ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG

Overview Fund Activity

94 hedge funds and large institutions have $297M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
-5
Holders Change %
-5.05%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
26
Reduced
32
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$24.7M
2
Wells Fargo
2
Wells Fargo
California
$9.56M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$863K
4
Bank of America
4
Bank of America
North Carolina
$24.9M
5
AA
5
AQR Arbitrage
Connecticut
$9.22M

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$3.34M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.72M
3
SFS
3
Shaker Financial Services
Virginia
$4.79M
4
Morgan Stanley
4
Morgan Stanley
New York
$42M
5
KIM
5
Karpus Investment Management
New York
$25M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
76
Anchor Investment Management
South Carolina
$31.3K – – –
HPC
77
HM Payson & Co
Maine
$27.9K – – –
LFG
78
Larson Financial Group
Missouri
$27.9K +$27.9K +1,500 New
SL
79
Salomon & Ludwin
Virginia
$21.6K – – –
BBPWM
80
Blue Bell Private Wealth Management
Pennsylvania
$20.8K – – –
RFA
81
Register Financial Advisors
Georgia
$18.6K – – –
ME
82
McIlrath & Eck
Washington
$14.9K +$14.9K +800 New
PA
83
Parallel Advisors
California
$12.4K +$261 +14 +2%
BFEC
84
Benjamin F. Edwards & Company
Missouri
$9K – – –
GWM
85
Geneos Wealth Management
Colorado
$6.18K – – –
HI
86
Harbour Investments
Wisconsin
$4.65K – – –
CA
87
CoreCap Advisors
Michigan
$3.95K – – –
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$3.93K +$3.93K +211 New
CIBC Private Wealth Group
89
CIBC Private Wealth Group
Georgia
$3.78K +$3.78K +200 New
GRP
90
Global Retirement Partners
California
$3.72K – – –
MG
91
Mather Group
Illinois
$1.83K +$1.83K +100 New
JPMorgan Chase & Co
92
JPMorgan Chase & Co
New York
$1.1K – – –
BCMLT
93
Beacon Capital Management LLC (Tennessee)
Tennessee
$863 +$19 +1 +2%
SFS
94
Sowell Financial Services
Arkansas
– -$385K -21,096 Closed
SWP
95
Stratos Wealth Partners
Ohio
– -$336K -18,396 Closed
Corient Private Wealth
96
Corient Private Wealth
Florida
– -$316K -17,303 Closed
SIAS
97
Summit Investment Advisory Services
Minnesota
– -$237K -12,978 Closed
AWA
98
Arete Wealth Advisors
Illinois
– -$224K -12,258 Closed
GJIA
99
Glass Jacobson Investment Advisors
Maryland
– -$91.3K -5,000 Closed
AssetMark Inc
100
AssetMark Inc
California
– -$22.8K -1,251 Closed
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