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

$23.14 -0.02 (-0.07%)
Closing price 03:59 PM Eastern
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$23.09 -0.05 (-0.23%)
As of 04:15 PM Eastern
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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)
61
Total
Institutional Inflows
(last 12 months)
$45.31M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$14.59M
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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
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%
7/9/2026Hennion & 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%
5/13/2026First Trust Advisors LP200,737$4.04M0.0%+5.7%0.000%
5/8/2026PNC 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%
5/5/2026Avantax Planning Partners Inc.18,303$368K0.0%+16.9%0.000%
5/1/2026Fifth Third Bancorp71,082$1.43M0.0%N/A0.000%
4/30/2026Kestra Advisory Services LLC45,648$918K0.0%+17.7%0.000%
4/28/2026Ascentis Independent Advisors3,076$62K0.0%N/A0.000%
4/22/2026Janney Montgomery Scott LLC186,038$3.74M0.0%+1.7%0.000%
4/17/2026PMG 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%
3/3/2026NWF Advisory Services Inc.15,467$357K0.0%-11.5%0.000%
2/25/2026MidFirst Bank11,000$254K0.0%N/A0.000%
2/19/2026Invesco Ltd.43,502$1.01M0.0%-22.3%0.000%
2/19/2026Smith 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%
2/17/2026Osaic 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%
2/16/2026WealthTrust Axiom LLC121,744$2.81M0.7%-4.0%0.000%
2/13/2026CreativeOne Wealth LLC9,852$228K0.0%-6.0%0.000%
2/13/2026Stifel Financial Corp35,128$811K0.0%-10.0%0.000%
2/13/2026Morgan Stanley2,631,728$60.79M0.0%+3.7%0.000%
2/13/2026First 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%
2/13/2026Heron Bay Capital Management312,034$7.21M1.4%-0.5%0.000%
2/13/2026Denver 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%
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2/12/2026Advisors Asset Management Inc.169,720$3.92M0.1%-24.0%0.000%
2/12/2026Jane Street Group LLC15,411$356K0.0%+33.1%0.000%
2/12/2026Commonwealth 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%
2/11/2026Strategic Advocates LLC22,930$526K0.1%-17.5%0.000%
2/11/2026Cerity Partners LLC9,103$210K0.0%N/A0.000%
2/11/20261776 Wealth LLC32,103$742K0.3%+1.6%0.000%
2/11/2026LPL Financial LLC369,703$8.54M0.0%+2.4%0.000%
2/11/2026J.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%
2/10/2026IFG Advisory LLC8,661$200K0.0%N/A0.000%
2/9/2026Harbour Investments Inc.1,641$38K0.0%+556.4%0.000%
2/6/2026PNC Financial Services Group Inc.9,286$215K0.0%-21.3%0.000%
2/5/2026AlphaCore 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%
2/5/2026Allworth Financial LP2,580$60K0.0%-47.1%0.000%
2/5/2026Presper Financial Architects LLC44,904$1.04M0.6%+2.5%0.000%
2/2/2026Truist Financial Corp20,242$468K0.0%-2.8%0.000%
1/30/2026Wagner Wealth Management LLC85,813$1.98M0.4%-12.0%0.000%
1/30/2026Simplicity Wealth LLC9,523$220K0.0%N/A0.000%
1/30/2026Joel Isaacson & Co. LLC30,626$707K0.0%N/A0.000%
1/29/2026UBS Group AG2,265,176$52.33M0.0%-0.3%0.000%
1/29/2026Sanctuary Advisors LLC114,742$2.65M0.0%+4.2%0.000%
1/26/2026Shaker Financial Services LLC76,497$1.77M0.6%-53.2%0.000%
1/26/2026Merit Financial Group LLC29,786$688K0.0%N/A0.000%
1/26/2026PFG Investments LLC38,762$895K0.0%+4.9%0.000%
