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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, Q1 2025

Institutional positions in Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Mar 31, 2025. 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
+2 vs. Q4 2024
Shares held
14.9M
−391.6K (−2.6%) vs. Q4 2024
Total value
$272.0M
−$7.36M (−2.6%) vs. Q4 2024
New holders
12
27 more added
Sold out
10
29 more reduced

Compare with Q4 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.

Institutional holdersQ1 2025: 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 heldQ1 2025: $272.0M
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, Q1 2025

Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Advantaged Global Dividend Income Fund; share changes are against Q4 2024.

Institutions holding ETG in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley2,501,317$45.6M0.00%+31,079+1.3%Added
UBS Group AG2,290,216$41.7M0.01%−64,563−2.7%Reduced
Bank of America Corp1,326,296$24.2M0.00%+16,379+1.3%Added
Karpus Management, Inc.1,216,913$22.2M0.72%−65,705−5.1%Reduced
Cornerstone Advisors, LLC1,195,167$21.8M0.94%00.0%Unchanged
Wells Fargo & Company684,548$12.5M0.00%+79,745+13.2%Added
McGowan Group Asset Management, Inc.620,329$11.3M1.49%−4,601−0.7%Reduced
LPL Financial LLC332,461$6.06M0.00%+18,201+5.8%Added
Cohen & Steers, Inc.316,120$5.76M0.01%−78,000−19.8%Reduced
Advisors Asset Management, Inc.311,525$5.68M0.11%+28,061+9.9%Added
Guggenheim Capital LLC286,475$5.22M0.05%+1,163+0.4%Added
Ameriprise Financial Inc263,432$4.80M0.00%−24,578−8.5%Reduced
CNH Partners LLC232,434$4.23M0.10%−118,079−33.7%Reduced
Commonwealth Equity Services, LLC223,869$4.08M0.01%−1,004−0.4%Reduced
Raymond James Financial Inc216,686$3.95M0.00%+17,635+8.9%Added
Royal Bank of Canada213,733$3.89M0.00%+10,266+5.0%Added
First Trust Advisors LP181,478$3.31M0.00%−1,507−0.8%Reduced
Janney Montgomery Scott LLC170,422$3.10M0.01%−10,130−5.6%Reduced
Shaker Financial Services, LLC163,513$2.98M1.16%−81,060−33.1%Reduced
WealthTrust Axiom LLC125,679$2.29M0.70%−3,200−2.5%Reduced
Rockefeller Capital Management L.P.112,547$2.05M0.01%+487+0.4%Added
Beacon Pointe Advisors, LLC110,000$2.00M0.02%00.0%Unchanged
Invesco Ltd.99,762$1.82M0.00%+3,523+3.7%Added
1607 Capital Partners, LLC99,439$1.81M0.15%−243,362−71.0%Reduced
Steward Partners Investment Advisory, LLC94,198$1.72M0.02%+8,187+9.5%Added
Wagner Wealth Management, LLC92,527$1.69M0.42%+13,345+16.9%Added
Live Oak Private Wealth LLC92,351$1.68M0.27%00.0%Unchanged
Comerica Bank82,755$1.51M0.01%−3,426−4.0%Reduced
Edgewood Management LLC82,000$1.49M0.01%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC81,513$1.49M0.00%−4,776−5.5%Reduced
Cetera Investment Advisers78,302$1.43M0.00%+5,310+7.3%Added
Sanctuary Advisors, LLC73,521$1.34M0.01%−478−0.6%Reduced
Advisor Group Holdings, Inc.64,150$1.17M0.00%−10,563−14.1%Reduced
Hennion & Walsh Asset Management, Inc.59,413$1.08M0.05%+6,302+11.9%Added
Strategic Advocates LLC44,254$806.3K0.28%+44,254New
Logan Stone Capital, LLC39,501$719.7K0.34%−15,780−28.5%Reduced
The PNC Financial Services Group, Inc.37,877$690.1K0.00%+3,265+9.4%Added
Kestra Advisory Services, LLC37,752$687.8K0.00%+442+1.2%Added
Stifel Financial Corp36,892$672.2K0.00%+1,160+3.2%Added
Dakota Wealth Management35,750$651.4K0.02%−100−0.3%Reduced
Good Life Advisors, LLC33,476$609.9K0.04%+2,384+7.7%Added
