Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG- Exchange
- NYSE
- SEC CIK
- 0001270523
No open-market purchases or sales by Eaton Vance Tax-Advantaged Global Dividend Income Fund insiders were filed in the last 90 days; 139 institutions reported holding it in 13F filings for Q2 2026, worth $341.6M in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 113
- +14 vs. Q3 2021
- Shares held
- 12.7M
- −323.4K (−2.5%) vs. Q3 2021
- Total value
- $287.9M
- +$11.2M (+4.1%) vs. Q3 2021
- New holders
- 25
- 37 more added
- Sold out
- 11
- 27 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ETG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 139 | $341.6M |
| Q1 2026 | 125 | $281.9M |
| Q4 2025 | 128 | $328.3M |
| Q3 2025 | 111 | $305.0M |
| Q2 2025 | 109 | $305.0M |
| Q1 2025 | 98 | $272.0M |
| Q4 2024 | 96 | $279.4M |
| Q3 2024 | 89 | $304.4M |
| Q2 2024 | 95 | $297.0M |
| Q1 2024 | 98 | $289.6M |
| Q4 2023 | 99 | $255.9M |
| Q3 2023 | 95 | $211.7M |
| Q2 2023 | 98 | $212.4M |
| Q1 2023 | 98 | $195.7M |
| Q4 2022 | 111 | $181.6M |
| Q3 2022 | 91 | $179.1M |
| Q2 2022 | 99 | $207.2M |
| Q1 2022 | 104 | $240.3M |
| Q4 2021 | 113 | $287.9M |
| Q3 2021 | 100 | $276.7M |
| Q2 2021 | 92 | $286.2M |
| Q1 2021 | 103 | $268.8M |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Advantaged Global Dividend Income Fund; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Aspire Private Capital, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 100 | $2.00K | 0.00% | +100 | New |
| Caldwell Trust Co | 105 | $2.39K | 0.00% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 226 | $5.00K | 0.00% | +226 | New |
| Fifth Third Bancorp | 415 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 500 | $11.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 500 | $11.0K | 0.01% | +500 | New |
| Larson Financial Group LLC | 575 | $13.0K | 0.00% | +575 | New |
| First Horizon Advisors, Inc. | 620 | $14.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 600 | $14.0K | 0.00% | +600 | New |
| Proequities, Inc. | 805 | $18.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,000 | $22.7K | 0.00% | +1,000 | New |
| Massmutual Trust Co FSB | 1,000 | $23.0K | 0.00% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 1,020 | $23.0K | 0.00% | +1,020 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,200 | $27.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,604 | $36.0K | 0.00% | +1,104+220.8% | Added |
| Delta Asset Management LLC | 1,583 | $36.0K | 0.00% | +1,583 | New |
| City Holding Co | 2,065 | $40.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2,096 | $48.0K | 0.01% | +37+1.8% | Added |
| US Bancorp | 2,335 | $53.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,638 | $60.0K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 3,335 | $63.0K | 0.04% | +80+2.5% | Added |
| Spire Wealth Management | 2,800 | $64.0K | 0.00% | +2,800 | New |
| Harbour Investments, Inc. | 2,949 | $67.0K | 0.00% | −1,000−25.3% | Reduced |
| Ahrens Investment Partners LLC | 3,000 | $68.0K | 0.03% | +3,000 | New |
| HM Payson & Co | 3,034 | $69.0K | 0.00% | +1,533+102.1% | Added |
| Atwood & Palmer Inc | 3,200 | $73.0K | 0.01% | +3,200 | New |
| Koshinski Asset Management, Inc. | 3,449 | $78.4K | 0.01% | +47+1.4% | Added |
| Andrew Hill Investment Advisors, Inc. | 3,500 | $79.0K | 0.07% | +3,500 | New |
| Northwestern Mutual Wealth Management Co | 3,606 | $82.0K | 0.00% | +57+1.6% | Added |
| Cornerstone Advisory, LLC | 4,000 | $90.0K | 0.01% | +4,000 | New |
| Accel Wealth Management | 4,361 | $99.0K | 0.05% | −317−6.8% | Reduced |
| Fortitude Advisory Group L.L.C. | 4,607 | $105.0K | 0.05% | +4,607 | New |
| The PNC Financial Services Group, Inc. | 6,040 | $137.0K | 0.00% | −18,495−75.4% | Reduced |
| Centaurus Financial, Inc. | 7,133 | $162.0K | 0.01% | −680−8.7% | Reduced |
| Geneos Wealth Management Inc. | 7,787 | $176.0K | 0.01% | −1,575−16.8% | Reduced |
| Snowden Capital Advisors LLC | 8,262 | $187.0K | 0.01% | +8,262 | New |
| Capital Investment Advisors, LLC | 8,824 | $201.0K | 0.01% | +8,824 | New |
| Stonebridge Financial Planning Group, LLC | 10,049 | $205.0K | 0.11% | +35+0.3% | Added |
| Peapack Gladstone Financial Corp | 9,000 | $205.0K | 0.00% | +9,000 | New |
| Frontier Wealth Management LLC | 9,334 | $212.0K | 0.01% | +9,334 | New |
| Alpha Cubed Investments, LLC | 9,390 | $213.0K | 0.01% | 00.0% | Unchanged |
| Clough Capital Partners L P | 9,806 | $223.0K | 0.01% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 10,000 | $227.0K | 0.20% | +10,000 | New |
