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 2024
Institutional positions in Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Dec 31, 2024. 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
- 96
- +9 vs. Q3 2024
- Shares held
- 15.3M
- −153.4K (−1.0%) vs. Q3 2024
- Total value
- $279.4M
- −$21.3M (−7.1%) vs. Q3 2024
- New holders
- 20
- 28 more added
- Sold out
- 11
- 21 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Advantaged Global Dividend Income Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 6 | $0 | 0.00% | +6 | New |
| FMR LLC | 1 | $18 | 0.00% | +1 | New |
| IFP Advisors, Inc | 27 | $492 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 28 | $510 | 0.00% | −3−9.7% | Reduced |
| Beacon Capital Management, LLC | 48 | $880 | 0.00% | +1+2.1% | Added |
| Golden State Wealth Management, LLC | 200 | $3.65K | 0.00% | +200 | New |
| Jones Financial Companies LLLP | 237 | $4.32K | 0.00% | +237 | New |
| Harbour Investments, Inc. | 250 | $4.56K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 288 | $5.25K | 0.00% | +288 | New |
| Geneos Wealth Management Inc. | 332 | $6.05K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 366 | $6.67K | 0.00% | +366 | New |
| Ameriflex Group, Inc. | 700 | $13.2K | 0.01% | +700 | New |
| McIlrath & Eck, LLC | 800 | $14.6K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 800 | $14.6K | 0.00% | +800 | New |
| Van Hulzen Asset Management, LLC | 900 | $16.4K | 0.00% | +900 | New |
| Northwestern Mutual Wealth Management Co | 991 | $18.1K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,162 | $21.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,214 | $22.1K | 0.00% | +535+78.8% | Added |
| DiNuzzo Private Wealth, Inc. | 1,000 | $25.3K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,440 | $26.3K | 0.02% | +1,440 | New |
| HM Payson & Co | 1,501 | $27.4K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,683 | $30.7K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 2,024 | $36.9K | 0.00% | +2,024 | New |
| Allworth Financial LP | 2,055 | $38.9K | 0.00% | +42+2.1% | Added |
| ORG Partners LLC | 3,076 | $56.1K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 3,455 | $63.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 3,655 | $66.6K | 0.00% | −85,134−95.9% | Reduced |
| Elequin Capital LP | 4,312 | $78.6K | 0.01% | +4,312 | New |
| GWM Advisors LLC | 4,384 | $79.9K | 0.00% | 00.0% | Unchanged |
| Compass Planning Associates Inc | 5,475 | $99.8K | 0.10% | +5,475 | New |
| US Bancorp | 8,188 | $149.3K | 0.00% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 10,500 | $191.4K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 11,202 | $204.2K | 0.00% | +11,202 | New |
| Commerce Bank | 11,255 | $205.2K | 0.00% | 00.0% | Unchanged |
| GWN Securities Inc. | 12,100 | $230.5K | 0.06% | +12,100 | New |
| Jane Street Group, LLC | 12,783 | $233.0K | 0.00% | +12,783 | New |
| Silverlake Wealth Management LLC | 13,743 | $250.5K | 0.10% | −8,700−38.8% | Reduced |
| Reuter James Wealth Management, LLC | 15,000 | $273.4K | 0.05% | +15,000 | New |
| Avantax Planning Partners, Inc. | 15,655 | $285.4K | 0.01% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 16,551 | $301.7K | 0.01% | +1,551+10.3% | Added |
| HighTower Advisors, LLC | 18,195 | $331.7K | 0.00% | −282−1.5% | Reduced |
| Formidable Asset Management, LLC | 18,657 | $340.1K | 0.06% | 00.0% | Unchanged |
| Truist Financial Corp | 19,138 | $348.9K | 0.00% | +42+0.2% | Added |
| Denver Wealth Management, Inc. | 19,906 | $362.9K | 0.16% | +1,095+5.8% | Added |
| 180 Wealth Advisors, LLC | 20,770 | $378.6K | 0.06% | −161−0.8% | Reduced |
| Kingsview Wealth Management, LLC | 21,718 | $395.9K | 0.01% | +1,527+7.6% | Added |
| Ausdal Financial Partners, Inc. | 22,195 | $404.6K | 0.03% | −4,227−16.0% | Reduced |
| PFG Investments, LLC | 22,360 | $407.6K | 0.03% | +1,577+7.6% | Added |
