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Disclosery

XEXGX EATON VANCE TAX-MANAGED GLOB

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COM (fund)

257 managers (259 13F filers) reported a position in XEXGX shares at 2025-03-31, 67,758,301 shares in all. 12 filers opened a position and 25 filers sold out during the quarter.

Managers
257
13F filers
259
New
12
Added
99
Reduced
56
Sold out
25
Shares held by filers
67,758,301

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.8,608$61.9K<0.01%+10513F-HRTimelineGroup
BOKF, NAin group BOKF, NA6,900$56.2K<0.01%+1,65013F-HRTimelineGroup
Caldwell Trust Co6,749$54.9K0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS6,552$53.3K0.03%013F-HRTimeline
Sandy Spring Bank6,500$52.9K<0.01%-2,00013F-HRTimeline
Millstone Evans Group, LLC6,390$52K0.04%013F-HRTimeline
North Star Investment Management Corp.6,044$49.2K<0.01%+14013F-HRTimeline
Parallel Advisors, LLC5,837$47.5K<0.01%+6913F-HRTimeline
Cypress Capital Management LLC (WY)5,000$40.7K0.05%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,000$40.7K<0.01%-75013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department5,000$40.7K0.01%013F-HRTimelineGroup
HHM Wealth Advisors, LLC4,830$39.3K0.01%+10013F-HRTimeline
BARRETT & COMPANY, INC.4,350$35.4K0.02%new13F-HRTimeline
Bogart Wealth, LLC3,953$32.2K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.3,898$31.7K0.01%+9113F-HRTimeline
Hughes Financial Services, LLC3,630$29.5K0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC3,350$27.3K<0.01%013F-HRTimeline
EASTERN BANK3,206$26.1K<0.01%new13F-HRTimeline
MAI Capital Management3,146$25.6K<0.01%-59013F-HRTimeline
Financial Management Professionals, Inc.2,828$23K<0.01%013F-HRTimeline
LRI Investments, LLC2,734$22.3K<0.01%013F-HRTimeline
American Capital Advisory, LLC2,650$21.6K0.01%013F-HRTimeline
PRIVATE TRUST CO NA2,500$20.4K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC2,588$20.2K<0.01%+6113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,461$20K<0.01%-6913F-HRTimelineGroup
HM PAYSON & CO2,436$19.8K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.2,310$18.8K<0.01%+4113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,253$18.3K<0.01%013F-HRTimelineGroup
Allworth Financial LP2,207$17.3K<0.01%+113F-HRTimeline
TD Capital Management LLC1,799$14.6K<0.01%new13F-HRTimeline
IFP Advisors, Inc1,700$13.8K<0.01%013F-HRTimeline
WPG Advisers, LLC1,650$13.4K0.01%013F-HRTimeline
Salomon & Ludwin, LLC1,605$13.1K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,583$12.9K<0.01%013F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC1,500$12.2K0.01%013F-HRTimeline
Parkside Financial Bank & Trust1,465$11.9K<0.01%013F-HRTimeline
GAMMA Investing LLC1,360$11.1K<0.01%+1,02313F-HR/ATimeline
Sachetta, LLC1,055$8.59K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC1,035$8.42K0.01%+2413F-HRTimeline
WEBSTER BANK, N. A.1,000$8.14K<0.01%013F-HRTimeline
Avion Wealth1,000$8K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…900$7.33K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC850$6.92K<0.01%13F-HRTimeline
Wood Tarver Financial Group, LLC842$6.85K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.800$6.51K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…436$3.55K<0.01%013F-HRTimelineGroup
ORG Partners LLC390$3.17K<0.01%013F-HRTimeline
Key Financial Inc349$2.84K<0.01%013F-HRTimeline
Beacon Capital Management, LLC298$2.42K<0.01%+713F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.296$2.41K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC214$1.74K<0.01%-86713F-HRTimelineGroup
Tidemark, LLC200$1.63K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO159$1.29K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC100$816<0.01%013F-HRTimeline
MONTAG & CALDWELL, LLC55$448<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC10$81<0.01%-12,18713F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.