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 2025
Institutional positions in Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Dec 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
- 128
- +17 vs. Q3 2025
- Shares held
- 14.2M
- −219.0K (−1.5%) vs. Q3 2025
- Total value
- $328.3M
- +$23.4M (+7.7%) vs. Q3 2025
- New holders
- 27
- 32 more added
- Sold out
- 10
- 38 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Advantaged Global Dividend Income Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wagner Wealth Management, LLC | 85,813 | $1.98M | 0.42% | −11,754−12.0% | Reduced |
| Live Oak Private Wealth LLC | 92,351 | $2.13M | 0.29% | 00.0% | Unchanged |
| Cetera Investment Advisers | 92,972 | $2.15M | 0.00% | +2,992+3.3% | Added |
| Beacon Pointe Advisors, LLC | 112,600 | $2.60M | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 114,393 | $2.64M | 0.00% | +42,661+59.5% | Added |
| Sanctuary Advisors, LLC | 114,742 | $2.65M | 0.01% | +4,581+4.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 119,625 | $2.76M | 0.10% | +35,807+42.7% | Added |
| WealthTrust Axiom LLC | 121,744 | $2.81M | 0.72% | −5,100−4.0% | Reduced |
| Commonwealth Equity Services, LLC | 128,033 | $2.96M | 0.00% | −69,337−35.1% | Reduced |
| Rockefeller Capital Management L.P. | 148,028 | $3.42M | 0.01% | +8,791+6.3% | Added |
| Cohen & Steers, Inc. | 148,868 | $3.44M | 0.01% | −44,000−22.8% | Reduced |
| Guggenheim Capital LLC | 167,722 | $3.87M | 0.03% | −62,035−27.0% | Reduced |
| Advisors Asset Management, Inc. | 169,720 | $3.92M | 0.07% | −53,656−24.0% | Reduced |
| Janney Montgomery Scott LLC | 182,907 | $4.22M | 0.01% | −137−0.1% | Reduced |
| First Trust Advisors LP | 189,918 | $4.39M | 0.00% | −794−0.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 222,231 | $5.13M | 0.03% | +13,009+6.2% | Added |
| Royal Bank of Canada | 285,822 | $6.60M | 0.00% | +29,613+11.6% | Added |
| Heron Bay Capital Management | 312,034 | $7.21M | 1.37% | −1,589−0.5% | Reduced |
| Raymond James Financial Inc | 319,086 | $7.37M | 0.00% | +110,350+52.9% | Added |
| Ameriprise Financial Inc | 350,477 | $8.10M | 0.00% | +89,936+34.5% | Added |
| LPL Financial LLC | 369,703 | $8.54M | 0.00% | +8,665+2.4% | Added |
| Karpus Management, Inc. | 417,229 | $9.64M | 0.30% | −195,965−32.0% | Reduced |
| McGowan Group Asset Management, Inc. | 623,768 | $14.4M | 1.79% | −2180.0% | Reduced |
| Wells Fargo & Company | 719,437 | $16.6M | 0.00% | +31,413+4.6% | Added |
| Cornerstone Advisors, LLC | 859,911 | $19.9M | 0.66% | −335,256−28.1% | Reduced |
| Bank of America Corp | 1,302,773 | $30.1M | 0.00% | −31,984−2.4% | Reduced |
| UBS Group AG | 2,265,176 | $52.3M | 0.01% | −6,392−0.3% | Reduced |
| Morgan Stanley | 2,631,728 | $60.8M | 0.00% | +94,796+3.7% | Added |
| CNH Partners LLC | 0 | $0 | 0.00% | −12,644−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,893−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −6,130−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −3,455−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −3,107−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −1,223−100.0% | Sold out |
| VSM Wealth Advisory, LLC | 0 | $0 | 0.00% | −822−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −640−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −598−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −550−100.0% | Sold out |