ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG

Overview Fund Activity

99 hedge funds and large institutions have $277M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 22 reducing their positions, and 9 closing their positions.

Holders
99
Holders Change
+8
Holders Change %
+8.79%
% of All Funds
1.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
37
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$32.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$66.1M
3
AAM
3
Advisors Asset Management
Colorado
$11.7M
4
UBS Group
4
UBS Group
Switzerland
$45.3M
5
HBCM
5
Heron Bay Capital Management
Michigan
$1.69M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$0
2
KIM
2
Karpus Investment Management
New York
$3.37M
3
SFS
3
Shaker Financial Services
Virginia
$0
4
PAIM
4
Punch & Associates Investment Management
Minnesota
$5.99M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$523K
Name Market Value Shares Shares
Change 		Shares
Change %
CF
76
Centaurus Financial
California
$166K 7,813 +243 +3%
AWM
77
Accel Wealth Management
Iowa
$100K 4,678 +640 +16%
HI
78
Harbour Investments
Wisconsin
$84K 3,949 – –
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$76K 3,549 +55 +2%
KA
80
Kozak & Associates
Colorado
$74K 3,255 +3,255 New
Koshinski Asset Management
81
Koshinski Asset Management
Illinois
$72.4K 3,402 +3,402 New
AF
82
Allworth Financial
California
$56K 2,638 – –
US Bancorp
83
US Bancorp
Minnesota
$50K 2,335 – –
CHC
84
City Holding Co
West Virginia
$44K 2,065 – –
FWM
85
Focused Wealth Management
New York
$44K 2,059 +31 +2%
SIM
86
Sonora Investment Management
Arizona
$37K 1,755 +1,755 New
PWA
87
Phoenix Wealth Advisors
North Carolina
$33K 1,558 – –
HPC
88
HM Payson & Co
Maine
$32K 1,501 – –
AWM
89
Avior Wealth Management
Nebraska
$25K 1,200 – –
MPWT
90
MassMutual Private Wealth & Trust
Connecticut
$21K 1,000 – –
PCG
91
Private Capital Group
Connecticut
$18K 849 +849 New
CFGS
92
Concourse Financial Group Securities
Alabama
$17K 805 – –
FHA
93
First Horizon Advisors
Tennessee
$13K 620 +620 New
TWM
94
Tradition Wealth Management
Minnesota
$11K 500 – –
BFEC
95
Benjamin F. Edwards & Company
Missouri
$11K 500 +500 New
HA
96
Herold Advisors
New York
$10K 500 +500 New
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$9K 415 +305 +277%
PCM
98
Penserra Capital Management
California
– – -650,627 Closed
SFS
99
Shaker Financial Services
Virginia
– – -140,652 Closed
Citigroup
100
Citigroup
New York
– – -13,850 Closed
1 2 3
4
5