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, Q3 2022
Institutional positions in Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Sep 30, 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
- 91
- −7 vs. Q2 2022
- Shares held
- 11.9M
- −432.2K (−3.5%) vs. Q2 2022
- Total value
- $179.1M
- −$28.0M (−13.5%) vs. Q2 2022
- New holders
- 4
- 31 more added
- Sold out
- 11
- 26 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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, Q3 2022
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Advantaged Global Dividend Income Fund; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,883,224 | $43.5M | 0.01% | −47,514−1.6% | Reduced |
| UBS Group AG | 2,089,228 | $31.5M | 0.02% | −32,663−1.5% | Reduced |
| Bank of America Corp | 1,741,911 | $26.3M | 0.00% | −35,374−2.0% | Reduced |
| Advisors Asset Management, Inc. | 579,637 | $8.75M | 0.18% | −41,722−6.7% | Reduced |
| Cohen & Steers, Inc. | 523,221 | $7.89M | 0.02% | −153,191−22.6% | Reduced |
| McGowan Group Asset Management, Inc. | 457,484 | $6.90M | 1.20% | +308,420+206.9% | Added |
| Wells Fargo & Company | 352,453 | $5.32M | 0.00% | +36,550+11.6% | Added |
| Royal Bank of Canada | 240,806 | $3.63M | 0.00% | −8,496−3.4% | Reduced |
| First Trust Advisors LP | 238,646 | $3.60M | 0.00% | −16,101−6.3% | Reduced |
| Guggenheim Capital LLC | 209,713 | $3.17M | 0.03% | +19,759+10.4% | Added |
| LPL Financial LLC | 207,864 | $3.14M | 0.00% | +787+0.4% | Added |
| Advisor Group Holdings, Inc. | 190,670 | $2.88M | 0.01% | −4,429−2.3% | Reduced |
| WealthTrust Axiom LLC | 143,100 | $2.16M | 0.82% | +350+0.2% | Added |
| Commonwealth Equity Services, LLC | 138,291 | $2.09M | 0.01% | −14,282−9.4% | Reduced |
| Janney Montgomery Scott LLC | 133,896 | $2.02M | 0.01% | +9,097+7.3% | Added |
| Wagner Wealth Management, LLC | 118,193 | $1.78M | 1.32% | +29,505+33.3% | Added |
| Raymond James & Associates | 112,107 | $1.69M | 0.00% | −13,917−11.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 111,615 | $1.68M | 0.11% | −13,421−10.7% | Reduced |
| Beacon Pointe Advisors, LLC | 110,000 | $1.66M | 0.04% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 92,351 | $1.39M | 0.31% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 90,980 | $1.37M | 0.03% | +700+0.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 81,127 | $1.22M | 0.00% | +2,147+2.7% | Added |
| Ameriprise Financial Inc | 74,721 | $1.13M | 0.00% | −296−0.4% | Reduced |
| Rockefeller Capital Management L.P. | 67,377 | $1.02M | 0.01% | +19,881+41.9% | Added |
| 1832 Asset Management L.P. | 59,324 | $895.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 48,145 | $727.0K | 0.00% | −4,034−7.7% | Reduced |
| MML Investors Services, LLC | 41,698 | $629.0K | 0.00% | −8,410−16.8% | Reduced |
| Formidable Asset Management, LLC | 32,349 | $522.0K | 0.12% | 00.0% | Unchanged |
| Edgewood Management LLC | 32,000 | $483.0K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 31,123 | $470.0K | 0.03% | −691−2.2% | Reduced |
| Sowell Financial Services LLC | 30,869 | $466.0K | 0.05% | +5,649+22.4% | Added |
| Kingsview Wealth Management, LLC | 28,854 | $435.0K | 0.02% | +165+0.6% | Added |
| Silverlake Wealth Management LLC | 26,543 | $400.5K | 0.27% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 26,497 | $400.0K | 0.06% | +252+1.0% | Added |
| 1776 Wealth LLC | 25,746 | $389.0K | 0.30% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 25,337 | $382.0K | 0.00% | +1,876+8.0% | Added |
| HighTower Advisors, LLC | 21,862 | $330.0K | 0.00% | +1,105+5.3% | Added |
| National Asset Management, Inc. | 21,351 | $323.0K | 0.01% | −1,145−5.1% | Reduced |
| QP Wealth Management, LLC | 21,668 | $323.0K | 0.46% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 21,410 | $323.0K | 0.01% | +337+1.6% | Added |
| Snowden Capital Advisors LLC | 20,882 | $315.0K | 0.01% | +8,976+75.4% | Added |
| Capital Investment Advisory Services, LLC | 20,380 | $308.0K | 0.04% | +1,075+5.6% | Added |
