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 2022
Institutional positions in Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Dec 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
- 111
- +24 vs. Q3 2022
- Shares held
- 12.0M
- +172.2K (+1.5%) vs. Q3 2022
- Total value
- $181.6M
- +$2.63M (+1.5%) vs. Q3 2022
- New holders
- 29
- 27 more added
- Sold out
- 5
- 33 more reduced
4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Advantaged Global Dividend Income Fund; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | +2 | New |
| Aspire Private Capital, LLC | 2 | $30 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 61 | $1.00K | 0.00% | +2+3.4% | Added |
| Caldwell Trust Co | 105 | $1.59K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 138 | $2.08K | 0.00% | −18−11.5% | Reduced |
| Sandy Spring Bank | 259 | $3.91K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 500 | $7.55K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 575 | $8.68K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 587 | $8.86K | 0.00% | +587 | New |
| Coppell Advisory Solutions Corp. | 587 | $8.86K | 0.00% | +587 | New |
| Coastal Capital Group, Inc. | 600 | $9.05K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 620 | $9.36K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 710 | $11.0K | 0.00% | +710 | New |
| US Bancorp | 1,000 | $15.1K | 0.00% | −445−30.8% | Reduced |
| Anchor Investment Management, LLC | 1,000 | $15.1K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 1,000 | $15.1K | 0.01% | +1,000 | New |
| Cary Street Partner Investment Advisory LLC | 1,120 | $16.9K | 0.00% | +1,120 | New |
| Harbour Investments, Inc. | 1,150 | $17.4K | 0.00% | −255−18.1% | Reduced |
| Institutional & Family Asset Management, LLC | 1,300 | $19.6K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,450 | $21.9K | 0.00% | +1,450 | New |
| Belpointe Asset Management LLC | 1,591 | $24.0K | 0.00% | +1,591 | New |
| Bessemer Group Inc | 2,000 | $30.0K | 0.00% | +2,000 | New |
| Allworth Financial LP | 2,000 | $30.2K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 2,065 | $31.2K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2,280 | $34.4K | 0.01% | +50+2.2% | Added |
| Hollencrest Capital Management | 2,330 | $35.2K | 0.00% | +2,330 | New |
| Northwestern Mutual Wealth Management Co | 2,998 | $45.3K | 0.00% | −4,004−57.2% | Reduced |
| HM Payson & Co | 3,034 | $45.8K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 3,200 | $48.3K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,617 | $54.6K | 0.00% | +3,617 | New |
| U.S. Capital Wealth Advisors, LLC | 4,758 | $71.8K | 0.00% | +4,758 | New |
| Glass Jacobson Investment Advisors llc | 5,000 | $75.5K | 0.04% | +5,000 | New |
| Accel Wealth Management | 5,761 | $87.0K | 0.04% | +19+0.3% | Added |
| Geneos Wealth Management Inc. | 6,332 | $95.6K | 0.01% | −250−3.8% | Reduced |
| JPMorgan Chase & Co | 10,068 | $152.0K | 0.00% | +10,068 | New |
| Northstar Asset Management LLC | 10,600 | $160.1K | 0.05% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 10,000 | $162.4K | 0.16% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 11,152 | $168.4K | 0.01% | +11,152 | New |
| Commons Capital, LLC | 11,173 | $168.7K | 0.28% | +52+0.5% | Added |
| Commerce Bank | 11,255 | $169.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 17,911 | $174.2K | 0.00% | −196−1.1% | Reduced |
| StoneX Group Inc. | 11,760 | $177.6K | 0.02% | −30−0.3% | Reduced |
| Acorn Wealth Advisors, LLC | 11,887 | $179.0K | 0.14% | −125−1.0% | Reduced |
| Atria Wealth Solutions, Inc. | 12,482 | $188.5K | 0.00% | −439−3.4% | Reduced |
| HBK Sorce Advisory LLC | 13,458 | $203.0K | 0.01% | +13,458 | New |
| The PNC Financial Services Group, Inc. | 13,753 | $207.7K | 0.00% | +10,944+389.6% | Added |
| Walleye Capital LLC | 13,903 | $209.9K | 0.00% | +13,903 | New |
| Stratos Wealth Advisors, LLC | 14,001 | $211.4K | 0.02% | +309+2.3% | Added |
| Twin Focus Capital Partners, LLC | 14,065 | $212.4K | 0.04% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 14,175 | $214.0K | 0.07% | +14,175 | New |
