Filing Research | EATON VANCE TAX-MANAGED GLOB Institutional Holdings

Snapshot holdings

50 / 83 loaded

#		Instrument	quantity
1	Formidable Asset Management, LLC	Shares	834.1KSH	$7.2M
2	CoreCap Advisors, LLC	Shares	419.1KSH	$4.1M
3	KMG FIDUCIARY PARTNERS, LLC	Shares	325.8KSH	$3.2M
4	S Harris Financial Group, LLC	Shares	122.0KSH	$1.2M
5	Northstar Advisory Group, LLC	Shares	105.0KSH	$1.0M
6	D.A. DAVIDSON & CO.	Shares	95.5KSH	$936.4K
7	Shaker Financial Services, LLC	Shares	87.6KSH	$859.3K
8	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	80.8KSH	$786.3K
9	J.W. COLE ADVISORS, INC.	Shares	71.0KSH	$696.3K
10	Merit Financial Group, LLC	Shares	63.9KSH	$627.0K
11	Diligent Investors, LLC	Shares	62.7KSH	$615.5K
12	PFG Investments, LLC	Shares	55.5KSH	$544.9K
13	David J Yvars Group	Shares	55.1KSH	$534.7K
14	Post Resch Tallon Group Inc.	Shares	53.6KSH	$525.9K
15	Farther Finance Advisors, LLC	Shares	53.0KSH	$519.5K
16	JGP Wealth Management, LLC	Shares	52.5KSH	$515.0K
17	INDEPENDENT FINANCIAL GROUP, LLC	Shares	48.2KSH	$472.7K
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	40.8KSH	$399.7K
19	Sunpointe, LLC	Shares	40.4KSH	$396.7K
20	First Heartland Consultants, Inc.	Shares	37.2KSH	$364.6K
21	PMG Family Office LLC	Shares	37.1KSH	$363.9K
22	BENJAMIN EDWARDS INC	Shares	33.9KSH	$332.9K
23	Focus Financial Network, Inc.	Shares	33.0KSH	$323.8K
24	MISSION WEALTH MANAGEMENT, LP	Shares	32.7KSH	$321.2K
25	Amplius Wealth Advisors, LLC	Shares	32.2KSH	$315.7K
26	Apollon Wealth Management, LLC	Shares	28.6KSH	$280.7K
27	Sage Capital Management, LLC	Shares	27.4KSH	$269.1K
28	Mendel Capital Management LLC	Shares	26.7KSH	$261.9K
29	Successful Portfolios LLC	Shares	24.4KSH	$238.2K
30	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	22.5KSH	$220.4K
31	Prospera Financial Services Inc	Shares	22.1KSH	$216.8K
32	Silver Coast Investments LLC	Shares	21.5KSH	$210.9K
33	FLAGSHIP HARBOR ADVISORS, LLC	Shares	20.9KSH	$204.9K
34	Arlington Capital Management, Inc.	Shares	20.7KSH	$203.2K
35	Spire Wealth Management	Shares	19.9KSH	$195.2K
36	LANARK FINANCIAL, INC.	Shares	19.8KSH	$194.1K
37	DECISION INVESTMENTS, INC	Shares	19.7KSH	$193.7K
38	SeaCrest Wealth Management, LLC	Shares	19.2KSH	$188.0K
39	MBL Wealth, LLC	Shares	19.1KSH	$187.9K
40	WealthBridge Capital Management, LLC	Shares	16.7KSH	$163.4K
41	SAX WEALTH ADVISORS, LLC	Shares	18.5KSH	$160.4K
42	Summit Investment Advisory Services, LLC	Shares	16.3KSH	$159.6K
43	KPP Advisory Services LLC	Shares	15.7KSH	$154.3K
44	VSM Wealth Advisory, LLC	Shares	14.0KSH	$137.3K
45	HALBERT HARGROVE GLOBAL ADVISORS, LLC	Shares	13.8KSH	$135.4K
46	Herold Advisors, Inc.	Shares	13.7KSH	$135.0K
47	Allied Private Wealth LLC	Shares	12.8KSH	$125.0K
48	DAVENPORT & Co LLC	Shares	11.9KSH	$117.0K
49	Investment Partners Asset Management, Inc.	Shares	11.2KSH	$109.7K
50	Princeton Global Asset Management LLC	Shares	10.5KSH	$103.3K

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Manager changes2026-06-30 vs 2026-03-31

