Insight Advisors, LLC/ PA
Position in EXG — Eaton Vance Tax-Managed Global Diversified Equity Income Fund
CIK 1844880
Newtown, PA
Position in EXG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$112,815
+$13,225 QoQ
Shares Held
11,500
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#194
of 296 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Insight Advisors, LLC/ PA holds $5,932,010 across 11 Asset Management names. EXG ranks #9 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
16,181 | $1,839,617 | |
| 2 | BX |
Blackstone Inc.
|
11,161 | $1,313,314 | |
| 3 | PHYS |
Sprott Physical Gold Trust
|
32,674 | $985,774 | |
| 4 | FTHY |
First Trust High Yield Opportunities 2027 Term Fund
|
48,135 | $659,449 | |
| 5 | BLK |
BlackRock, Inc.
|
318 | $305,776 | |
| 6 | AMP |
Ameriprise Financial Inc
|
561 | $257,364 | |
| 7 | FSK |
FS KKR Capital Corp
|
16,423 | $172,441 | |
| 8 | GAB |
Gabelli Equity Trust Inc
|
21,842 | $123,625 |
All Filings in EXG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $112,815 | 11,500 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $99,590 | 11,500 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $109,595 | 11,500 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $104,650 | 11,500 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $100,625 | 11,500 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $93,610 | 11,500 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $93,955 | 11,500 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $100,280 | 11,500 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $97,175 | 11,500 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $93,840 | 11,500 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $88,780 | 11,500 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $84,755 | 11,500 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $91,080 | 11,500 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $89,815 | 11,500 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $86,825 | 11,500 | Shares | Sole | 2023-02-21 | |
| 2022-09-30 | $83,375 | 11,500 | Shares | Sole | 2022-12-12 | |
| 2022-06-30 | $88,665 | 11,500 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $111,665 | 11,500 | Shares | Sole | 2022-06-02 | |
| 2021-12-31 | $122,705 | 11,500 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $114,885 | 11,500 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $117,300 | 11,500 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $106,950 | 11,500 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $100,855 | 11,500 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||