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Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) Institutional Ownership

$22.81 -0.15 (-0.67%)
Closing price 11/13/2026 03:59 PM Eastern
Extended Trading
$22.81 +0.00 (+0.02%)
As of 11/13/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Eaton Vance Tax-Advantaged Global Dividend Income Fund (NYSE:ETG)

Number of
Institutional Buyers
(last 12 months)
57
Total
Institutional Inflows
(last 12 months)
$45.41M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$10.55M
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ETG Institutional Buying and Selling by Quarter

Eaton Vance Tax-Advantaged Global Dividend Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/13/2026Kovack Advisors Inc.16,060$367K0.0%N/A0.000%
11/13/2026Steward Partners Investment Advisory LLC247,529$5.72M0.0%+4.5%0.000%
11/12/2026 Adapt Wealth Advisors LLC17,701$409K0.1%-33.3%0.000%
11/12/2026 First Trust Advisors LP202,402$4.68M0.0%+1.6%0.000%
11/11/2026 Advisors Asset Management Inc.152,283$3.52M0.0%N/A0.000%
11/11/2026 WealthTrust Axiom LLC105,979$2.45M0.5%-4.9%0.000%
11/10/2026 HighTower Advisors LLC30,903$714K0.0%+4.0%0.000%
11/6/2026 Fifth Third Bancorp71,185$1.65M0.0%-0.7%0.000%
11/5/2026 Joel Isaacson & Co. LLC31,830$736K0.0%+1.6%0.000%
11/3/2026 180 Wealth Advisors LLC18,225$421K0.0%-2.4%0.000%
11/3/2026 United Advisor Group LLC14,595$337K0.0%+5.8%0.000%
11/3/2026 Calamos Advisors LLC15,279$353K0.0%N/A0.000%
11/2/2026 Kestra Advisory Services LLC45,504$1.05M0.0%+8.0%0.000%
11/2/2026 Commonwealth Equity Services LLC119,367$2.76M0.0%+1.4%0.000%
10/30/2026 Blue Bell Private Wealth Management LLC7,720$178K0.0%+55.0%0.000%
10/28/2026 D.A. Davidson & CO.9,643$223K0.0%-24.3%0.000%
10/14/2026 Shaker Financial Services LLC158,081$3.66M1.2%+77.4%0.000%
10/13/2026 Accel Wealth Management12,239$283K0.1%+9.7%0.000%
10/8/2026 Farther Finance Advisors LLC1,100$25K0.0%-47.6%0.000%
9/9/2026Integrated Wealth Concepts LLC51,172$1.21M0.0%N/A0.000%
9/9/2026NewEdge Advisors LLC18,436$434K0.0%+252.2%0.000%
8/20/2026Susquehanna International Group LLP17,570$414K0.0%+64.8%0.000%
8/20/2026Northwestern Mutual Wealth Management Co.3,050$72K0.0%+16.6%0.000%
7/9/2026 Hennion & Walsh Asset Management Inc.92,115$2.17M0.1%-18.7%0.000%
5/19/2026Bank of America Corp DE1,458,769$29.35M0.0%+12.0%0.000%
5/19/2026Arkadios Wealth Advisors88,776$1.79M0.0%N/A0.000%
5/18/2026Readystate Asset Management LP80,717$1.62M0.1%N/A0.000%
5/18/2026Royal Bank of Canada305,677$6.15M0.0%+6.9%0.000%
5/13/2026Cetera Investment Advisers96,504$1.94M0.0%+3.8%0.000%
5/13/2026 First Trust Advisors LP200,737$4.04M0.0%+5.7%0.000%
5/8/2026 PNC Financial Services Group Inc.25,356$510K0.0%+173.1%0.000%
5/5/2026Sanctuary Advisors LLC115,801$2.33M0.0%+0.9%0.000%
5/5/2026 Avantax Planning Partners Inc.18,303$368K0.0%+16.9%0.000%
5/1/2026 Fifth Third Bancorp71,082$1.43M0.0%N/A0.000%
4/30/2026 Kestra Advisory Services LLC45,648$918K0.0%+17.7%0.000%
4/28/2026 Ascentis Independent Advisors3,076$62K0.0%N/A0.000%
4/22/2026 Janney Montgomery Scott LLC186,038$3.74M0.0%+1.7%0.000%
4/17/2026 PMG Family Office LLC49,372$993K1.1%+1.3%0.000%
3/17/2026Rockefeller Capital Management L.P.148,028$3.42M0.0%+6.3%0.000%
3/3/2026 NWF Advisory Services Inc.15,467$357K0.0%-11.5%0.000%
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2/25/2026MidFirst Bank11,000$254K0.0%N/A0.000%
2/19/2026 Invesco Ltd.43,502$1.01M0.0%-22.3%0.000%
2/19/2026 Smith Asset Management Co. LLC8,928$206K0.2%N/A0.000%
2/17/2026Guggenheim Capital LLC167,722$3.87M0.0%-27.0%0.000%