50 / 87 loaded

#		Instrument
1	CoreCap Advisors, LLC added	Shares	+4.9K	+$524.5K	$4.1M
2	J.W. COLE ADVISORS, INC. added	Shares	+41.6K	+$442.1K	$696.3K
3	Silver Coast Investments LLC new	Shares	+21.5K	+$210.9K	$210.9K
4	Post Resch Tallon Group Inc. added	Shares	+14.2K	+$180.0K	$525.9K
5	S Harris Financial Group, LLC added	Shares	+1.2K	+$150.9K	$1.2M
6	Northstar Advisory Group, LLC trimmed	Shares	-133	+$119.5K	$1.0M
7	First Heartland Consultants, Inc. added	Shares	+8.6K	+$116.9K	$364.6K
8	D.A. DAVIDSON & CO. added	Shares	+47	+$110.2K	$936.4K
9	TRAPHAGEN INVESTMENT ADVISORS LLC new	Shares	+10.1K	+$99.0K	$99.0K
10	Attessa Capital LLC new	Shares	+10.0K	+$98.4K	$98.4K
11	MISSION WEALTH MANAGEMENT, LP added	Shares	+5.5K	+$85.5K	$321.2K
12	Diligent Investors, LLC added	Shares	+502	+$76.5K	$615.5K
13	Merit Financial Group, LLC trimmed	Shares	-294	+$70.9K	$627.0K
14	PFG Investments, LLC added	Shares	+431	+$67.6K	$544.9K
15	JGP Wealth Management, LLC unchanged	Shares	0	+$60.4K	$515.0K
16	BENJAMIN EDWARDS INC added	Shares	+1.8K	+$54.5K	$332.9K
17	PMG Family Office LLC added	Shares	+1.4K	+$54.4K	$363.9K
18	Farther Finance Advisors, LLC trimmed	Shares	-60	+$50.3K	$519.5K
19	Sunpointe, LLC trimmed	Shares	-14	+$46.4K	$396.7K
20	KMG FIDUCIARY PARTNERS, LLC trimmed	Shares	-38.5K	+$41.7K	$3.2M
21	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+25	+$40.2K	$399.7K
22	Focus Financial Network, Inc. added	Shares	+235	+$40.0K	$323.8K
23	Amplius Wealth Advisors, LLC added	Shares	+14	+$37.1K	$315.7K
24	Apollon Wealth Management, LLC added	Shares	+304	+$35.5K	$280.7K
25	Prospera Financial Services Inc added	Shares	+902	+$33.2K	$216.8K
26	Sage Capital Management, LLC unchanged	Shares	0	+$31.5K	$269.1K
27	Successful Portfolios LLC trimmed	Shares	-400	+$31.4K	$238.2K
28	Mendel Capital Management LLC unchanged	Shares	0	+$30.7K	$261.9K
29	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-2.9K	+$30.2K	$472.7K
30	Arlington Capital Management, Inc. added	Shares	+659	+$29.5K	$203.2K
31	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added	Shares	+361	+$29.0K	$220.4K
32	Spire Wealth Management added	Shares	+401	+$26.3K	$195.2K
33	LANARK FINANCIAL, INC. added	Shares	+19	+$22.9K	$194.1K
34	SeaCrest Wealth Management, LLC unchanged	Shares	0	+$22.0K	$188.0K
35	MBL Wealth, LLC unchanged	Shares	0	+$22.0K	$187.9K
36	DECISION INVESTMENTS, INC trimmed	Shares	-120	+$21.7K	$193.7K
37	Summit Investment Advisory Services, LLC added	Shares	+333	+$21.6K	$159.6K
38	WealthBridge Capital Management, LLC unchanged	Shares	0	+$19.2K	$163.4K
39	HALBERT HARGROVE GLOBAL ADVISORS, LLC added	Shares	+300	+$18.5K	$135.4K
40	FLAGSHIP HARBOR ADVISORS, LLC trimmed	Shares	-674	+$18.2K	$204.9K
41	KPP Advisory Services LLC unchanged	Shares	0	+$18.1K	$154.3K
42	Herold Advisors, Inc. unchanged	Shares	0	+$16.6K	$135.0K
43	VSM Wealth Advisory, LLC unchanged	Shares	0	+$16.1K	$137.3K
44	DAVENPORT & Co LLC unchanged	Shares	0	+$13.7K	$117.0K
45	Investment Partners Asset Management, Inc. unchanged	Shares	0	+$12.9K	$109.7K
46	PFS Partners, LLC added	Shares	+193	+$12.5K	$92.0K
47	Princeton Global Asset Management LLC unchanged	Shares	0	+$12.1K	$103.3K
48	WOLFF WIESE MAGANA LLC new	Shares	+1.2K	+$12.0K	$12.0K
49	Blue Trust, Inc. unchanged	Shares	0	+$11.5K	$98.1K
50	MB, LEVIS & ASSOCIATES, LLC new	Shares	+1.1K	+$10.7K	$10.7K

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