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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, Q2 2023

Institutional positions in Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Jun 30, 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
0 vs. Q1 2023
Shares held
12.7M
+599.8K (+4.9%) vs. Q1 2023
Total value
$212.4M
+$16.7M (+8.5%) vs. Q1 2023
New holders
10
24 more added
Sold out
10
37 more reduced

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 98 institutions
Q1 2021: 103 institutionsQ2 2021: 92 institutionsQ3 2021: 100 institutionsQ4 2021: 113 institutionsQ1 2022: 104 institutionsQ2 2022: 99 institutionsQ3 2022: 91 institutionsQ4 2022: 111 institutionsQ1 2023: 98 institutionsQ2 2023: 98 institutionsQ3 2023: 95 institutionsQ4 2023: 99 institutionsQ1 2024: 98 institutionsQ2 2024: 95 institutionsQ3 2024: 89 institutionsQ4 2024: 96 institutionsQ1 2025: 98 institutionsQ2 2025: 109 institutionsQ3 2025: 111 institutionsQ4 2025: 128 institutionsQ1 2026: 125 institutionsQ2 2026: 139 institutions
Value heldQ2 2023: $212.4M
Q1 2021: $268.8MQ2 2021: $286.2MQ3 2021: $276.7MQ4 2021: $287.9MQ1 2022: $240.3MQ2 2022: $207.2MQ3 2022: $179.1MQ4 2022: $181.6MQ1 2023: $195.7MQ2 2023: $212.4MQ3 2023: $211.7MQ4 2023: $255.9MQ1 2024: $289.6MQ2 2024: $297.0MQ3 2024: $304.4MQ4 2024: $279.4MQ1 2025: $272.0MQ2 2025: $305.0MQ3 2025: $305.0MQ4 2025: $328.3MQ1 2026: $281.9MQ2 2026: $341.6M
Institutions holding ETG and their total value by quarter
QuarterHoldersValue
Q2 2026139$341.6M
Q1 2026125$281.9M
Q4 2025128$328.3M
Q3 2025111$305.0M
Q2 2025109$305.0M
Q1 202598$272.0M
Q4 202496$279.4M
Q3 202489$304.4M
Q2 202495$297.0M
Q1 202498$289.6M
Q4 202399$255.9M
Q3 202395$211.7M
Q2 202398$212.4M
Q1 202398$195.7M
Q4 2022111$181.6M
Q3 202291$179.1M
Q2 202299$207.2M
Q1 2022104$240.3M
Q4 2021113$287.9M
Q3 2021100$276.7M
Q2 202192$286.2M
Q1 2021103$268.8M

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Advantaged Global Dividend Income Fund; share changes are against Q1 2023.

