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 2023
Institutional positions in Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Mar 31, 2023. 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
- 98
- −12 vs. Q4 2022
- Shares held
- 12.1M
- +92.2K (+0.8%) vs. Q4 2022
- Total value
- $195.7M
- +$14.1M (+7.8%) vs. Q4 2022
- New holders
- 7
- 34 more added
- Sold out
- 19
- 32 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Advantaged Global Dividend Income Fund; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 2 | $32 | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 105 | $1.70K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 140 | $2.26K | 0.00% | +2+1.4% | Added |
| Sandy Spring Bank | 259 | $4.18K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 332 | $5.36K | 0.00% | −6,000−94.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 453 | $7.32K | 0.00% | +453 | New |
| Benjamin F. Edwards & Company, Inc. | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 500 | $8.00K | 0.00% | +500 | New |
| Raleigh Capital Management Inc. | 500 | $8.07K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 550 | $8.70K | 0.00% | +550 | New |
| Larson Financial Group LLC | 575 | $9.29K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 725 | $11.7K | 0.00% | −275−27.5% | Reduced |
| Anchor Investment Management, LLC | 1,000 | $16.1K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 1,000 | $16.1K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,050 | $17.0K | 0.00% | +1,050 | New |
| Harbour Investments, Inc. | 1,300 | $21.0K | 0.00% | +150+13.0% | Added |
| Cary Street Partner Investment Advisory LLC | 1,765 | $28.5K | 0.00% | +645+57.6% | Added |
| Bessemer Group Inc | 2,000 | $32.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,000 | $32.3K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,011 | $32.5K | 0.00% | +420+26.4% | Added |
| City Holding Co | 2,065 | $33.3K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,075 | $33.5K | 0.00% | −923−30.8% | Reduced |
| Focused Wealth Management, Inc | 2,324 | $37.5K | 0.01% | +44+1.9% | Added |
| Hollencrest Capital Management | 2,330 | $37.6K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 3,034 | $49.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,620 | $58.5K | 0.00% | +3+0.1% | Added |
| Pointe Capital Management LLC | 5,600 | $90.4K | 0.07% | +5,600 | New |
| Ameritas Advisory Services, LLC | 7,149 | $115.5K | 0.01% | −7,149−50.0% | Reduced |
| Accel Wealth Management | 8,499 | $137.3K | 0.06% | +2,738+47.5% | Added |
| Ausdal Financial Partners, Inc. | 11,070 | $178.8K | 0.02% | +11,070 | New |
| Axxcess Wealth Management, LLC | 11,152 | $180.1K | 0.01% | 00.0% | Unchanged |
| Commons Capital, LLC | 11,220 | $181.2K | 0.29% | +47+0.4% | Added |
| Commerce Bank | 11,255 | $181.8K | 0.00% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 11,687 | $188.7K | 0.14% | −200−1.7% | Reduced |
| StoneX Group Inc. | 11,836 | $191.1K | 0.02% | +76+0.6% | Added |
| Atria Wealth Solutions, Inc. | 12,482 | $201.6K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 13,124 | $212.0K | 0.00% | +3,056+30.4% | Added |
| Twin Focus Capital Partners, LLC | 14,065 | $227.2K | 0.05% | 00.0% | Unchanged |
| Truist Financial Corp | 14,233 | $229.9K | 0.00% | −139−1.0% | Reduced |
| Stratos Wealth Advisors, LLC | 14,267 | $230.4K | 0.02% | +266+1.9% | Added |
| Summit Investment Advisory Services, LLC | 14,351 | $231.8K | 0.16% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 14,400 | $232.6K | 0.03% | −2,055−12.5% | Reduced |
| Arete Wealth Advisors, LLC | 15,506 | $250.0K | 0.02% | +96+0.6% | Added |
| NWF Advisory Services Inc. | 15,167 | $253.3K | 0.06% | +15,167 | New |
| GWM Advisors LLC | 18,822 | $298.6K | 0.00% | +911+5.1% | Added |
| 1776 Wealth LLC | 18,996 | $306.8K | 0.18% | −323−1.7% | Reduced |
| Denver Wealth Management, Inc. | 19,023 | $307.2K | 0.21% | −199−1.0% | Reduced |
| 180 Wealth Advisors, LLC | 19,363 | $312.7K | 0.07% | −143−0.7% | Reduced |
