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 2025
Institutional positions in Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Sep 30, 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
- 111
- +3 vs. Q2 2025
- Shares held
- 14.4M
- −81.0K (−0.6%) vs. Q2 2025
- Total value
- $305.0M
- +$1.08M (+0.4%) vs. Q2 2025
- New holders
- 12
- 40 more added
- Sold out
- 9
- 26 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: 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, Q3 2025
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Advantaged Global Dividend Income Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,536,932 | $53.6M | 0.00% | +53,894+2.2% | Added |
| UBS Group AG | 2,271,568 | $48.0M | 0.01% | −18,799−0.8% | Reduced |
| Bank of America Corp | 1,334,757 | $28.2M | 0.00% | −3,099−0.2% | Reduced |
| Cornerstone Advisors, LLC | 1,195,167 | $25.3M | 0.83% | 00.0% | Unchanged |
| Wells Fargo & Company | 688,024 | $14.5M | 0.00% | +14,090+2.1% | Added |
| McGowan Group Asset Management, Inc. | 623,986 | $13.2M | 1.63% | +2,531+0.4% | Added |
| Karpus Management, Inc. | 613,194 | $13.0M | 0.41% | −161,265−20.8% | Reduced |
| LPL Financial LLC | 361,038 | $7.63M | 0.00% | +14,391+4.2% | Added |
| Heron Bay Capital Management | 313,623 | $6.63M | 1.24% | −544−0.2% | Reduced |
| Ameriprise Financial Inc | 260,541 | $5.51M | 0.00% | +3,162+1.2% | Added |
| Royal Bank of Canada | 256,209 | $5.41M | 0.00% | +27,898+12.2% | Added |
| Guggenheim Capital LLC | 229,757 | $4.85M | 0.04% | −11,203−4.6% | Reduced |
| Advisors Asset Management, Inc. | 223,376 | $4.72M | 0.08% | −73,882−24.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 209,222 | $4.42M | 0.03% | +37,423+21.8% | Added |
| Raymond James Financial Inc | 208,736 | $4.41M | 0.00% | −9,785−4.5% | Reduced |
| Commonwealth Equity Services, LLC | 197,370 | $4.17M | 0.01% | −31,919−13.9% | Reduced |
| Cohen & Steers, Inc. | 192,868 | $4.08M | 0.01% | −123,252−39.0% | Reduced |
| First Trust Advisors LP | 190,712 | $4.03M | 0.00% | +17,151+9.9% | Added |
| Janney Montgomery Scott LLC | 183,044 | $3.87M | 0.01% | +13,326+7.9% | Added |
| Shaker Financial Services, LLC | 163,373 | $3.45M | 1.18% | +137,868+540.6% | Added |
| Rockefeller Capital Management L.P. | 139,237 | $2.94M | 0.01% | +13,508+10.7% | Added |
| WealthTrust Axiom LLC | 126,844 | $2.68M | 0.72% | −1,500−1.2% | Reduced |
| Beacon Pointe Advisors, LLC | 112,600 | $2.38M | 0.02% | +2,600+2.4% | Added |
| Sanctuary Advisors, LLC | 110,161 | $2.33M | 0.01% | +17,912+19.4% | Added |
| Wagner Wealth Management, LLC | 97,567 | $2.06M | 0.48% | +4,626+5.0% | Added |
| Live Oak Private Wealth LLC | 92,351 | $1.95M | 0.27% | 00.0% | Unchanged |
| Cetera Investment Advisers | 89,980 | $1.90M | 0.00% | +14,757+19.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 87,900 | $1.89M | 0.00% | +718+0.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 83,818 | $1.77M | 0.06% | +26,235+45.6% | Added |
| Edgewood Management LLC | 82,000 | $1.73M | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 72,699 | $1.54M | 0.01% | +4,381+6.4% | Added |
| Advisor Group Holdings, Inc. | 71,732 | $1.50M | 0.00% | +7,926+12.4% | Added |
| Invesco Ltd. | 55,964 | $1.18M | 0.00% | −20,600−26.9% | Reduced |
| PMG Family Office LLC | 48,751 | $1.03M | 1.15% | +48,751 | New |
| Adapt Wealth Advisors, LLC | 48,425 | $1.02M | 0.38% | +48,425 | New |
| Presper Financial Architects, LLC | 43,827 | $926.1K | 0.54% | −2,579−5.6% | Reduced |
| Stifel Financial Corp | 39,014 | $824.4K | 0.00% | +958+2.5% | Added |
| Kestra Advisory Services, LLC | 38,744 | $818.7K | 0.00% | +1,267+3.4% | Added |
| PFG Investments, LLC | 36,943 | $780.6K | 0.04% | +12,253+49.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 34,263 | $724.0K | 0.00% | +1,800+5.5% | Added |
| 1776 Wealth LLC | 31,608 | $667.9K | 0.26% | +3,960+14.3% | Added |
| Fairman Group, LLC | 28,557 | $603.4K | 0.49% | 00.0% | Unchanged |
| Strategic Advocates LLC | 27,799 | $587.4K | 0.15% | −19,857−41.7% | Reduced |
| Concurrent Investment Advisors, LLC | 26,823 | $566.8K | 0.01% | +95+0.4% | Added |
