelineGroup
Cypress Capital Management LLC (WY)5,000$40.9K0.05%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department5,000$40.9K0.01%13F-HRTimelineGroup
HHM Wealth Advisors, LLC4,730$38.6K0.01%+9913F-HRTimeline
Raleigh Capital Management Inc.4,617$37.7K0.01%013F-HRTimeline
Avior Wealth Management, LLC4,524$37K<0.01%013F-HRTimeline
CoreFirst Bank & Trust4,000$32.7K0.02%013F-HRTimeline
Bogart Wealth, LLC3,953$32.3K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.3,807$31.1K0.01%+8913F-HR/ATimeline
MAI Capital Management3,736$30.5K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC3,350$27.4K<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP3,000$24.5K0.01%+2,00013F-HRTimeline
Financial Management Professionals, Inc.2,828$23.1K<0.01%013F-HRTimeline
LRI Investments, LLC2,734$22.3K<0.01%013F-HRTimeline
American Capital Advisory, LLC2,650$21.7K0.01%013F-HRTimeline
Cornerstone Planning Group LLC2,527$21.4K0.01%+5813F-HRTimeline
WR Wealth Planners, LLC2,600$21.2K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,530$20.7K<0.01%-1,00013F-HRTimelineGroup
PRIVATE TRUST CO NA2,500$20.4K<0.01%013F-HRTimeline
HM PAYSON & CO2,436$19.9K<0.01%013F-HRTimeline
Allworth Financial LP2,206$18.9K<0.01%+2313F-HRTimeline
Geneos Wealth Management Inc.2,269$18.5K<0.01%+53713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,253$18.4K<0.01%013F-HRTimelineGroup
Venturi Wealth Management, LLC1,754$14.3K<0.01%013F-HRTimeline
IFP Advisors, Inc1,700$13.9K<0.01%013F-HRTimeline
WPG Advisers, LLC1,650$13.5K0.01%13F-HRTimeline
Salomon & Ludwin, LLC1,605$13.1K<0.01%013F-HRTimeline
WINTRUST INVESTMENTS LLC1,703$13K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC1,583$12.9K<0.01%-513F-HRTimelineGroup
Global Retirement Partners, LLC1,500$12.3K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,500$12.3K0.01%new13F-HRTimeline
Parkside Financial Bank & Trust1,465$12K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,081$8.83K<0.01%new13F-HRTimelineGroup
Sachetta, LLC1,055$8.62K<0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC950$8.28K<0.01%new13F-HRTimelineGroup
VISION FINANCIAL MARKETS LLC1,011$8.26K0.01%13F-HRTimeline
WEBSTER BANK, N. A.1,000$8.17K<0.01%013F-HRTimeline
Avion Wealth1,000$8K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…900$7.35K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.800$6.54K<0.01%013F-HRTimelineGroup
Coppell Advisory Solutions LLC782$6.4K<0.01%new13F-HRTimeline
Wood Tarver Financial Group, LLC842$6K<0.01%13F-HRTimeline
Addison Advisors LLC467$3.82K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…436$3.56K<0.01%013F-HRTimelineGroup
ORG Partners LLC390$3.19K<0.01%013F-HRTimeline
Key Financial Inc349$2.85K<0.01%013F-HRTimeline
GAMMA Investing LLC337$2.75K<0.01%new13F-HRTimeline
Byrne Asset Management LLC300$2.45K<0.01%013F-HRTimeline
Putney Financial Group LLC300$2.45K<0.01%13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.296$2.42K<0.01%013F-HRTimeline
Beacon Capital Management, LLC291$2.38K<0.01%+713F-HRTimeline
Tidemark, LLC200$1.63K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO159$1.3K<0.01%-74113F-HRTimelineGroup
Smartleaf Asset Management LLC100$818<0.01%013F-HRTimeline
MONTAG & CALDWELL, LLC55$449<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…10$82<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.7$650.01%-7,93113F-HRTimeline
DANSKE BANK A/S2$16<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.