2/17/2026Cetera Investment Advisers92,972$2.15M0.0%+3.3%0.000%
2/17/2026Kovack Advisors Inc.25,668$593K0.0%N/A0.000%
2/17/2026 Osaic Holdings Inc.114,393$2.64M0.0%+59.5%0.000%
2/17/2026&PARTNERS42,450$981K0.0%+23.9%0.000%
2/17/2026Royal Bank of Canada285,822$6.60M0.0%+11.6%0.000%
2/16/2026 WealthTrust Axiom LLC121,744$2.81M0.7%-4.0%0.000%
2/13/2026 CreativeOne Wealth LLC9,852$228K0.0%-6.0%0.000%
2/13/2026 Stifel Financial Corp35,128$811K0.0%-10.0%0.000%
2/13/2026Morgan Stanley2,631,728$60.79M0.0%+3.7%0.000%
2/13/2026 First Trust Advisors LP189,918$4.39M0.0%-0.4%0.000%
2/13/2026Ausdal Financial Partners Inc.10,023$232K0.0%-5.4%0.000%
2/13/2026 Heron Bay Capital Management312,034$7.21M1.4%-0.5%0.000%
2/13/2026 Denver Wealth Management Inc.17,669$408K0.1%-3.2%0.000%
2/13/2026Wells Fargo & Company MN719,437$16.62M0.0%+4.6%0.000%
2/13/2026Cohen & Steers Inc.148,868$3.44M0.0%-22.8%0.000%
2/12/2026 Advisors Asset Management Inc.169,720$3.92M0.1%-24.0%0.000%
2/12/2026 Jane Street Group LLC15,411$356K0.0%+33.1%0.000%
2/12/2026 Commonwealth Equity Services LLC128,033$2.96M0.0%-35.1%0.000%
2/12/2026Northstar Asset Management Inc.9,000$208K0.1%N/A0.000%
2/12/2026Steward Partners Investment Advisory LLC222,231$5.13M0.0%+6.2%0.000%
2/12/2026Kovack Advisors Inc.25,668$593K0.0%N/A0.000%
2/11/2026 Strategic Advocates LLC22,930$526K0.1%-17.5%0.000%
2/11/2026Cerity Partners LLC9,103$210K0.0%N/A0.000%
2/11/2026 1776 Wealth LLC32,103$742K0.3%+1.6%0.000%
2/11/2026 LPL Financial LLC369,703$8.54M0.0%+2.4%0.000%
2/11/2026 J.W. Cole Advisors Inc.9,214$213K0.0%-5.0%0.000%
2/10/2026Goldman Sachs Group Inc.61,107$1.41M0.0%N/A0.000%
2/10/2026Northwestern Mutual Wealth Management Co.2,616$60K0.0%-23.0%0.000%
2/10/2026 IFG Advisory LLC8,661$200K0.0%N/A0.000%
2/9/2026 Harbour Investments Inc.1,641$38K0.0%+556.4%0.000%
2/6/2026 PNC Financial Services Group Inc.9,286$215K0.0%-21.3%0.000%
2/5/2026 AlphaCore Capital LLC18,806$434K0.0%+19.4%0.000%
2/5/2026Northwestern Mutual Wealth Management Co.616,507$14.94M0.0%+18,053.9%0.000%
2/5/2026 Allworth Financial LP2,580$60K0.0%-47.1%0.000%
2/5/2026 Presper Financial Architects LLC44,904$1.04M0.6%+2.5%0.000%
2/2/2026 Truist Financial Corp20,242$468K0.0%-2.8%0.000%
1/30/2026 Wagner Wealth Management LLC85,813$1.98M0.4%-12.0%0.000%
1/30/2026 Simplicity Wealth LLC9,523$220K0.0%N/A0.000%
1/30/2026 Joel Isaacson & Co. LLC30,626$707K0.0%N/A0.000%
1/29/2026 UBS Group AG2,265,176$52.33M0.0%-0.3%0.000%
1/29/2026Sanctuary Advisors LLC114,742$2.65M0.0%+4.2%0.000%
1/26/2026 Shaker Financial Services LLC76,497$1.77M0.6%-53.2%0.000%
1/26/2026 Merit Financial Group LLC29,786$688K0.0%N/A0.000%
1/26/2026 PFG Investments LLC38,762$895K0.0%+4.9%0.000%
1/23/2026 Farther Finance Advisors LLC2,100$49K0.0%+90.9%0.000%
1/21/2026 Sowell Financial Services LLC8,950$207K0.0%N/A0.000%
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1/20/2026 Accel Wealth Management10,990$254K0.1%+5.6%0.000%
1/14/2026 Hennion & Walsh Asset Management Inc.119,625$2.76M0.1%+42.7%0.000%
1/13/2026 Capital Investment Advisors LLC9,124$211K0.0%N/A0.000%
1/13/2026 Dakota Wealth Management12,089$279K0.0%-31.2%0.000%
1/9/2026 180 Wealth Advisors LLC19,016$439K0.0%-5.5%0.000%
1/8/2026 Wealth Enhancement Advisory Services LLC77,855$1.82M0.0%-11.4%0.000%
12/22/2025 PMG Family Office LLC48,751$1.03M1.2%N/A0.000%
12/2/2025 Allworth Financial LP4,880$103K0.0%+37.8%0.000%
11/26/2025 Strategic Advocates LLC27,799$587K0.2%-41.7%0.000%
11/18/2025Advisory Services Network LLC6,130$130K0.0%N/A0.000%