Institutions holding ETG in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley2,308,176$38.5M0.00%−31,378−1.3%Reduced
UBS Group AG2,149,061$35.9M0.02%+78,100+3.8%Added
Bank of America Corp1,202,134$20.1M0.00%−27,797−2.3%Reduced
Karpus Management, Inc.1,027,919$17.2M0.54%+189,921+22.7%Added
McGowan Group Asset Management, Inc.450,213$7.52M1.17%−5,721−1.3%Reduced
Advisors Asset Management, Inc.399,813$6.68M0.14%−60,685−13.2%Reduced
Shaker Financial Services, LLC392,328$6.55M2.86%+56,023+16.7%Added
Cohen & Steers, Inc.331,120$5.53M0.01%−74,147−18.3%Reduced
Cornerstone Advisors, LLC329,949$5.51M0.26%+329,949New
Wolverine Asset Management LLC294,155$4.91M0.09%+38,761+15.2%Added
Wells Fargo & Company291,131$4.86M0.00%−1,346−0.5%Reduced
LPL Financial LLC274,290$4.58M0.00%−4,288−1.5%Reduced
Guggenheim Capital LLC242,377$4.05M0.03%+3,083+1.3%Added
Ameriprise Financial Inc232,983$3.89M0.00%+160,734+222.5%Added
Advisor Group Holdings, Inc.211,480$3.53M0.01%+16,041+8.2%Added
Royal Bank of Canada206,279$3.44M0.00%−3,824−1.8%Reduced
Wagner Wealth Management, LLC197,342$3.30M1.26%+10,877+5.8%Added
First Trust Advisors LP169,473$2.83M0.00%−12,098−6.7%Reduced
Janney Montgomery Scott LLC159,180$2.66M0.01%+707+0.4%Added
Commonwealth Equity Services, LLC147,331$2.46M0.01%+8,062+5.8%Added
WealthTrust Axiom LLC140,443$2.35M0.78%+500+0.4%Added
Raymond James & Associates124,869$2.09M0.00%−804−0.6%Reduced
Beacon Pointe Advisors, LLC110,000$1.84M0.03%00.0%Unchanged
Live Oak Private Wealth LLC92,351$1.54M0.31%00.0%Unchanged
Steward Partners Investment Advisory, LLC88,129$1.47M0.02%−1,445−1.6%Reduced
Rockefeller Capital Management L.P.84,960$1.42M0.01%−100−0.1%Reduced
Raymond James Financial Services Advisors, Inc.63,127$1.05M0.00%−6,408−9.2%Reduced
1832 Asset Management L.P.49,347$824.1K0.00%−2,772−5.3%Reduced
Landscape Capital Management, L.L.C.44,962$750.9K0.10%+11,443+34.1%Added
Stifel Financial Corp44,219$738.4K0.00%−15,899−26.4%Reduced
Edgewood Management LLC42,000$701.4K0.00%00.0%Unchanged
Cetera Advisor Networks LLC38,629$645.1K0.00%+4,482+13.1%Added
Hennion & Walsh Asset Management, Inc.34,295$573.0K0.03%−38,360−52.8%Reduced
MML Investors Services, LLC32,466$542.0K0.00%−336−1.0%Reduced
The PNC Financial Services Group, Inc.30,602$511.1K0.00%+10,103+49.3%Added
Dakota Wealth Management29,750$496.8K0.02%+1,610+5.7%Added
Elequin Capital LP28,711$479.5K0.25%−7,669−21.1%Reduced
Sowell Financial Services LLC28,530$476.0K0.03%−42−0.1%Reduced
Kestra Private Wealth Services, LLC27,873$465.5K0.02%−72−0.3%Reduced
Kingsview Wealth Management, LLC27,647$461.7K0.02%00.0%Unchanged
Good Life Advisors, LLC27,157$453.5K0.05%+215+0.8%Added
National Asset Management, Inc.25,950$433.4K0.01%+160+0.6%Added
HighTower Advisors, LLC24,706$412.0K0.00%−1,619−6.2%Reduced
Silverlake Wealth Management LLC24,068$401.9K0.22%−2,475−9.3%Reduced
1776 Wealth LLC23,937$399.7K0.21%+4,941+26.0%Added
Palogic Value Management, L.P.23,500$392.4K0.18%00.0%Unchanged
Formidable Asset Management, LLC20,912$349.0K0.08%00.0%Unchanged
CI Private Wealth, LLC19,945$333.1K0.00%+19,945New
City of London Investment Management Co Ltd19,787$330.5K0.03%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.19,491$325.0K0.00%−1,453−6.9%Reduced
Denver Wealth Management, Inc.19,282$322.0K0.22%+259+1.4%Added
180 Wealth Advisors, LLC19,177$320.6K0.07%−186−1.0%Reduced
GWM Advisors LLC17,895$298.9K0.00%−927−4.9%Reduced
Stratos Wealth Partners, LTD.17,696$295.5K0.01%−2,700−13.2%Reduced
Invesco Ltd.15,511$259.0K0.00%−12,209−44.0%Reduced
NWF Advisory Services Inc.15,167$253.3K0.06%00.0%Unchanged
Stratos Wealth Advisors, LLC14,534$242.7K0.02%+267+1.9%Added
Summit Investment Advisory Services, LLC14,176$236.7K0.16%−175−1.2%Reduced
Arete Wealth Advisors, LLC14,114$236.0K0.02%−1,392−9.0%Reduced
Twin Focus Capital Partners, LLC14,065$234.9K0.05%00.0%Unchanged
Susquehanna International Group, LLP14,057$234.8K0.00%+14,057New
Truist Financial Corp13,882$231.8K0.00%−351−2.5%Reduced
Capital Investment Advisory Services, LLC13,208$220.6K0.02%−1,192−8.3%Reduced
Atria Wealth Solutions, Inc.12,118$202.4K0.00%−364−2.9%Reduced
Acorn Wealth Advisors, LLC11,558$193.0K0.13%−129−1.1%Reduced
Commerce Bank11,255$188.0K0.00%00.0%Unchanged
Ausdal Financial Partners, Inc.10,884$181.8K0.02%−186−1.7%Reduced
StoneX Group Inc.10,340$172.7K0.02%−1,496−12.6%Reduced
Cetera Investment Advisers10,135$169.3K0.00%+10,135New
Geneos Wealth Management Inc.6,332$105.7K0.01%+6,000+1,807.2%Added
Glass Jacobson Investment Advisors llc5,000$83.5K0.04%+5,000New
ORG Partners LLC3,076$51.4K0.01%+3,076New
HM Payson & Co3,034$50.7K0.00%00.0%Unchanged
Focused Wealth Management, Inc2,367$39.5K0.01%+43+1.9%Added
Hollencrest Capital Management2,330$38.9K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co2,114$35.3K0.00%+39+1.9%Added
City Holding Co2,065$34.5K0.01%00.0%Unchanged
Allworth Financial LP2,000$33.4K0.00%00.0%Unchanged
Bessemer Group Inc2,000$33.0K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC1,120$18.7K0.00%−645−36.5%Reduced
Blue Bell Private Wealth Management, LLC1,119$18.7K0.00%+1,119New
Trust Co of Vermont1,050$17.5K0.00%00.0%Unchanged
Anchor Investment Management, LLC1,000$16.7K0.00%00.0%Unchanged
Register Financial Advisors LLC1,000$16.7K0.01%00.0%Unchanged
US Bancorp725$12.1K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.596$10.0K0.00%+596New
Coppell Advisory Solutions LLC587$9.68K0.00%+587New
Larson Financial Group LLC575$9.60K0.00%00.0%Unchanged
Sunbelt Securities, Inc.550$9.19K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.500$8.00K0.00%00.0%Unchanged
CWM, LLC500$8.00K0.00%00.0%Unchanged
Sandy Spring Bank259$4.33K0.00%00.0%Unchanged
FMR LLC146$2.44K0.00%+146New
Beacon Capital Management, LLC142$2.37K0.00%+2+1.4%Added
JPMorgan Chase & Co124$2.07K0.00%−13,000−99.1%Reduced
Caldwell Trust Co105$1.75K0.00%00.0%Unchanged
Aspire Private Capital, LLC2$330.00%00.0%Unchanged
Capital Advisors, Ltd. LLC2$00.00%00.0%Unchanged
Commons Capital, LLC0$00.00%−11,220−100.0%Sold out
Axxcess Wealth Management, LLC0$00.00%−11,152−100.0%Sold out