| Palogic Value Management, L.P. | 23,500 | $428.4K | 0.17% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 24,643 | $449.0K | 0.00% | +2,220+9.9% | Added |
| Change Path, LLC | 25,327 | $461.7K | 0.01% | +25,327 | New |
| 1776 Wealth LLC | 25,975 | $473.5K | 0.22% | 00.0% | Unchanged |
| Fairman Group, LLC | 28,557 | $520.6K | 0.43% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 29,096 | $530.4K | 0.00% | −16,571−36.3% | Reduced |
| Kestra Private Wealth Services, LLC | 30,436 | $554.8K | 0.01% | +12,279+67.6% | Added |
| Good Life Advisors, LLC | 31,092 | $566.8K | 0.04% | +2,768+9.8% | Added |
| The PNC Financial Services Group, Inc. | 34,612 | $631.0K | 0.00% | +1,659+5.0% | Added |
| Stifel Financial Corp | 35,732 | $651.4K | 0.00% | +70.0% | Added |
| Dakota Wealth Management | 35,850 | $653.5K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 37,310 | $680.2K | 0.00% | +37,310 | New |
| Hennion & Walsh Asset Management, Inc. | 53,111 | $968.2K | 0.04% | +6,877+14.9% | Added |
| Logan Stone Capital, LLC | 55,281 | $1.01M | 0.34% | −24,646−30.8% | Reduced |
| Cetera Investment Advisers | 72,992 | $1.33M | 0.00% | +1,673+2.3% | Added |
| Advisor Group Holdings, Inc. | 74,713 | $1.36M | 0.00% | −75,359−50.2% | Reduced |
| Sanctuary Advisors, LLC | 73,999 | $1.41M | 0.01% | −28,223−27.6% | Reduced |
| Wagner Wealth Management, LLC | 79,182 | $1.44M | 0.37% | −2,185−2.7% | Reduced |
| Edgewood Management LLC | 82,000 | $1.49M | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 86,011 | $1.57M | 0.01% | +795+0.9% | Added |
| Comerica Bank | 86,181 | $1.57M | 0.01% | −5,171−5.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 86,289 | $1.57M | 0.00% | −1,498−1.7% | Reduced |
| Live Oak Private Wealth LLC | 92,351 | $1.68M | 0.28% | 00.0% | Unchanged |
| Invesco Ltd. | 96,239 | $1.75M | 0.00% | +3,314+3.6% | Added |
| Beacon Pointe Advisors, LLC | 110,000 | $2.01M | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 112,060 | $2.04M | 0.01% | +3,125+2.9% | Added |
| WealthTrust Axiom LLC | 128,879 | $2.35M | 0.70% | −1,450−1.1% | Reduced |
| Janney Montgomery Scott LLC | 180,552 | $3.29M | 0.01% | +13,955+8.4% | Added |
| First Trust Advisors LP | 182,985 | $3.34M | 0.00% | +2,940+1.6% | Added |
| Raymond James Financial Inc | 199,051 | $3.63M | 0.00% | +199,051 | New |
| Royal Bank of Canada | 203,467 | $3.71M | 0.00% | −11,647−5.4% | Reduced |
| Commonwealth Equity Services, LLC | 224,873 | $4.10M | 0.01% | +21,226+10.4% | Added |
| Shaker Financial Services, LLC | 244,573 | $4.46M | 1.71% | +46,610+23.5% | Added |
| Advisors Asset Management, Inc. | 283,464 | $5.17M | 0.10% | −4,181−1.5% | Reduced |
| Guggenheim Capital LLC | 285,312 | $5.20M | 0.04% | −15,057−5.0% | Reduced |
| Ameriprise Financial Inc | 288,010 | $5.25M | 0.00% | +2,013+0.7% | Added |
| LPL Financial LLC | 314,260 | $5.73M | 0.00% | +107,371+51.9% | Added |
| 1607 Capital Partners, LLC | 342,801 | $6.25M | 0.50% | −299,298−46.6% | Reduced |
| CNH Partners LLC | 350,513 | $6.39M | 0.15% | −118,383−25.2% | Reduced |
| Cohen & Steers, Inc. | 394,120 | $7.18M | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 604,803 | $11.0M | 0.00% | +51,526+9.3% | Added |
| McGowan Group Asset Management, Inc. | 624,930 | $11.4M | 1.53% | +2,461+0.4% | Added |
| Cornerstone Advisors, LLC | 1,195,167 | $21.8M | 0.87% | 00.0% | Unchanged |
| Karpus Management, Inc. | 1,282,618 | $23.4M | 0.69% | −30,462−2.3% | Reduced |
| Bank of America Corp | 1,309,917 | $23.9M | 0.00% | −85,531−6.1% | Reduced |
| UBS Group AG | 2,354,779 | $42.9M | 0.01% | +5,148+0.2% | Added |
| Morgan Stanley | 2,470,238 | $45.0M | 0.00% | +130,478+5.6% | Added |
| Walleye Capital LLC | 0 | $0 | 0.00% | −23,237−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −21,942−100.0% | Sold out |
| NWF Advisory Services Inc. | 0 | $0 | 0.00% | −14,967−100.0% | Sold out |
| Twin Focus Capital Partners, LLC | 0 | $0 | 0.00% | −10,765−100.0% | Sold out |