Kestra Private Wealth Services, LLC30,817$561.5K0.01%+381+1.3%Added
Allspring Global Investments Holdings, LLC29,096$530.1K0.00%00.0%Unchanged
Fairman Group, LLC28,557$520.6K0.48%00.0%Unchanged
Yukon Wealth Management, Inc.27,069$493.2K0.20%+27,069New
1776 Wealth LLC25,975$473.3K0.22%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.23,999$437.0K0.00%−644−2.6%Reduced
Palogic Value Management, L.P.23,500$428.2K0.19%00.0%Unchanged
Kingsview Wealth Management, LLC22,213$404.7K0.01%+495+2.3%Added
Truist Financial Corp22,095$402.6K0.00%+2,957+15.5%Added
Ausdal Financial Partners, Inc.22,079$402.3K0.03%−116−0.5%Reduced
Concurrent Investment Advisors, LLC20,642$376.1K0.01%+4,091+24.7%Added
Change Path, LLC20,544$374.3K0.01%−4,783−18.9%Reduced
180 Wealth Advisors, LLC20,521$373.9K0.06%−249−1.2%Reduced
Denver Wealth Management, Inc.18,513$337.3K0.15%−1,393−7.0%Reduced
PFG Investments, LLC16,900$307.9K0.02%−5,460−24.4%Reduced
Formidable Asset Management, LLC16,641$303.2K0.05%−2,016−10.8%Reduced
HighTower Advisors, LLC15,898$289.7K0.00%−2,297−12.6%Reduced
Jane Street Group, LLC15,798$287.8K0.00%+3,015+23.6%Added
Avantax Planning Partners, Inc.15,655$285.2K0.01%00.0%Unchanged
Reuter James Wealth Management, LLC15,000$273.3K0.05%00.0%Unchanged
NWF Advisory Services Inc.14,967$272.7K0.04%+14,967New
AlphaCore Capital LLC14,008$255.2K0.02%+14,008New
Silverlake Wealth Management LLC13,743$250.4K0.10%00.0%Unchanged
WCG Wealth Advisors LLC12,780$232.9K0.02%+12,780New
Commerce Bank11,255$205.1K0.00%00.0%Unchanged
Flputnam Investment Management Co10,500$191.3K0.00%00.0%Unchanged
Baird Financial Group, Inc.10,225$186.3K0.00%+10,225New
US Bancorp8,048$146.6K0.00%−140−1.7%Reduced
Compass Planning Associates Inc5,475$99.8K0.10%00.0%Unchanged
GWM Advisors LLC4,384$79.9K0.00%00.0%Unchanged
Kiker Wealth Management, LLC4,334$79.0K0.05%+4,334New
Principal Securities, Inc.3,455$63.0K0.00%00.0%Unchanged
ORG Partners LLC3,076$56.0K0.01%00.0%Unchanged
Allworth Financial LP2,460$44.3K0.00%+405+19.7%Added
MAI Capital Management1,746$31.8K0.00%−278−13.7%Reduced
Anchor Investment Management, LLC1,683$30.7K0.00%00.0%Unchanged
HM Payson & Co1,501$27.3K0.00%00.0%Unchanged
Millstone Evans Group, LLC1,440$26.2K0.02%00.0%Unchanged
DiNuzzo Private Wealth, Inc.1,000$24.6K0.00%00.0%Unchanged
Indiana Trust & Investment Management CO1,200$21.9K0.01%+1,200New
Salomon & Ludwin, LLC1,162$21.2K0.00%00.0%Unchanged
Farther Finance Advisors, LLC1,100$20.0K0.00%+1,100New
Northwestern Mutual Wealth Management Co991$18.1K0.00%00.0%Unchanged
TD Capital Management LLC953$17.4K0.00%+953New
McIlrath & Eck, LLC800$14.6K0.00%00.0%Unchanged
Parallel Advisors, LLC709$12.9K0.00%−505−41.6%Reduced
Ameriflex Group, Inc.700$12.8K0.01%00.0%Unchanged
VSM Wealth Advisory, LLC587$10.7K0.00%+299+103.8%Added
CWM, LLC556$10.0K0.00%+550+9,166.7%Added
Inlight Wealth Management, LLC366$6.67K0.00%+366New
Geneos Wealth Management Inc.332$6.05K0.00%00.0%Unchanged
IFP Advisors, Inc290$5.28K0.00%+263+974.1%Added
Harbour Investments, Inc.250$4.55K0.00%00.0%Unchanged
Golden State Wealth Management, LLC200$3.64K0.00%00.0%Unchanged
Kozak & Associates, Inc.179$3.16K0.00%+179New
JPMorgan Chase & Co28$5100.00%00.0%Unchanged
Capital Advisors, Ltd. LLC2$00.00%00.0%Unchanged
GWN Securities Inc.0$00.00%−12,100−100.0%Sold out
Creative Planning0$00.00%−11,202−100.0%Sold out