ETG Institutional Ownership - Frequently Asked Questions

During the previous two years, 113 institutional investors and hedge funds held shares of Eaton Vance Tax-Advantaged Global Dividend Income Fund. The most heavily invested institutionals were Morgan Stanley ($60.79M), UBS Group AG ($52.33M), Bank of America Corp DE ($29.35M), Wells Fargo & Company MN ($16.62M), Karpus Management Inc. ($16.22M), McGowan Group Asset Management Inc. ($13.19M), and LPL Financial LLC ($8.54M).Learn more on Eaton Vance Tax-Advantaged Global Dividend Income Fund's institutional investors.

Of the 94 institutional investors that purchased Eaton Vance Tax-Advantaged Global Dividend Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Northwestern Mutual Wealth Management Co. ($620.13K), Raymond James Financial Inc. ($417.57K), Heron Bay Capital Management ($314.17K), Shaker Financial Services LLC ($253.43K), Advisors Asset Management Inc. ($180.34K), Bank of America Corp DE ($167.56K), and LPL Financial LLC ($134.24K).

Institutional investors have bought a total of 2,028,085 shares in the last 24 months. This purchase volume represents approximately $45.41M in transactions.

Of the 32 institutional investors that sold Eaton Vance Tax-Advantaged Global Dividend Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Shaker Financial Services LLC ($86.88K), Commonwealth Equity Services LLC ($69.34K), Guggenheim Capital LLC ($62.04K), Advisors Asset Management Inc. ($53.66K), Cohen & Steers Inc. ($44K), Strategic Advocates LLC ($24.73K), and Hennion & Walsh Asset Management Inc. ($21.12K).

Institutional investors have sold a total of 458,512 shares in the last 24 months. This volume of shares sold represents approximately $10.55M in transactions.


Related Companies

Institutional ownership data for NYSE:ETG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/13/2026. New 13F filings are added each quarter as they're published.
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