| Cresset Asset Management, LLC | 26,780 | $565.8K | 0.00% | +369+1.4% | Added |
| Kestra Private Wealth Services, LLC | 24,791 | $523.8K | 0.01% | −631−2.5% | Reduced |
| Palogic Value Management, L.P. | 23,500 | $496.6K | 0.21% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 22,217 | $469.4K | 0.01% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 22,209 | $469.3K | 0.03% | 00.0% | Unchanged |
| Truist Financial Corp | 20,821 | $439.9K | 0.00% | −276−1.3% | Reduced |
| 180 Wealth Advisors, LLC | 20,118 | $425.1K | 0.05% | +239+1.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 19,704 | $416.0K | 0.00% | −1,743−8.1% | Reduced |
| Denver Wealth Management, Inc. | 18,259 | $385.8K | 0.14% | −238−1.3% | Reduced |
| HighTower Advisors, LLC | 17,792 | $375.9K | 0.00% | +1,878+11.8% | Added |
| Dakota Wealth Management | 17,569 | $371.2K | 0.01% | −10,730−37.9% | Reduced |
| NWF Advisory Services Inc. | 17,467 | $369.1K | 0.04% | +2,500+16.7% | Added |
| RSM US Wealth Management LLC | 16,125 | $340.7K | 0.00% | +16,125 | New |
| Formidable Asset Management, LLC | 15,966 | $334.3K | 0.05% | −675−4.1% | Reduced |
| AlphaCore Capital LLC | 15,747 | $332.7K | 0.01% | +425+2.8% | Added |
| Avantax Planning Partners, Inc. | 15,655 | $330.8K | 0.01% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 13,743 | $290.4K | 0.07% | 00.0% | Unchanged |
| AQR Capital Management LLC | 13,329 | $281.6K | 0.00% | 00.0% | Unchanged |
| CNH Partners LLC | 12,644 | $267.2K | 0.01% | −94,105−88.2% | Reduced |
| Mariner, LLC | 12,573 | $265.7K | 0.00% | +1,056+9.2% | Added |
| The PNC Financial Services Group, Inc. | 11,796 | $249.2K | 0.00% | −2,655−18.4% | Reduced |
| Level Four Advisory Services, LLC | 11,663 | $246.4K | 0.01% | +500+4.5% | Added |
| Jane Street Group, LLC | 11,582 | $244.7K | 0.00% | +11,582 | New |
| Commerce Bank | 11,255 | $237.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 10,893 | $230.2K | 0.01% | +10,893 | New |
| Ausdal Financial Partners, Inc. | 10,594 | $223.9K | 0.01% | −494−4.5% | Reduced |
| Shikiar Asset Management Inc | 10,500 | $222.0K | 0.06% | +10,500 | New |
| Change Path, LLC | 10,480 | $221.4K | 0.01% | −2,565−19.7% | Reduced |
| Accel Wealth Management | 10,408 | $219.9K | 0.06% | +736+7.6% | Added |
| United Advisor Group, LLC | 10,043 | $212.2K | 0.03% | +10,043 | New |
| Meeder Advisory Services, Inc. | 9,957 | $210.4K | 0.01% | +9,957 | New |
| J.W. Cole Advisors, Inc. | 9,701 | $205.0K | 0.00% | −57−0.6% | Reduced |
| Advisory Services Network, LLC | 6,130 | $129.5K | 0.00% | +6,130 | New |
| Allworth Financial LP | 4,880 | $103.1K | 0.00% | +1,338+37.8% | Added |
| GWM Advisors LLC | 4,384 | $92.6K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 3,455 | $73.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,396 | $71.8K | 0.00% | −4,181−55.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,107 | $65.7K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 3,076 | $65.0K | 0.01% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 2,300 | $48.6K | 0.04% | 00.0% | Unchanged |
| Bangor Savings Bank | 2,000 | $42.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,789 | $37.8K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 1,748 | $36.9K | 0.00% | +1+0.1% | Added |
| Anchor Investment Management, LLC | 1,683 | $35.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,455 | $30.7K | 0.00% | −6,593−81.9% | Reduced |
| Millstone Evans Group, LLC | 1,440 | $30.4K | 0.02% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1,000 | $27.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,223 | $25.8K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,200 | $25.4K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,162 | $24.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,100 | $23.2K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 833 | $17.6K | 0.00% | +833 | New |
| VSM Wealth Advisory, LLC | 822 | $17.4K | 0.01% | +48+6.2% | Added |
| Armstrong Advisory Group, Inc | 820 | $17.3K | 0.00% | +15+1.9% | Added |
| McIlrath & Eck, LLC | 800 | $16.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 736 | $15.6K | 0.00% | +13+1.8% | Added |