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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, Q3 2023

Institutional positions in Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Sep 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
95
−3 vs. Q2 2023
Shares held
13.8M
+1.05M (+8.2%) vs. Q2 2023
Total value
$211.7M
−$651.5K (−0.3%) vs. Q2 2023
New holders
9
37 more added
Sold out
12
19 more reduced

Compare with Q2 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 holdersQ3 2023: 95 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 heldQ3 2023: $211.7M
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, Q3 2023

Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Advantaged Global Dividend Income Fund; share changes are against Q2 2023.

Institutions holding ETG in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley2,414,906$37.1M0.00%+106,730+4.6%Added
UBS Group AG2,113,413$32.5M0.01%−35,648−1.7%Reduced
Karpus Management, Inc.1,269,768$19.5M0.66%+241,849+23.5%Added
Bank of America Corp1,190,298$18.3M0.00%−11,836−1.0%Reduced
Cornerstone Advisors, LLC600,062$9.23M0.43%+270,113+81.9%Added
Shaker Financial Services, LLC579,151$8.91M4.15%+186,823+47.6%Added
McGowan Group Asset Management, Inc.458,626$7.05M1.11%+8,413+1.9%Added
Advisors Asset Management, Inc.369,722$5.69M0.12%−30,091−7.5%Reduced
Cohen & Steers, Inc.341,120$5.25M0.01%+10,000+3.0%Added
Wells Fargo & Company295,208$4.54M0.00%+4,077+1.4%Added
LPL Financial LLC279,895$4.30M0.00%+5,605+2.0%Added
Guggenheim Capital LLC271,465$4.18M0.04%+29,088+12.0%Added
Wolverine Asset Management LLC258,438$3.97M0.07%−35,717−12.1%Reduced
Advisor Group Holdings, Inc.238,355$3.67M0.01%+26,875+12.7%Added
Royal Bank of Canada214,502$3.30M0.00%+8,223+4.0%Added
Wagner Wealth Management, LLC197,552$3.04M1.12%+210+0.1%Added
CNH Partners LLC170,854$2.63M0.12%+170,854New
First Trust Advisors LP169,530$2.61M0.00%+570.0%Added
Janney Montgomery Scott LLC163,089$2.51M0.01%+3,909+2.5%Added
Ameriprise Financial Inc156,050$2.44M0.00%−76,933−33.0%Reduced
Commonwealth Equity Services, LLC153,254$2.36M0.00%+5,923+4.0%Added
WealthTrust Axiom LLC138,793$2.13M0.77%−1,650−1.2%Reduced
Raymond James & Associates125,086$1.92M0.00%+217+0.2%Added
Comerica Bank116,211$1.79M0.01%+116,211New
Beacon Pointe Advisors, LLC111,200$1.71M0.02%+1,200+1.1%Added
Live Oak Private Wealth LLC92,351$1.42M0.30%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC92,211$1.42M0.00%+92,211New
Rockefeller Capital Management L.P.84,960$1.31M0.01%00.0%Unchanged
Steward Partners Investment Advisory, LLC84,777$1.30M0.02%−3,352−3.8%Reduced
Edgewood Management LLC82,000$1.26M0.00%+40,000+95.2%Added
Raymond James Financial Services Advisors, Inc.64,297$988.9K0.00%+1,170+1.9%Added
Elequin Capital LP41,879$644.1K0.12%+13,168+45.9%Added
Cetera Advisor Networks LLC40,241$618.9K0.00%+1,612+4.2%Added
Stifel Financial Corp39,883$613.4K0.00%−4,336−9.8%Reduced
Landscape Capital Management, L.L.C.38,103$586.0K0.08%−6,859−15.3%Reduced
Kingsview Wealth Management, LLC33,633$517.3K0.02%+5,986+21.7%Added
Walleye Capital LLC33,168$510.1K0.01%+33,168New
Dakota Wealth Management31,885$490.4K0.02%+2,135+7.2%Added
MML Investors Services, LLC31,495$484.0K0.00%−971−3.0%Reduced
The PNC Financial Services Group, Inc.31,278$481.1K0.00%+676+2.2%Added
Invesco Ltd.29,730$457.2K0.00%+14,219+91.7%Added
Sowell Financial Services LLC28,591$440.0K0.03%+61+0.2%Added