| Ameritas Advisory Services, LLC | 14,298 | $215.9K | 0.01% | +14,298 | New |
| Summit Investment Advisory Services, LLC | 14,351 | $216.7K | 0.26% | +14,351 | New |
| Truist Financial Corp | 14,372 | $217.0K | 0.00% | −3,529−19.7% | Reduced |
| Arete Wealth Advisors, LLC | 15,410 | $232.7K | 0.02% | +947+6.5% | Added |
| Invesco Ltd. | 16,237 | $245.2K | 0.00% | −778−4.6% | Reduced |
| Capital Investment Advisory Services, LLC | 16,455 | $248.5K | 0.03% | −3,925−19.3% | Reduced |
| Susquehanna International Group, LLP | 17,770 | $268.3K | 0.00% | +17,770 | New |
| QP Wealth Management, LLC | 18,472 | $278.9K | 0.43% | −3,196−14.7% | Reduced |
| Denver Wealth Management, Inc. | 19,222 | $290.0K | 0.22% | +47+0.2% | Added |
| 1776 Wealth LLC | 19,319 | $292.0K | 0.21% | −6,427−25.0% | Reduced |
| Dakota Wealth Management | 19,440 | $293.5K | 0.02% | +19,440 | New |
| IFP Advisors, Inc | 17,479 | $296.0K | 0.01% | +2,482+16.5% | Added |
| City of London Investment Management Co Ltd | 19,787 | $298.9K | 0.02% | +19,787 | New |
| Cambridge Investment Research Advisors, Inc. | 21,211 | $320.0K | 0.00% | +1,244+6.2% | Added |
| 180 Wealth Advisors, LLC | 19,506 | $322.0K | 0.08% | +58+0.3% | Added |
| Stratos Wealth Partners, LTD. | 21,406 | $323.2K | 0.01% | −40.0% | Reduced |
| National Asset Management, Inc. | 22,060 | $333.1K | 0.01% | +709+3.3% | Added |
| HighTower Advisors, LLC | 22,262 | $336.0K | 0.00% | +400+1.8% | Added |
| Palogic Value Management, L.P. | 23,500 | $354.9K | 0.19% | +23,500 | New |
| Silverlake Wealth Management LLC | 26,543 | $400.8K | 0.25% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 26,731 | $403.6K | 0.06% | +234+0.9% | Added |
| Kingsview Wealth Management, LLC | 27,654 | $417.6K | 0.02% | −1,200−4.2% | Reduced |
| Sowell Financial Services LLC | 28,579 | $432.0K | 0.03% | −2,290−7.4% | Reduced |
| Kestra Private Wealth Services, LLC | 30,639 | $462.7K | 0.02% | −484−1.6% | Reduced |
| Cetera Advisor Networks LLC | 31,132 | $470.1K | 0.00% | +5,795+22.9% | Added |
| Formidable Asset Management, LLC | 32,349 | $488.0K | 0.11% | 00.0% | Unchanged |
| MML Investors Services, LLC | 37,963 | $573.0K | 0.00% | −3,735−9.0% | Reduced |
| Landscape Capital Management, L.L.C. | 41,746 | $630.4K | 0.09% | +41,746 | New |
| Edgewood Management LLC | 42,000 | $634.2K | 0.00% | +10,000+31.3% | Added |
| 1832 Asset Management L.P. | 52,404 | $791.3K | 0.00% | −6,920−11.7% | Reduced |
| Stifel Financial Corp | 62,713 | $947.0K | 0.00% | +14,568+30.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 75,381 | $1.14M | 0.00% | −5,746−7.1% | Reduced |
| Ameriprise Financial Inc | 81,814 | $1.24M | 0.00% | +7,093+9.5% | Added |
| Rockefeller Capital Management L.P. | 84,960 | $1.28M | 0.01% | +17,583+26.1% | Added |
| Elequin Capital LP | 86,483 | $1.31M | 0.37% | +86,483 | New |
| Steward Partners Investment Advisory, LLC | 91,048 | $1.37M | 0.02% | +68+0.1% | Added |
| Weiss Asset Management LP | 91,683 | $1.38M | 0.07% | +91,683 | New |
| Live Oak Private Wealth LLC | 92,351 | $1.39M | 0.29% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 92,617 | $1.40M | 0.09% | −18,998−17.0% | Reduced |
| Beacon Pointe Advisors, LLC | 110,000 | $1.66M | 0.03% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 122,824 | $1.85M | 0.01% | −11,072−8.3% | Reduced |
| Raymond James & Associates | 123,872 | $1.87M | 0.00% | +11,765+10.5% | Added |
| Wagner Wealth Management, LLC | 132,913 | $2.01M | 1.24% | +14,720+12.5% | Added |
| Commonwealth Equity Services, LLC | 138,294 | $2.09M | 0.01% | +30.0% | Added |
| WealthTrust Axiom LLC | 140,943 | $2.13M | 0.74% | −2,157−1.5% | Reduced |
| Wolverine Asset Management LLC | 162,464 | $2.45M | 0.04% | +162,464 | New |
| Advisor Group Holdings, Inc. | 189,765 | $2.87M | 0.01% | −905−0.5% | Reduced |
| Royal Bank of Canada | 207,462 | $3.13M | 0.00% | −33,344−13.8% | Reduced |
| Guggenheim Capital LLC | 229,682 | $3.47M | 0.03% | +19,969+9.5% | Added |