| Eaton Vance Management | 10,021 | $228.0K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 10,758 | $245.0K | 0.01% | 00.0% | Unchanged |
| Commons Capital, LLC | 10,966 | $249.0K | 0.25% | +10,966 | New |
| Mercer Global Advisors Inc | 11,011 | $250.0K | 0.00% | −287−2.5% | Reduced |
| Personal Cfo Solutions, LLC | 10,998 | $250.0K | 0.05% | +191+1.8% | Added |
| Oppenheimer & Co Inc | 11,186 | $254.0K | 0.00% | +569+5.4% | Added |
| Commerce Bank | 11,255 | $256.0K | 0.00% | −200−1.7% | Reduced |
| Abbrea Capital, LLC | 11,250 | $256.0K | 0.03% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 12,084 | $275.0K | 0.17% | −858−6.6% | Reduced |
| Ausdal Financial Partners, Inc. | 12,284 | $279.0K | 0.04% | −60−0.5% | Reduced |
| Comerica Bank | 14,276 | $285.0K | 0.00% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 12,600 | $286.0K | 0.07% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 12,871 | $293.0K | 0.02% | +227+1.8% | Added |
| Arete Wealth Advisors, LLC | 13,372 | $304.0K | 0.03% | +13,372 | New |
| Twin Focus Capital Partners, LLC | 14,065 | $320.0K | 0.06% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 15,293 | $348.0K | 0.00% | +836+5.8% | Added |
| NEXT Financial Group, Inc | 16,115 | $366.0K | 0.02% | +2,668+19.8% | Added |
| Edgewood Management LLC | 17,000 | $386.0K | 0.00% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 19,702 | $401.0K | 0.09% | −1,668−7.8% | Reduced |
| Capital Investment Advisory Services, LLC | 17,908 | $407.0K | 0.05% | +6,585+58.2% | Added |
| Pensionmark Financial Group, LLC | 19,650 | $416.0K | 0.09% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 19,086 | $434.0K | 0.42% | +19,086 | New |
| Cambridge Investment Research Advisors, Inc. | 19,812 | $450.0K | 0.00% | +7,007+54.7% | Added |
| Sowell Financial Services LLC | 19,786 | $450.0K | 0.03% | +19,786 | New |
| HighTower Advisors, LLC | 20,146 | $457.0K | 0.00% | +2,509+14.2% | Added |
| National Asset Management, Inc. | 21,203 | $482.0K | 0.01% | +24+0.1% | Added |
| Parisi Gray Wealth Management | 21,625 | $492.0K | 0.18% | +28+0.1% | Added |
| QP Wealth Management, LLC | 21,668 | $493.0K | 0.52% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 22,473 | $511.0K | 0.01% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 24,819 | $564.0K | 0.07% | +162+0.7% | Added |
| Kingsview Wealth Management, LLC | 26,689 | $607.0K | 0.03% | −90.0% | Reduced |
| Silverlake Wealth Management LLC | 27,071 | $615.3K | 0.33% | +27,071 | New |
| 1776 Wealth LLC | 28,038 | $637.0K | 0.34% | +3,064+12.3% | Added |
| Kestra Private Wealth Services, LLC | 30,418 | $691.0K | 0.03% | −842−2.7% | Reduced |
| Rockefeller Capital Management L.P. | 33,615 | $764.0K | 0.00% | +1,838+5.8% | Added |
| Creative Planning | 38,705 | $880.0K | 0.00% | +2,539+7.0% | Added |
| MML Investors Services, LLC | 41,007 | $932.0K | 0.01% | −4,478−9.8% | Reduced |
| 1832 Asset Management L.P. | 50,083 | $1.15M | 0.00% | −117,273−70.1% | Reduced |
| Stifel Financial Corp | 53,055 | $1.21M | 0.00% | +4,362+9.0% | Added |
| Wagner Wealth Management, LLC | 58,020 | $1.32M | 1.01% | −1,627−2.7% | Reduced |
| Truist Financial Corp | 67,293 | $1.53M | 0.00% | +689+1.0% | Added |
| McGowan Group Asset Management, Inc. | 67,431 | $1.53M | 0.27% | +42,151+166.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 73,216 | $1.66M | 0.00% | +17,173+30.6% | Added |
| StoneX Group Inc. | 77,129 | $1.75M | 0.20% | −12,063−13.5% | Reduced |
| Invesco Ltd. | 80,610 | $1.83M | 0.00% | −7,574−8.6% | Reduced |
| Heron Bay Capital Management | 83,786 | $1.90M | 0.94% | +4,574+5.8% | Added |
| Ameriprise Financial Inc | 85,530 | $1.94M | 0.00% | +3,048+3.7% | Added |
| Live Oak Private Wealth LLC | 93,284 | $2.12M | 0.40% | 00.0% | Unchanged |
| Raymond James & Associates | 102,111 | $2.32M | 0.00% | +7,642+8.1% | Added |
| Beacon Pointe Advisors, LLC | 111,493 | $2.53M | 0.07% | −7,489−6.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 113,203 | $2.57M | 0.04% | −7,830−6.5% | Reduced |
| 1607 Capital Partners, LLC | 118,886 | $2.70M | 0.14% | −387,303−76.5% | Reduced |
| Commonwealth Equity Services, LLC | 121,171 | $2.75M | 0.01% | +3,338+2.8% | Added |
| Janney Montgomery Scott LLC | 122,332 | $2.78M | 0.01% | +5,160+4.4% | Added |
| LPL Financial LLC | 162,253 | $3.69M | 0.00% | +17,937+12.4% | Added |
| WealthTrust Axiom LLC | 162,580 | $3.69M | 1.18% | −1,900−1.2% | Reduced |