Skip to main content
Livermore
Livermore
ZHEN

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