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, Q1 2022
Institutional positions in Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Mar 31, 2022. 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
- 104
- −6 vs. Q4 2021
- Shares held
- 11.9M
- −767.8K (−6.1%) vs. Q4 2021
- Total value
- $240.3M
- −$46.8M (−16.3%) vs. Q4 2021
- New holders
- 15
- 30 more added
- Sold out
- 21
- 29 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Advantaged Global Dividend Income Fund; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Aspire Private Capital, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 91 | $2.00K | 0.00% | +91 | New |
| Caldwell Trust Co | 105 | $2.16K | 0.00% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 125 | $2.57K | 0.00% | +125 | New |
| Beacon Capital Management, LLC | 153 | $3.00K | 0.00% | +153 | New |
| American Portfolios Advisors | 150 | $3.09K | 0.00% | +150 | New |
| Sandy Spring Bank | 259 | $5.00K | 0.00% | +259 | New |
| TCWP LLC | 400 | $8.00K | 0.00% | +400 | New |
| Tradition Wealth Management, LLC | 500 | $10.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 500 | $10.0K | 0.01% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 500 | $10.3K | 0.00% | +500 | New |
| Ahrens Investment Partners LLC | 600 | $12.0K | 0.00% | −2,400−80.0% | Reduced |
| Coastal Capital Group, Inc. | 600 | $12.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 575 | $12.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 620 | $13.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 700 | $14.0K | 0.00% | +700 | New |
| Strategic Asset Management, LLC | 930 | $19.0K | 0.03% | +930 | New |
| Anchor Investment Management, LLC | 1,000 | $20.6K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,200 | $24.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,521 | $31.0K | 0.00% | −83−5.2% | Reduced |
| City Holding Co | 2,065 | $42.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2,136 | $44.0K | 0.01% | +40+1.9% | Added |
| US Bancorp | 2,335 | $48.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,638 | $54.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 3,034 | $62.0K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 3,335 | $63.0K | 0.04% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 3,200 | $66.0K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 3,498 | $72.0K | 0.01% | +49+1.4% | Added |
| Fortitude Advisory Group L.L.C. | 4,607 | $95.0K | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,647 | $95.0K | 0.00% | +1,041+28.9% | Added |
| The PNC Financial Services Group, Inc. | 4,795 | $98.0K | 0.00% | −1,245−20.6% | Reduced |
| Carl Stuart Investment Advisor, Inc | 5,385 | $110.8K | 0.08% | +5,385 | New |
| Accel Wealth Management | 5,713 | $118.0K | 0.06% | +1,352+31.0% | Added |
| Centaurus Financial, Inc. | 7,179 | $148.0K | 0.01% | +46+0.6% | Added |
| Geneos Wealth Management Inc. | 7,332 | $150.0K | 0.01% | −455−5.8% | Reduced |
| IFP Advisors, Inc | 9,725 | $164.0K | 0.00% | +9,725 | New |
| Clough Capital Partners L P | 9,806 | $202.0K | 0.02% | 00.0% | Unchanged |
| Eaton Vance Management | 10,021 | $206.0K | 0.00% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 10,000 | $206.0K | 0.18% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 10,090 | $208.0K | 0.12% | +41+0.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 10,758 | $221.0K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 11,011 | $227.0K | 0.00% | 00.0% | Unchanged |
| Commons Capital, LLC | 11,011 | $227.0K | 0.25% | +45+0.4% | Added |
| Altium Wealth Management LLC | 11,234 | $231.0K | 0.01% | +11,234 | New |
| Commerce Bank | 11,255 | $232.0K | 0.00% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 11,250 | $232.0K | 0.03% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 11,737 | $241.0K | 0.01% | +3,475+42.1% | Added |
| Acorn Wealth Advisors, LLC | 12,012 | $247.0K | 0.17% | −72−0.6% | Reduced |
| Ausdal Financial Partners, Inc. | 12,212 | $251.0K | 0.03% | −72−0.6% | Reduced |