1/23/2026Farther Finance Advisors LLC2,100$49K0.0%+90.9%0.000%
1/21/2026Sowell Financial Services LLC8,950$207K0.0%N/A0.000%
1/20/2026Accel Wealth Management10,990$254K0.1%+5.6%0.000%
1/14/2026Hennion & Walsh Asset Management Inc.119,625$2.76M0.1%+42.7%0.000%
1/13/2026Capital Investment Advisors LLC9,124$211K0.0%N/A0.000%
1/13/2026Dakota Wealth Management12,089$279K0.0%-31.2%0.000%
1/9/2026180 Wealth Advisors LLC19,016$439K0.0%-5.5%0.000%
1/8/2026Wealth Enhancement Advisory Services LLC77,855$1.82M0.0%-11.4%0.000%
12/22/2025PMG Family Office LLC48,751$1.03M1.2%N/A0.000%
12/2/2025Allworth Financial LP4,880$103K0.0%+37.8%0.000%
11/26/2025Strategic Advocates LLC27,799$587K0.2%-41.7%0.000%
11/18/2025Advisory Services Network LLC6,130$130K0.0%N/A0.000%
11/17/2025Kestra Private Wealth Services LLC24,791$524K0.0%-2.5%0.000%
11/17/2025Northwestern Mutual Wealth Management Co.3,396$72K0.0%-55.2%0.000%
11/17/2025Mariner LLC12,573$266K0.0%+9.2%0.000%
11/17/2025Ausdal Financial Partners Inc.10,594$224K0.0%-4.5%0.000%
11/17/2025Bank of America Corp DE1,334,757$28.20M0.0%-0.2%0.000%
11/17/2025Ameriprise Financial Inc.260,541$5.51M0.0%+1.2%0.000%
11/14/2025AQR Arbitrage LLC12,644$267K0.0%-88.2%0.000%
11/14/2025Raymond James Financial Inc.208,736$4.41M0.0%-4.5%0.000%
11/14/2025Comerica Bank72,699$1.54M0.0%+6.4%0.000%
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11/13/2025McGowan Group Asset Management Inc.623,986$13.19M1.6%+0.4%0.000%
11/13/2025UBS Group AG2,271,568$48.00M0.0%-0.8%0.000%
11/13/2025CreativeOne Wealth LLC10,480$221K0.0%-19.7%0.000%
11/13/2025First Trust Advisors LP190,712$4.03M0.0%+9.9%0.000%
11/12/2025Heron Bay Capital Management313,623$6.63M1.2%-0.2%0.000%
11/12/2025Level Four Advisory Services LLC11,663$246K0.0%+4.5%0.000%
11/12/2025Choreo LLC16,125$341K0.0%N/A0.000%
11/12/2025US Bancorp DE1,455$31K0.0%-81.9%0.000%
11/10/2025EverSource Wealth Advisors LLC10,893$230K0.0%N/A0.000%
11/10/2025Adapt Wealth Advisors LLC48,425$1.02M0.4%N/A0.000%


ETG Institutional Ownership - Frequently Asked Questions

During the previous two years, 114 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), Cornerstone Advisors LLC ($23.23M), Wells Fargo & Company MN ($16.62M), Karpus Management Inc. ($16.22M), and McGowan Group Asset Management Inc. ($13.19M).Learn more on Eaton Vance Tax-Advantaged Global Dividend Income Fund's institutional investors.

Of the 93 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 ($184.48K), Bank of America Corp DE ($167.56K), LPL Financial LLC ($134.24K), and Morgan Stanley ($94.80K).

Institutional investors have bought a total of 2,049,822 shares in the last 24 months. This purchase volume represents approximately $45.31M in transactions.

Of the 33 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: Advisors Asset Management Inc. ($127.54K), AQR Arbitrage LLC ($94.11K), Shaker Financial Services LLC ($86.88K), Commonwealth Equity Services LLC ($69.34K), Guggenheim Capital LLC ($62.04K), Cohen & Steers Inc. ($44K), and UBS Group AG ($25.19K).

Institutional investors have sold a total of 651,390 shares in the last 24 months. This volume of shares sold represents approximately $14.59M 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 9/9/2026. New 13F filings are added each quarter as they're published.
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