| City of London Investment Management Co Ltd | 19,787 | $319.3K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 20,396 | $329.4K | 0.01% | −1,010−4.7% | Reduced |
| The PNC Financial Services Group, Inc. | 20,499 | $331.1K | 0.00% | +6,746+49.1% | Added |
| Formidable Asset Management, LLC | 20,912 | $338.0K | 0.07% | −11,437−35.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 20,944 | $338.0K | 0.00% | −267−1.3% | Reduced |
| Palogic Value Management, L.P. | 23,500 | $379.5K | 0.19% | 00.0% | Unchanged |
| National Asset Management, Inc. | 25,790 | $416.5K | 0.01% | +3,730+16.9% | Added |
| HighTower Advisors, LLC | 26,325 | $424.0K | 0.00% | +4,063+18.3% | Added |
| Silverlake Wealth Management LLC | 26,543 | $428.7K | 0.26% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 26,942 | $435.1K | 0.06% | +211+0.8% | Added |
| Kingsview Wealth Management, LLC | 27,647 | $446.5K | 0.02% | −70.0% | Reduced |
| Invesco Ltd. | 27,720 | $447.7K | 0.00% | +11,483+70.7% | Added |
| Kestra Private Wealth Services, LLC | 27,945 | $451.3K | 0.02% | −2,694−8.8% | Reduced |
| Dakota Wealth Management | 28,140 | $454.5K | 0.03% | +8,700+44.8% | Added |
| Sowell Financial Services LLC | 28,572 | $461.0K | 0.04% | −70.0% | Reduced |
| MML Investors Services, LLC | 32,802 | $530.0K | 0.00% | −5,161−13.6% | Reduced |
| Landscape Capital Management, L.L.C. | 33,519 | $541.3K | 0.07% | −8,227−19.7% | Reduced |
| Cetera Advisor Networks LLC | 34,147 | $551.5K | 0.00% | +3,015+9.7% | Added |
| Elequin Capital LP | 36,380 | $587.5K | 0.41% | −50,103−57.9% | Reduced |
| Edgewood Management LLC | 42,000 | $678.3K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 52,119 | $841.7K | 0.00% | −285−0.5% | Reduced |
| Stifel Financial Corp | 60,118 | $970.9K | 0.00% | −2,595−4.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 69,535 | $1.12M | 0.00% | −5,846−7.8% | Reduced |
| Ameriprise Financial Inc | 72,249 | $1.17M | 0.00% | −9,565−11.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 72,655 | $1.17M | 0.07% | −19,962−21.6% | Reduced |
| Rockefeller Capital Management L.P. | 85,060 | $1.37M | 0.01% | +100+0.1% | Added |
| Steward Partners Investment Advisory, LLC | 89,574 | $1.45M | 0.02% | −1,474−1.6% | Reduced |
| Live Oak Private Wealth LLC | 92,351 | $1.49M | 0.31% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 110,000 | $1.78M | 0.03% | 00.0% | Unchanged |
| Raymond James & Associates | 125,673 | $2.03M | 0.00% | +1,801+1.5% | Added |
| Commonwealth Equity Services, LLC | 139,269 | $2.25M | 0.00% | +975+0.7% | Added |
| WealthTrust Axiom LLC | 139,943 | $2.26M | 0.77% | −1,000−0.7% | Reduced |
| Janney Montgomery Scott LLC | 158,473 | $2.56M | 0.01% | +35,649+29.0% | Added |
| First Trust Advisors LP | 181,571 | $2.93M | 0.00% | −53,228−22.7% | Reduced |
| Wagner Wealth Management, LLC | 186,465 | $3.01M | 1.37% | +53,552+40.3% | Added |
| Advisor Group Holdings, Inc. | 195,439 | $3.16M | 0.01% | +5,674+3.0% | Added |
| Royal Bank of Canada | 210,103 | $3.39M | 0.00% | +2,641+1.3% | Added |
| Guggenheim Capital LLC | 239,294 | $3.86M | 0.03% | +9,612+4.2% | Added |
| Wolverine Asset Management LLC | 255,394 | $4.12M | 0.07% | +92,930+57.2% | Added |
| LPL Financial LLC | 278,578 | $4.50M | 0.00% | +20,312+7.9% | Added |
| Wells Fargo & Company | 292,477 | $4.72M | 0.00% | +5,901+2.1% | Added |
| Shaker Financial Services, LLC | 336,305 | $5.43M | 2.37% | +83,199+32.9% | Added |
| Cohen & Steers, Inc. | 405,267 | $6.54M | 0.01% | −9,248−2.2% | Reduced |
| McGowan Group Asset Management, Inc. | 455,934 | $7.36M | 1.17% | −1,471−0.3% | Reduced |
| Advisors Asset Management, Inc. | 460,498 | $7.44M | 0.15% | −107,003−18.9% | Reduced |
| Karpus Management, Inc. | 837,998 | $13.5M | 0.42% | +327,892+64.3% | Added |
| Bank of America Corp | 1,229,931 | $19.9M | 0.00% | +17,830+1.5% | Added |
| UBS Group AG | 2,070,961 | $33.4M | 0.02% | −41,753−2.0% | Reduced |
| Morgan Stanley | 2,339,554 | $37.8M | 0.00% | −75,464−3.1% | Reduced |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −91,683−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −17,479−100.0% | Sold out |