ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG

Overview Fund Activity

98 hedge funds and large institutions have $296M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+5
Holders Change %
+5.38%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
28
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$80.5M
2
1CP
2
1607 Capital Partners
Virginia
$6.01M
3
AA
3
AQR Arbitrage
Connecticut
$5.74M
4
CA
4
Cornerstone Advisors
North Carolina
$13M
5
Wells Fargo
5
Wells Fargo
California
$7.77M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$7.69M
2
LPL Financial
2
LPL Financial
California
$3.38M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.65M
5
EC
5
Elequin Capital
New York
$332K
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
26
Comerica Bank
Texas
$1.98M -$10.4K -608 -0.5%
BPA
27
Beacon Pointe Advisors
California
$1.88M -$20.5K -1,200 -1%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$1.83M +$380K +22,249 +26%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$1.6M +$20.3K +1,185 +1%
LOPW
30
Live Oak Private Wealth
North Carolina
$1.58M – – –
SPIA
31
Steward Partners Investment Advisory
New York
$1.46M +$9.34K +546 +0.6%
Edgewood Management
32
Edgewood Management
Connecticut
$1.4M – – –
LSC
33
Logan Stone Capital
Illinois
$1.35M +$1.35M +78,679 New
RJFSA
34
Raymond James Financial Services Advisors
Florida
$1.07M -$25.3K -1,477 -2%
FSI
35
Flow State Investments
Illinois
$957K +$957K +55,951 New
Invesco
36
Invesco
Georgia
$841K +$333K +19,471 +65%
CAN
37
Cetera Advisor Networks
California
$788K +$100K +5,869 +15%
COLIM
38
City of London Investment Management
United Kingdom
$727K +$389K +22,736 +115%
Stifel Financial
39
Stifel Financial
Missouri
$627K -$55.2K -3,227 -8%
DWM
40
Dakota Wealth Management
Florida
$613K +$68K +3,975 +12%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$589K +$54.3K +3,175 +10%
KWM
42
Kingsview Wealth Management
Oregon
$564K -$10.9K -637 -2%
Walleye Capital
43
Walleye Capital
New York
$498K -$68.8K -4,021 -12%
GLA
44
Good Life Advisors
Pennsylvania
$475K +$6.77K +396 +1%
BRWA
45
B. Riley Wealth Advisors
Florida
$457K +$13.7K +800 +3%
HighTower Advisors
46
HighTower Advisors
Illinois
$432K +$1.25K +73 +0.3%
SWM
47
Silverlake Wealth Management
Vermont
$412K – – –
1W
48
1776 Wealth
Georgia
$409K +$409K +23,937 New
PVM
49
Palogic Value Management
Texas
$402K – – –
SFS
50
Sowell Financial Services
Arkansas
$392K -$97.3K -5,685 -20%
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