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Eaton Vance Tax-Advantaged Global Dividend Income Fund hedge fund holdings

ETGNYSE
$23.05+0.24 (+1.05%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

ETG · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+7.8%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20253121$21.6M$22.1M102Aug 14, 2025
Q3 20253022$12.7M$21.3M108Nov 14, 2025
Q4 20253335$16M$24.6M119Feb 14, 2026
Q1 20263232$23.4M$27.7M121May 15, 2026
Q2 20264524$39.4M$27.9M130Aug 14, 2026

Quarterly action breakdown

Q2 2026
130 filers
New position
23
$13.7M+581K sh
Increased
22
$25.8M+1.09M sh
Reduced
13
-$12.6M-536K sh
Out / sold
11
-$15.3M-649K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
1607 Capital Partners, LLCNew Buy+$8M$8M0.70%Aug 14, 2026
Shaker Financial Services, LLCReduce 77.61%-$7.27M$2.1M0.66%Jul 15, 2026
Arkadios Wealth AdvisorsSell 100%-$1.79M$00.00%Aug 10, 2026
Readystate Asset Management LPSell 100%-$1.62M$00.00%Aug 14, 2026
Guggenheim Capital LLCReduce 29.88%-$1.2M$2.82M0.02%Aug 12, 2026
Choate Investment AdvisorsNew Buy+$942K$942K0.02%Aug 11, 2026
Cohen & Steers, Inc.Added 19.40%+$588K$3.62M0.01%Aug 14, 2026
Kovack Advisors, Inc.Sell 100%-$543K$00.00%Jul 29, 2026
Hennion & Walsh Asset Management, Inc.Reduce 18.65%-$497K$2.17M0.06%Jul 8, 2026
Z3 Capital Partners, LLCSell 100%-$335K$00.00%Jul 28, 2026
D.A. Davidson & Co.New Buy+$300K$300K0.00%Jul 24, 2026
Indivisible PartnersNew Buy+$295K$295K0.02%Aug 4, 2026
Cresset Asset Management, LLCAdded 81.73%+$265K$588K0.00%Aug 14, 2026
Prospera Financial Services IncNew Buy+$217K$217K0.00%Jul 15, 2026
Capital Investment Advisors, LLCNew Buy+$215K$215K0.00%Aug 6, 2026
Ellis Investment Partners, LLCNew Buy+$211K$211K0.03%Aug 5, 2026
Smith Asset Management Co., LLCNew Buy+$208K$208K0.16%Jul 14, 2026
Heron Bay Capital ManagementReduce 2.81%-$206K$7.13M0.65%Aug 11, 2026
IFG Advisory, LLCNew Buy+$204K$204K0.01%Aug 14, 2026
Meeder Advisory Services, Inc.Sell 100%-$200K$00.00%Aug 7, 2026
WealthTrust Axiom LLCReduce 6.06%-$169K$2.62M0.59%Aug 11, 2026
City of London Investment Management Co LtdAdded 36.56%+$153K$573K0.03%Jul 31, 2026
McGowan Group Asset Management, Inc.Reduce 1.00%-$147K$14.6M1.77%Aug 12, 2026
NORTHSTAR ASSET MANAGEMENT CoNew Buy+$121K$121K0.02%Jul 27, 2026
Institute for Wealth Management, LLC.New Buy+$70.8K$70.8K0.01%Jul 28, 2026
Adapt Wealth Advisors, LLCAdded 12.73%+$70.6K$625K0.20%Aug 12, 2026
Avantax Planning Partners, Inc.Reduce 14.47%-$62.3K$369K0.01%Jul 28, 2026
&PartnersAdded 5.54%+$60.4K$1.15M0.00%Aug 14, 2026
Logan Stone Capital, LLCAdded 17.29%+$54.8K$372K0.08%Aug 14, 2026
United Advisor Group, LLCAdded 16.01%+$44.8K$325K0.03%Jul 29, 2026
1776 Wealth LLCReduce 5.19%-$39.2K$717K0.25%Aug 10, 2026
Kestra Private Wealth Services, LLCReduce 5.81%-$34.4K$558K0.01%Jul 28, 2026
First Trust Advisors LPReduce 0.71%-$33.7K$4.69M0.00%Aug 11, 2026
Mosley Wealth ManagementNew Buy+$30.1K$30.1K0.01%Jul 23, 2026
Kingsview Wealth Management, LLCReduce 5.34%-$27.4K$485K0.01%Aug 19, 2026
MidFirst BankReduce 9.09%-$23.5K$235K0.02%Aug 7, 2026
TD Private Client Wealth LLCNew Buy+$11.7K$11.7K0.00%Aug 4, 2026
Joel Isaacson & Co., LLCAdded 1.43%+$10.4K$738K0.02%Aug 4, 2026
Wagner Wealth Management, LLCReduce 0.45%-$9.04K$2M0.37%Jul 24, 2026
AlphaCore Capital LLCAdded 1.68%+$7.37K$445K0.01%Aug 6, 2026
PMG Family Office LLCAdded 0.60%+$6.94K$1.17M1.08%Jul 16, 2026
Hazlett, Burt & Watson, Inc.Sell 100%-$5K$00.00%Jul 30, 2026
Ausdal Financial Partners, Inc.Added 1.62%+$3.84K$241K0.01%Aug 14, 2026
PFG Investments, LLCAdded 0.41%+$3.72K$920K0.04%Jul 23, 2026
Formidable Asset Management, LLCReduce 1.13%-$3.58K$313K0.05%Jul 17, 2026
Concord Wealth PartnersNew Buy+$3.53K$3.53K0.00%Jul 27, 2026
180 Wealth Advisors, LLCReduce 0.71%-$3.13K$440K0.04%Jul 7, 2026
Axiom Investment Management LLCAdded 9.54%+$2.5K$28.7K0.02%Jul 31, 2026
PlanVest Financial, IncReduce 14.95%-$2.36K$13.4K0.01%Aug 10, 2026
Concurrent Investment Advisors, LLCAdded 0.34%+$2.19K$638K0.01%Jul 27, 2026
Denver Wealth Management, Inc.Added 0.47%+$2.17K$467K0.13%Aug 7, 2026
Accel Wealth ManagementAdded 0.74%+$1.93K$263K0.06%Jul 10, 2026
JFS Wealth Advisors, LLCNew Buy+$1.48K$1.48K0.00%Jul 10, 2026
Armstrong Advisory Group, IncAdded 1.65%+$330$20.3K0.00%Jul 13, 2026

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