| Shaker Financial Services, LLC | 19,931 | $301.0K | 0.15% | −295,394−93.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 19,967 | $301.0K | 0.00% | +15+0.1% | Added |
| 180 Wealth Advisors, LLC | 19,448 | $293.0K | 0.08% | −418−2.1% | Reduced |
| Denver Wealth Management, Inc. | 19,175 | $289.0K | 0.27% | +89+0.5% | Added |
| GWM Advisors LLC | 18,107 | $274.0K | 0.00% | +900+5.2% | Added |
| Truist Financial Corp | 17,901 | $270.0K | 0.00% | +76+0.4% | Added |
| Invesco Ltd. | 17,015 | $257.0K | 0.00% | −30,687−64.3% | Reduced |
| IFP Advisors, Inc | 14,997 | $254.0K | 0.01% | +5,272+54.2% | Added |
| Arete Wealth Advisors, LLC | 14,463 | $218.0K | 0.02% | +14,463 | New |
| Twin Focus Capital Partners, LLC | 14,065 | $212.0K | 0.05% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 13,692 | $207.0K | 0.02% | +305+2.3% | Added |
| Atria Wealth Solutions, Inc. | 12,921 | $195.0K | 0.00% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 12,012 | $181.0K | 0.15% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 11,950 | $180.0K | 0.00% | +52+0.4% | Added |
| StoneX Group Inc. | 11,790 | $177.9K | 0.02% | −3,343−22.1% | Reduced |
| Commerce Bank | 11,255 | $170.0K | 0.00% | 00.0% | Unchanged |
| Commons Capital, LLC | 11,121 | $168.0K | 0.27% | +56+0.5% | Added |
| Northstar Asset Management LLC | 10,600 | $160.0K | 0.05% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 10,341 | $156.0K | 0.02% | −156−1.5% | Reduced |
| Alan B. Lancz & Associates, Inc. | 10,000 | $151.0K | 0.18% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 7,002 | $106.0K | 0.00% | +2,283+48.4% | Added |
| Geneos Wealth Management Inc. | 6,582 | $99.0K | 0.01% | −748−10.2% | Reduced |
| Accel Wealth Management | 5,742 | $88.0K | 0.05% | +11+0.2% | Added |
| Atwood & Palmer Inc | 3,200 | $48.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 3,034 | $46.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,809 | $44.0K | 0.00% | +7+0.2% | Added |
| Focused Wealth Management, Inc | 2,230 | $34.0K | 0.01% | +50+2.3% | Added |
| City Holding Co | 2,065 | $31.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 2,000 | $30.0K | 0.00% | −638−24.2% | Reduced |
| Covington Capital Management | 1,500 | $23.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,405 | $23.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,445 | $22.0K | 0.00% | −1,073−42.6% | Reduced |
| Institutional & Family Asset Management, LLC | 1,300 | $20.0K | 0.00% | +1,300 | New |
| Anchor Investment Management, LLC | 1,000 | $15.1K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 930 | $14.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 620 | $9.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 600 | $9.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 575 | $9.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 435 | $7.00K | 0.00% | −65−13.0% | Reduced |
| Sandy Spring Bank | 259 | $4.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 288 | $4.00K | 0.00% | +288 | New |
| Beacon Capital Management, LLC | 156 | $3.00K | 0.00% | +3+2.0% | Added |
| FourThought Financial, LLC | 207 | $3.00K | 0.00% | +207 | New |
| American Portfolios Advisors | 150 | $2.26K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 105 | $1.58K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 59 | $1.00K | 0.00% | −499−89.4% | Reduced |
| Aspire Private Capital, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Heron Bay Capital Management | 0 | $0 | 0.00% | −93,690−100.0% | Sold out |
| Parisi Gray Wealth Management | 0 | $0 | 0.00% | −21,696−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −19,561−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −11,377−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,758−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −10,021−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −6,529−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −1,011−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −503−100.0% | Sold out |