Good Life Advisors, LLC27,370$421.0K0.05%+213+0.8%Added
National Asset Management, Inc.25,950$399.1K0.01%00.0%Unchanged
HighTower Advisors, LLC25,151$385.0K0.00%+445+1.8%Added
Silverlake Wealth Management LLC24,068$370.2K0.21%00.0%Unchanged
Palogic Value Management, L.P.23,500$361.4K0.18%00.0%Unchanged
Kestra Private Wealth Services, LLC21,882$336.5K0.01%−5,991−21.5%Reduced
Cambridge Investment Research Advisors, Inc.21,303$328.0K0.00%+1,812+9.3%Added
Formidable Asset Management, LLC20,912$321.6K0.07%00.0%Unchanged
City of London Investment Management Co Ltd19,787$304.3K0.03%00.0%Unchanged
180 Wealth Advisors, LLC19,224$295.7K0.07%+47+0.2%Added
Stratos Wealth Partners, LTD.18,396$282.9K0.01%+700+4.0%Added
Denver Wealth Management, Inc.18,172$279.5K0.18%−1,110−5.8%Reduced
CI Private Wealth, LLC17,203$264.6K0.00%−2,742−13.7%Reduced
NWF Advisory Services Inc.15,167$233.3K0.05%00.0%Unchanged
Stratos Wealth Advisors, LLC14,796$227.6K0.02%+262+1.8%Added
Summit Investment Advisory Services, LLC14,176$218.0K0.16%00.0%Unchanged
Twin Focus Capital Partners, LLC14,065$216.3K0.05%00.0%Unchanged
Truist Financial Corp13,982$215.0K0.00%+100+0.7%Added
Arete Wealth Advisors, LLC13,942$214.4K0.04%−172−1.2%Reduced
Commerce Bank11,255$173.1K0.00%00.0%Unchanged
Ausdal Financial Partners, Inc.10,963$168.6K0.02%+79+0.7%Added
Acorn Wealth Advisors, LLC10,773$165.7K0.11%−785−6.8%Reduced
Flputnam Investment Management Co10,500$161.5K0.00%+10,500New
Kestra Advisory Services, LLC10,322$158.8K0.00%+10,322New
Cetera Investment Advisers10,135$155.9K0.00%00.0%Unchanged
Captrust Financial Advisors10,000$153.8K0.00%+10,000New
GWM Advisors LLC6,395$98.4K0.00%−11,500−64.3%Reduced
Geneos Wealth Management Inc.6,332$97.4K0.01%00.0%Unchanged
Glass Jacobson Investment Advisors llc5,000$76.9K0.04%00.0%Unchanged
ORG Partners LLC3,076$47.3K0.01%00.0%Unchanged
HM Payson & Co3,034$46.7K0.00%00.0%Unchanged
JPMorgan Chase & Co2,712$41.7K0.00%+2,588+2,087.1%Added
Focused Wealth Management, Inc2,410$37.1K0.01%+43+1.8%Added
City Holding Co2,065$31.8K0.01%00.0%Unchanged
Bessemer Group Inc2,000$31.0K0.00%00.0%Unchanged
Allworth Financial LP2,000$30.8K0.00%00.0%Unchanged
Anchor Investment Management, LLC1,683$25.9K0.00%+683+68.3%Added
Salomon & Ludwin, LLC1,162$17.9K0.00%+1,162New
Blue Bell Private Wealth Management, LLC1,119$17.2K0.00%00.0%Unchanged
Trust Co of Vermont1,050$16.1K0.00%00.0%Unchanged
Register Financial Advisors LLC1,000$15.4K0.01%00.0%Unchanged
Ronald Blue Trust, Inc.596$10.0K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC587$8.86K0.00%00.0%Unchanged
Larson Financial Group LLC575$8.84K0.00%00.0%Unchanged
US Bancorp555$8.54K0.00%−170−23.4%Reduced
Benjamin F. Edwards & Company, Inc.500$8.00K0.00%00.0%Unchanged
CWM, LLC500$8.00K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC322$4.95K0.00%−798−71.3%Reduced
Beacon Capital Management, LLC142$2.37K0.00%00.0%Unchanged
Caldwell Trust Co105$1.61K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)4$620.00%+4New
FMR LLC1$150.00%−145−99.3%Reduced
Capital Advisors, Ltd. LLC2$00.00%00.0%Unchanged
1832 Asset Management L.P.0$00.00%−49,347−100.0%Sold out
Hennion & Walsh Asset Management, Inc.0$00.00%−34,295−100.0%Sold out
1776 Wealth LLC0$00.00%−23,937−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−14,057−100.0%Sold out
Capital Investment Advisory Services, LLC0$00.00%−13,208−100.0%Sold out