| Northstar Asset Management LLC | 12,600 | $259.0K | 0.07% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 13,041 | $268.0K | 0.00% | +13,041 | New |
| Stratos Wealth Advisors, LLC | 13,112 | $270.0K | 0.02% | +241+1.9% | Added |
| Arete Wealth Advisors, LLC | 13,372 | $275.0K | 0.02% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 14,065 | $289.0K | 0.06% | 00.0% | Unchanged |
| Edgewood Management LLC | 17,000 | $350.0K | 0.00% | 00.0% | Unchanged |
| StoneX Group Inc. | 17,214 | $354.3K | 0.03% | −59,915−77.7% | Reduced |
| 180 Wealth Advisors, LLC | 19,777 | $390.0K | 0.09% | +75+0.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 19,269 | $397.0K | 0.00% | −543−2.7% | Reduced |
| Envestnet Asset Management Inc | 19,358 | $398.0K | 0.00% | +19,358 | New |
| Capital Investment Advisory Services, LLC | 19,955 | $411.0K | 0.04% | +2,047+11.4% | Added |
| Stratos Wealth Partners, LTD. | 21,073 | $434.0K | 0.01% | −1,400−6.2% | Reduced |
| National Asset Management, Inc. | 21,231 | $437.0K | 0.01% | +28+0.1% | Added |
| Cetera Advisor Networks LLC | 21,281 | $438.0K | 0.01% | +5,988+39.2% | Added |
| HighTower Advisors, LLC | 21,512 | $441.0K | 0.00% | +1,366+6.8% | Added |
| QP Wealth Management, LLC | 21,668 | $446.0K | 0.50% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 21,658 | $446.0K | 0.18% | +33+0.2% | Added |
| 1776 Wealth LLC | 25,746 | $530.0K | 0.31% | −2,292−8.2% | Reduced |
| Good Life Advisors, LLC | 26,006 | $535.0K | 0.07% | +1,187+4.8% | Added |
| Silverlake Wealth Management LLC | 26,543 | $546.3K | 0.31% | −528−2.0% | Reduced |
| Kingsview Wealth Management, LLC | 26,689 | $549.3K | 0.02% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 32,349 | $666.0K | 0.13% | +32,349 | New |
| Creative Planning | 35,553 | $732.0K | 0.00% | −3,152−8.1% | Reduced |
| Kestra Private Wealth Services, LLC | 36,717 | $756.0K | 0.04% | +6,299+20.7% | Added |
| Rockefeller Capital Management L.P. | 42,778 | $880.0K | 0.00% | +9,163+27.3% | Added |
| MML Investors Services, LLC | 45,274 | $932.0K | 0.01% | +4,267+10.4% | Added |
| Stifel Financial Corp | 48,952 | $1.01M | 0.00% | −4,103−7.7% | Reduced |
| 1832 Asset Management L.P. | 53,105 | $1.08M | 0.00% | +3,022+6.0% | Added |
| Heron Bay Capital Management | 61,735 | $1.27M | 0.62% | −22,051−26.3% | Reduced |
| McGowan Group Asset Management, Inc. | 63,783 | $1.31M | 0.20% | −3,648−5.4% | Reduced |
| Truist Financial Corp | 65,346 | $1.34M | 0.00% | −1,947−2.9% | Reduced |
| Invesco Ltd. | 67,758 | $1.39M | 0.00% | −12,852−15.9% | Reduced |
| Wagner Wealth Management, LLC | 69,699 | $1.43M | 1.00% | +11,679+20.1% | Added |
| Ameriprise Financial Inc | 72,485 | $1.49M | 0.00% | −13,045−15.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 81,304 | $1.67M | 0.00% | +8,088+11.0% | Added |
| Live Oak Private Wealth LLC | 92,351 | $1.90M | 0.37% | −933−1.0% | Reduced |
| Beacon Pointe Advisors, LLC | 110,000 | $2.26M | 0.03% | −1,493−1.3% | Reduced |
| Raymond James & Associates | 111,982 | $2.31M | 0.00% | +9,871+9.7% | Added |
| Steward Partners Investment Advisory, LLC | 113,658 | $2.34M | 0.04% | +455+0.4% | Added |
| Janney Montgomery Scott LLC | 121,549 | $2.50M | 0.01% | −783−0.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 140,431 | $2.89M | 0.15% | −34,317−19.6% | Reduced |
| WealthTrust Axiom LLC | 143,510 | $2.95M | 0.92% | −19,070−11.7% | Reduced |
| Commonwealth Equity Services, LLC | 152,292 | $3.13M | 0.01% | +31,121+25.7% | Added |
| LPL Financial LLC | 187,821 | $3.87M | 0.00% | +25,568+15.8% | Added |
| Guggenheim Capital LLC | 201,385 | $4.14M | 0.03% | −1,981−1.0% | Reduced |
| Royal Bank of Canada | 217,904 | $4.48M | 0.00% | +2,999+1.4% | Added |
| Shaker Financial Services, LLC | 245,897 | $5.06M | 1.91% | +47,053+23.7% | Added |
| First Trust Advisors LP | 256,292 | $5.27M | 0.01% | −9,650−3.6% | Reduced |
| Wells Fargo & Company | 293,970 | $6.05M | 0.00% | −3,363−1.1% | Reduced |
| Cohen & Steers, Inc. | 724,775 | $14.9M | 0.02% | −15,427−2.1% | Reduced |